Insurance Producer Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the insurance producer job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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D Gorczany

Dawson

Gorczany

9779 Derrick Mountains

Detroit

+1 (555) 146 9538

9779 Derrick Mountains

Detroit

Phone

p +1 (555) 146 9538

Experience Experience

Detroit, MI

Insurance Producer

Detroit, MI

Turner, Bogan and Bergnaum

Detroit, MI

Insurance Producer

Developing Centers of Influence and Lead Source Partners through networking and marketing –Realtors, Mortgage Brokers, Wealth Managers, etc
Develops and maintains strong working relationships with clients and agencies. Acts as a resource to junior staff members
Develops and delivers presentations to underwriters under the guidance of marketing, sales or service management
Create marketing strategies to compete with other individuals or companies who sell insurance
Create, implement, and monitor strategic account plans for new and existing accounts
Seek out prospects, new clients and develop clientele
Maintain an existing referral network and centers of influence

San Francisco, CA

Insurance Sales Producer

San Francisco, CA

Yost-Kutch

San Francisco, CA

Insurance Sales Producer

Developing and qualifying leads to drive additional sales opportunities through cold-calling, networking, and other lead generation opportunities
New business to business account development
Potential to make $250k+
Maximizing growth and client retention through superior customer service
Retaining clients by maintaining solid business-to-business relationships
Generating and pursuing new client opportunities
Generating revenue and meeting sales quotas

present

Phoenix, AZ

Personal Insurance Sales Producer

Phoenix, AZ

Jacobson LLC

present

Phoenix, AZ

Personal Insurance Sales Producer

present

Participate in special projects, committees and any efforts to improve the agency and its' operation
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
Maintains a cordial and effective relationship with co-workers, carriers, vendors and other business contacts
Continue to develop relationships with Insured
Develop, follow, and complete sales objectives
Make sales presentations to prospective and existing clients on new and renewal business
Identify, develop and maintain list of insurance prospects

Education Education

Bachelor’s Degree in Insurance

Temple University

Bachelor’s Degree in Insurance

Skills Skills

Highly motivated with a strong work ethic; able to work independently and with minimal supervision
Solid technical ability to identify, create and present data critical to risk management consultation
Strong understanding of professional and industry standards and practices
Detail oriented with strong analytical, problem solving, and negotiation skills
Strong aptitude for interpretation of coverage forms, contractual agreements, and financial statements
Disciplined, reliable with a passion for the insurance industry
Proficiency in Excel, PowerPoint, and MS Outlook
Resilience to sell and cope with rejection
Exceptional verbal, written, communication, and presentation skills

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15 Insurance Producer resume templates

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Insurance Producer Resume Examples & Samples

Develops prospects and sale of new commercial property, casualty, bond and professional liability insurance policies and risk management programs
Maintains and documents prospect contacts to gain information on expirations, insurance needs and receptiveness to proposals
Prepares accurate applications for all coverages on new business
Develops and delivers presentations to underwriters under the guidance of marketing, sales or service management
Secures orders for new business and conducts the initial service assignment, which includes the delivery of policies, collection of premiums and explanation of agency services
Continually monitors the status of accounts receivables on assigned accounts and takes appropriate action necessary to collect premiums due and keep accounts current
Develops and maintains strong working relationships with clients and agencies. Acts as a resource to junior staff members
College degree or equivalent work experience required
5+ years relevant experience
New York Property Casualty Agent’s license required
Must be managing a book of business of at least $300,000.00 in revenue

Risk Insurance Sales Producer Resume Examples & Samples

Identify, research and plan activity to generate new business in Virginia
Learn and utilize Aon resources to create opportunities on both Risk and Health & Benefits business
Sells services/solutions and may be selling to a C-Suite level at prospects
Active P&C license

Senior Risk Insurance Producer Resume Examples & Samples

Provide leadership to organize internal industry and product resources to develop Aon’s value proposition and strategic plan
Sells complex services/solutions and may be selling to a C-Suite level at prospects
Must possess knowledge of the insurance industry and our products and services
Minimum of 5 years within a new business development role in the Risk Insurance Industry
Active Property & Casualty license

Insurance Producer Resume Examples & Samples

Seek out prospects, new clients and develop clientele
Deliver and explain policies, analyze insurance program and suggest additions or changes to the benefits package keeping in mind the overall ACA, business practices and financial situation
Suggest and refer clients to other lines of business at Regions
Customize all aspects of an insurance solution to suit RIG clients
Create marketing strategies to compete with other individuals or companies who sell insurance
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
Detail oriented with strong analytical, problem solving, and negotiation skills
Solid technical ability to identify, create and present data critical to risk management consultation

