LICENSED INSURANCE AGENT COVER LETTER TEMPLATE

• Quote and bind commercial policies as General Liability, Commercial Auto, Excess/Umbrella, Workers Compensation and others
• Answer calls coming in from the site
• Follow up on leads via email, voice, and text
• Create a certificate of insurance for clients
• Support and Service policies/clients
• Verify insurance coverage so clients are compliant
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Provide constructive feedback on processes and procedures
• Work as a team player to accomplish goals by using standard operating practices
• Maintain a strong work ethic with a total commitment to success every day

Skills: Quote Binding, Lead Follow-Up, Call Handling, Certificate Creation, Policy Servicing, Coverage Verification, Customer Education, Team Collaboration

• Establish working relationships with clients, potential clients, and companies represented, in the office, on the phone, by email, and on paper
• Answer Live Lead phone calls and emails
• Make outbound phone calls and emails to prospects and existing clients
• Supporting teammates with follow-up for clients and prospects
• Research and resolve billing and coverage questions
• Promptly respond to client needs, either on the phone or electronically
• Maintain client files and process routine correspondence between the agency and the client or company, both paper records and on many different software programs
• Cultivate new opportunities and offer additional lines of insurance
• Design and implement effective marketing strategies to sell new insurance contracts
• Contact potential clients and establish rapport through networking, warm calling, utilizing referrals, and responding to inquiries.
• Appraise the wishes and demands of business prospects and sell suitable insurance plans
• Collect information from prospects on their risk profiles to offer them the proper solution
• Retain continuous awareness of transactions, sales and terms, and keep relevant records
• Check insurance claims to solidify trust and safeguard reputation

Skills: Client Relations, Lead Response, Outbound Calling, Follow-Up Support, Issue Resolution, File Management, Opportunity Development, Marketing Strategy

• Achieve established sales objectives and goals
• Hit percentage goals for one call close
• Reach the call target numbers
• Maintain response rate for inbound calls
• Contact new business prospects for outbound reach campaigns to provide quotes
• Facilitate communication with prospective clients to determine insurance needs
• Understand current insurance policies and assess gaps, comprehend multiple carrier rates, coverage, limits, deductibles, discounts and plans 
• Use a consultative sales approach to present and close new business
• Perform prospecting activities to generate leads

Skills: Sales Achievement, One-Call Closing, Call Targeting, Inbound Response, Quote Outreach, Needs Assessment, Consultative Selling, Lead Prospecting

• Handling a high volume of inbound calls from clients in a prompt and professional manner
• Making outbound calls to clients who have received targeted marketing materials
• Assessing client needs, providing quotes, and ultimately selling policies
• Promoting Square One and encouraging clients to do the same
• Responding to online chat and email inquiries from clients
• Handling payment-related matters
• Helping clients make changes to their policies
• Taking claims reports from clients
• Maintaining training and industry knowledge

Skills: Inbound Calling, Outbound Calling, Needs Assessment, Policy Sales, Client Communication, Payment Handling, Policy Changes, Claims Support

• Receive inbound calls to assist agents and policyholders with questions regarding their insurance needs
• Counsel, educate and provide accurate insurance advice to customers and/or agents
• Make decisions in an informed, confident and timely manner
• Provide recommendations and consult on coverage in appropriate situations and in the best interest of the customer
• Provide insurance quotes to agents and policyholders
• Interpret and verify policy coverages, changes, renewals and new business transactions
• Review and respond to service requests received from policyholders and agents
• Follow up with the customer to address and resolve all customer needs promptly
• Works with other Personal Lines departments to resolve customer-related inquiries
• Use established guidelines and techniques such as timeliness, first contact resolution, quality and effectiveness to respond to all inquiries

Skills: Inbound Support, Insurance Advising, Decision Making, Coverage Consultation, Quote Provision, Policy Verification, Service Response, Issue Resolution

• Effective phone communication, analytical, decision-making, and human relations skills
• Previous work from a call center experience
• Effective multi-tasking and time management skills
• Must have Property and Casualty or Personal Lines license
• Proficient computer skills with the ability to use dual monitors
• Ability to work non-traditional hours, including evenings and weekends
• Ability to build rapport with customers
• Ability to prioritize and multitask
• Ability to make presentations to potential customers
• Able to achieve mutually agreed upon marketing goals

Qualifications: BS in Finance with 4 years of Experience

• Proven working experience as an Insurance agent or relevant experience
• Familiarity with all types of insurance plans (automobile, fire, life, property, medical, etc)
• Basic computer knowledge and statistical analysis
• Proven ability to work with goals
• Demonstrated ability to communicate, present, influence and sell effectively
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• Communication skills including conflict resolution and a friendly manner
• Empathetic toward clients’ needs
• Good organizational skills and attention to detail
• Ability to continuously learn

Qualifications: BS in Risk Management with 5 years of Experience

• Possess a current Life and Health Insurance Producer License 
• Ability to pass a background check (fingerprinting)
• Performance-driven, entrepreneurial, and self-motivated
• Confident, persuasive, positive attitude
• Must be self-motivated and self-disciplined, with the ability to work effectively with little or no supervision
• Outgoing personality with expertise at developing relationships (must be a people person)
• Remarkable communication and excellent listening skills
• Detail-oriented professional with excellent time-management and organization skills
• Ability to pass a background check and state licensing exam

Qualifications: BA in Business Administration with 3 years of Experience

• Comfortable with coaching
• Thrives in a goal-driven environment
• Motivated and Sales Driven
• Strong computer and internet skills
• Excellent verbal and written communication skills
• Ability and capacity to understand various products from multiple carriers and help consumers make the best decision
• Prior experience in a customer service, sales, or other customer-facing environment
• Able to multi-task in multiple software systems
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing)
• Successful track record of meeting sales goals/quotas
• Ability to make presentations to potential customers
• Must have a Life and Health license 

Qualifications: BS in Insurance Studies with 4 years of Experience

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) 
• Successful track record of meeting sales goals/quotas
• Excellent communication skills - written, verbal and listening
• Able to learn computer functions
• Ability to work in a team environment
• Ability to multi-task
• Must have a current Utah P&C insurance license 
• Experience in P&C insurance
• Working experience in commercial insurance
• Deadline and detail-oriented
• Self-motivated with a strong, honest work ethic

Qualifications: BS in Mathematics with 5 years of Experience