Insurance Sales Agent Resume Samples

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TS
T Stoltenberg
Taurean
Stoltenberg
5013 Padberg Branch
Phoenix
AZ
+1 (555) 313 1830
5013 Padberg Branch
Phoenix
AZ
Phone
p +1 (555) 313 1830
Experience Experience
12/2013 present
Dallas, TX
Insurance Personal Lines Sales Agent
Dallas, TX
Insurance Personal Lines Sales Agent
12/2013 present
Dallas, TX
Insurance Personal Lines Sales Agent
12/2013 present
  • Personal Lines new business sales goals will be mutually agreed upon with Insurance Sales Center Manager
  • Solicit referral leads from satisfied customers who were referred to us
  • Maintain accurate, current knowledge of all company guidelines system wide, keeping manual up-to date at all times
  • Proven track record and aptitude toward Personal Lines sales
  • Strong team player ethics, and willingness to help all reach goals
  • Demonstrated proficiency of basic computer applications, such as Microsoft Office products
  • Obtain expiration dates for other lines of business from referral customers
06/2007 09/2013
Los Angeles, CA
Insurance Sales Agent Trainee
Los Angeles, CA
Insurance Sales Agent Trainee
06/2007 09/2013
Los Angeles, CA
Insurance Sales Agent Trainee
06/2007 09/2013
  • Sell and complete applications, as well as bind automobile and life insurance policies for clients, including new business, renewals and endorsements
  • Contact customers regarding account status and renewals
  • Responsible for sales administration and reporting activities
  • Support channel partners, marketing programs and initiatives which further the Direct General brand and growth of the company
  • Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
  • Uphold the highest levels of integrity and provide exceptional customer service during all touch points with both internal and external clients
  • Ensure applications and paperwork are completed accurately and in a timely manner
03/2005 05/2007
Phoenix, AZ
Insurance Sales Agent
Phoenix, AZ
Insurance Sales Agent
03/2005 05/2007
Phoenix, AZ
Insurance Sales Agent
03/2005 05/2007
  • Develop and manage customer relationships and serve as a resource to customers and potential customers on all Direct General's products and services
  • Supervision Received: Works independently under general supervision. Work is reviewed for overall adequacy in meeting objectives
  • Establish and maintain relationships with lead sources and settlement service providers
  • Develop and maintain business relationships with internal and external referral sources
  • Assignments are regularly monitored and work is screened according to agency standards
  • Drive sales and revenue by assisting customers in making healthcare decisions over the phone
  • Handle inbound service calls by providing accurate and complete information
Education Education
Bachelor’s Degree in Initiative
Bachelor’s Degree in Initiative
Tulane University
Bachelor’s Degree in Initiative
Skills Skills
  • Demonstrates strong attention to detail, organization skills, and timeliness in order to meet customer service expectations
  • Demonstrate thorough knowledge of billing guidelines
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Demonstrates the ability to think analytically
  • Demonstrate a working knowledge of auto policies and procedures
  • Demonstrate thorough knowledge of underwriting guidelines
  • Property and Casualty license or ability to acquire within 60 days of hire
  • Demonstrate professional phone etiquette
  • Demonstrate proficiency with Sales systems
  • Demonstrates basic math skills
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1

Insurance Personal Lines Sales Agent Resume Examples & Samples

  • Respond to all referrals faxed in, mailed in or called in to Sales Center as quickly as possible from time of receipt. Input into system immediately
  • Quote and sell appropriate coverages to these prospects with major carriers represented
  • Quote and sell BB&T associates, retirees and board members personal insurance either through specific employee program or most appropriate company
  • Obtain expiration dates for other lines of business from referral customers
  • Solicit referral leads from satisfied customers who were referred to us
  • Proven track record and aptitude toward Personal Lines sales
2