Personal Insurance Sales Producer Resume Examples & Samples

College education or equivalent insurance experience
Maintains Property-Casualty license
Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately
Ability to understand written and oral communication, and interpret abstract information
Full knowledge of insurance products and usage
Knowledge of insurance rating and underwriting procedures
Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions
Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
Ability to generate new business sales, retain existing business, and to close sales in insurance
Demonstrate skills of persuasion and negotiation
High degree of self discipline and motivation
Bondable; meets character and ethical standards
Technical education (CIC, CPCU, company courses) helpful and willingness to continue education essential
Set and meet new business sales goal annually
Identify, develop and maintain list of insurance prospects
Respond to referrals quickly and effectively
Pre-qualifies and analyzes prospects' coverage needs and exposures
Recommends coverages and prepares rating quotes and proposals to sell new accounts
Identifies possible uninsurable or difficult to insure exposures and explains coverage limitations to client
Make sales presentations to prospective and existing clients on new and renewal business
Complete applications and related documentation for submission to appropriate insurance markets following agency procedures
Maintain all client activity in the agency automation system according to agency procedures
Develop, follow, and complete sales objectives
Educate clients concerning agency payment expectations and cancellation procedures
Recommend appropriate coverages for clients, being cognizant of underwriting guidelines and agency binding authority
Ask for referrals from insured to help generate new business
Continue to develop relationships with Insured
Maintains a cordial and effective relationship with co-workers, carriers, vendors and other business contacts
Participate in special projects, committees and any efforts to improve the agency and its' operation
Responsible for adhering to and ensuring business unit complies with pertinent laws, regulations, First Niagara's Compliance Policy as well as external compliance requirements
Must adhere to pertinent laws, regulations, KeyBank's Compliance Policy and external compliance requirements

Insurance Sales Consultant / Producer Resume Examples & Samples

Identifies, qualifies and sells new client engagements with target organizations to achieve or exceed annual goals
Builds effective and collaborative relationships with the key decision-makers within the target organizations
Uses a highly consultative approach to setup sales meetings and conduct face to face meetings with prospects
Organizes and executes a multi-faceted sales plan to effectively make direct contact with prospects
Understands the short and long-term needs and challenges of prospects and how the MMA value proposition and industry best practices can assist in solving their problems, improve their competitive position and move their business forward
Works closely with a team of consultants and analysts to collaboratively develop solutions that will move prospects through the sales process and win the sale
Proficient in and a champion of the tools and processes, sales effectiveness techniques and best practices of MMA
Must be a self-starter and demonstrate resourcefulness
Relationship building skills essential
Ability to engage in client-focused critical thinking
Exceptional time management and organization skills
Strong oral and written communication
Demonstrated proficiency with Microsoft Office Suite

Insurance Producer Resume Examples & Samples

Demonstrates the ability to carry on a business conversation with business owners and decision makers
Maximizes all opportunities in the process of closing a sale
Sells consultatively and makes recommendations to prospects and clients of the various solutions the company offers to their business issues
Develops a database of qualified leads through cold calling on business owners, direct mail, email, and networking
Demonstrates the ability to gather and submit detailed business information for presentation of solutions to identified prospects' business problems
Insurance experience preferred but not required

Insurance Property & Casualty Producer Resume Examples & Samples

Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
Series 7 before hire (S63 also if state requirement)
State Life and Health before hire
Series 65/66 within 120 days of hire
Ability to make professional sales presentations and be able to build credibility with Huntington's client base
Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
Must have excellent written and verbal (face-to-face and phone) communication skills including interpersonal and influencing skills needed to interact with individuals at all economic levels
PC and internet proficiency

Employee Benefits Insurance Sales Producer Resume Examples & Samples

3-5 years in Corporate Tax
Bachelor's Degree in Accounting
Strong Corporate tax return experience
Familiarity with tax compliance systems
Proficiency in basic Microsoft Suite (Excel, Word, etc.)
Fast paced and detail oriented
Ability to prioritize and simultaneously handle deadlines, ad hoc requests, and regular deliverables
Strong interpersonal skills and ability to communicate effectively across all levels of the organization

