LiveCareer-Resume

licensed insurance producer resume example with 14+ years of experience

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Jessica Claire
Insurance Advisor
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

Driven Insurance Producer and Customer Service Provider with 15 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Skills
  • Consultative Selling Techniques
  • Production Goals
  • Policy Feature Explanations
  • Operational Efficiency
  • Insurance Program Analysis
  • Administrative Support
  • Marketing Strategy Development
  • Persuasive Negotiations
  • Insurance Recommendation
  • Client Prospecting
  • Account Management
  • Insurance Policy Sales
  • Policyholder Communication
  • Client Account Management
  • Claims Information Gathering
  • Policy Renewals
  • Insurance Requirements
  • Underwriter Collaboration
  • Email Marketing
  • Insurance Coverage Verification
  • Underwriter Selection
  • Form Completion and Submission
  • Insurance Customization
  • Financial Needs Assessment
  • Clientele Development
  • Binder Coverage
  • Insurance Terminology
  • Premium Calculations
  • Insurance Industry Knowledge
  • Professional Relationships
  • Casualty Insurance Industry Knowledge
  • Group Presentations
  • Final Expense Insurance
  • Strategic Partnership
  • Customer Interaction
  • Loyalty Programs
  • Licensing Requirements
  • Asset Protection
  • Commission Calculation
  • Reading Comprehension
  • Team Goals
  • Billing Procedures
  • Customer Inquiries
  • Preparing Templates
  • Customer Billing
  • Agent Support
  • Data Collections
  • Payment Method
  • Training Junior Team Members
  • Regulatory Requirements
  • Constructive Feedback
  • Property and Casualty Products
  • Premium Collection
  • Qualified Lead Generation
  • Credit and Debt Card Processing
  • Continuous Education
  • Call Center Customer Service
  • Deposit Tracking
  • Project Requirements
  • Persuasive Selling
  • Requirements Reviews
  • Loss Control
  • Customer Relationship Management
  • Revenue Growth
  • Bank Deposits
  • Customer Complaint Resolution
  • Quality Assurance Evaluation
  • Loss Coverage Determination
Work History
11/2009 to 02/2018 Licensed Insurance Producer Usmm | Akron, OH,
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Promoted State Farm products and services using upselling and other sales strategies.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Exceeded corporate quotas for monthly policy sales.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Drove team revenue totals by bringing in top sales numbers.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 40%.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Established payment methods for clients to facilitate customer payments and issue receipts.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Calculated premiums and established payment methods for sales.
  • Collected premiums on or before effective date of coverage.
  • Remained impartial in order to advise clients based on circumstances.
  • Identified and solicited sales prospects in agency databases.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Collected, analyzed and validated agency commissions.
09/2018 to Current Licensed Insurance Producer CCW, LLC | City, STATE,
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Promoted State Farm products and services using upselling and other sales strategies.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Exceeded corporate quotas for monthly policy sales.
  • Applied knowledge of customers and territories to market referral and lead programs and initiatives.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Quoted and calculated premium rates for policies, using rate book and calculator.
  • Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Drove team revenue totals by bringing in top sales numbers.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 20%.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Established payment methods for clients to facilitate customer payments and issue receipts.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
05/2007 to 08/2009 Office Manager Duckworth Insurance Services | City, STATE,
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Managed office operations while scheduling appointments for department managers.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
  • Coordinated special projects and managed schedules.
  • Compared vendor prices and negotiated for optimal savings.
  • Evaluated employee records and productivity to complete employee evaluations.
  • Developed standard operating procedures for all administrative employees.
  • Utilized client and staff feedback to maintain customer partnerships and increase revenue.
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Established and developed strong administrative team by delivering ongoing coaching and motivation and fostering career advancement.
  • Prepared meeting materials and took clear notes to distribute to stakeholders.
  • Oversaw quality control and productivity rates to increase revenue and production times.
  • Initiated timely project management within budget constraints for multi-faceted problems concerning executive leaders.
  • Aggregated and analyzed data related to administrative costs to prepare budgets for corporate-level management.
Education
Expected in to to Bachelor of Science | Business Administration And Management William Carey University, Hattiesburg, MS GPA:
Certifications
  • Continuing Education Training - 13 years
  • Property and Casualty License - 13 years
  • Licensed Life and Health Producer - 13 years
  • Compliance and Ethics Training - 13 years

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Resume Overview

School Attended

  • William Carey University

Job Titles Held:

  • Licensed Insurance Producer
  • Licensed Insurance Producer
  • Office Manager

Degrees

  • Bachelor of Science

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