A Supervising Agent is an insurance agent who undertakes the job of seeking out potential customers and attempts to sell them a variety of insurance policies including – life and supplement health insurance. Job duties and description listed on the Supervising Agent Resume include the following tasks – offering insurance, discussing the financial concerns and needs of the customers; ascertaining the customer’s long-term goals; obtaining underwriting approvals, providing death benefits; compiling a list of prospects; establishing productive long-term sources of clients; and calculating rates for coverage actions.
Those seeking to make a career in this line should denote on the resume such skills as – strong communication and negotiation skills, working knowledge of insurance policies and regulations; product knowledge, prospecting skills; motivation for sales; the ability to meet the sales goals; and math skills to make basic calculations. Agents can get this job without a college education, however, they are expected to have valid licensure.
Objective : A dedicated professional with two years of experience in leading teams and driving sales performance. Proven ability to mentor agents, streamline operations, and enhance customer engagement. Passionate about achieving targets and fostering a collaborative work environment that prioritizes success and growth.
Skills : Expertise In Behavioral Management, Proficient In De-escalation Techniques, Team Leadership, Conflict Resolution
Description :
Oversaw a team of 24 agents, analyzing performance metrics to drive sales strategies.
Led training sessions for agents to improve product knowledge and sales techniques.
Delegated tasks effectively to enhance team efficiency and accountability.
Focused on building customer relationships to boost sales and retention.
Regularly reported on team performance and sales metrics to senior management.
Coordinated marketing initiatives to promote new insurance products and services.
Scheduled and conducted in-home presentations to potential clients.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Senior Supervising Agent Resume
Headline : Dynamic leader with 7 years of experience in supervising agent teams and optimizing sales strategies. Adept at mentoring staff, enhancing operational efficiency, and ensuring compliance with industry regulations. Committed to fostering a high-performance culture that drives results and nurtures professional growth.
Implemented a comprehensive training program for new recruits, improving retention by 30%.
Established bi-weekly continuing education sessions for agents to enhance industry knowledge.
Enhanced regulatory compliance, resulting in a 15% decrease in contract errors and cancellations.
Managed a team of 13 staff members, overseeing conduct, licensing, and continuing education requirements.
Introduced a mentorship program for new agents, fostering a supportive learning environment.
Organized monthly workshops that promoted team spirit and improved interoffice collaboration.
Successfully recruited and developed a high-performing team of 15 agents, achieving recognition as Top Supervising Agent for outstanding sales performance.
Experience
5-7 Years
Level
Senior
Education
B.S. in BA
Supervising Agent Resume
Objective : Results-oriented Supervising Agent with 5 years of experience in leading teams and driving operational success. Expertise in mentoring agents, optimizing sales processes, and ensuring compliance with industry standards. Dedicated to fostering a collaborative environment that enhances team performance and achieves organizational goals.
Supervised a team of 3 agents in prospecting and enrolling new clients, ensuring adherence to sales goals.
Handled claims processing and resolved billing issues, enhancing customer satisfaction.
Maintained strong relationships with existing clients while actively expanding the client base.
Participated in local networking groups to foster community relations and promote services.
Developed a comprehensive understanding of employee benefits, particularly supplemental insurance.
Completed leadership training at Liberty National, focusing on team management and operational excellence.
Executed strategic sales initiatives that increased monthly revenue by 15%.
Experience
2-5 Years
Level
Management
Education
B.S. in BA
Junior Supervising Agent Resume
Objective : Enthusiastic professional with two years of experience in supervising and developing agent teams. Skilled in enhancing operational workflows and driving sales growth through effective training and mentorship. Committed to fostering a dynamic team environment that emphasizes collaboration and achievement of targets.
Skills : Performance Management, Training Development, Problem Solving, Communication Skills, Analytical Thinking, Decision Making
Description :
Trained and mentored a team of agents, enhancing their skills and performance in capturing new business.
Coordinated targeted sales presentations to attract new clients and strengthen relationships with existing ones.
Managed customer claims efficiently, ensuring high levels of service and satisfaction.
Participated in Liberty National's Leadership Academy, focusing on leadership and skills development.
Awarded Agency Top Builder for exceptional team growth within the first two months post-promotion.
Recognized as the Agency's Top Personal Recruiter among a competitive group of Supervising Agents.
Ranked as a leading Supervising Agent, achieving top performance in 3 out of 8 weeks in a large agency setting.
Experience
0-2 Years
Level
Junior
Education
B.S. in BA
Supervising Agent Resume
Objective : Accomplished Supervising Agent with 5 years of experience in leading and developing high-performing teams. Expertise in mentoring agents, optimizing sales strategies, and ensuring compliance with industry standards. Passionate about driving operational excellence and creating an inclusive environment that promotes teamwork and success.
Led a team of agents to achieve sales targets and improve customer satisfaction.
Achieved recognition as a top-tier Supervising Agent within the organization, ranking in the top 10% for sales performance.
Sustained a 70% closing rate on new business, significantly above industry average.
Generated $1500 in annualized life premiums weekly through effective sales strategies.
Maintained a consistent client base of 100 clients through referrals, scheduling multiple appointments for in-home presentations.
