Communication skills. Generated business for property and casualty insurance. Answered incoming calls and researched questions on personal lines and commercial lines policies, as well as life and flood policies. Worked independently, as well as in a team setting, to realize and exceed individual and team sales goals. Answered product and company questions regarding auto insurance. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions. Completed coursework and passed California personal lines licensing exam in first attempt. Utilized various marketing techniques to identify prospects for Medicare prescription drug plans and Medicare supplement plans. Worked on a book of business which I would provide service to existing clients with policy changes and claims. Discussed and explained possible insurance policies for new customers as well as endorsements for existing customers. Developed and implemented individual insurance plans and placed clients with the most competitive companies to fit their individual needs. Ensured that policy requirements were fulfilled, including any up sale or adding of any drivers. Provided customer service to existing policyholders as well as potential clients. Offered AFLAC supplemental insurance as benefits solution for other business owners. Serviced and underwrote auto insurance policies. Specialized in life insurance and retirement planning for families. Operated successful and profitable Allstate Insurance Office * Won quality awards for low losses and high client satisfaction. in publishing from New York University. Specialized in Homeowners and Auto Insurance. Commissioned sales of health and Medicare products Increased company's growth in the auto insurance industry through sales and service of Personal Auto Insurance policies (PAP). Assisted in training new hire classes by answering questions about Live Publish, NGD and general product knowledge questions. Majored in Senior care plans, including Medicare Supplements, Home Health Care, and Long Term Care. Worked to increase product knowledge through continuing education and professional development. Attended sales and product knowledge meetings weekly and was responsible for training agents in the office and in the field. Issued, provided product knowledge and or canceled Insurance policies for automobiles, homes, valuable personal property. Calculated quotes and premiums and established payment methods for new clients. Underwriters need to develop and document analytical, quantitative, decision-making, verbal, writing, and presentation skills in order to be hired and successfully carry out their responsibilities. Customized insurance programs to suit individual customers' needs. Assisted and provided Medicare beneficiaries educational information regarding health insurance options that would meet individual and personal needs. Offered solutions like, Medicare Advantage, Medi-gap, under 65 year old plans and dental insurance. Consulted with customers on car insurance quotes, would give them the best rates they could get. Determined client particular needs by scheduling appointments to further understand needs and wants to offer the best service. With insurance, helping protect your community isn’t always a nine to five job. Utilized market penetration strategies including cold calls, direct mail and establishment of a referral network. Submitted reports and applications for insurance for underwriting approval. Facilitated communication between a claim adjuster and policyholder by serving as a translator. Calculated and collected premiums and established payment method with clients. Interviewed prospective clients to obtain data about their financial resources and needs. Marketed products to more than 10 broker-dealer companies and more than 1000 Representatives, and trained new Representatives on sales processes. Obtained property casualty, life and variable annuities license. Solicited life, health, long-term care, annuities, disability income and investment plans to group and individual clientele. Assisted customers to find non-variable annuities. Educated potential customers on products and insurance. Conducted luncheon education classes and special presentations for policy holders. Job Overview: What Does an Insurance Agent Do? Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation. Specialized in retirement planning for business owners and couples. Answered inbound calls regarding insurance policy to determine eligibility. Attended continuing education classes on a regular basis offered by Allstate Insurance Company and approved outside agencies. Strong interpersonal skills are required to excel as a crop insurance agent. Licensed sales representative for Life, Health and Long-Term Care Insurance as well as Annuities. We know and follow lot of top insurance agents in the industry and have tried to compile their teachings in this blog. Performed group presentations of how supplemental insurance could benefit individuals. Managed community outreach events to spread brand awareness and increase potential customer base. Strong interpersonal skills are required to excel as a crop insurance agent. Competencies and Skills Required. Obtained certification to sell Long Term Care and Home Health Care insurance. Registered with the NASD and SEC to sell Variable Annuities and Mutual Funds. Responded to client questions regarding their respective policy and explained how their policy worked best for their individual needs. Obtained underwriting approval by completing application for coverage. Managed entire office operation from hiring assistants, maintaining inventory, responsible for expenses incurred while exceeding sales goals. Determined clients particular needs and financial situations determining extent of present coverage and Specializes in corporate group sales strong customer service skills and customer training. Used multiple forms of