Inside Sales Agent Home Insurance Resume Examples & Samples

  • Inside sales agents receive a competitive, continual base pay starting from $30,000 - $33,000
  • Plus, unlimited, monthly commission
  • Plus, Full Time Benefits, inclusive of immediate medical, dental and vision coverage, a 401k with 5% match and a Pension Plan
  • Up to a 10% Shift Differential Pay and Overtime opportunity incentives available
  • Company paid training includes both pre-licensing training to prepare employees to earn their Nevada Property Casualty license as well as comprehensive company training on our products and services. All candidates must pass the Nevada test during training to be able to sell our insurance. Ameriprise pays your fee for your P&C license
  • Attends required training, on-going training, meetings, one on ones, and continued education requirements to maintain active Property Casualty license
  • Quotes and sells any, or all, of the following insurance products - automobile, homeowners and umbrella insurance. Follows up on missing information to close insurance sales via phone or email to prospective clients
  • Qualified candidates will be contacted via email to take part in an on-line skills assessment as the first step in the recruiting process - please include your email address with your application and check it regularly for the assessment
  • Applicants must possess strong customer service skills (a high school diploma or equivalent with one or more years of pertinent work history in a contact center or in customer service is preferred)
  • New hires will need to acquire resident and all necessary non-resident Property Casualty licenses and maintain active status through CE credits. (Ameriprise will pay for the first attempt)
  • The role demands strict attention to detail (accurate insurance quotes generated by our system based on customer information entered by employee) when working with clients via incoming phone calls
  • Integrity and honesty are critical in this fast-paced contact center environment
  • Our most successful sales agents are focused on the individual client's insurance needs, have a broad knowledge of the services and products we offer, maintain excellent quality and accuracy in their work product and utilize strong sales closing skills
  • The position requires the ability to work evenings
  • The schedules also include a weekend rotation that encompasses every other Saturday
3

Insurance Personal Lines Sales Agent Resume Examples & Samples

  • Grade assignment based primarily upon the individual's level of experience and production capacity. Production goal minimums to be established annually
  • High School graduate (or equivalent education and related training) and a minimum of one year insurance industry experience
  • Quote and sell BB&T employees, retirees and board members personal insurance either through specific employee program or most appropriate company
4

Insurance Sales Agent Resume Examples & Samples

  • Identify Medicare prospects needs using a needs based selling approach, accurately answering questions, address any concerns, and recommend appropriate plan
  • Enroll retirees compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim
  • Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
  • Handle inbound service calls by providing accurate and complete information
  • Actively listen to identify customer questions and needs, utilize probing questions when necessary
  • Drive sales and revenue by assisting customers in making healthcare decisions over the phone
  • Meet monthly sales and performance goals
  • Understand and remain compliant with the Centers for Medicare and Medicaid Services (CMS) and Medicare Marketing Guidelines
  • Deliver a consistently positive customer experience in a highly ethical and professional manner
  • Actively manage a book of business to ensure all retirees needs are met on a timely basis
  • Respond to voicemails within 24 hours, internal chat requests, handle and support customer complaints and/or client escalations
  • Ability to absorb new information and adapt to new processes rapidly
  • Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
  • Ability to successfully complete requirements for obtaining appropriate insurance licensure, America’s Health Insurance Plan(AHIP), and individual certifications for several insurance carriers
  • Background in at least one of the following three: Medicare, Commercial Health Care, Affordable Care Act, and/or Telesales Call Center Environment
  • Experience with consultative selling
  • Affordable Care Act(ACA) experience
  • Proven track record of Medicare sales and/or commercial insurance sales
5

Insurance Sales Agent Resume Examples & Samples

  • Sell personal insurance products to Individuals
  • Inbound and Outbound calls to prospective clients
  • Identify prospective customers using established lead methods
  • Counsel and advice prospects on matters of protection and coverage
  • Develop and maintain business relationships with internal and external referral sources
  • Meet goals for volume of quality new business quoted and written within company guidelines
  • Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc
  • Maintains up to date knowledge of products, services, technology and regulations
  • Interact closely with insurance partners and/or Call Center Bankers to meet customer needs
  • Requires limited independent decision making and will have moderate supervision from management
  • A valid Property and Casualty Insurance license, or will be required to obtain the license within 45 days of hire
  • Agent must general $7250 in Revenue per month
  • For you to be successful in this position, you will have at least one year of work experience that is focused on Sales and/or customer service
6

