Sr Sales Agent / P&C /Small Commercial/Life Insurance Agent Resume Example

• Communicate with prospective insured on documents needed to bind an account or support any discounts available.
• Review for accuracy all carrier generated documents including new business, renewals, and endorsements.
• Monitor, daily, all open activity and follow up with clients while demonstrating confidence in my knowledge of insurance products, markets, and underwriting concepts.
• Assist accounting in collection of premiums advanced or agency billed policies.
• Identify gaps in coverage and uncover opportunities to cross sell additional lines of business.
• Provide day to day service to clients via phone, fax, and email.
• Perform outbound prospecting calls needed to hit sale goals.
• Handle first report of claims by gathering information from client and reporting to the carrier per agency guidelines using agency management system.
• Other duties as needed to service the agency complete book of business for Personal lines & Commercial.
• Perform daily use of Microsoft office suite, Applied Systems, PL Rater software, NIFP System.
• Promoted brand awareness and utilized networking to increase brand development.
• Provided exceptional customer service to foster client loyalty and satisfaction.

• Process all new business, endorsements, and renewals using Applied Epic system per established process guidelines.
• Monitor, daily, all open activity and follow up.
• Assist accounting in collection of premiums advanced or agency billed policies.
• Identify gaps in coverage and uncover opportunities to cross sell additional lines of business.
• Provide day to day service to clients via phone, fax, and email.
• Handle first report of claims by gathering information from client and reporting to the carrier per agency guidelines using agency management system.
• Act as liaison to resolve claim disputes between customer and carrier.
• Perform daily use of Microsoft office suite, Applied Systems, Applied Rater software, NIFP System, Salesforce
• Experience working with High -Net -worth Carriers & Clients such as Chub, Cincinnati, Nationwide
• Stayed in contact with carriers, underwriters, and marketing personnel.
• Finalized sales and collected necessary deposits.

• Maintained office in absence of owners
• Review for accuracy all carrier generated documents including new business, renewals, and endorsements.
• Process all new business, endorsements, and renewals using Applied Tam agency management system per established process guidelines.
• Monitor, daily, all open activity and follow up while demonstrating confidence in my knowledge of insurance products, markets, and underwriting concepts.
• Perform monthly commission & billing transaction duties in Applied for office records.
• Quoted, sold & serviced commercial accounts In Indiana and Ohio
• Collected Loss Runs & Workers Compensation Data as needed
• Provide day to day service to clients via phone, fax, and email.
• Handle first report of claims by gathering information from client and reporting to the carrier per agency guidelines using agency management system.
• Other duties as needed to service the agency complete book of business for Personal lines & Commercial.
• Perform daily use of Microsoft office suite, Applied Systems, PL Rater software, NIFP System.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Conducted annual reviews of existing policies to update information.
• Met with customers to provide information about available products and policies.
• Upsold additional products and services after identifying customer needs and requirements.

● Sold policies that exceeded production goals

● Followed proper field underwriting processes to verify account request are with in underwriting guidelines.

● Remit applications, process endorsements, and payments as outlined in the Agency Procedure manual

● Complete follow-up procedures for cross-selling new customers and effectively communicate any other programs that would benefit their portfolio

● Participate in prospecting marketing campaigns designed by the company and regular Local Store Marketing

● Handled customer service duties, data entry including taking payments, processing endorsements, and handling inspections of personal and commercial autos.

● Review, evaluate, and approve insurance applications and related documents for Commercial policy issue

● Continue to learn product & underwriting detail of various carriers for additional sales opportunities and for professional development.

● Continue to develop understanding of commercial auto, liability

● Participate in My Community & My Local Store Marketing programs

● Perform daily use of Microsoft office suite, Ams360 Insurance software, ITC insurance agency software, AS/400 Software & Systems