Insurance Sales Representative Resume Samples
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Insurance Sales Representative Resume Samples
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NO
N Okuneva
Nicholaus
Okuneva
7456 Vance Tunnel
Philadelphia
PA
+1 (555) 894 7535
7456 Vance Tunnel
Philadelphia
PA
Phone
p
+1 (555) 894 7535
Experience
Experience
Chicago, IL
Insurance Sales Representative
Chicago, IL
Considine, Cummings and Smith
Chicago, IL
Insurance Sales Representative
- Identifying prospective customers using established lead methodologies
- Provides sales support to sales operations, telesales, compliance, enrollment and other areas of the company where requested
- Participate in Network Marketing Programs
- Report sales and marketing activity to office management on a regular basis
- Prepare and present annual marketing plan to office management
- Stay current with licensures, continuing education credits, and professional development
- And all other duties assigned by the manager and/or supervisor
Dallas, TX
Life Insurance Sales Representative
Dallas, TX
Harber, Fisher and Ziemann
Dallas, TX
Life Insurance Sales Representative
- Establishing programs designed to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed
- Contacting and qualifying prospective members and explaining features and benefits of life insurance policies offered, suggesting amount and type of coverage based on analysis of prospect's circumstances
- Assisting clients in processing claims
- Developing long-term relationships
- Utilizing a variety of methods in performing research leading to the establishment of high potential prospects for AAA products. These methods include direct mail, referral systems, associate cross-selling, partnership sharing, prospect purchases, etc
- Quoting and preparing life insurance policies
- Calculating and quoting premium rates for specific policies
present
Los Angeles, CA
Outside Insurance Sales Representative
Los Angeles, CA
Harvey, Dickinson and Smitham
present
Los Angeles, CA
Outside Insurance Sales Representative
present
- Making presentations to decision-makers of corporations to establish or maintain an Affinity relationship
- Continuous improvement of processes and structure
- Developing and maintaining business relationships
- Identifying prospective customers using established lead methodologies for new business
- Complete contract documents and supporting paperwork to finalize insurance policies
- Develop and maintain relationships with underwriters in the lines of business we offer to our clients
- Exceeding sales goals for volume of quality new business quoted and written within company guidelines
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Webster University
Bachelor’s Degree in Business
Skills
Skills
- Disability Coverage
- Active licensure in good standing with State Department of Insurance (DOI)
- Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time
- Career opportunities across multiple business lines and states
- Pension
- 401k Savings Plan
- Employee Discounts
- Health Coverage for Medical, Dental, Vision
- Professional verbal and written communication skills, with the ability to clearly articulate thoughts and ideas Organizational skills with the ability to handle multiple tasks and/or projects at one time
- Customer service skills with the ability to interact professionally and effectively with providers, third party payers, physicians, and staff from all departments within and outside the Company
7 Insurance Sales Representative resume templates
Read our complete resume writing guides
1
Inside Bilingual Commercial Insurance Sales Representative Resume Examples & Samples
- Develop defined marketing plans (organized approach to homogeneous prospects to which we have identified target markets)
- Develop leads to establish x-dates on prospects in specific marketing plans
- Establish goals and objectives annually for new business commission income
- Gather needed information and develop complete submissions
- Take quotes and other information from Marketing Dept. and prepare proposals
- Make presentations to prospects to obtain orders
- Once we have an order for the business, the Sales Representative will work with the Commercial Account Manager and Customer Service Agent in placing order with company
- When new policies are delivered, Sales Representative will introduce the Account Manager, CSR, and Claims Representative to the customer
- Sales Representative is responsible for all account development and accounts receivable during the first twelve months we have the customer on the books
- Sales Representative is expected to remain "politically" involved with all Customers allowing all service on the account to be handled by the Account Manager/CSR team
- Obtain life, group, and personal lines and select account referrals on new business and renewals for distribution to other departments
- Bachelor's degree or equivalent education and related training/experience
- Comprehensive knowledge of property/casualty marketplace
- Knowledge and involvement of industry groups which Sales Representative is currently targeting
- Outgoing, people oriented personality
2
Inside Commercial Insurance Sales Representative Resume Examples & Samples
- Develop leads to establish x-dates on prospects in specific marketing plans
- Gather needed information and develop complete submissions
- Once we have an order for the business, the Sales Representative will work with the Commercial Account Manager and Customer Service Agent in placing order with company
- Comprehensive knowledge of property/casualty marketplace
3
Small Business Commercial Insurance Sales Representative Resume Examples & Samples
- Develop defined marketing plans (organized approach to homogeneous prospects to which we have identified target markets)
- Establish goals and objectives annually for new business commission income
- Take quotes and other information from Marketing Dept. and prepare proposals
- Make presentations to prospects to obtain orders
- When new policies are delivered, Sales Representative will introduce the Account Manager, CSR, and Claims Representative to the customer
- Sales Representative is responsible for all account development and accounts receivable during the first twelve months we have the customer on the books
- Sales Representative is expected to remain "politically" involved with all Customers allowing all service on the account to be handled by the Account Manager/CSR team
- Obtain life, group, and personal lines and select account referrals on new business and renewals for distribution to other departments
- Bachelor's degree or equivalent education and related training/experience
- Knowledge and involvement of industry groups which Sales Representative is currently targeting
- Outgoing, people oriented personality
4
Title Insurance Sales Representative Resume Examples & Samples
- Be responsive to all customer inquiries in a professional and proactive manner
- Networking and building effective internal and external relationships with vendors, Real estate brokers, escrow, lenders and support team members through the delivery of truly remarkable service
- Accurately take instruction and ownership of issues and problems arising from vendors, Real estate brokers, escrow, lenders and support team members and seeing them through to completion
- Must always look for new and creative ways to attract new business opportunities
- Must be able to prioritize daily, weekly and monthly projects according to the needs of the internal and external customers
- Knowledge of document types, property profiles and the title process and ability to effectively explain the contents of each
- The ability to track business and meet monthly sales goals established by executive team leader
- The ability to anticipate and solve problems on an open/closed order and/or a potential new title order
- Must be able to present and speak effectively at office meetings
- Hunter Mentality
- Existing Book of business preferred but not required
- Must be self-motivated
- Must be able to find common ground and solve problems for the good of the team
- Must be able to adhere to appropriate company policies and procedures
- Must be able to identify internal and external customer requirements and expectations
- Must possess excellent follow up skills
- Must display a positive attitude at all times to team members
- Settlement/Closing Experience is a plus
- Basic understanding of the title insurance industry
- Title Insurance sales or other real estate related sales preferred
5
Insurance Sales Representative Resume Examples & Samples
- Answers inbound calls to sell insurance products to new clients
- Markets insurance products via the telephone to maximize sales of insurance plans by preparing and presenting solutions, negotiating and overcoming objections, and assisting in purchasing appropriate products
- Pre-qualifies applicants to determine eligibility and asks underwriting questions to determine if specified prospective client meets carrier requirements
- Enters all information related to the call for reporting purposes
- Mentors and provides feedback to other team members
- Acts as a subject matter expert for team members and handles escalations as needed
- Works with internal business partners to achieve business unit results
- Makes outbound calls to support campaigns focused on cross selling, selling additional products, as well as closing additional business
- High school diploma required and college degree preferred
- 2-4 years of relevant sales experience required. Customer service and/or sales experience preferred
- Ability to interpret insurance products to clients
- Ability to motivate and influence people towards suggested products/solutions
- Excellent written and verbal communication skills to effectively interact with customers on the telephone
- Basic computer skills and the ability to navigate through multiple systems without assistance
- Appropriate license must be obtained if necessary for the position
- Core competencies include
6
Insurance Sales Representative Resume Examples & Samples
- Counseling and advising prospects and policyholders on matters of insurance coverage that is tailored to their specific situational need
- Experience in an outside sales environment preferred
- Insurance sales experience preferred
- Strong interpersonal skills to build rapport with prospective and existing customers
7
Insurance Sales Representative Resume Examples & Samples
- Selling auto, home, life and other insurance products to individuals and Affinity groups within an assigned territory using consultative sales techniques
- Servicing and maintaining insurance renewal policies
- Meeting sales goals for volume of quality new business quoted and written within company guidelines
8
Insurance Sales Representative Week Paid Training Resume Examples & Samples
- Selling Auto, Home, Life and other insurance and annuity products to individuals within an assigned territory using consultative sales techniques
- Organizational skills and effective time management to succeed in a semi-autonomous, fast-paced environment
- Analytical skills to understand complex coverage details and underwriting guidelines
9
Insurance Sales Representative Resume Examples & Samples
- Sell Auto and Auto Insurance products to individuals within assigned states using consultative sales techniques
- Successfully completing our comprehensive sales representative training which includes product knowledge, salesmanship, and our software systems
- Increase customer profitability by utilizing cross-selling and upselling sales techniques
- Ensure a positive customer experience by educating customers on the features and benefits of the insurance product, responding to questions and overcoming objections, and accurately updating our contact management system
10
Outside Insurance Sales Representative Resume Examples & Samples
- Managing department with 60+ employees
- Ensuring the prompt and accurate payment of Rush payables
- Continuous improvement of processes and structure
- Trouble shooting and reporting system issues
- Setting departmental goals and measuring success
- Motivating and leading teams
- Recruiting and retaining quality employees
- Ability to motivate and lead large team
- Four Year College Degree
- 5+ years of AP Management experience (teams of 30 employees or more); or equivalent combination of education and experience
- Strong general ledger and accounts payable skills. Must be computer literate and spreadsheet proficient
- P2P automated invoice processing experience
- SAP preferred
- Six Sigma preferred
- Must possess a current and valid driver license with a driving record that meets the insurability guidelines set forth by the company's insurance carrier
11
Outside Insurance Sales Representative Resume Examples & Samples
- Solicit insurance business from accounts through personal and phone contacts
- Identify coverage needs and prepare price quotations for new and renewal customers
- Complete contract documents and supporting paperwork to finalize insurance policies
- Service existing accounts and communicate with clients on a regular basis
- Maintain client and prospect databases
- Serve as a public relations liaison for the agency
- Develop and maintain relationships with underwriters in the lines of business we offer to our clients
- Coordinate insurance needs with truck sales staff
- Three months' experience in insurance sales
- Appropriate insurance license to sell physical damage, credit life and other products required. Will be able to provide assistance in obtaining appropriate licenses
12
Experienced Insurance Sales Representative Resume Examples & Samples
- Identifying prospective customers using established lead methodologies for new business
- Making presentations to decision-makers of corporations to establish or maintain an Affinity relationship
- Exceeding sales goals for volume of quality new business quoted and written within company guidelines
- Experience in sales or client service environment preferred
- This position requires that incumbents must attain and maintain current state insurance license in property, casualty and life
13
Insurance Sales Representative Resume Examples & Samples
- Obtain CA Property & Casualty license – Company Paid
- Observe & train with experienced Sales Reps
- Receive personalized training and ongoing feedback to ensure success in the program
14
Life Insurance Sales Representative Resume Examples & Samples
- Assisting clients in processing claims
- Participating in community and business activities and events to prospect for potential membership and insurance sales opportunities
- Calculating and quoting premium rates for specific policies
- Developing long-term relationships
- High School Diploma required; BA/BS degree a plus
- Competitive sales drive and a commitment to maintaining superior member relationships
- Proficiency utilizing computer hardware and software systems
- Valid Missouri/Kansas drivers license, a good driving record and a current Missouri/Kansas Life Insurance license
- Work schedule will include some evenings, weekends and holidays
15
Insurance Sales Representative Resume Examples & Samples
- Meets or exceeds sales goals set by sales leadership/company
- Maintain retention rate deemed acceptable by the company
- Provides sales support to sales operations, telesales, compliance, enrollment and other areas of the company where requested
- Disposition leads generated from Universal American marketing activities
- Conduct organized community seminars and Senior-related community events
- Participate in Network Marketing Programs
- Access and utilize UAM's on line Agent Company database system(s)
- Report sales and marketing activity to office management on a regular basis
- Prepare and present annual marketing plan to office management
- Maintain professional dress and conduct
- Stay current with licensures, continuing education credits, and professional development
- Travel to and from client meetings and events as required
- Represent Universal American in a professional and positive manner in the marketplace consistent with CMS and Universal American policies and procedures
- Respond to compliance requirements in an accurate and timely fashion
- Complies with all guidelines established by the Centers for Medicare and Medicaid (CMS) and guidelines set forth by other regulatory agencies, where applicable, and defined in the Universal American Corporate and department policies
- And all other duties assigned by the manager and/or supervisor
- Professional verbal and written communication skills, with the ability to clearly articulate thoughts and ideas *Organizational skills with the ability to handle multiple tasks and/or projects at one time
- Customer service skills with the ability to interact professionally and effectively with providers, third party payers, physicians, and staff from all departments within and outside the Company
- Analytical and interpretation skills including departmental, utilization, financial and operations data
- Decision-making skills with the ability to investigate and weigh alternatives and select the course of action that provides the greatest benefit to the organization
- Creative thinking skills with the ability to ask the needed bigger-picture questions that lead to process and team improvements
- Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time
- Problem solving skills with the ability to look for root causes and implementable, workable solutions *Interpersonal skills with the ability to work in a fast-paced environment and participate as an independent contributor with little supervision or as an active team member depending on the situation and needs
- Must have a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization
- Active licensure in good standing with State Department of Insurance (DOI)
- 1 year of insurance product sales background
- Personal computer experience should include working with Microsoft Word, Excel, PowerPoint and Outlook at the intermediate level at a minimum
16
Inside Property Insurance Sales Representative Resume Examples & Samples
- Prior sales experience or strong desire to work in sales
- Demonstrated job stability
- Solid computer, grammar and multi-tasking skills
- Must be comfortable working in a fast-paced, high volume call center