Insurance Commercial Inside Sales Agent Resume Examples & Samples

  • Personal Lines new business sales goals will be mutually agreed upon with Insurance Sales Center Manager
  • Maintain all necessary continuing education classes and other training as deemed appropriate by Manager
  • Three years of insurance industry experience
  • Strong interpersonal skills, especially telephone demeanor
  • Have appropriate insurance licenses
7

Inside Commercial Insurance Sales Agent Resume Examples & Samples

  • Quote and sell BB&T associates, retirees and board members personal insurance either through specific associate program or most appropriate company
  • Maintain accurate, current knowledge of all company guidelines system wide, keeping manual up-to date at all times
  • Strong team player ethics, and willingness to help all reach goals
8

Insurance Sales Agent Resume Examples & Samples

  • Solicit and sell homeowner’s, dwelling, fire, earthquake, flood,condo, renters, wind storm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, fax, and telemarketing efforts
  • Evaluate property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience and credit scores
  • Probe customer coverage needs and upgrade/cross-sell additional products as appropriate
  • Organize and prioritize work process based on order of importance to meet department requirements and performance expectations
  • Ensure a positive customer experience. Be familiar with all aspects of Call Quality Standards: Customer Care, Insurance Knowledge and Service
  • Return voice mails by end of business day, maintain voice mail logs daily
  • Identify target source leads for outbound call follow-up through the use of various builder and lender inventory, closing, and title reports
  • Establish and maintain relationships with lead sources and settlement service providers
9

Insurance Sales Agent Resume Examples & Samples

  • Current Property & Casualty Insurance Sales license (preferred) or ability to obtain license within 90 days of hire
  • Two years of professional sales experience in an Insurance environment or related industry (i.e. Auto sales); experience quoting and selling insurance products preferred
  • Ability to actively work all leads provided, generate new business and retain current Agency business
  • Ability to work flexible hours including rotating evenings and weekends
10

Agent, Insurance Sales Resume Examples & Samples

  • Development of prospect pipeline
  • Sale of property and casualty, and Life & Health insurance products through various methods including phone solicitation, direct mail, group presentations, referrals, etc
  • Ability to determine a client’s needs and match those needs with the appropriate coverage endorsements
  • Utilizing online insurance rater to generate quotes, and working with customer to assure accurate coverage and rates are provided
  • Complete sales process by delivering and reviewing policy with client, establishing payment plan and completing required forms
  • 2+ years successful insurance sales experience or other equivalent successful sales experience
  • Excellent interpersonal skills; must be engaging, personable, empathetic
  • Entrepreneurial Spirit and desire to ‘own the desk&#8217
  • Existing prospect pipeline and familiarity with the city/area in which the position is located
  • Knowledge of Personal Lines insurance products and regulations preferred
  • Detail-oriented, organized and excellent time management skills
  • Technical skills: typing, data entry, internet, Microsoft Office. Familiarity with Applied / Epic Agency Management System a plus
  • Excellent written and verbal communication skills are essential
  • Ability to make decisions in accordance with established practices and procedures
  • A competitive salary and commissions paid on new and renewal business
  • AAA Insurance believes in giving their agents the resources necessary to be as successful as their abilities and knowledge will allow. Our agents are able to rely on a dedicated support team, technology offerings, and access to markets that make this a truly unlimited income position
11

Insurance Sales Agent Resume Examples & Samples

  • Current Property & Casualty Insurance Sales license or ability to obtain within the first 90-days of employment
  • Two years of professional sales experience in an Insurance environment or related industry (i.e. financial/banking)
  • Professional communicator with excellent listening and problem solving skills
12

Agency Insurance Sales Agent Resume Examples & Samples

  • High school, GED or equivalent combination of education and work experience is required
  • 2-3 years of successful experience in commercial or auto/property insurance sales required
  • Strong organizational, customer service and sales skills are required
  • Must be able to demonstrate competency/knowledge of insurance coverage, terminology, and practices
  • Must have current valid P&C insurance license
13