Evaluated child welfare cases, ensuring safety and compliance with regulations.
Scheduled and conducted in-person meetings with clients to assess their insurance needs.
Experience
2-5 Years
Level
Consultant
Education
BBA
Assistant Supervising Agent Resume
Objective : Proactive Assistant Supervising Agent with two years of experience in guiding teams and enhancing operational efficiency. Skilled in training agents, optimizing workflows, and elevating customer satisfaction. Eager to leverage strong communication and leadership abilities to contribute to a high-achieving team environment.
Skills : Data Analysis Tools, Customer Engagement, Performance Evaluation, Data Analysis
Description :
Led the turnaround of a struggling office in Shreveport, LA, improving operational efficiency and team morale.
Promoted to oversee operations in Dallas, TX, directly managing six agents to achieve sales goals.
Dedicated to long hours and commitment, fostering a positive work culture.
Engaged with clients to advise on benefits packages, enhancing client relationships.
Focused on recruiting new agents through interviews and group presentations.
Conducted training sessions to enhance agent performance and product knowledge.
Implemented performance metrics to track and improve team productivity.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Supervising Agent Resume
Objective : Driven professional with two years of experience in supervising agents and enhancing team performance. Skilled in mentoring, optimizing operational processes, and achieving sales targets. Committed to fostering a supportive and high-energy team culture that prioritizes collaboration and excellence.
Skills : Bilingual Communication Skills, Sales Strategy Development, Process Improvement, Team Collaboration, Goal Setting, Relationship Building
Description :
Supervised and trained a team of two new agents, resulting in improved sales productivity.
Scheduled client appointments and maintained strong client relationships to drive business growth.
Conducted in-home visits to analyze coverage options and provide tailored benefits.
Resolved escalated customer issues to maintain high service standards.
Tracked agency performance metrics, calculating production and maintaining accurate records.
Developed production reports and conducted hiring processes, including interviews and resume evaluations.
Facilitated team-building sessions and participated in weekly call nights to boost morale and performance.
Experience
0-2 Years
Level
Fresher
Education
BBA
Senior Supervising Agent Resume
Headline : Strategic and results-driven professional with 7 years of experience as a Senior Supervising Agent. Expert in leading diverse teams, optimizing performance, and implementing effective training programs. Skilled in enhancing customer satisfaction and ensuring compliance with industry standards. Committed to driving operational excellence and fostering a culture of teamwork and continuous improvement.
Skills : Advanced Microsoft Office Suite, Project Leadership And Coordination, Operational Strategy Development, Time Management, Sales Strategies, Market Trends Analysis
Description :
Conducted weekly meetings with agents to review performance metrics and set sales targets.
Developed and implemented training programs to enhance agent skills and knowledge.
Monitored customer interactions to ensure high levels of service and compliance with policies.
Collaborated with management to refine operational strategies and improve team efficiency.
Resolved complex client issues by applying advanced problem-solving techniques.
Analyzed market trends to identify new opportunities for growth and development.
Prepared detailed reports on team performance and presented findings to upper management.
Experience
5-7 Years
Level
Management
Education
BBA
Supervising Agent Resume
Objective : Innovative Supervising Agent with 5 years of experience in leading teams and enhancing operational efficiency. Proven track record in mentoring agents and implementing effective sales strategies. Eager to cultivate a high-performance culture that drives team success and meets organizational objectives.
Skills : Data Analysis And Reporting, Lead Generation And Qualification, Quality Assurance, Reporting Skills, Risk Management, Coaching Techniques
Description :
Utilized multiple online platforms to identify and recruit top talent for the sales team, effectively increasing team size and diversity.
Designed and facilitated comprehensive training sessions for new agents, fostering their development and success in the role.
Collaborated with clients to tailor benefit programs that meet their specific needs, ensuring satisfaction and retention.
Coordinated client follow-ups to manage policy maintenance, including scheduling necessary examinations and modifications.
Conducted thorough resume screenings and organized interviews to select qualified candidates for positions.
Managed documentation for financial agreements, ensuring compliance and accuracy.
Supervised a dedicated team of agents, providing ongoing mentorship to drive individual and team performance.
Experience
2-5 Years
Level
Management
Education
B.S. in BA
Supervising Agent Resume
Summary : Accomplished Supervising Agent with a decade of experience in leading sales teams and driving operational success. Expertise in mentoring agents, enhancing productivity, and implementing strategic initiatives. Committed to fostering a high-performance culture that prioritizes teamwork and achieves organizational goals.
Skills : Advanced Problem Solving, Outstanding Client Relations, Customer Service, Time Optimization, Team Building
Description :
Achieved individual sales production exceeding 2200 monthly for consecutive quarters.
Facilitated new agent onboarding, leading to a production average of 2200 within their first three months.
Fostered a positive team environment to enhance morale.
Identified prospective customers through lead generation, consistently making over 100 cold calls weekly.
Developed a comprehensive understanding of life and health insurance products to better assist clients.
Mentored 10 agents, enhancing their sales techniques and overall performance.
Rapidly advanced from Insurance Producer to Supervising Agent in under two months, recognized for exceptional sales performance.
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