selling techniques, including telemarketing, direct mail, referrals, cold calls. Traveled to the home of customer to collect monthly payment or to insure new policies to new customers. Utilized sales techniques by researching potential clients, and leveraged consultative-sales strengths. Provided clients with insurance quotes for Life, Health and Mortgage Protection Insurance. Serviced property and casualty insurance policies for businesses and individuals on behalf of insurance companies. Developed and maintained client relationships through excellent salesmanship, customer service and communications. Determined clients particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments. Ensured that policy requirements are fulfilled and the appropriate forms completed and filed. Educated and preformed presentations to perspective business owners. Hired, trained, and managed administrative staff to assist in sales process. Underwriters need to develop and document analytical, quantitative, decision-making, verbal, writing, and presentation skills in order to be hired and successfully carry out their responsibilities. Created insurance plans to meet individual needs of customers by analyzing and interpreting individual risk levels. Developed and maintain strong relationships with current and prospective customer while assessing and fulfilling their insurance and financial needs. Generated Leads, Meet quarterly goals, Service Accounts, Achieved Blue Vase Award for Life Insurance Sales. Assisted in expanding business with communication and marketing skills which resulted in increased production for company. Assisted individuals that requested information for Medicare Advantage Plans and Medicare Prescription Drug Plans. Determined the extent of client's current coverage and provided information pertaining to new policies and products provided by the company. CLOUD CLEARWATER, Insurance Agent Jan '16 - Current Analyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries Assisted clients in planning for and solving critical financial situations. Performed accounting duties; Data entry, keeping records of insurance sales and quotes, collect and record insurance premiums. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. When evaluating a customer's claim or calculating the cost for an insurance policy, insurance professionals must exercise good analytical skills. Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals. Retained customer base by efficiently managing renewals and cancellation calls on a daily basis. Demonstrated excellent sales and verbal communication skills by personally handling insurance claims. Utilized sales / promotion abilities, as well as knowledge of AFLAC insurance mechanisms to champion potential cost savings in workers. Calculated quotes and educated prospective customers and policyholders on insurance options. You have policies to write and finances to manage. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies. You’ve passed your insurance exams.You’ve gotten the job with the agency, or struck out on your own. Hired to get brand new Allstate office set up, furnished, signed and launched. Assessed new personal lines accounts for underwriting risks and either appropriately priced or rejected based on company guidelines. Insurance Employees Need to Juggle . Performed administrative tasks such as maintaining records, managing renewals and collecting payments. Supported existing customer base through e-mail and phone contact for policy and account questions and/or concerns. Followed up applications and serviced new customers with information about insurance claims procedures. Directed staff to complete assignments using Medicare/Medicaid guidelines and work-flow, policies and procedures. After observing top insurance agents we have identified below mentioned components required to be a successful life insurance agent. Exceeded sales goals and achieved high retention rate, effective cross-sale of products, and customer referrals. 1. Worked with various clients to find home, auto, business and umbrella policies to fit individual needs. Strong communication skills will come in handy explaining clearly what you would like from the clients or the parties involved. Answered Inbound calls regarding Medicare's part C and D.* Made outbound calls to current members for quality assurance. Worked independently through an insurance agency providing individuals with health, life and variable annuities. Worked Business to business-building strong relationships with business owners was key. Developed the sales process by using a combination of inside sales and outside sales. Disseminated information to current and potential customers on AFLAC insurance products. Conducted informational meetings with company employees in regard to supplemental insurance. Managed life insurance policies of existing clients, went door to door for sales and set up booths to gain clients. Led the Southwest Region in new policies written for Medicare Supplements in calendar years 2010 and 2011. Assisted in providing insurance quotes to customers for autos, homes, and business to increase sales for small business owner. Handled over a 100 inbound calls daily for auto and motorcycle policyholders. Supervised company retention while assisting clients with their current policies, issuing new policies and helped with underwriting and claims processing. Performed extensive client needs assessments, processed orders, authorized credit and ensured legal compliance of communications. Consulted with customers to determine individual needs for automobile and home insurance. Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions. Enrolled seniors in Medicare Advantage plans and marketed final expense coverage. Ensured that policy requirements were complete including client medical examinations. Solicited prospects for personal lines insurance. Scheduled appointments determining extent of present coverage and investments. Processed payments, created identification cards for policy holders, marketed products and provided customer services. Identified prospective customers through established lead methods. Provided highest level of customer service to current and potential customers, represented MetLife and other national insurance carriers. Ensured that the policy requirements were successfully completed, including any necessary paperwork and forms. Communicated with insurance brokers, advertising executives and small business owners to provide valuable coverage and information. Interviewed Prospective Clients on Resources, Needs, and physical condition of the Person to be Insured. Recommended appropriate annuities, insurance and investment products to existing and potential customers. You are only required to have a high school diploma to become an insurance agent in New York, but many choose to get a bachelor’s degree to help improve their business skills and job prospects.A business degree is particularly helpful if you eventually want to move up into management. Licensed personal lines Insurance Agent, leveraging consultative-sales strengths to identify opportunities, nurture relationships and close deals. Received the company's Nominator Award in recognition of recruiting the greatest number of new agents for the agency in 2013. Educated perspective clients regarding Medicare benefits and the offered Medicare Supplement insurance. Provided exceptional customer service such as answering billing questions and providing claim support. Enrolled customers in proper insurance plan conforming to all Medicare requirements. Licensed in accident and health, life, and variable annuities. In order to do this, it is essential an agent listen carefully to what their prospective clients need and clearly demonstrate their interest in providing a proper solution. Communicating well builds trust and empathy, as well—which increases account expansion and customer retention. Managed existing accounts while expanding customer base by an average of $1,300 per month in new business. Answered inbound calls and assisted members with various needs and requests. Most of the interactions away from the computer are with insurance agents … Worked for Banker's Life and Casualty, AFLAC, Combined Insurance, and currently work for Trustworthy Financial. Called existing and potential customers to schedule appointments. Assisted customers with the purchase of health insurance based on there individual needs for them and their families. Motivated to build customer base by following up on all warm and cold leads. You also need to find a balance between being approachable and being a credible source of information. Demonstrated expertise in guiding client's evaluation and purchase of health, life and long-term care policies. Staff members pop into your office with questions. Trained, motivated and supervised over 40 agents for AFLAC as Regional Coordinator. Required establishing a customer base, knowledge of products, selling of products, and maintenance of customer account. Achieved and exceed sales quotas across product lines using acquired product knowledge and selling skills. Licensed Insurance Personal Lines Agent/Producer with high customer satisfaction and sales rating. Reviewed current and new client situations and circumstances to determine what type of coverage would best suit their individual needs. Performed Medicare Advantage seminars during annual coordinated election period. Marketed the sale of Life, Medicare, Long-term care, Disability Insurance and Annuities. Conducted weekly sales training sessions with staff to ensure that team was informed on new sales processes. Agents need to have excellent interpersonal skills and be comfortable with people from all walks of life and in various emotional states. Promoted life insurance policies and services and interviewed customers. Our client/members count on us to be there in times of need, both day and night. Organized and facilitated product training program for new agents. Conducted comparative analyses of insurance companies from other states. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. Maintained a high level of retention within office by building rapport with existing and new customers. Whether you are seeking a career as an insurance agent, underwriter or actuary, specific skills are necessary. Success can be defined in multiple ways and it is different for each person . Evaluated the needs of clients to assess health care package need resulting in multiple new accounts and regional sales growth. Calculated premiums and establish payment method for renewals and new business. In this article, we explore the talents required to succeed, so that businesses can better equip their sales teams. Successful agents know that selling insurance is more than just a job – it’s a lifestyle. You may find yourself in situations when you do not agree with your client, but you have to be able to talk your way through these situations citing pieces of evidence or reasons when required. Assisted clients in choosing the right insurance policy for them by having an extensive knowledge of Allstate Insurance policies. Collaborated with company owners in developing supplemental insurance policies that would enhance their employee benefit package. Examined key areas that posted significant credit risk to the company for new customers regards to renewals, endorsements and cancellations. Assisted beneficiaries in the enrollment process and educating them on their health care plans. 3 Tips to Kick-Start Your Independent Insurance Agency. To answer this question, I informally polled the NCIS member companies to learn what skills they look for in new agents. According to the U.S. Bureau of Labor and Statistics the projected rate of change in employment as an insurance agent will spike 22 percent from 2010 to 2020, and hard-working agents can earn over $100,000 in their first … Developed long-term relationship with clients and provided additional supports. Performed sales presentations to business owners and individuals. Approached businesses and individuals to purchase supplemental insurance policies. Completed online courses at AFLAC University to become familiar with product line. Ensured policy requirements were meet, along with any necessary medical examinations and the completion of forms. 6. For advanced insurance positions, candidates may become certified through the Insurance Institute of America. Customized insurance policies to better suit individual customers. Cultivated relationships and implemented AFLAC Supplemental Policies as part of Employee Benefits programs. They also help policyholders settle claims and organize events to sell insurance. Closed sales successfully in cold calls leads by selling auto, home, and renters Insurances. Insurance brokers liaise between clients and insurance companies, finding the client the best deal for insurance cover. Appointed Insurance Agent completing all aspects of Home and Auto Insurance while continuing education in other aspects of insurance and securities. Averaged 85-100 new policies a month as well as a 77-85% retention rate on all policies. Prepared financial needs analysis for families. Marketed benefits to small business owners utilizing telephone skills, Internet communication, and face-to-face presentations. Familiarized with property & casualty insurance in select states including Virginia. Licensed in Mississippi and trained in Medicare Supplement Insurance, Life Insurance, Long-Term Care Insurance and Home Health Care. Insurance Agents usually need certain prerequisite skills and qualifications to be successful. Served as a Field Trainer, educating new hires in the sales process and in-depth product knowledge. Obtained personal and corporate accounts to implement supplemental insurance. Completed insurance application documents and provided timely required disclosures under the law remaining in constant communication with the client. Presented insurance products to prospective customers via telephone. Here are a few communication skills insurance agents need to have. Promoted agency products to customers on the telephone and in writing through consultative sales process. Helped customers determine which of our partner companies were the best fit for them to get qualified for auto insurance. Provided customers with recommendations for policy changes. Insurance Sales, 14.4% Customer Service, 12.1% Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services, Marketed various financial products and services to small businesses and professionals. Admirable ability to prepare routine administrative paperwork in a timely manner 3. Insurance Employees Need to Juggle It's can be hard to prioritize communication, but that is one of the key skills insurance agents and other insurance professionals must acquire. Monitoring insurance claims to ensure they are settled equitably for both the client and the insurer. Sales is learned skill, developed through intentional effort. With the New Year right around the corner, now’s the time to wipe the slate clean and start over with a new… Developed profitable relationships with existing and new customers. Executed sales process as stand-alone service provider as well as in partnership with various third party providers. Maintained computer systems including updating computer programs for various insurance companies. Insurance sales agents are required to have some formal education. Marketed group AFLAC insurance benefits to employers and insurance brokers, conducted group presentations, and directed employee enrollments. Certified to sell FINRA Financial Products, Completed Series 6 and 63 training and certification. Introduced supplemental insurance to new businesses and individual clients through presentations, direct marketing, cataloging and promoting. Insurance professionals must be able to communicate with audiences of all types. Conveyed insurance policy options to clients, and produced accurate logs for management review. Handled all aspects of insurance sales, including researching, cold-calling and qualifying prospects for specialty and standard insurance programs. Initiated and implemented strategic sales plans while exceeding established sales goals including investment products and commercial/residential loans. Verbal skills. Cultivated an exemplary network of business associates statewide as a result of extensive interaction and strong communication skills. For an insurance organization, this requires planning with the end in mind, namely how best to facilitate a logical skills progression. Called on businesses to offer individuals supplemental insurance policies. This type of work requires them to have good communication skills, be well organized, and have the ability to analyze clients' needs to recommend the product that will meet them effectively. Answered inbound calls from insureds and agents regarding questions and changes that they wanted to make to their policies. Called policyholders to deliver and explain policy changes and suggest any additions that would be beneficial to client. Certified producer of life insurance policy. Experienced in commercial and personal lines underwriting. Interfaced with auto dealerships, financial institutions and other insurance companies. Provided timely assistance and knowledgeable explanations of products to current and potential clients. Determined client insurance needs, financial situations and extent of present coverage. Trained new agents and customer service representatives. Educated potential clients on insurance options, developed a coordinated protection plan for immediate coverage action and long-term strategy implementation. Respected team leader managing a great team of sales professionals, whom also exceeded their sales goals consistently. Presented personalized solutions to strategically address individual needs. Because insurance professionals must calculate premiums and amounts of coverage, they should know algebra, calculus and statistics. Interviewed prospective clients to obtained data about their financial matters and needs, physical conditions and discussed current coverage. Presented insurance policies to potential clients depending on individual needs. Presented and explained insurance policy options to clients. Answered all inbound calls in a timely and efficient manner. Assisted customers with existing and new policies by performing rate quotations, policy inquiries and endorsements. Communication skills. Scheduled presentations with business owners and explained the benefits of radio advertising. Networked and cultivated lead sources to generate new customers and meet sales goals and long-term business revenue objectives. Faxed and emailed pertinent information to new policy holders when requested. Participated in an education continuum to increase product knowledge and meet the growing needs of customers. The Skills of a Title Insurance Company The primary role of a title company is to issue title insurance on a piece of property to protect owners and lenders from any disputes that may result in legal claims. Most People in Insurance Don't Sell Many people avoid insurance careers because they perceive that the business is about selling and slickness. Customized life and renter's insurance programs to suit individual customers, while promoting sales of insurance plans. Provided superior customer service to existing policy holders in a call center environment. Identified prospective customers*Maintained records and prepared reports*Assisted in collecting premiums*Performed other related duties as assigned. Ensured that policy requirements were fulfilled, including any completion of appropriate forms. Provided auto insurance quotes to customers using computer. Provided quotes and executed online policy changes, Processed policy changes for insured customers. Cultivated and serviced over 1300 clients with insurance/financial needs including auto, life, fire, health and financial products. Organized marketing strategies for Mercury Insurance using web-based insurance quotes. Achieved bonus post training by exceeding sales goals in five out of six eligible months. Monitored student progress and adjusted instructional materials and strategies to provide differentiated instruction and address individual needs of students. Few people list their related skills at the top, or at all. Conducted entrance inspections of vehicles, and provided insurance quotes for cars, boats, trailer, and houses. Conducted cold calls and followed up on leads to generate new business. Prospected businesses in order to close deals providing supplemental insurance benefits to eligible employees. Contacted prospective customers providing information on different policies types, tailoring policies to clients coverage needs and financial status. Delivered exceptional customer service to clients and prospective clients on existing policies. Managed day-to-day operations, handled customer service requests, billing inquires, policy information. Soft skills are exceptionally important and employers will look for new entrants who have good communication, negotiation, problem-solving and lateral thinking skills. Determined clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage ascertaining protection goals and financial commitments. Provided consultations with clients to provide comprehensive insurance packages based on their specific, individual needs. Graduated at top of Farm Bureau training class by exceeding bound policy requirements for both Life and Property & Casualty. Maintained excellent customer service relationships and resolved any type of customer issues. Trained and helped new agents-Recruited new employees-Provided protection to families in need daily-Met a quota weekly. Completed assessments to determine if available plans would fit the needs of existing and new customers. Ensured that policy requirements were fulfilled by interviewing prospective clients to obtain data about their financial resources and needs. Recommended and wrote new policies to protect against coverage gaps while using industry standards in underwriting. Their work depends on strong customer service skills as they recommend insurance policies appropriate for their customers' lifestyles. Marketed insurance and financial products to clients by telesales, seminars and in home sales presentations. Calculated premiums and established payment method, while collecting payments in cash, check, or credit. Provided insurance quotes from different carriers to ensure that the customer had the best rates. Provided customers with insurance quotes for Automobile and Homeowners insurance. For example, 14.4% of Insurance Agent resumes contained Insurance Sales as a skill. Assisted clients with completing applications and obtained underwriting approval. Called on policyholders to deliver and explain policies, to analyze insurance programs and suggest additions or changes. you gain a new driver in your household, you build an addition onto your home, you get married, you adopt a dog, you retire, you start a home-based business, etc. Completed purchases with cash, credit and debit payment methods. Received inbound calls from clients wishing to purchase health insurance products of Capital Blue Cross. Received extensive training on the sales process, fact finding, closing techniques, and obtaining referrals. Remained familiar with and adhered to strict compliance regulations and assumed increased responsibilities in recruiting, training and mentoring new agents. 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