Insurance Sales Agent Trainee Resume Examples & Samples

  • BA/BS degree and/or 2+ years of proven sales experience
  • A successful candidate will have excellent communication and interpersonal skills, competitive sales drive and a commitment to maintaining superior member relationships
  • Valid California drivers license, a good driving record, ability to qualify for California Personal Lines agent license are required
14

Life Insurance Sales Agent Resume Examples & Samples

  • 2+ years of current life insurance sales experience
  • BA/BS degree a plus
  • A qualified candidate will also have excellent communication and interpersonal skills, competitive sales drive and a commitment to maintaining superior member relationships; proficiency utilizing computer hardware and software systems
  • Valid Hawaii drivers license, a good driving record and a current Hawaii Life license
  • Work days include some evenings, weekends and holidays
15

Sales Agent, Insurance Resume Examples & Samples

  • Responsible for using various systems to track, gather information and answer customer inquiries
  • Identify customer needs and works to meet those needs using sales tools and techniques
  • Provide appropriate educational information
  • Strive to sell the product that best meets each customer's needs
  • Working in a team oriented environment
  • Meeting key performance metrics such as sales, productivity and quality requirements
  • Strives to sell the NatGen Insurance product that meets the customer's need or other products when appropriate
  • Performs other duties as requested, including attending required meetings
  • High school diploma or general education degree (GED)
  • Complete New Hire Technical Training Program
  • Property and Casualty license or ability to acquire within 60 days of hire
  • Demonstrates adequate/accurate typing speed while talking to the customer
  • Demonstrate a working knowledge of auto policies and procedures
  • Demonstrate thorough knowledge of underwriting guidelines
  • Demonstrate thorough knowledge of billing guidelines
  • Demonstrate professional phone etiquette
  • Demonstrate proficiency with Sales systems
  • High degree of initiative, mature judgment, and discretion
  • Associates or Bachelor's degree, or equivalent customer service experience
  • Prior experience working with the public in a customer service or sales environment
  • Demonstrates the ability to make the "Human Connection" and empathize with the customers
  • Demonstrates the ability to negotiate in order to adequately sell the brand and product
  • Demonstrates basic math skills
  • Demonstrates strong attention to detail, organization skills, and timeliness in order to meet customer service expectations
  • Demonstrates the ability to think analytically
  • Demonstrates a high degree of dependability and motivation
16

Life Insurance Sales Agent Resume Examples & Samples

  • At a minimum, devote 80% of efforts to new business sales and/or retention of existing AAA Insurance business, based upon priority of responsibilities as assigned by management. Solicit Life Insurance business; qualify applicants, counsel customers concerning new life insurance applications. Place customers in appropriate products using the life company’s and AAA Insurance Sales prescribed guidelines
  • Successfully navigate required computer applications Life carriers’ systems, MPS, CRM, carrier application, Intranet, contact management system. Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customer’s confidentiality and privacy in accordance with club and regulatory requirements
  • Execute and facilitate Insured’s service requests, while anticipating account rounding and cross-selling opportunities. Complete training and continued education and professional development programs, as required. As approved by management, represent AAA Mid-Atlantic Insurance Sales in public forums to enhance networking and sales opportunities
  • Associate's degree or equivalent work experience/education
  • 2 years of Life Insurance sales experience in an Insurance environment or related industry (e.g., financial services, banking, etc.) or equivalent
  • Life and Health licenses required
  • Ability to interpret and/or analyze complex work situations
  • Actively work all leads provided, generate new business and retain current Agency business
  • Ability to navigate easily through multiple computer systems concurrently (i.e. Microsoft Office & Agency Management Systems)
  • Team player who is assertive in obtaining individual and team goals & targets
17

Insurance Sales Agent Trainee Resume Examples & Samples

  • Inbound, outbound and potentially face to face multi-media contact with new and existing clients to discuss their needs, explain insurance and emphasize benefits of various product offerings based on analysis of those needs
  • Quote prices on products and/or services and answer any related questions
  • Assist clients with electronic signature (e-sign) of their paperwork, and follow up on signed paperwork on any clients who do not choose to complete this option
  • Responsible for sales administration and reporting activities
  • Ensure applications and paperwork are completed accurately and in a timely manner
  • High School Diploma/equivalent required, college experience a plus
  • Must acquire and maintain State Property/Casualty and/or Life/Health licenses as required
  • Bilingual (English/Spanish) a plus
  • Strong demonstrated ability to market and sell in multi-product environment where cross selling and customer retention is essential to sales goal attainment
  • Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of insurance and other ancillary products to customers
  • Knowledge of insurance laws, regulations and processes, ability to analyze and interpret insurance policies and insurance coverage and/or experience in working in a compliance and regulatory environment strongly preferred
  • Strong computer skills and working knowledge of Microsoft Office applications including Outlook Email, Word and Excel
18

Insurance Sales Agent Resume Examples & Samples

  • Contact KB Home buyers by phone and email to offer homeowners insurance or dwelling fire products for home loan closings
  • Offer and quote flood insurance as requested
  • Customize insurance programs to suit individual customers
  • Minimum high school diploma or equivalent
  • Active State of California Property and Casualty Insurance license
  • Non-resident P&C licensed in other states helpful
  • 3-5 years' experience in insurance agency sales environment or call center
  • Strong and effective interpersonal and telephone communication skills
  • Strong sense of customer service in fast paced sales office
  • Computer literate, proficient with Microsoft Word and Excel
  • Homeowners, Dwelling Fire and Flood Insurance Knowledge
19

Insurance Sales Agent Resume Examples & Samples

  • Meet and exceed sale's goals through new product sales, cross selling and retention of current customers
  • Build and maintain relationships with community organizations and local business
  • Develop and manage customer relationships and serve as a resource to customers and potential customers on all Direct General's products and services
  • Responsible for monitoring key competitors in the local market area and making suggestions on initiatives that could improve Direct General's position in the marketplace
  • Active Property/Casualty and Life Insurance licensure is required
  • Minimum 1 year successful business-to-consumer sales experience, ideally within the insurance industry
  • Strong demonstrated ability to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
20

Sales Agent, Retail Insurance Resume Examples & Samples

  • Implement marketing programs and initiatives which further the Direct General brand in the local market (car dealerships, local events, etc.)
  • Receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
  • Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
  • Active Property/Casualty and Life Insurance licensure
  • 1 years of successful business-to-consumer sales experience
  • Excellent interpersonal skills with the ability to establish working relationships with internal and external clients at varying levels within the organization
  • Demonstrated ability to develop and maintain customer relationships and provide excellent customer service
  • Valid U.S. State-issued driver's license
  • Strong computer skills and working knowledge of MS Office applications
  • Bachelor Degree
  • Knowledge of insurance laws, regulations and processes, ability to analyze and interpret insurance policies and insurance coverage and/or experience in working in a compliance and regulatory environment
21

Insurance Sales Agent Trainee Resume Examples & Samples

  • Actively prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities and job shadowing of agents to learn skills and accumulate experience
  • Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining overall appearance of sales office
  • Assist customers with general questions, receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
  • Complete marketing & sales related activities which further the Direct brand in the local market (outbound marketing calls, car dealerships visits, local events, distribution of flyers, etc.)
  • Contact customers regarding account status and renewals
  • Prepare and send information to customers and lien holders
  • Read and remain current on company guidelines, announcements, memos and bulletins related to company policy and procedure
  • Obtain appropriate insurance licenses as required to become an Agent and sell our products (Direct will cover fees for courses and licensing as per our internal guidelines) within reasonable timeline as outlined by management
  • High School Diploma/equivalent. Some college/degree a plus
  • Some prior customer service or sales experience required. Retail Sales/Business-to-consumer sales experience strongly preferred
  • Previous successful experience working in a position with sales quotas/targets preferred
  • Demonstrated ability to provide excellent customer service and develop and maintain customer relationships
  • Highly motivated to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
  • Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
  • Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
  • Strong computer skills and aptitude to quickly learn new systems Individual must have a high level of initiative, drive and desire/openness to learn new skills and information
  • Must have current valid driver's license and consistent access to a personal vehicle which can be utilized to complete business marketing activities in the local community