LICENSED INSURANCE AGENT RESUME EXAMPLE

Job Summary: 

• Contact all leads, referrals and other prospects promptly to discuss their coverage needs in a consultative manner
• Effectively cross-sell additional lines of coverage to ensure comprehensive coverage of all key exposures
• Use consultative selling techniques to close new business with customers in a mutually beneficial manner
• Bind coverage, including establishment of payment method, terms, etc.
• Respond to customer requests for annual/pre-renewal reviews, re-markets, re-writes, etc.
• Ensure that all ongoing customer communications, service requests, cross-sales, questions, changes, etc., are handled in a professional, courteous and timely manner to maintain customer retention level at/near 90% or better
• Consistently demonstrate strong insurance industry, carrier and product knowledge to effectively and professionally communicate key factors affecting each customer's package programs
• Maintain active involvement in the community served, whether in industry, civic, volunteer and/or other areas of interest, to enhance professional standing and a strong prospect/new business pipeline
• Serve as an “Ambassador” of Woodhouse Family Insurance, both within and outside of the company, striving to continuously build goodwill and new business opportunities for the organization
• Successfully manage all producer required CE Credits, business practices and personal behaviors as mandated by each state's department of insurance to maintain all necessary licenses and credentials

Skills on Resume: 

• Client Consultation (Soft Skills)
• Cross-Selling (Hard Skills)
• Sales Closing (Hard Skills)
• Coverage Binding (Hard Skills)
• Customer Service (Soft Skills)
• Industry Knowledge (Hard Skills)
• Community Engagement (Soft Skills)
• License Compliance (Hard Skills)

Job Summary: 

• Provide continuous professional advice, guidance, and suggestions to clients and prospects
• Work in a fast-paced environment where technology plays a major role in day-to-day operations
• Consult on, quote, propose, advise on, and close insurance policies with clients 
• Responsible for the handling and remittance of all premiums collected, submitting clean and complete files for processing, and frontline underwriting of all cases produced 
• Recommend changes and remarketing coverage for clients
• Generate contacts, insurance expiration dates, and appointments 
• Creation and execution of multi-faceted marketing plans including cold calling, direct mail, LinkedIn, and social media for assigned agents and yourself
• Learn and master products and underwriting rules of Iscential’s insurance carrier product offering
• Responsible for organizing, managing, and updating CRM 
• Measure and report weekly activity such as contacts, insurance expiration dates, appointments, and premiums

Skills on Resume: 

• Professional Advising (Soft Skills)
• Tech Proficiency (Hard Skills)
• Policy Consultation (Hard Skills)
• Premium Handling (Hard Skills)
• Coverage Remarketing (Hard Skills)
• Lead Generation (Hard Skills)
• Marketing Execution (Hard Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Develop new business opportunities
• Ensuring maximum business leads with successful sales techniques
• Deal with internal departments to optimize the quality of service, business growth, and customer satisfaction
• Adhere to all compliance and quality standards
• Use relevant systems to update information held on customer accounts
• Respond to emails and handle high volumes of calls and leads relating to new business
• Communicate and liaise with customers using appropriate methods to ensure a good customer journey
• Ensure a smooth process is followed regarding the payment of premiums and the issue of documentation
• Effective management of callbacks and follow-ups
• Respond to and follow up sales enquiries using appropriate methods
• Attend and be present at internal meetings with other company functions
• Provide ongoing customer support, issuing quotes and policy documents, handling inbound calls from customers, processing renewals, cancellations and certificates of insurance, and making changes to current policies and issuing cancel / rewrites

Skills on Resume: 

• Business Development (Hard Skills)
• Sales Techniques (Hard Skills)
• Service Coordination (Soft Skills)
• Compliance Adherence (Hard Skills)
• Data Updating (Hard Skills)
• Customer Communication (Soft Skills)
• Payment Processing (Hard Skills)
• Follow-Up Management (Soft Skills)

Job Summary: 

• Provide financial planning support to clients
• Effectively communicate with current and new clients to create new plans or adjust existing ones
• Contact potential clients and create rapport by networking, using referrals, etc
• Appraise the wishes and demands of business or individual customers and create suitable protection plans
• Collect information from clients on their risk profiles to offer them the proper solutions
• Execute all duties and assignments as directed by management
• Answering inbound calls to quote and sell auto and home insurance
• Providing customers with a professional, high-value experience
• Develop and maintain specific personal lines insurance knowledge of all states and carrier products to effectively counsel insurance customers

Skills on Resume: 

• Financial Planning (Hard Skills)
• Client Communication (Soft Skills)
• Networking Outreach (Soft Skills)
• Risk Assessment (Hard Skills)
• Plan Development (Hard Skills)
• Task Execution (Soft Skills)
• Insurance Quoting (Hard Skills)
• Product Knowledge (Hard Skills)

Job Summary: 

• Remarket policy renewals to ensure every client is getting the best deal for their insurance
• Review policies that have premium changes to problem-solve and communicate with the clients
• Work with an excellent team to assist in problem-solving and critical thinking
• Communicate with clients regarding policy coverages, premiums, and options
• Work with the Retention Team to ensure a 90% retention rate on the agency's current book of business
• Cross-sell existing accounts by assessing client needs and offering appropriate lines of business
• Maintain current and thorough knowledge of market conditions, coverage and carrier underwriting, and product knowledge
• Maintain positive relationships with insurance carriers to either achieve or retain a favorable status for Movement Insurance

Skills on Resume: 

• Policy Remarketing (Hard Skills)
• Issue Resolution (Soft Skills)
• Team Problem-Solving (Soft Skills)
• Client Communication (Soft Skills)
• Retention Support (Hard Skills)
• Cross-Selling (Hard Skills)
• Market Knowledge (Hard Skills)
• Carrier Relations (Soft Skills)

Job Summary: 

• Responsible for meeting with and serving families who have requested help with mortgage protection or final expense insurance
• Utilize access to over 30 A-rated insurance carriers to provide the best and most affordable options
• Accurately and efficiently capture customer information in the CRM system
• Effective organization and time management skills, with the ability to work under pressure
• Proactively manage and grow a pipeline of new business opportunities
• Responsible for hitting KPIs set by the company
• Process and follow up on requested changes and updates to insurance policies
• Respond to billing and coverage inquiries, and proof of insurance requests
• Conduct policy reviews on in-force policies and advise on additional coverages and policies
• Respond to underwriting information requests on in-force policies
• Stay informed of industry changes, changes in products/services, procedures, and policies
• Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements

Skills on Resume: 

• Client Service (Soft Skills)
• Carrier Navigation (Hard Skills)
• CRM Accuracy (Hard Skills)
• Time Management (Soft Skills)
• Pipeline Growth (Hard Skills)
• KPI Achievement (Hard Skills)
• Policy Processing (Hard Skills)
• Industry Awareness (Hard Skills)

Job Summary: 

• Become a subject matter expert on life insurance and products through targeted training
• Onboard new life insurance customers into the application and underwriting process
• Address customer questions about life insurance, the policy they’re applying for, and the application process, all while maintaining a positive attitude
• Communicate with customers through phone, email, chat, and text
• Collaborate with other operations teams (customer service, customer success, case management and quality assurance) to ensure a seamless customer experience
• Contribute toward team goals and support the onboarding of new team members 
• Completing paid training and licensing program to ensure familiarity with the Medicare products and are licensed to sell across several states
• Working with the customer service team to receive live transfer calls that are pre-qualified for coverage
• Guiding and advising senior consumers through complex online applications for a variety of Medicare products from various carriers
• Explaining full elected benefits and answering any questions for the senior consumers
• Ensuring compliance with Federal Centers for Medicare and Medicaid standards and all state legal requirements
• Meeting or exceeding weekly sales quotas by delivering exceptional service to close the sale

Skills on Resume: 

• Product Expertise (Hard Skills)
• Customer Onboarding (Hard Skills)
• Question Handling (Soft Skills)
• Multi-Channel Communication (Soft Skills)
• Team Collaboration (Soft Skills)
• Training Completion (Hard Skills)
• Medicare Guidance (Hard Skills)
• Sales Performance (Hard Skills)

Job Summary: 

• Work on new leads that are pre-qualified and provided daily
• Communicate with clients via phone, email, and text 
• Use a consultative sales process to understand customer needs
• Develop customized insurance proposals, present proposals, and close sales
• Manage customer relationships to develop cross-sell and up-sell opportunities for Home, Auto and other insurance products
• Maintain excellent customer experience and high levels of customer satisfaction
• Effectively communicate with union members and referrals via phone, video chat, and email
• Recommend permanent insurance plans that fit clients' personal needs
• Distribute policy proceeds after a claim is submitted and approved
• Complete administrative tasks including maintaining records and handling policy renewals
• Describe the advantages and disadvantages of different policy options
• Respond to clients’ insurance-related questions and issues

Skills on Resume: 

• Lead Management (Hard Skills)
• Consultative Selling (Hard Skills)
• Proposal Development (Hard Skills)
• Client Relations (Soft Skills)
• Customer Satisfaction (Soft Skills)
• Union Communication (Soft Skills)
• Policy Guidance (Hard Skills)
• Administrative Support (Hard Skills)

Job Summary: 

• Create tailored risk management strategies directly with clients that align with their risk profiles
• Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities
• Present insurance plan options tailored to their individual circumstances
• Meet new business production goals and objectives
• Solicit for new business via telephone, networking, and other lead sources
• Ask for referrals from the current client base
• Maintain knowledge of new products
• Create client relationships with follow-up phone calls
• Answer the phone and assist customers both on the phone and in-person clients

Skills on Resume: 

• Risk Strategy (Hard Skills)
• Industry Awareness (Hard Skills)
• Portfolio Growth (Hard Skills)
• Client Needs Assessment (Soft Skills)
• Plan Presentation (Soft Skills)
• Business Production (Hard Skills)
• Lead Solicitation (Hard Skills)
• Client Follow-Up (Soft Skills)

Job Summary: 

• Maintain a positive work atmosphere by communicating and behaving professionally with clients, co- workers and management
• Provide a high level of customer service to clients
• Outside Sales in Personal Lines and Commercial Lines
• Cultivate new business with contacts the associate agent is prospecting
• Responsible for the security of clients' data at all times
• Responsible for maintaining open communication with customers and the team
• Provide excellent customer service in person and over the phone for clients
• Respond to inbound customer inquiries through email, text, and other social media
• Generate quotes, process service requests and help customers with questions they may have regarding policies and the purchase process
• Assist insurance carriers and the Jerry team members in meeting a common goal of growing and retaining Jerry policyholders
• Work with internal teams to improve operational efficiency, implement best practices, and deliver an exceptional client experience

Skills on Resume: 

• Professional Conduct (Soft Skills)
• Customer Service (Soft Skills)
• Outside Sales (Hard Skills)
• Business Prospecting (Hard Skills)
• Data Security (Hard Skills)
• Team Communication (Soft Skills)
• Quote Generation (Hard Skills)
• Operational Efficiency (Soft Skills)