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

Resume Score: 80%

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SR SALES AGENT / P&C /SMALL COMMERCIAL/LIFE INSURANCE AGENT
Work History
Underwriting Specialist, 08/2020 to Current
Company Name – City, State
  • Examined potential loss stemming from catastrophe, severity, or frequency of possible loss.
  • Communicate with Insured's during customer service duties and activities
  • Process binders, certificates, invoices and endorsement changes,loss analysis. Webex Teams.
  • Perform daily use of Microsoft office suite, Oden, Sedgwick Via One, IBM AS/400, Majesco, Salesforce, Instec Quicksolver
  • Preparation of policy issuance instructions, File Setup, and preparation of policy issuance instructions
  • Learn the team program(s) so that new business submissions can be qualified for acceptance or declination.
  • Maintain high level of prioritizing work and time management skills.
  • Work within a team environment supporting Underwriters on specialized insurance programs.
  • Process renewal and new business accounts assigned to the assigned team Underwriters.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
Sr Sales Agent / P&C /Small Commercial/Life Insurance Agent, 08/2018 to 04/2020
Company Name – City, State
  • 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.
Personal Lines Account Mgr. /Sales Agent, 03/2017 to 07/2018
Company Name – City, State
  • 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.
Insurance Sales Agent/P&C/Small Commercial, 02/2015 to 03/2017
Company Name – City, State
  • 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.
Insurance Sales & Service Agent, 01/2010 to 02/2015
Company Name – City, State

● 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

Designations

CPIA

Education
2005
Independent Real-Estate Broker's License
1997
Indiana Insurance License (Life/Health-Property Casualty
High School Diploma: 1977
North Miami Sr. High School - City, State
Highlights
  • Excellent communication skills - verbal and written.
  • Local Network Marketing
  • Microsoft office suite (Excel, Word, PowerPoint, Access)
  • Consultative sales techniques
  • Client relationship building
  • Sales forecasting
  • Brand promotion
  • Financial analysis aptitude
  • Computer proficiency
  • Policy renewal processing
  • Business Development
  • Flexible & Adaptable
  • Analytical skills
  • Teamwork
Professional Summary

Experienced Sr. Agent with over 24 years of experience in insurance. Excellent reputation for resolving problems and improving customer satisfaction.

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Resume Overview

School Attended

  • North Miami Sr. High School

Job Titles Held:

  • Underwriting Specialist
  • Sr Sales Agent / P&C /Small Commercial/Life Insurance Agent
  • Personal Lines Account Mgr. /Sales Agent
  • Insurance Sales Agent/P&C/Small Commercial
  • Insurance Sales & Service Agent

Degrees

  • 2005
    1997
    High School Diploma : 1977

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