Insurance Sales / Producer Resume Examples & Samples

Develop and maintain active expiration list through internal and external sources
Provide immediate follow up on referrals
Make prospecting calls and obtain new accounts
Provide professional risk management advice to prospects and clients
Obtain information for quotations and market account to various insurance carriers with assistance of staff
Work with CSA's to prepare proposals and present to prospects
Make arrangements with clients to insure premium payment on a timely basis and be responsible for collection
Stay abreast of trends in insurance industry and pursue continuing education
Make follow up calls on insureds to insure client satisfaction with insurance program and insurance needs
Monitor commercial expiration lists
Due to changing business conditions, management may assign additional duties or functions to this position
College degree and/or one year experience in commercial lines or equivalent education and related training
State issued agent's license
Have a thorough knowledge of commercial lines insurance
Documented continuing education
Above average interpersonal skills, both verbal and written INDBBTINS

Employee Benefits Insurance Sales / Producer Resume Examples & Samples

Develop and maintain prospect list through internal and external sources for large case work
Develop marketing plan and production goals annually
Deliver timely service, advice and professional counsel to the bank's clients
Stay abreast of insurance industry trends and pursues continuing education
Bachelor's degree that is business related/or equivalent education and related training
Good sales skills
Has a thorough knowledge of employee benefits insurance

Insurance Personal Lines Sales / Producer Resume Examples & Samples

Develop relationships with Wealth and Private Banking Advisors and other IRM partners to enhance opportunities for new referrals/introductions. Majority of time spent outside of office developing business referral relationships and generating new sales
Integrate the BB&T Corp. IRM philosophy into daily sales activities to increase new sales and cross-referrals. Build relationships with centers of influence within the bank such as Commercial Lenders, Loan Officers. Included in this effort should be relationships within BB&T Insurance (CL producers, EB producers, etc.)
Adhere to all new procedural/system changes to enhance maximum efficiency
Maintain all necessary educational classes and other training as deemed appropriate by manager and as required for property/casualty licenses
New business sales goals will be mutually agreed upon with manager
Maintain a growing book of business comprised primarily of multi-policy accounts with account commission size in excess of $500
Engage in Community organizations and non-profit groups (in a leadership capacity) to make the organization and community stronger, as well as identifying and developing additional centers of influence and referral sources
Manage calendar to proactively meet with potential referral sources, prospects, and clients
Develop annual business plan as a method of identifying S.W.O.T, and opportunities to meet sales objective
Undergraduate degree preferred, or high school graduate and a minimum of five years insurance industry experience or equivalent sales/ education or related training/experience
Proven track record of annual new sales
Strong interpersonal skills/professional attitude and ability to build/maintain relationships
Strong team player ethics and willingness to help all reach goals
Ability to mentor/train new sales employees
Appropriate insurance licenses

Small Business Insurance Sales Producer Resume Examples & Samples

New business to business account development
Generating revenue and meeting sales quotas
Developing and qualifying leads to drive additional sales opportunities through cold-calling, networking, and other lead generation opportunities
1-2 years of Insurance selling experience with a proven track record in being able to ask the right questions in order to foster credibility quickly while at the same time gaining a sense of how best to align our offerings with the client
Experience in the small market - companies with (1-100 employees)
Corporate image coupled with a great attitude
Must be assertive - yet consultative
BA/BS Degree preferred or equivalent experience
Knowledgeable with Microsoft Office Suite and SalesForce a plus

Personal Lines Insurance Producer Resume Examples & Samples

Education – BA/BS in Business or related field preferred. Relevant experience may be substituted for formal education
7-10 years demonstrated experience in a similar sales-related role with an insurance brokerage/agency
Ability to work with senior management on assignments including the ability to assume client relationship responsibility
Ability to handle inside sales which includes preparing specifications for markets, ability to provide creative structure and pricing to personal insurance programs
Ability to prepare and present RFP and new business proposals
Excellent communication skills, including listening, speaking, writing and presenting
Flexibility and creativity for developing innovative and customized business solutions
Proficient with MS Word, Excel, Powerpoint and presentation software applications
Superior carrier insurance market relationships and knowledge
Regional position with potential for some national travel as needed for client meetings. Travel less than 10% of the time

Insurance Producer Resume Examples & Samples

Developing Centers of Influence and Lead Source Partners through networking and marketing –Realtors, Mortgage Brokers, Wealth Managers, etc
Bringing new business prospects to closure
Personal Lines Insurance sales experience preferred, but not required
Maintain an existing referral network and centers of influence
Maintain a Texas Property and Casualty Insurance License

Insurance Sales Producer Resume Examples & Samples

Generating and pursuing new client opportunities
Required to obtain the appropriate state licensing with 90 days of hire
Preference given to those with existing insurance licensure and/or industry designations
Good listening skills and ability to determine clients’ needs efficiently

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