licensed insurance producer resume example with 20+ years of experience
Influential, insightful and detail-oriented Insurance Sales Agent with 12 years of combined experience in sales and claims customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Proficient in Microsoft and Salesforce. Bringing product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
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- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Managed 30-50 customer calls per day for service or sales.
- Sold auto, home, life and other various insurance products to individuals within assigned territory using consultative selling techniques.
- 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.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
- Identified and resolved unauthorized, unsafe or ineffective practices.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Planned and resourced personnel and logistics for operations component exercises resulting in highly trained personnel ready to act quickly in critical roles.
- Trained new employees consisting of 25-30 seasonal photographers and up to 8 sales & office staff, on proper protocols and customer service standards.
- Assisted in recruiting, hiring and training of team members.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Directed product flow and informed management of delays and challenges, as well as suggested resolutions.
- Evaluate and prepare 15-30 summaries of damage, payments and policy coverage per week, throughout five counties.
- Examined claims forms and other records to determine insurance coverage.
- Verified insurance claims and determined fair amount for settlement.
- Evaluated insurance policies and analyzed damages to determine coverage.
- Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
- Negotiated Property & Casualty settlement agreements to resolve disputes.
- Reviewed police reports, medical treatment records and physical property damage to determine extent of liability.
- Reviewed and analyzed suspicious and potentially fraudulent insurance claims.
- Documented all investigation activity and presented reports to management.
- Briefed all unit personnel noncommissioned officers on essential job information, such as company policies, regulations, deployment information, benefits and job duties.
- Worked with all units under each command to achieve compliance with organizational policies, providing clarifying information and regular inspections of records for recommending necessary changes.
- Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.
- Enhanced team workflows and employee job satisfaction by coordinating communication between managers and employees.
- Provided guidance on policies and procedures to harmonize responses, provide appropriate investigation actions and reach resolution of grievances.
- Coordinated ongoing technical training and personal development classes for staff members.
- Researched, documented, and processed In Line of Duty medical claims.
- Processed Servicemembers Group Life Insurance Claims.
- Processed Retirement Benefit packets for retiring soldiers.
- Coordinated and conducted mobilization record reviews and updates to ensure all documents were completed and up-to-date prior to deployment.
- Many other duties as assigned.
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Resume Overview
School Attended
- Various Military Courses
Job Titles Held:
- Licensed Insurance Producer
- Operations Manager
- Claims Adjuster
- Senior Personnel Staff Noncommissioned Officer
Degrees
- Associate of Applied Science
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