Top Agent Skills

Below we've compiled a list of the most important skills for an Agent. We ranked the top skills based on the percentage of Agent resumes they appeared on. For example, 12.6% of Agent resumes contained Insurance Products as a skill. Let's find out what skills an Agent actually needs in order to be successful in the workplace.

The six most common skills found on Agent resumes in 2020. Read below to see the full list.

1. Insurance Products

high Demand
Here's how Insurance Products is used in Agent jobs:
  • Provide a variety of insurance products for various individuals/businesses utilizing independent insurance agents throughout Texas with two in-house Independent Agents.
  • Developed and executed cross-selling plans insurance products to commercial clients to drive attainment of performance objectives.
  • Educated clients on benefits and required qualifications of various medicare supplement and life insurance products.
  • Conducted information gathering meetings with clients to determine eligibility for various insurance products.
  • Achieved all insurance quotas through improved marketing and customer education of insurance products.
  • Offered advice to individuals and corporate clients in selecting appropriate insurance products.
  • Promoted and sold comprehensive portfolio of insurance products to individuals and businesses.
  • Demonstrated successful prospecting and selling personal insurance products through individual marketing.
  • Service various insurance products to individuals, business owners, and professionals
  • Recruit prospects interested in the solicitation of investment and insurance products.
  • Marketed various property and casualty insurance products through multiple insurance carriers.
  • Developed a wide knowledge of insurance products and underwriting procedures.
  • Direct solicitation and sales of personal lines insurance products and services
  • Supplemented my portfolio by adding other insurance products.
  • Contacted small businesses and showcased supplemental insurance products.
  • Implement retirement-planning strategies using life insurance products.
  • Market supplemental insurance products to Medicare beneficiaries.
  • Provide supplemental insurance products to employees of businesses
  • Managed customer financial packages including insurance products.
  • Assisted potential clients with purchasing consumer insurance products

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2. Phone Calls

high Demand
Here's how Phone Calls is used in Agent jobs:
  • Assisted as interim call center supervisor, monitored call center representative phone calls and provided necessary performance feedback.
  • Provide legendary service through promptly answering incoming phone calls to make emergency roadside resolutions.
  • Answered customer phone calls regarding credit card inquiries accurately and professionally.
  • Answered phone calls regarding Prior Authorizations for medications.
  • Placed outbound phone calls to potential clients with current loan information and provided literature via email and US mail upon request.
  • Respond to phone calls from AT&T customers calling with billing or technical issues with their AT&T services.
  • Started as a retention agent for 24 Hour Fitness taking phone calls to assist members who wished to cancel their membership.
  • Greet public, field phone calls from clients, maintain hard files, create & maintain client profiles in computer.
  • Routed 50+ phone calls per day to the Call Center; provided information, collected data, and categorized appropriately.
  • Receive in phone calls concerning customer's banking information and offer them financial solutions to help them manage their payments.
  • Stay in touch with current data base of 110 clients, by regular meetings, phone calls, emails etc.
  • Respond to emails, phone calls, other states, and other agencies involved with the child support office.
  • Initiated phone calls with interested individuals to determine specific needs and interests for the benefit of the contracted accounts.
  • Oversee the setting of appointments, documentation of all related files, answering phone calls, and taking messages.
  • Placed hundreds of outgoing and handled hundreds of incoming phone calls from shareholders in a small call center environment.
  • Acted as the agency's primary receptionist, taking all phone calls and redirecting lines to proper agents.
  • Offered technical support to customers via inbound phone calls, display excellent customer service skills by showing empathy.
  • Handled incoming and outgoing phone calls from customers, while maintaining 95% QA score on phone calls.
  • Responded to an overage of 200 service inquiry phone calls per day in a helpful and professional manner.
  • Maximized productivity by utilizing all available time to make phone calls to set up appointments with our clientele.

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3. Financial Services

high Demand
Here's how Financial Services is used in Agent jobs:
  • Developed and grew agency through both property casualty lines, and financial services products in increasingly competitive and highly regulated marketplace.
  • Drive day-to-day progress of project/change management, problem solving/solution space design, and process optimization functions for global financial services company.
  • Performed as a representative of Prudential and offered financial services that encompassed life, health and disability insurance products.
  • Researched and provided financial services ranging from health/disability/life insurance to financial packages such as mutual funds and stock options.
  • Developed and deployed solutions-oriented marketing systems that matched client needs with appropriate insurance and financial services tools.
  • Serve as financial representative for large fraternal insurance and financial services company.
  • Licensed Colorado insurance producer and Series 6 broker providing consultative insurance/financial services.
  • Presented and solicited insurance and financial services to potential and existing clients.
  • Managed a Brokerage Financial Services Agency representing companies for various products/services.
  • Provided comprehensive financial services to individuals, families and small businesses.
  • Set up seminars and informal informational meetings to educate about financial services
  • Educated clients regarding insurance and financial services.
  • Marketed insurance products and financial services.
  • Self-employed Independent Agent providing financial services.
  • Analyze the client's financial situation and provided financial services and solutions by cross selling products from multiple lending institutions.
  • Review Applications for new business and verified all possible applicants is licensed and registered with the Department of Financial Services.
  • Licensed insurance agent in Home, Auto, Health, Life and Financial ServicesSold, serviced and prospected insurance products.
  • Provided families with valuable financial services to protect current assets, grow future assets and largely improve their financial picture.
  • Specialized in financial services, including life insurance, long-term care, annuities, health insurance, and retirement planning.
  • Advised clients on all other financial services products and provided analysis on how the products would meet their needs.

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4. Customer Service

high Demand
Here's how Customer Service is used in Agent jobs:
  • Oversee operations for full-service agency to include sales, customer service, marketing/business development, underwriting, claims and financial operations.
  • Received associate of the month multiple times and received customer satisfaction awards for delivering magnificent customer service experiences.
  • Licensed Property and Casualty Insurance agent; Customer service representative in 3rd party policy servicing and billing.
  • Facilitated sales and customer service to enroll transit workers in the Transit Worker Identification Criteria program.
  • Reviewed and entered customer comments in system to determine areas for improvement in customer service
  • Assist sales representatives with product and customer service Related questions/ Provide price and availability
  • Provided clients with customer service and financial analysis regarding their existing insurance portfolios.
  • Distributed tickets and passes and maintained inventory for customer service representatives.
  • Ensured exceptional customer service by properly greeting customers entering the store.
  • Performed reconciliation of accounts, including outlets and customer service representatives.
  • Strengthened company's business by leading new implementation of customer service.
  • Provided customer service support to policyholders generally and those in crises.
  • Used professional and appropriate speech and vocabulary promoting great customer service.
  • Provide exceptional customer service assuring traveling public needs are met.
  • Provide all passengers and airline representatives with excellent customer service.
  • Provided professional and courteous customer service in timely manner.
  • Provided excellent customer service contributing to maximum customer satisfaction.
  • Provided outstanding customer service to elite and celebrity clientele.
  • Contributed to company customer service talking points service manuals.
  • Provided excellent customer service and problem solving to customers.

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5. Life Insurance

high Demand
Here's how Life Insurance is used in Agent jobs:
  • Utilized strong communication skills to enroll interested individuals in a life insurance plan that accommodates their specific needs.
  • Design and market life insurance solutions to families and individuals who need or have inadequate insurance coverage
  • Developed life insurance policy proposals for existing and prospective clientele.
  • Performed customized client illustrations and demonstrations of their life insurance.
  • Handled monetary transactions to activate life insurance application and policies.
  • Handled all necessary paperwork in implementing life insurance coverage.
  • Specialized in Supplemental Life Insurance for Retirement Income Planning.
  • Meet with families to provide life insurance and/or retirement protection
  • Licensed Life Insurance Producer - Licensed Health Insurance Producer
  • Retired From Metropolitan Life Insurance Company.
  • Worked closely with union members and team members to promote, market and sale Whole Life Insurance through American Income Life.
  • Created, modified, and developed scripts for sales presentations for Life Insurance, Accident, Heart, and Cancer plans.
  • Educated new agents about different product offerings for union workers such as life insurance, whole life, and term life.
  • Provide supplemental benefits and Life Insurance to Unions, credit unions, associations and individuals throughout the Baltimore metropolitan area.
  • Conducted thorough interviews with prospects to assist them in determining the best available products to meet their life insurance needs.
  • Execute sales and marketing duties related to auto, home, and life insurance (also licensed in health).
  • Prospect new client base for Quality of Life Insurance - term, universal life, and indexed universal life insurance.
  • Discussed health and life insurance options with clients and figured out what option was best suited for their personal needs.
  • Company goal is to help seniors with Medicare, Life insurance, Long Term Care, and financial retirement decisions.
  • Created and increased by 35% book of business selling memberships, home, auto, and life insurance.

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6. New Clients

high Demand
Here's how New Clients is used in Agent jobs:
  • Developed and implemented business model to generate new clients and referrals through advertising and marketing applications.
  • Developed and implemented personal business and marketing strategy to attract new clients and maintained existing clients.
  • Cultivated positive relationships with customers and expanded business through adding new clients and delighting existing clients.
  • Prospected for new clients using established and non-traditional methods of lead generation.
  • Canvassed local area businesses in order to initiate relationships with new clients
  • Leveraged personal and professional networks to establish new clients.
  • Developed advertising materials for new clients.
  • Call service experience for existing/new clients
  • Prospected and solicited new clients via cold calls, company-generated list and prospecting from personally established lists of clients and associates.
  • Seek out new clients and develop clientele by networking to find new customers and generate prospective clients for four Indianapolis locations.
  • Hired on as an office clerk and was responsible for setting appointments with prospective new clients for the local agents.
  • Worked with orphaned clients as well as new clients through cold calling, my warm market, and visiting businesses.
  • Call new clients in state and out of state to ultimately get them to test food and beverage products.
  • Generated new sales and leads by calling both existing and prospecting new clients over the telephone and through emails.
  • Seek out new clients and develop clientele by networking to find new customers and generated lists of prospective clients.
  • Committed provider of insurance policies to ensure coverage for new clients and provide updated enrollment information to current clientele.
  • Targeted potential new clients - Scheduled follow-ups with potential new clients - Assisted current clients with any changes or questions
  • Service existing book of business, prospect for new clients, and sell products to meet quarterly sales goals.
  • Acquired and managed new clients by lead generation through referrals, marketing events, cold calling and Business-to-Business prospecting.
  • Seek out new clients by networking, developing relationships with community leaders and setting appointments via telephone and email.

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7. Data Entry

high Demand
Here's how Data Entry is used in Agent jobs:
  • Provided customer support, technical assistant and I handled data entry and inventory report daily
  • Major Metropolitan Hospital Trained on many hospital computer software programs and completed data entry.
  • Complete accuracy in work orders including data entry adding, subtracting and verification.
  • Check in customer in computer inputting payment information using data entry emails.
  • Performed data entry as required to ensure accurate flight and traveler information.
  • Performed varies of administration duties including data entry and document preparation.
  • Maintained call and data entry accuracy levels that met department expectations.
  • Developed data entry queries specific to each individual broker research.
  • Utilized data entry skills to enter information into computer database.
  • Worked extensively with computerized documentation, and data entry forms.
  • Conducted interviews and managed classified information for census data entry.
  • Provide accurate data entry into various systems as indicated.
  • Documented and amended data entry orders into proprietary system.
  • Processed data entry to save payment related information.
  • Gathered data entry to provide accurate consumer information.
  • Performed data entry for imaged paperwork tracking system.
  • Conducted data entry on a computer application.
  • Performed part-time temporary assignment keying data entry.
  • Perform data entry tasks managing customer information.
  • Perform data entry and administrative support.

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8. Internet

high Demand
Here's how Internet is used in Agent jobs:
  • Submit changes to insurance portfolio via specified internet applications for multiple companies using their unique point-of-sale software.
  • Worked consistently with multiple internet databases to provide updates and information collected back to account representatives.
  • Demonstrated proficiency PC skills including in-depth internet knowledge and proficiency in various Human Resource Information Systems.
  • Assisted customers in providing package locator services utilizing the internet and client proprietary software.
  • Utilized internet resources and the company internal knowledge base to maximize customer experience.
  • Developed and implemented complex internet and internet application on different platforms.
  • Sell T-Mobile products and services Basic computer and internet ordering system
  • Coordinated the front-end order screening/data entry of internet services.
  • Administered telephone/internet/cable sales to new and existing customers
  • Educated customers on internet account management access.
  • Coached/Trained new Internet agents for consistency.
  • Click to chat - chatting with customers helping them with their accounts and selling television, internet, and home phone.
  • Job Duties: Retaining customers that are dissatisfied with service; Assisting customers with choosing cable, internet, or phone plans
  • Verified with customers their terms and conditions to ensure Their understanding when switching their electric, gas, or Internet services.
  • Used Internet job boards to source new job openings in order to market applicants to companies desiring specific skill sets.
  • Explain to the providers the application process which would enable the provider to bill electronically to Medi-Cal via the internet.
  • Initiated and completed sales of property for the NCDOT including title work and extensive use of mapping and internet services.
  • Maintained a current level of understanding of the details of home networking, high-speed Internet, dial-up and application functionality.
  • Assisted customers through troubleshooting fiber optic Internet, television, and telephone land line services to diagnose and correct issues.
  • Have the knowledge of all of our products regarding home phone, wireless, internet, and satellite service.

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9. Technical Support

high Demand
Here's how Technical Support is used in Agent jobs:
  • Answered incoming technical support phone call requests and immediately dispatches appropriate maintenance, engineer, and clinical engineer personnel.
  • Provided excellent customer service towards Dish customers including billing, technical support, and account management.
  • Created and maintained one-on-one technical support relationship with customers to resolve issues and provide customer satisfaction
  • Provided technical support to customers using maintenance procedure based on company products and rules.
  • Dispatched emergency cash requests for cash customers and provided technical support for financial institutions.
  • Provided technical support for various services to international businesses & government employees.
  • Maintain quarterly self-education courses designed to improve inbound advanced technical support skills.
  • Provided high quality customer service and technical support to wireless cellphone users.
  • Provided technical support for customer, for equipment delivery and installation.
  • Provided technical support to non-technical clients in a friendly professional manner.
  • Received transactions from users regarding customer service or technical support related.
  • Respond to customers queries promptly and professionally for international technical support.
  • Provided time-efficient and proficient technical support to customers over the telephone.
  • Provided tier one technical support to Mortgage Electronic Registration System members.
  • Mediated between customers and corporate customer service and technical support.
  • Provided technical support to business professionals regarding their corporate website.
  • Job qualifications included training other agents, minor technical support.
  • Provide exceptional customer service and technical support through calls/chats/emails.
  • Provided primary technical support for consumer-grade computer networking products.
  • Provided quality technical support for all Gateway products.

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10. Sales Goals

high Demand
Here's how Sales Goals is used in Agent jobs:
  • Meet monthly and weekly sales goals, sell individual supplemental health insurance policies to prospective policy-holders
  • Recognized for continuously achieving office sales goals.
  • Set weekly, monthly, quarterly, yearly sales goals with a focus on a 20% increase year after year.
  • Learned to sell and up-sell to B2B and current customers Achieved 100% or more on weekly and monthly sales goals.
  • Created personal sales techniques and used them to far surpass weekly sales goals and set the standard for my insurance team.
  • Exceed monthly sales goals and earned the opportunity to sell life insurance, in addition to property and casualty insurance.
  • Worked as an integral part of a large sales floor exceeding all sales goals on a month to month basis.
  • Helped the team to sell the highest out of other agents and receive positive feedback for our sales goals.
  • Achieved all sales goals for a one-year associate in less than 6 months, including the Triple Crown Award.
  • Build team strategy and implement team sales plan to achieve and surpass district and company sales goals and objectives.
  • Conducted daily insurance and financial reviews and sold deeper into households while hitting sales goals and maintaining current policies.
  • Team consisted of eight sales representatives and a telemarketer that were very productive and continually exceeded sales goals.
  • Maintain a high quality of service to my client base, while achieving monthly and quarterly sales goals.
  • Managed a team of agents to ensure compliance while reaching sales goals at a high rate of productivity.
  • Managed VT and NY district independent agent sales activities and continuously exceeded targeted sales goals and objectives.
  • Develop and maintain life insurance sales goals for attending Conference of Champions trip in conjunction with agent.
  • Motivated all teams to reach sales goals and coached methods for improving call flow and QA scores.
  • Awarded Conference of Champions Qualifier after surpassing sales goals and reaching 125% to plan for program.
  • Work with management to design plans to achieve sales goals, loan quotas and conference referrals.
  • Recognize and interpret customer needs and suggest appropriate bank services to assist in meeting sales goals.

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11. Outbound Calls

high Demand
Here's how Outbound Calls is used in Agent jobs:
  • Contacted customers through outbound calls to verify legitimacy of account activity.
  • Provided superior customer service via inbound/outbound calls.
  • Executed inbound/outbound calls to existing customer base.
  • Answered inbound/outbound calls to confirm reservations.
  • Make outbound calls informing customers with details on delivery notifications, found package, lost packages, and any other updates.
  • Make outbound calls to different providers to schedule office visits for veterans; document provider information in system and verify validity.
  • Answer inbound calls and make outbound calls to borrowers regarding their mortgage including making payments and answer questions about their loan.
  • Answered phone calls for the concierge desk for Bank of America Home Loans Answered inbound and outbound calls for collections department
  • Make outbound calls to vendors, GM facilities, and transportation companies to gain information to assist with problem resolution.
  • Respond to inbound calls, make outbound calls, email in response to requests for support from GM dealerships country-wide.
  • Handled heavy inbound calls and made several outbound calls to providers, customers, service shops and airport locations.
  • Averaged seventy outbound calls daily in an attempt to facilitate and/or initiate the surety bond procedure w/ potential clients.
  • Handle inbound and outbound calls to proactively collaborate with delinquent(3-29DPD) customers, third parties and attorneys.
  • Answered inbound calls and made outbound calls to the employee's assigned recruiting representative on behalf of Kelly Services.
  • Manage accounts, search accounts for fraudulent activity, mankind outbound calls and take inbound calls, resolve customer issues
  • Answered all inbound and outbound calls, try to resolve problems customer had with merchandise and transferred if necessary.
  • Provide excellent customer service and stay motivated and eager via outbound calls to make sure all needs are met.
  • Make outbound calls and answer incoming calls from customers to assess their needs and build a comprehensive solution.
  • Take outbound calls and sometimes outbound calls seeing if the customers wants to make there live saving blood donation
  • Answered inbound and outbound calls from patients, doctor's office, private insurance carriers, etc.

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12. Credit Card Transactions

high Demand
Here's how Credit Card Transactions is used in Agent jobs:
  • Assisted guests with their check-in and check-out process to include processing of payments in cash and credit card transactions.
  • Assisted customers calling in on reviewing their credit card transactions and closing account if fraud was detected.
  • Process check and credit card transactions and scan card batches received and stored in safe.
  • Answered telephone lines, placed reservations, credit card transactions, provided excellent customer service,
  • Balanced currency, coin, checks and credit card transactions using computers and calculators.
  • Process payments, travel flags, reissue cards, and many more credit card transactions
  • Received cash, checks and completed credit card transactions from customers and employees.
  • Processed credit card transactions and customer follow up to resolve credit card issues.
  • Assisted merchants with approving credit card transactions* Contacted issuing banks on referral calls
  • Prepared sales contracts and accepted payments threw cash and credit card transactions.
  • Process credit card transactions, petty cash, invoices, purchase orders.
  • Verify cash and credit card transactions.
  • Provide Customer Service Assist customers with check in process Handle cash and credit card transactions Carry/handle checked bags to drop off

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13. Insurance Policies

high Demand
Here's how Insurance Policies is used in Agent jobs:
  • Assisted the insurance agent with paperwork pertaining to insurance policies poke to schools and community organizations about parenting and adolescent issues.
  • Support existing customers by analyzing insurance policies ensuring customer needs are covered and advise policy additions or changes.
  • Acquired underwriting applications and information for insurance companies and reviewed all terms and conditions for insurance policies.
  • Provided supplemental and medical insurance policies that covered special medical conditions, as well as disability.
  • Maintain Sales quotas Maintain profitability Upkeep on existing insurance policies Customer Service, Support, and Satisfaction
  • Analyzed current customers' insurance policies and recommended coverage adjustments with a consultative sales approach.
  • Represented organization at meetings with businesses and trade associations and promoted company's insurance policies/products.
  • Supervised office & produced personal auto insurance policies production on a straight commission basis.
  • Customized insurance programs for health and life insurance policies for individual and business customers.
  • Received extensive education and training in insurance policies, sales processes and policyholder service.
  • Maintained call quotas and demonstrated knowledge of various insurance policies proposed to customers.
  • Skilled in interpreting and explaining insurance policies and insurance coverage to customers.
  • Educated and enrolled individuals and businesses in supplemental insurance policies.
  • Sell supplemental insurance policies to qualified individuals by determining needs.
  • Provided members with updated information about benefits and insurance policies.
  • Evaluated insurance policies and analyzed damages to determine coverage.
  • Followed underwriting guidelines to determine eligibility for insurance policies.
  • Licensed insurance agent selling supplemental health and life insurance policies
  • Developed and implemented new insurance policies and procedures.
  • Sell supplemental insurance policies by determining customer needs.

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14. Real Estate

high Demand
Here's how Real Estate is used in Agent jobs:
  • Audit transaction documents for compliance with Maryland real estate laws and regulations to include fair housing and equal opportunity requirements.
  • Prepared, processed and recorded security instruments of real estate properties for financial institutions and private investors.
  • Managed residential rental property pipeline for several small brokers as a real estate consultant.
  • Achieved Virginia Real Estate License and completed Real Estate Professional Assistant certification.
  • Review documents following residential real estate refinance closings for accuracy and completeness.
  • Plan and execute varied real estate acquisition projects through negotiation or condemnation.
  • Worked closely with other Real Estate professionals to facilitate negotiations.
  • Structured real estate relationships for corporate and individual clients.
  • Evaluated real estate property transactions.
  • Served as a liaison between clients and real estate professionals in obtaining and submitting required documents necessary to close the sale.
  • Direct collection of rental obligations, deposits and payment of insurance premiums, real estate taxes, and incurred operating expenses.
  • Build active relationships across real estate, mortgage, and title companies for annual sales reaching over $1.2 Million consistently.
  • Coordinated with borrowers, sellers, builders, real estate agents, and loan officers to close real estate trans- actions.
  • Oversee rehabs, assist with real estate closings, draft all contracts and eviction documents for court and assist with Attorney.
  • Collect and generate data for the creation and maintenance of GIS for Real Estate, Transmission Construction, and Vegetation Management.
  • Evaluate real estate assets, perform in depth market analysis, store performance, and demographic studies resulting in portfolio optimization.
  • Originated and underwrote residential loan files for real estate purchases and refinance transactions; oversaw entire loan process until loan completion.
  • Organized appointments and created point-of-sale presentations to real estate agents/doctors for a featured spot in the firm's advertising program.
  • Prepared documents for real estate transactions, attend and facilitated real estate closings to include mortgage documents and cash transactions.
  • Visit all possible sources of new business mainly real estate offices, Chamber of commerce, CPA offices, lawyers.

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15. Health Care

average Demand
Here's how Health Care is used in Agent jobs:
  • Assisted customers with reordering medical supplies, medications and verify insurance coverage for processing of claims payments to health care providers/hospitals.
  • Provided health care professionals with medical benefit information.
  • Offer solutions that give employers, individuals and families the advantage of controlling cost while achieving higher levels of health care.
  • Presented major medical insurance, medical savings accounts, long term care, home health care, life insurance and annuities.
  • Attained state licensing in life and medical insurance, Medicare planning, long term health care, and safe retirement annuities.
  • Called random numbers to conduct a survey for third party clients to gather research information regarding health care, government e.g.
  • Hosted and arranged a youth conference in the community; educating about qualified health care and teen health in Fremont.
  • Prospect new clients for life insurance, medicare supplement plans and extended home health care insurance along with annuities.
  • Researched on the NPI and License of Health care companies including Health professions and entered this information using excel.
  • Keep up with new information on health care reform and new products to show to new or potential clients.
  • Connected members with United Health Care, Medicare Part D, and AARP supplemental health coverage teams as needed.
  • Initiated the Welcome Center process to provide smooth transitions and access to health care for new or displaced patients.
  • Bonded, licensed and insured Agent marketing variety of life and health care products including annuities - strict commission
  • Build relationship with key decision makers and match customers with the right solutions for their health care needs.
  • Obtained License through Aegis in order to properly execute the needs of the client, United Health Care.
  • Handle incoming calls from prospects wishing to discuss Medicare Advantage (MA) health care plan offerings.
  • Job duties: Entering data using select systems to get veterans approved and appointed for health care appointments
  • Managed heavy customer contact over the phone in relation to available United Health Care prescription drug plans.
  • Offered United Health Care information to Medicare recipients and enrolled customers in a new health care plan.
  • Faxed documents to Doctor's offices for Veterans to get into see that Doctor for health care.

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16. New Accounts

average Demand
Here's how New Accounts is used in Agent jobs:
  • Excelled at maintaining relationships of existing customers and aggressively pursued and acquired new accounts.
  • Manage Current Accounts-Obtain New Accounts-Bank Deposits-Interview Prospective Clients-Develop Marketing Strategies to Compete-Perform Personal Financial Plans
  • Access government database to identify customer identity for client approval and opening new accounts.
  • Traveled aggressively throughout the Pennsylvania region to acquire new accounts.
  • Licensed Health/Life insurance agent generating new accounts and assisting clients in making policy choices, filing claims and general account servicing.
  • Open and closed new accounts, managed the San Rafael office, met daily and monthly goals base on our sales.
  • Hosted meetings and seminars to teach new products, services, skills, and provided assistance in developing new accounts.
  • Provide service for over 325 existing business accounts in Beaufort County area, as well as generating new accounts.
  • Support sales reps in opening new accounts and upgrading existing service by quickly and effectively solve customer challenges.
  • Maximize bottom-line results by actively generating new accounts for home, auto, health, and business insurances.
  • Respond to questions regarding new accounts, product availability, billing and payment options and other customer/agent inquiries.
  • Set up new accounts and upgrading existing accounts concerning services, products, billing, and equipment.
  • Assist in setting up new accounts for the New York Times and make changes to existing accounts.
  • Formulate key marketing strategies to reach and attract prospects; execute sales strategies to close new accounts.
  • Develop new accounts where first point of sale is business owner/ executive management showing benefits to company.
  • Set up new accounts in addition to sold new products, services and accessories utilizing consultative approach.
  • Created new accounts for customers, and assisted in making sure the security systems were working properly.
  • Ranked second in new accounts opened in the State of Hawaii in the 2011 sales year.
  • Acquired new accounts and provided service and consultation to existing clients as leader of district office.
  • Opened new accounts for Employee Benefits with Liberty National as well as Colonial Life Insurance Company.

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17. Medical Records

average Demand
Here's how Medical Records is used in Agent jobs:
  • Verified patient information, analyzed data, located and verified duplicate orders, retrieved medical records from within clinic databases
  • Developed medical awareness events, reviewed patient medical records for future medical needs
  • Collaborate with medical records for payments received on medical billing accounts.
  • Called medical facilities to obtain medical records after verification completed.
  • Contacted medical facilities by telephone to retrieve medical records.
  • Review and organize incoming documents and updates medical records.
  • Contacted and negotiated with health providers for medical records
  • Processed medical records to check for any discrepancies
  • Contacted medical records departments to request records.
  • Selected to travel across country to retrieve and download patient medical records from offices and upload to company's processing systems.
  • Make calls to hospitals and doctors' offices behalf of multiple insurances to request medical records and verify correct provider information.
  • Contacted the correct physician clinic or health group hospital, to get a hold of the manager of medical records.
  • Resolve any issues that may arise as a result of the active pursuit of medical records and negotiate solutions.
  • Established detailed medical records to assess risk and channel appropriate responses in a fast paced, highly regulated environment.
  • Process clinical assessment documents; request medical records; and perform research duties for participating providers over the phone.
  • Worked with Directors of Operations for large chains of clinics to obtain medical records for our clients to review.
  • Analyzed computer data, business records, financial records, medical records and investigative reports from other agencies.
  • Position in HIM- Medical records; Closing patient files, providing ongoing clerical support as needed; i.e.
  • Call doctor's offices, Hospitals, and billing companies to retrieve medical records for insurance companies.
  • Called provider's offices, clinics and hospitals to retrieve medical records for insurance companies to review.

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18. Customer Accounts

average Demand
Here's how Customer Accounts is used in Agent jobs:
  • Assisted an agent in overseeing general operations that included management, hiring/terminating employees and payroll.- Sold and serviced customer accounts
  • Answered inbound customer service calls, and verified information on individual customer accounts while providing outstanding customer service.
  • Administered and organized existing coverage and implemented any necessary changes to customer accounts.
  • Performed data entry and ensured accurate recording of information for customer accounts.
  • Maintained and managed customer accounts by recording and documenting correct account information.
  • Manage customer accounts to include receiving payments and updating their policy information.
  • Schedule callback appointments for Customer Relations Manager assigned to customer accounts.
  • Manage customer accounts and identifying and proposing solutions for every customer.
  • Support new and existing customer accounts to foster business development.
  • Provide customer service; enter wagering information into customer accounts.
  • Managed new customer accounts and negotiated rates with various suppliers/carriers.
  • Manage and resolve identified customers issues for assigned customer accounts.
  • Manage customer accounts and negotiate financial transactions
  • Ensured accuracy of customer accounts.
  • Activated and deactivated customer accounts.
  • Perform programming changes to customer accounts
  • Maintain customer accounts and information.
  • Ensured timeliness of sales system entry by maintaining proficiency of billing systems and sales automation tools and accuracy of customer accounts.
  • Handle and troubleshooting problems take payments for customer accounts, and handle and accounting problems for customers and there accounts.
  • Managed customer accounts and resolved any billing, late payments, transaction disputes, equipment failures, and budget issues.

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19. Insurance Companies

average Demand
Here's how Insurance Companies is used in Agent jobs:
  • Negotiated pricing with vendors regarding wholesale billing and marketing procedures Verified and created claim numbers by communicating with various insurance companies.
  • Liaised between customers, fleet distribution center, and car insurance companies.- Processed rental agreements for customers and organized reservations.
  • Cultivated channel-based relationships with insurance companies to identify opportunity, initiate client relationships, and bid for new business.
  • Balanced responsibility to my clients with a fiduciary duty to the Minnesota and Wisconsin insurance companies I represented.
  • Developed, positioned and introduced all available insurance companies and account specific coverage and risk management concerns.
  • Represented approximately 10-15 Insurance companies selling various life insurance/annuity products as an independent contractor.
  • Create new business by developing relationships with national insurance companies and advertising agencies.
  • Managed lines of insurance for multiple insurance companies under American National Insurance Company.
  • Provide excellent customer service through dispatching roadside assistance for various insurance companies.
  • Assisted customers and insurance companies with account information regarding gap insurance.
  • Work closely with numerous insurance companies underwriting departments in solving discrepancies.
  • Cooperated with other insurance companies in understanding their Competitive Intelligence analysis.
  • Maintain a healthy relationship with medical facilities and insurance companies.
  • Licensed in property and casualty, represented several insurance companies.
  • Call insurance companies and obtain authorizations for outpatient diagnostic tests.
  • Obtained insurance information and verified insurance by contacting insurance companies.
  • Dispatch emergency roadside assistance for various auto insurance companies.
  • Managed accident related cases for numerous insurance companies.
  • Submitted claim information to other insurance companies.
  • Contacted identified insurance companies to attempt resolution.

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20. Troubleshoot

average Demand
Here's how Troubleshoot is used in Agent jobs:
  • Answer customer inquiries about their wireless account status Troubleshoot and solve any problems with customers accounts Maintain professional work appearance
  • Performed administrative and troubleshooting tasks involving migration to Microsoft managed environment from Lotus Notes and Exchange source environments.
  • Trained military and civilian personnel and provided guidance in several areas including promotions, pay entitlements and troubleshooting.
  • Performed diagnostics and troubleshooting of system issues, documented help desk tickets/resolutions while maintaining high quality assurance.
  • Provided troubleshooting and analysis of facilities and shipping equipment to establish and maintain a productive distribution process.
  • Facilitated teleconferences for systems administrators, database administrators, and management to resolve and troubleshoot technical issues.
  • Supported an investment firm in installation of software and troubleshooting connectivity remotely to the network.
  • Conducted maintenance and troubleshooting on complex military and civilian communications circuits and patch panels.
  • Provided troubleshooting LAN and Wireless hardware/software, desktop devices, and end-user applications.
  • Performed diagnostics and troubleshooting of system issues, documented help desk tickets/resolutions.
  • Performed troubleshooting of discrepancies and referred drivers to customs officers for resolution.
  • Provided first level technical troubleshooting to determine appropriate action for trouble resolution.
  • Provided customer with accurate information to answer questions and troubleshoot issues.
  • Captured appropriate failure information, analyzed and troubleshoot Network Connectivity Issues.
  • Provide telephonic customer service, troubleshooting and resolving any reported concerns.
  • Executed technical troubleshooting and all other aspects of customer service.
  • Supported Microsoft applications and did basic troubleshooting with the applications.
  • Conducted troubleshooting for discrepancies regarding international deliveries by contacting UPS.
  • Assisted electronics customers with troubleshooting and repair information of product.
  • Maintained positive relations with landowners by troubleshooting and problem solving.

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21. Computer System

average Demand
Here's how Computer System is used in Agent jobs:
  • Processed all guest reservations including guest follow up obtaining all necessary information and accurately entering it into computer systems.
  • Navigate through computer systems to access customer information and then perform troubleshooting using procedures that optimize customer devices.
  • Review guest travel documents to meet government travel requirements and input the information accurately into computer systems.
  • Use a sophisticated computer system to document interactions with the customer & input relevant information.
  • Calibrated and performed troubleshooting on technical equipment for testing through the on-site computer system.
  • Verify information on packaged invoices against information in computer system and corrected as necessary.
  • Utilized company computer systems to resolve customer needs and track customer interactions.
  • Obtained and entered new patient demographic information into the computer system.
  • Maintained company financial database, inputting accounting data into computer system.
  • Promoted to data entry where entered technician reports into computer system.
  • Trained new Hospitality Agents on computer systems and facility procedures.
  • Worded with multiple computer systems to accurately assist customers.
  • Verify and update customer account information in computer system.
  • Used internal computer system for documentation and researches.
  • Processed ticket transactions via the Sabre/Apollo computer system.
  • Accessed appropriate computer systems to perform job proficiently.
  • Used multiple online computer systems with technical proficiency.
  • Ordered Materials through Bechtel procurement computer System.
  • Input the information accurately into computer systems.
  • Reorganized accounting procedures and updated computer systems.

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22. Business Owners

average Demand
Here's how Business Owners is used in Agent jobs:
  • Explained potential benefits and reviewed information from property/business owners to confirm eligibility of benefits under the Uniform Act.
  • Managed separate portfolio of business owners, providing and implementing strategies for protection of assets and revenue growth
  • Developed and managed relationships with area business owners in order to sell voluntary insurance to employees.
  • Educated business owners on the importance of tax diversification, business continuation and retirement planning.
  • Constructed customized retirement plans, pension maximization and life insurance for families and business owners.
  • Consulted with individuals and business owners assessing their insurance requirements and business protection programs.
  • Determined relocation eligibility and calculated relocation entitlements for residential business owners and tenants.
  • Prepared and conducted presentations to corporate business owners and other key decision makers.
  • Established and managed key relationships with purchasing agents and business owners.
  • Prospect business owners to offer business continuation and key employee opportunities.
  • Incorporated all sales and operations experience into successful business ownership.
  • Network with fellow independent agents and other independent business owners.
  • Educated business owners and employees about supplemental insurance product lines.
  • Provided cost-effective strategies to business owners to increase employee retention.
  • Approached small business owners to offer additional benefits options.
  • Educate business owners and employees about supplemental benefits.
  • Solicited group supplemental insurance to small business owners.
  • Delivered and sold presentations to perceptive business owners.
  • Consult business owners and individuals about supplemental insurance.
  • Assist individuals and business owners with retirement preparation.

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23. High Volume

average Demand
Here's how High Volume is used in Agent jobs:
  • Provided results-orientated customer service as an energetic customer service professional with solid experience in high volume call center environment.
  • Demonstrated superior computer skills and telephone etiquette in a high volume call center environment.
  • Provided customer service for a high volume call center*Recording everything in legal typing style
  • Call Center Representative versed in customer support in high volume environments.
  • Worked various quality control temporary positions in high volume manufacturing facilities
  • Serviced existing customers and maintained personal high volume sales.
  • Seasoned acceptance agent in a high volume acceptance facility.
  • Experienced consistent accomplishments in goal setting, office management, high volume telephone call enter, program management and problem solving.
  • Accept inbound and place outbound calls in a high volume call center, while managing multiple tasks at the same time.
  • Answer phones from constituents, respond to their inquiries; high volume workload, high pressure to produce/make timely payments.
  • Received and responded to a high volume of incoming calls from Regions customers in a fast paced, competitive environment.
  • Respond to high volume of inbound calls from retail customers, providing relevant and accurate information on products and services.
  • Worked in a high volume call center using multiple phone lines to service inbound road calls throughout the country.
  • Call Center Answering high volume of incoming calls within the call center environment while utilizing multiple databases and resources.
  • Worked in a high volume office in Richmond, VA to assist with buyers and sellers of personal properties.
  • Received high volume inquiries within the UPS organization on tracking lost packages, scheduling pickups and arranging deliveries.
  • Managed high volume of calls with responsibility for the implementation of data into load board to generate sales.
  • Assisted with help desk team to Provide technical expertise and support in a high volume call center.
  • Perform high volume outbound calling; include answering daily inbound calling of client(s) query.
  • Receive and ship out a high volume of packages for multiple conventions and guests of the hotel.

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24. Customer Complaints

average Demand
Here's how Customer Complaints is used in Agent jobs:
  • Facilitate interactions, overcome concerns, resolving customer complaints/concerns through active listening, empathy, professionalism, and problem solving.
  • Maintain relationships with business partners, including senior management throughout CitiMortgage, to better facilitate customer complaints, resolutions.
  • Handled escalated customer complaints, and partnered with agents on escalated calls to provide optimum customer and company resolutions.
  • Guaranteed positive customer experiences and resolved all customer complaints with constant recognition from customers for excellent customer service.
  • Conducted investigations and ensured appropriate resolutions had been reached on telephone, email, and/or customer complaints.
  • Expedited customer complaints, concerns and answer any questions coordinate with risk management department regarding accidents reports.
  • Monitored a nationwide network assessing trends in customer complaints to devise strategies to reduce service interruptions.
  • Handled agent/dealer and occasional customer complaints, assuring problems were resolved to their satisfaction.
  • Provided follow-up customer service and additional delivery options for any customer complaints.
  • Research required information using available resources while managing and resolving customer complaints.
  • Provided excellent customer care service to customers with addressing customer complaints.
  • Provided excellent customer service and resolved customer complaints quickly and efficiently.
  • Research account information and clarified discrepancies, addressed customer complaints/concerns.
  • Specialized in resolving customer complaints and dealing with irate customers.
  • Reported customer complaints to District managers and provided resolution documentation.
  • Responded to customer inquiries and assessed validity of customer complaints.
  • Minimize customer complaints and provide satisfaction solutions through various mediums.
  • Researched and Investigated customer complaints and resolved business related issues.
  • Resolved customer complaints, directing those necessary to customer relations.
  • Resolve customer complaints and answer questions regarding insurance coverage.

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25. Customer Information

average Demand
Here's how Customer Information is used in Agent jobs:
  • Execute administrative duties including updates and maintenance of appropriate reporting/ database systems management, customer information, and prospecting.
  • Provided technical assistance for all software packaged with products and maintained customer information and call history in company database.
  • Entered customer information into specific programs from recorded material, while comparing the data submitted while detecting errors.
  • Researched customer information regarding inquires, authorizations, payments, denials, coordination of benefits, and eligibility.
  • Compile customer information and enter data into proprietary computing systems as well as internal tracking systems.
  • Do administrative tasks such as keeping records and handling policy renewals and update customer information.
  • Input customer information into company database as well as processed order forms and applications.
  • Received inventory, input customer information into proprietary software system and Excel spreadsheets.
  • Verified customer information and electronically documented data with the highest level of accuracy
  • Preformed order placement and recorded customer information by means of Microsoft Excel.
  • Received calls, verified customer information and reserved hotel rooms for sponsored vacations
  • Gathered customer information for documentation, warranty service, and troubleshooting.
  • Analyzed critical customer information from multiple market areas with minimal error.
  • Gathered all customer information and entered data into company databases.
  • Entered new customer and updated existing customer information into system.
  • Updated and documented any changes in customer information to database.
  • Managed collection of personal customer information and payment data.
  • Verify customer information for accounts and new credit applications.
  • Input customer information into the computer quickly and accurately.
  • Determined eligibility by comparing customer information to requirements.

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26. Billing Questions

average Demand
Here's how Billing Questions is used in Agent jobs:
  • Calmed dissatisfied customers, resolved billing questions, and entered account information across multiple databases.
  • Provide customer service transitions including billing questions, equipment inquiries, and equipment troubleshooting.
  • Educated customers on current and upcoming product enhancements and billing questions.
  • Provide tech support answered billing questions, and warranty replacements
  • Communicated with customers in order to respond to billing questions, resolved service concerns, or offered rates and programming information.
  • General questions, activate phones, disconnect phones, billing questions, give guidance through the customer website portal.
  • Take inbound calls for AT&T concerning billing questions, upgrades, activation, and rate plan changes.
  • Receive and make phone calls/emails to assist with billing questions, account maintenance, order modifications, etc.
  • Assist customer with all billing questions and concerns, Provided payment arrangements and options to better assist customer.
  • Answered calls related to billing questions, complaints, set up new services, and other matters.
  • Answer calls, answer all questions and billing questions, and help with any trouble shooting problems.
  • Assisted other agents with questions on computer system functions and billing questions for TV or cable bills.
  • Take care of customer's with billing questions or complaints that wanted to cancel their accounts.
  • Helped with billing questions, made changes to account, and offered new products or services.
  • Perform inbound calls, answering billing questions, data entry, sales, and customer service.
  • Provide customers with information and technical support for clients products and service and resolve billing questions.
  • Addressed customers needs ranging from basic billing questions and account management to becoming a retention specialist.
  • Handled customer inquiries, complaints, billing questions and payment extension/service requests Problem solving with first contact
  • Answered incoming calls concerning billing questions and directed the customer to the correct department if needed.
  • Answered billing questions and assisted customers with technical support for their internet and cell phone services.

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27. Verizon

average Demand
Here's how Verizon is used in Agent jobs:
  • Educated retailers on Verizon services and products, monitoring inventory levels, advertising budgets and product displays to ensure maximize exposure.
  • Managed daily operation of privately owned, independent wireless network provider for Verizon Wireless.
  • Brand Verizon Wireless ranks highest in unaided brand and advertising awareness.
  • Help customers with Verizon Small Business Internet troubleshoot their connectivity issues.
  • Job Description: Providing excellent customer service for Verizon Wireless users.
  • Organized and maintained collateral and all other Verizon merchandising materials.
  • Catch and eliminate fraudulent activities throughout the Verizon wireless network.
  • Provided technical support for Verizon's residential FiOS customers.
  • Second party collection for Verizon Yellow Page advertising accounts.
  • Performed audits and account maintenance for Verizon Wireless Customers.
  • Answer customer service questions pertaining to Verizon Wireless customers accounts
  • Contracted by Verizon to renew existing Verizon customers.
  • Sell products and services to Verizon wireless customers
  • Performed customer service duties for Verizon Wireless.
  • Executed daily operations of Verizon Tech Support.
  • Explained products, services and prices, and answered questions from customers (Verizon Communications, DirecTV, and Frontier).
  • Sub-contracted, by Verizon to take their overflow calls, for general customer service, sales, and the Billing Department.
  • Worked in a call center for Verizon I assisted in trouble shooting, billing, floor support, customer service, credit
  • Coordinated with engineers, vendors and clients from various departments and locations within and outside of Verizon located throughout the country.
  • Worked as acquisition agent locating cell tower sites for AT&T and Verizon in AL, TN and GA.

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28. Customer Calls

average Demand
Here's how Customer Calls is used in Agent jobs:
  • Confirmed customer understanding of solution and provided additional customer education as needed by processing customer calls and turn-by-turn direction requests.
  • Handled escalated customer calls regarding billing, technical issues and other problems, providing complete customer satisfaction.
  • Earned reputation for rapidly and calmly resolving customer calls with excellent quality.
  • Demonstrated sales expertise while simultaneously handling customer calls and service issues.
  • Received inbound customer calls for prescription refills and prescription insurance inquiries.
  • Answered incoming calls professionally and followed up customer calls when necessary.
  • Answer customer calls and answer customer inquiries timely and accurately.
  • Provide exceptional customer service for customer calls.
  • Transferred customer calls to appropriate staff/department.
  • Make outbound new customer calls as new loans board, utilizing available scripts and excellent customer service and collections skills 3.
  • Route calls to appropriate resource, follow up customer calls where necessary, document all call information according to standard operating procedures
  • Job Description: Answer customer calls to gain understanding of and solve problems relating to their online or phone orders.
  • Respond to complex customer calls for transportation and maritime workers Managed weekly schedule for team members based on volume.
  • Maintain phone log of all customer calls, Issue activated Hoosier Works cards, Maintain excellent customer service.
  • Received inbound customer calls and resolved issues with service, goal was to keep customer coming back.
  • Monitor and evaluate the daily performance of all agents and their ability to handle complex customer calls.
  • Performed floor support for supervisors to ensure fluid floor procedures, including handling of escalated customer calls.
  • Fast and friendly service, Keeping at least a 25% rating for all my customer calls.
  • Responded to customer calls by investigating circumstances prior to responding to questions and concerns regarding their policies.
  • Fielded customer calls to assist with signing business owners for Bank of America business credit cards.

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29. Aflac

average Demand
Here's how Aflac is used in Agent jobs:
  • Conducted presentations regarding all policy information offered through AFLAC
  • State licensed insurance agent representing AFLAC
  • Hired as an independent agent representing AflacDuties included selling new policies, servicing existing accounts, handling of claims, etc.
  • Co-Owned and operated full service insurance agency as fully licensed independent contracted agent for AFLAC, AIG and Progressive insurance companies.
  • Generated sales by presenting AFLAC Brand to CEO's, General Managers, HR Directors and any other decision makers.
  • Work independently as an AFLAC representative, locating customers, profiling their needs and preparing and presenting the AFLAC programs.
  • Recognized as #4 for 4th quarter Annual Production for new associates in the state in 2011 with AFLAC.
  • Call small businesses, set up appointments with owner or benefits manager, and explain AFLAC policies and benefits.
  • State wide Agent Business to business sales of AFLAC products; insurance agent; and door to door sales.
  • Created rapport and raised the bottom line for businesses by providing solutions for their personal insurance needs through AFLAC.
  • Worked with local businesses to show them how AFLAC could benefit their business and help retain their employees.
  • Create and present effective PowerPoint sales presentations to company employees regarding AFLAC's product features and benefits.
  • State of Colorado license for life and health Appointments: AFLAC, Lincoln Heritage, Secure Horizons
  • Conduct meetings with employers to customize an AFLAC program to meet their employees' needs.
  • Meet with employers of small to medium-sized companies to present AFLAC's benefits package.
  • Represented GE Capital, AFLAC, Blue Cross, and American Family Life Insurance.
  • Prospected for new AFLAC clients using cold calling techniques and lead generating systems.
  • Assisted small business owners with AFLAC's employee sponsored supplemental insurance plan.
  • Provided information via presentations to employers and employees on AFLAC product offerings.
  • Sell and administer AFLAC Life, health and Indemnity insurance policies.

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30. Client Relationships

low Demand
Here's how Client Relationships is used in Agent jobs:
  • Conducted market analysis, developed and utilized business marketing plans, enhanced client relationships, created a network within the community.
  • Assisted clients with debt minimization by personalizing various products/services/additives offered by Citigroup that resulted in stronger client relationships.
  • Developed and networked within professional organizations to build a referral based business, and strengthen new client relationships.
  • Initiated client relationships through prospecting, lead utilization, local community involvement and cold calling.
  • Participated in aggressive business development programs utilized to establish and maintain profitable client relationships.
  • Developed highly empathetic client relationships and earned reputation for exceeding customer satisfaction 2.
  • Developed close client relationships to ensure renewals and earn referral business.
  • Created individual insurance benefit packages and developed new client relationships.
  • Maintain client relationships by visiting new home communities
  • Nurtured client relationships by delivering exceptional customer service
  • Established and managed executive-level client relationships.
  • Formulated and maintained excellent client relationships.
  • Develop successful client relationships/business partnerships.
  • Motivated, taught and guided new Agents as they built prospective client relationships, established, maintained and grew client accounts.
  • Prospected to develop book of new business, maintained existing client relationships and serviced orphan clients to find new insurance needs.
  • Cultivate instant rapport, build, and maintain key client relationships to successfully market solar energy for residential and commercial applications.
  • Established, grew, and managed client relationships to promote the company's various life insurance product and service offerings.
  • Present potential solution using a suite of products and services all while maintaining and nurturing client and potential client relationships.
  • Maintain strong client relationships throughout entire sales cycle; most importantly after the sale has been made.
  • Generated 50% of the agencies new revenue by rebuilding client relationships and reactivating dormant policies.

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31. Potential Customers

low Demand
Here's how Potential Customers is used in Agent jobs:
  • Provide health insurance for potential customers who have been solicited through advertisement as well as established customers for migration campaigns.
  • Introduced, educated and built relationships with existing/potential customers, prioritizing opportunities.
  • Advised potential customers of final expense cost and supplemental life insurance coverage.
  • Located potential customers for client, locating existing facilities, conduit/fiber/switches/pops.
  • Consulted with potential customers to produce needs assessment and proposed solutions.
  • Marketed security services to potential customers and answered general customer inquiries.
  • Distributed gifts to potential customers in exchange for attending timeshare sales presentations
  • Close personal interactions with potential customers and active sales experience.
  • Interpret underwriting rules and State requirements to potential customers.
  • Solicited for new potential customers to increase business revenue.
  • Assist existing and potential customers in understanding insurance needs.
  • Developed database and outreach program for 2,000+ potential customers
  • Quote and complete insurance applications for potential customers.
  • Provided exceptional service to existing and potential customers.
  • Performed and executed initial contact with potential customers.
  • Qualified potential customers' credit application and orders.
  • Assisted potential customers in purchasing travel packages.
  • Called potential customers to describe services offered.
  • Conducted telesales presentations for potential customers
  • Communicated with potential Customers by phone to solicit orders and quote prices to persuade Customers to buy Client products or services.

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32. Product Knowledge

low Demand
Here's how Product Knowledge is used in Agent jobs:
  • Helped develop curriculum which include product knowledge, sales presentations and professional sales development.
  • Demonstrated excellent public relation skills and product knowledge resulting in sales increase and distribution.
  • Provided timely and accurate information for customer order status and product knowledge requests.
  • Utilized expert product knowledge and excellent customer service to answer product/service questions.
  • Communicated effectively with customers to provide personalized service and product knowledge.
  • Demonstrated technical selling skills and product knowledge to give effective presentation.
  • Increased product knowledge and marketing efforts as licensed insurance professional.
  • Maintained and increased individual product knowledge by training and application.
  • Provided support regarding product knowledge and appropriate processing procedures.
  • Conducted employer presentations to educate others about product knowledge.
  • Demonstrate the ability to effectively relay product knowledge.
  • Earned Banking Certification to quickly expand product knowledge.
  • Provided optimum customer service and product knowledge.
  • Demonstrated both company and competitor product knowledge.
  • Provided excellent product knowledge to customers.
  • Work with Businesses, Individual clients to address life and or supplemental insurance needs and provide personal assistance with product knowledge.
  • Provide excellent customer service, maintain strong product knowledge, and ability to problem solve with minimum supervisor assistance.
  • Engaged customer demonstrating sound product knowledge, professionalism, enthusiasm, good cheer and understanding to customers.
  • Mentored, supervised and evaluated new agents on product knowledge, sales, company policies and procedures.
  • Maintained extensive product knowledge and sales skills while providing high customer service to business executives and employees.

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33. Directv

low Demand
Here's how Directv is used in Agent jobs:
  • Established payment methods Facilitated accounts receivables for DirecTV customers Provided customer service
  • Excel within a service-oriented company of DIRECTV, demonstrating a talent for communicating effectively with customers from diverse cable bills.
  • Help DirecTV customers activate equipment, upgrade equipment, and make account changes according to what the customer wanted.
  • Care Professional; took care of incoming and outgoing calls for DirecTV for billing, collections and basic questions.
  • Assisted customers with their online profile account, sold High Speed Internet, Home Phone Packages, and DirecTV.
  • Call center where we move services and or cancel services for customers that are with DirecTV
  • Use of DirecTv customer database to find and assist customer with any programming needs.
  • Worked in a fast paced environment, as a DIRECTV customer service representative.
  • Received inbound calls from DirecTV customers to receive cable and local channels.
  • Provide excellent customer service, operate different systems, sales for DirecTV.
  • Assist customers with needs and concerns pertaining to their DirecTV account.
  • Implemented DIRECTV policies and procedures and educated customers regarding our services.
  • Received inbound calls and made outbound calls on behalf of DirecTV.
  • Instruct end users on self-service and care of their DirectV equipment.
  • Assist customers move their DIRECTV services to their new location.
  • Handled escalated calls for DirecTV in call center environment.
  • Received and processed applications for DIRECTV new customers.
  • Help customers with their DirecTV accounts
  • Sell DirecTV, AT&T wireless, and AT&T U-Verse products.
  • Demonstrated consistent record of excelling at collections and giving great customer service to directv customers

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34. Financial Needs

low Demand
Here's how Financial Needs is used in Agent jobs:
  • Provided financial advice to determine financial needs and develop strategy to protect and insure client needs were adequately covered.
  • Identified potential business opportunities with new and existing customers through relationship building and financial needs assessments.
  • Utilize relationship building tactics to uncover additional financial needs, and strengthen customer retention efforts.
  • Customize insurance products based on financial needs assessment and risk management techniques.
  • Established relationships with clients and continuously reviewed their insurance and financial needs.
  • Gathered personal financial information to perform financial needs analysis and provide solutions.
  • Initiate proactive consultation with prospective clients to conduct financial needs analysis.
  • Interviewed prospective clients to determine financial needs and discuss existing coverage.
  • Provide accurate benefit information surrounding client's financial needs.
  • Provide financial needs and retirement analysis for prospects.
  • Identified client financial needs and presented insurance solutions.
  • Tailored advertising materials to target market financial needs.
  • Cultivated existing clients of specialized insurance/financial needs.
  • Evaluated client's financial needs, current holdings, available investment capital and help them identify investment objectives and insurance needs.
  • Offer a variety of products that help individuals, families, and businesses meet a number of insurance and financial needs.
  • Assessed financial needs for families to implement life insurance and retirement strategies in order to reduce risk and bolster financial security.
  • Interviewed prospective clients to learn about their financial needs and to discuss coverage needs in building a book of business.
  • Assisted clients in retirement planning, insurance, investments, and savings by a fact-finding process called Financial Needs Analysis.
  • Communicated closely with underwriters to ensure required guidelines were met, and to satisfy the client s financial needs.
  • Assist and support clients in developing insurance and investment portfolios suited for their specific financial needs and tolerance risks.

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35. Customer Care

low Demand
Here's how Customer Care is used in Agent jobs:
  • Managed current and newly requested articles that provided technical guidelines to Customer Care Agents with assisting customers.
  • Completed responded to over 100 Roadside Assistance/Customer Care inquiries per day without escalation.
  • Provided expert customer care by expediting service requests with great efficiency.
  • Provided customer care Assisted with bills Customer Service
  • Provide professional customer care experience.
  • Provided customer support (there was a heavy sales focus, but I felt the need to emphasize customer care.)
  • Conducted customer care surveys with diabetic clients and assisted with testing of new equipment by way of telephone with clients.
  • Worked directly with technicians, customer care; and escalations specialists, and other departments to achieve better customer satisfaction.
  • Provided customer care services to timeshare owners and guests, including answering their inquiries regarding ownership and recruiting potential buyers.
  • Provided feedback to management regarding necessary changes and updates; including policies, upgrades, and customer care issues.
  • Provide stellar customer care, customizing full line of insurance and financial products to meet each client's needs.
  • Verified service needs were met; if not, elevated the call to the appropriate customer care entity.
  • Provided exceptional customer care by answering any questions that the customers had, and directing all calls accordingly.
  • Refer clients who may have questions after being insured to call BIMA, s customer care number.
  • Verified that all routes were completed accurately and quality customer care was received by all customers.
  • Deliver great customer care by responding to concerns regarding accounts in a fast pace team environment.
  • Sprint customer care, inbound call center answering questions about billing, technical issues, etc.
  • Full service call center support staff handling customer care and customer sales for travel based industry.
  • Manage and implement sales, marketing, and customer care strategies to acquire new clients.
  • Handle customer care inquiries and problems associated with the servicing of our client base.

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36. Telephone Calls

low Demand
Here's how Telephone Calls is used in Agent jobs:
  • Processed third party personal and business telephone calls between hearing and hearing impaired individuals.
  • Received inbound telephone calls from customers and responded using prerecorded scripts.
  • Handled escalated telephone calls and educated customers on flight security standards.
  • Obtained customer information by answering telephone calls; verifying information.
  • Initiated telephone calls to potential business owners and consumers.
  • Apply appropriate actions to effectively control telephone calls.
  • Communicated via inbound telephone calls with consumers.
  • Recruit clients through telephone calls, conduct presentations, dropping off resource information regarding the company as well as completing applications.
  • Answer inbound and outbound telephone calls in a professional and respectable manner, knowledge of faxing documents, copying and scanning.
  • Obtain information by answering telephone calls, verify information given by client, explaining procedures, and answering questions.
  • Directed telephone calls, answered inquiries, set wake-up calls and accessed voice mail messages for resort guests.
  • Answered Inbound telephone calls and Communicate effectively with other departments to ensure prompt and accurate resolution of calls.
  • Prospected for new business through leads, telephone calls, mailings, networking events, and personal contacts.
  • Assisted with solutions to problems: provided word-by-word walk through via telephone calls to resolve, software/hardware troubleshooting.
  • Serve as first point of contact, fielding and routing telephone calls and responding to customer inquiries.
  • Job Duties: Answered telephone calls and troubleshooted access control issues for AT&T Central Offices.
  • Managed all patient inquiries and provided relevant information when telephone calls were made to the office.
  • Work at home political telephone independent contractors make outbound telephone calls on behalf of political clients.
  • Answer and respond to a high volume of telephone calls from customers inquiring about subscriber services.
  • Verify guest information as needed (i.e., additional keys, telephone calls and packages).

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37. Insurance Plans

low Demand
Here's how Insurance Plans is used in Agent jobs:
  • Provided customers with information on available insurance plans located in there area.
  • Answered pharmaceutical questions with up-to-date knowledge of different insurance plans.
  • Educated consumers about different Prescription Drug Insurance plans.
  • Specialized in individual/family health insurance plans.
  • Deliver informative and persuasive laptop presentations, and responsible to negotiate affordable insurance plans for unions members within the Houston area.
  • Sell various types of Medicare Advantage Insurance plans to individuals eligible for Medicare during annual open enrollment, and special enrollment.
  • Presented and sold Life, Health and Disability insurance plans as well as investments such as Annuities and Mutual Funds.
  • Process involved cold calling using lead system, presentations, and completion of applications for those needing individual insurance plans.
  • Manage $500K in current business, providing analysis of current insurance plans in order to offer comprehensive business solutions.
  • Advised and explained life insurance plans, long- term care insurance, as well as investment products for retirement objectives.
  • Provide solutions to current clients, solve problems, and ensure that their insurance plans are meeting their needs.
  • Educate individuals and families on finances while creating a financial plan for them and offering life and health insurance plans
  • Set up appointments with clients and prospective clients to go over there life insurance plans for their families.
  • Assess, analyze and present different financial and life insurance plans based on client's needs and status.
  • Maintain working knowledge of multiple Life and health Insurance plans benefits, product changes and industry insights.
  • Explain feature, advantages and disadvantages of various types of policies to promote sale of insurance plans.
  • Review and compare prices and alternatives of brand and generic drugs covered under member's insurance plans.
  • Processed and recommended contracts of varied insurance plans/policies such as business, auto and home owners.
  • Serve as a subject matter expert on multiple companies Life and Health Insurance plans and products.
  • Presented and offered clients insurance plans that were available and met their individual or family needs.

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38. Cold Calls

low Demand
Here's how Cold Calls is used in Agent jobs:
  • Performed cold calls to surrounding companies/businesses
  • Generated cold calls to clients from RMD database, regulated spreadsheet for clients to come in and meet with sales team.
  • Completed all ongoing continuing education to maintain DRE license* Maintained Client Database, performed cold calls and various questions from potential clients
  • Utilized cold calls, advertising, networking and public relations to prospect for new sales leads and grow business exponentially.
  • Initiated and obtained new business from clients and prospects by successful cold calls and appointments in a competitive industry.
  • Prospect customers by cold calls and pacing, specify the need Do Employer and Employee presentations and write policies!
  • Generate new sales by referrals and cold calls on small to medium businesses in the Memphis metropolitan area.
  • Make cold calls, set appointments, try to get people in, text, and email customers.
  • Conducted 40-50 cold calls per day as well as two client visits per week, managing 15 clients.
  • Included doing cold calls, setting appointments, and going over policy information with potential and current customers.
  • Prospected for potential clients utilizing leads generated through networking groups, chamber of commerce, and cold calls.
  • Used referrals, cold calls, email, text, and personalized thank you letters to maintain relationships.
  • Build book of business from scratch through cold calls, networking, and assistance from senior agents.
  • Implemented multiple prospecting strategies including cold calls, social network, letter campaign and sphere of influence.
  • Utilized cold calls as well as existing leads to build the portfolio increasing revenue for the company.
  • Make over 300 cold calls as well as plan and lead at least fifteen appointments per week.
  • Top fundraiser at $19,000 (est) pledges through correspondence including cold calls and donors.
  • Secure new client business through lead contact and cold calls in life and health product lines.
  • Worked in a call center type environment both working off leads, and making cold calls.
  • Created sales from cold calls provided by higher management in addition to warm leads from referrals.

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39. Insurance Programs

low Demand
Here's how Insurance Programs is used in Agent jobs:
  • Performed insurance reviews with commercial and personal lines policyholders to customize and improve their insurance programs.
  • Develop marketing strategies to compete with other individuals, Customize Insurance programs to suit individual customers
  • Fulfilled basic underwriting duties to distinguish eligibility of candidates for various supplemental insurance programs.
  • Customized insurance programs according to individual client requirements, managing risk.
  • Analyzed insurance programs and suggested appropriate changes to current coverage.
  • Established new clientele based on assigned leads for mortgage protection insurance programs (Life, Accident Insurance and Short-Term Disability).
  • Provide prospective clients with advice on Mortgage Protection Insurance Programs to protect their families in the event of an untimely death.
  • Identified customers' needs and closed deal after making necessary negotiations - Customized insurance programs to suit the customer needs.
  • Customized insurance programs to suit individual customer's needs and explained the features and advantages of their insurance policies.
  • Identified customers' needs and closed deals only after systematic consultation - Customized insurance programs to suit customer needs.
  • Call on policyholders to deliver and explain policy to analyze insurance programs and suggest additions or changes to beneficiaries.
  • Prospected for clients, originated commercial, home and auto insurance programs over the telephone and in their homes.
  • Delivered and explained new policies, analyze particular insurance programs and suggest additions or changes to existing policies.
  • Seek out and develop clientele by networking; sell various types of insurance programs to businesses and individuals.
  • Sell the programs that best fit the client's needs, and cross sell to other insurance programs.
  • Managed insurance programs for new clients offering long term care and financial planning for college and retirement objectives.
  • Presented the benefits of products and advised clients on which supplemental insurance programs suit their employees best.
  • Customized insurance programs to meet clients' needs, calculated premiums and established different payment methods.
  • Received calls from policyholders to explain policy, to suggest additions and changes in insurance programs.
  • Increased commercial auto business by $300,000 by adding specialty insurance programs for wrecker service clients.

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40. Customer Base

low Demand
Here's how Customer Base is used in Agent jobs:
  • Generated profitable business leads consistently, based marketing activities on strong points of well researched and rigorous customer based insights.
  • Provide optimal customer service satisfaction resulting in many referrals and recommendations to others and ultimately building a large customer base.
  • Developed and maintained customer base through various networking practices including cold calling, referrals and powerful presentation skills.
  • Managed current Agent Provocateur customer base by cultivating new relationships and migrating existing customers at higher levels.
  • Contacted existing customer base to process renewals of existing and expired Roadside Assistance membership.
  • Handled various customer inquiries from a diverse customer base including business and residential customers.
  • Created customer base, determined variety of inventory and established vendor purchasing.
  • Specialize in retaining customer base by displaying exceptional listening and reasoning skills.
  • Maintained customer relationship database in order to provide on-time service to customer base
  • Established a strong customer base by utilizing a proven referral acquisition method.
  • Developed and delivered professional presentations that grew a loyal customer base.
  • Cultivated a customer base in business-to-customer and business-to-business sales.
  • Established and implemented marketing strategies to increase customer base.
  • Provide quality liability products to local customer base.
  • Developed a growing referral driven customer base.
  • Provided financial protection programs to customer base.
  • Facilitated the opening of new store by establishing a new customer base and growing it into repeat and referral clientele.
  • Implemented the use of online training and fostered an environment for continuous improvement for customer base and employee's.
  • Maintain close contact to customer base and provide outstanding customer service, logistic advice, and follow-up with carriers.
  • Adapted to the consistent change of call types, test types, and customer base from day to day.

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41. Prospective Customers

low Demand
Here's how Prospective Customers is used in Agent jobs:
  • Informed and educated prospective customers with information regarding calling plans while maintaining organization in a high call volume setting.
  • Respond to inbound chat inquiries and effectively consult customers or prospective customers regarding features or wireless phones available.
  • Developed territory by maintaining business relationships with approximately 30 existing and prospective customers on a daily basis.
  • Use a customer-focused, needs-based review process to educate current and prospective customers about insurance options.
  • Provided customer support by selling insurance and originating and processing claims for current and prospective customers.
  • Set in home appointments for prospective customers, registered prospective customers for community meetings.
  • Provided personalized customer service of the highest level to members or prospective customers.
  • Reviewed both commercial and personal consumer credit histories of prospective customers.
  • Recommended Local Cartage Service to customers by cold calling prospective customers.
  • Identified prospective customers using lead generation methods and performing cold calls.
  • Facilitate workshops to generate leads and referrals to identify prospective customers.
  • Called prospective customers to arrange appointments for home improvement projects.
  • Identify prospective customers by marketing and using established lead methods.
  • Provided leads of prospective customers for additional business opportunities.
  • Established positive, professional relationships with prospective customers.
  • Collaborate with prospective customers to exchange information.
  • Managed inbound telephone calls from prospective customers.
  • Create business professional relationships with prospective customers.
  • Scheduled appointments for sales representatives to meet with prospective customers or for customers in need of affordable health and life insurance.
  • Manage assigned accounts, communicate with prospective customers and establish benefit needs, customer needs, and create a customer/carrier relationship.

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42. Payment Arrangements

low Demand
Here's how Payment Arrangements is used in Agent jobs:
  • Called Customers to negotiate payment arrangements on delinquent accounts or make arrangements to secure the collateral.
  • Negotiated payment arrangements with customers actively or in danger of delinquent loans.
  • Contacted independent service providers to arrange roadside service and make payment arrangements.
  • Assisted customers with setting up payment arrangements based on availability.
  • Negotiated payment arrangements/settlements with attorneys, collection agencies and creditors.
  • Set payment arrangements and schedule appointments electronically for technician visits.
  • Developed payment arrangements for existing cardholders, to reduce delinquency.
  • Discussed possible payment arrangements depending on ability to pay.
  • Processed payments and negotiated payment arrangements for said accounts.
  • Resolved delinquent status by securing acceptable repayment arrangements.
  • Negotiated settlements as well as monthly payment arrangements.
  • Negotiate settlements and payment arrangements for patients.
  • Processed payments and implemented payment arrangements.
  • Contacted consumers, negotiated payment arrangements.
  • Negotiate payment arrangements and process credits.
  • Provided timely follow-up on payment arrangements
  • Assisted Customers with payment arrangements.
  • Make payments/payment arrangements for members.
  • Enroll customers into payment arrangements.
  • Accept phone payments/establish payment arrangements.

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43. Fedex

low Demand
Here's how Fedex is used in Agent jobs:
  • Provide assistance to FedEx Dangerous Goods Specialists concerning proper loading of hazardous material and paperwork requirements.
  • Checked all documents for proper signatures from loan officers and sent to borrowers via FedEx in accordance with mortgaging guidelines.
  • Entered accepted Dangerous Goods Packages into FedEx computer system for transport and returned unaccepted Dangerous Goods Packages back to shipper.
  • Monitored and prepared daily reports on equipment orders, updating tickets with shipment status information from UPS and FedEx.
  • Ensured goods were properly loaded and secured for outbound aircraft/truck in accordance with FAA and FedEx polices and procedure.
  • Separated and ship dangerous goods by air in accordance with FAA, OSHA, DOT and FedEx regulations.
  • Prepared hazardous material for shipment through the FedEx system o DOT Hazardous Material Guidelines o IATA Shipping Protocols
  • Assist callers in various FedEx needs such as; tracking packages, pick-ups, and package claims.
  • Tracked domestic shipments (air and ground) utilizing FedEx, UPS and additional shipping companies.
  • Worked daily using the native SABRE system and also have experience using FEDEX and UPS tracking systems
  • Passed Dangerous Goods classes offered by FEDEX and regulated by FAA with 100% accuracy.
  • Participate in and contribute to FedEx Employees Credit Association's Bank Secrecy Act compliance.
  • Communicate with FedEx customer service agents and customers about package location and shipping status.
  • Used UPS and FedEx software to prepare shipments to be delivered to customers.
  • Ensured proper documents received from workshops were sent efficiently to attorney via FedEx.
  • Audited trucks to ensure field compliance with FAA and FedEx policies and procedures.
  • Audited all dangerous goods shipments that were accepted into the FedEx Express system.
  • Take inbound calls, make outbound calls for FedEx Ground and Home Deliveries.
  • Scanned all mail packages from USPS, DHL, and FedEx Office Administration.
  • Added data into UPS, FedEx, and other specific carrier databases.

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44. Personal Information

low Demand
Here's how Personal Information is used in Agent jobs:
  • Verified personal information and credit history of student loan recipients via a computer database
  • Verified the identity of applicants, collected and safeguarded the personal information.
  • Retained very personal information to build database and maintain all filed paperwork.
  • Gathered personal information for insurance quotes for new and existing business.
  • Verify patient's personal information as well as insurance information.
  • Maintained levels of privacy and accuracy with all personal information.
  • Updated customer personal information including new addresses and contact information.
  • Entered new employee-banking data, managing personal information with sensitivity.
  • Completed applications; maintained clients banking information and personal information.
  • Recorded respondent personal information accurately through the phonetic alphabet.
  • Managed service database which included customers' personal information.
  • Review the personal information provided for any fraudulent activity.
  • Entered data and personal information into service database.
  • Handled personal information provided by the customer.
  • Collected personal information for future marketing purposes.
  • Handle customer personal information discreetly and professionally.
  • Ensured security of customer personal information.
  • Updated and maintained clients personal information.
  • Upgraded eligibility and updated personal information.
  • Verify identity and other personal information.

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45. Powerpoint

low Demand
Here's how Powerpoint is used in Agent jobs:
  • Prepared written reports and gave oral PowerPoint presentations of investigative findings.
  • Created a new hire orientation briefing PowerPoint presentation.
  • Prepared PowerPoint presentations for these seminars.
  • Created presentations utilizing Microsoft PowerPoint.
  • Prepared and used PowerPoint presentations.
  • Utilized PeopleSoft, Microsoft Word, Excel, PowerPoint, and PeopleNet online payroll systems to support clientele and management team.
  • Utilized Microsoft Office on a daily basis, including Word, Excel, Outlook, and PowerPoint.
  • Demonstrated PowerPoint presentation briefing educating clients on the need for insurance and the variety products offered.
  • Complete computer skills to include all aspects of Excel, PowerPoint, and Microsoft Word.
  • Work on Microsoft Word, PowerPoint, in putting data into system, excel
  • Utilized Microsoft Word, Excel & PowerPoint for special projects & presentations.
  • Utilized Microsoft Office Suite, proficient in Word, Excel and PowerPoint
  • Excel, Access, PowerPoint, MS-DOS and outlook required.
  • Utilized Microsoft Word and Powerpoint for proposal and presentation purposes.
  • Developed Powerpoint presentations to display to potential clients.
  • