A Sales Producer takes the crucial duty of providing customer service by assisting the customers with their insurance service needs. While the duties vary based on the needs of the customers, the following are certain core tasks seen on the Sales Producer Resume – preparing quotes; performing sales calls, developing sales documents as needed, managing policy expiration dates; preparing sales campaigns; managing correspondence, updating and renewing policies; maintaining effective pools of all referrals; and updating sales records for submission.
A successful resume for this post should highlight the following qualifications – strong communication skills, negotiation skills, the ability to cold-call customers; knowledge of the insurance products being handled; and good knowledge of property and casualty products. Hiring companies prefer to see on the resume a degree in finance, business or economics.
Objective : Professional experience that includes sales, marketing, business development, employee training, communications, and writing. Nationally recognized with demonstrated ability to multi-task and make decisions to move projects to completion.
Skills : Customer Service, Sales, Insurance.
Description :
Proven ability to establish rapport with clients and exceed sales quotas.
Answered customer telephone calls regarding an existing account.
Made requested policy and account changes.
Consulted with customers to evaluate needs and determine best options Upgrade service and offer additional service options Consistently improve customer satisfaction through the expert resolution of conflicts, issues.
Enrolled Bilingual customers in Blue Cross Blue Shield Medical Insurance to different plans.
Responded to general inquires from members, staff, and clients via telephone, mail, e-mail, and fax.
Resolved service issues and shared benefits of additional services Maintained up-to-date knowledge of bank policies regarding payments, account changes, and upgrades.
Experience
0-2 Years
Level
Entry Level
Education
B.A. In Sociology
Sr. Sales Producer Resume
Summary : Self-driven and ambitious licensed insurance professional with extensive experience in sales, prospecting and lead generation. Credentials include management in book of business accounts, multi-line insurance sales, bank product sales, customer account services, conducting insurance financial reviews in appointments, and agency marketing.
Skills : Life Insurance, Commercial Insurance, Management, Microsoft Office, Computer Hardware, Customer Relationship Management, Sales
Description :
Produced new sales by conducting daily phone calls to set up appointments in and out of the office for new and existing clients.
Sold multi-lines of insurance over the phone and in appointments while successfully using up-selling and cross-selling techniques, expanding agency profitability.
Visited with business owners and families to produce policies suitable for the commercial, property and personal lines of insurance.
Conducted financial review appointments to find gaps in clients' insurance portfolios.
Used multiple computer programs and applications to service existing clients and prospects.
Provided exceptional customer service by taking payments, completing required forms and applications, directing them to claims, underwriting, and other service lines.
Developed and implemented marketing activities and materials for the agency.
Met with a weekly average of 30 walk-in policyholders to address and resolve complaints.
Experience
10+ Years
Level
Senior
Education
Diploma
Jr. Sales Producer Resume
Summary : Experienced in all phases of sales development, from prospecting, cold-calling, negotiation to closing with excellent customer service follow up. A strong team player, excelling in customer relationship building and sustaining forward growth momentum through referrals and repeat sales. Experienced in equipment valuations and procuring financing.
Directed the actual distribution or movement of a product or service to the customer.
Coordinated sales distribution by establishing sales territories, quotas, and goals.
Analyzed sales statistics to determine sales potential and inventory requirements and monitor the preferences of customers.
Worked knowledge of processing binding applications for prospective clients in the areas of life, health, property and casualty.
Responsible for updating and making changes to contract, reinstating policies and/ or the cancellation of insurance policies.
Determined reinstatement according to company policies, canceling insurance policies as and verifying the accuracy of insurance company records.
Processed new insurance policies, modifications to existing policies, and claims forms.
Obtained information from policyholders to verify the accuracy and completeness of accidents facts for claims forms, applications and related documents, and company records.
Experience
7-10 Years
Level
Management
Education
Business Administration
Sales Producer III Resume
Objective : To continue Sales Producer career at a company where can participate in the execution and development of short and long term goals and strategies, as well as provide the highest level of customer service while meeting and exceeding standards of activity, sales, and supervisory excellence.
Skills : Sales, Human Resources, Recruiting, Industrial Engineering, Management, Partnerships.
Description :
Identified products and coverage that will appropriately protect their family.
Met new business production goals and objectives as established.
Solicited for new business via telephone, networking, and other lead sources.
Developed insurance quotes, makes sales presentations and closes sales.
Asked each client for referrals and explain our referral program.
Maintained knowledge of new products.
Prospected and generated new business through leads & referral sources.
Generated insurance quotes.
Experience
2-5 Years
Level
Junior
Education
B.A. In Sociology
Sales Producer II Resume
Summary : Seeking employment that will provide entry into a path to guide a lifetime career choice, give valuable Sales Producer experience in the workforce, and furnish the income and stability to support a future family.
Sought out new clients and developed clientele by networking to find new customers and generated lists of prospective clients.
Averaged 500 outbound cold calls per week.
Performed administrative tasks, such as maintaining records and handling policy renewals.
Conferred with clients to obtain and provide information when claims were made on a policy.
Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Sold various types of insurance policies to individuals including automobile, property insurance and specialized policies such as recreational and umbrella.
Calculated premiums and established payment method.
Serviced policyholders to explain policy, to go over any changes and suggest additions.
Facilitated sales and motivational meetings for other sales team members.
Experience
7-10 Years
Level
Management
Education
High School
Sales Producer I Resume
Summary : To use past 15 years of Sales Producer experience and technical background to establish a challenging career with a stable and successful company.
Skills : Cleaning, Cooking, Lawn care, Mix cement, Build scaffolds.
Description :
Responsible for closing auto, homeowners, renters, flood and life insurance policies.
Averaged 3 closed deals a day.
Developed an online auto insurance quote form through own personal which proved to be very lucrative for the agency.
Demonstrated ethical responsibility and confidence in discussing various insurance options with current customers and prospects.
Developed several marketing plans using Constant Contact, email, direct mailings to expand our business.
Maintained a database tracking existing sales and potential cross-marketing leads from those sales.
Evaluated and streamlined processes to provide the most efficient service possible to our customers.
Experience
10+ Years
Level
Senior
Education
BA In Art History
Lead Sales Producer Resume
Summary : Over 10 years of experience in sales and customer relations. Presently seeking a suitable position with a high-growth company that offers opportunities for advancement while allowing to utilize outstanding interpersonal, organizational, analytical and marketing skills to improve operations and increase growth.
Skills : Creating Marketing Material, Fax, Scan, Email, Accounts Recievable, Building Data Trackers.
Description :
Helped customers determine coverage needs for both personal and commercial lines.
Customized insurance programs to suit individual customers, often covering a variety of risks.
Ensured that policy requirement is fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Calculated premiums and establish payment methods.
Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Sold various types of insurance policies to individuals on behalf of insurance companies, including automobile, fire, life, and property.
Sought out new clients, developed clientele by networking to find new customers, and generated a list of prospective clients.
Performed administrative tasks, such as maintenance records and handling policy renewals.
Experience
7-10 Years
Level
Management
Education
Sales
Licensed Sales Producer Resume
Headline : Professional seeking to acquire a Sales Producer position where abilities and strengths to multi-task, effectively determine the client needs and to proactively create a rewarding working experience within a challenging and productive environment.
Skills : Microsoft Word, Excel, Access, PowerPoint, Outlook, Express, And Internet.
Description :
Reviewed policy increases and offered policy options.
Solicited for new business by phone and other lead sources.
Processed new business applications and collected proper documents at the close of sale for issuance.
Conducted customer policy reviews and updated coverages as necessary.
Established and maintained long-lasting business relationships with my clients.
Sold all lines of insurance for prospective customers.
Participated in various incentive programs designed to drive sales and meet production goals.
Experience
5-7 Years
Level
Executive
Education
B.A. In Sociology
Associate Sales Producer Resume
Objective : Selfmotivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fastpaced environments.
Skills : Life Insurance, Sales.
Description :
Contacted new and existing customers to discuss how their needs could be met through specific products and services.
Quoted prices, credit terms and other bid specifications.
Identified prospective customers by using business directories and following leads from existing clients.
Selected the correct products based on customer needs, product specifications and applicable regulations.
Attended monthly sales meetings and quarterly sales trainings.
Met existing customers to review current services and expand sales opportunities.
Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
Built relationships with customers and the community to promote long term business growth.
Experience
2-5 Years
Level
Junior
Education
B.A. In Sociology
Sales Producer Resume
Summary : Top-producing sales professional credited with implementing business development and account management strategies that improve sales revenue, market share and account performance. Highly successful delivering customized client solutions with exceptional presentation, negotiation, communication and relationship-building skills.
Skills : Customer Service, Insurance, Computer.
Description :
Drove new business sales revenues of life, health, accident, property and casualty insurance policies, along with financial services/products.
Completed State Farm LSA training program featuring marketing/sales strategies, client interviews, insurance philosophy, and policy products.
Utilized cold-calling, cross-selling and referral programs to increase leads and account value.
Developed and implemented various marketing campaigns and Internet sales lead.
Participated in presentations, conferences, meetings, and other public/marketing events.
Gathered information, assessed needs and provided customized policy recommendations.
Explained terms, benefits, claim procedures and options to ensure informed client decisions.
Built a record for closing 78% of applications, surpassing company production goals.
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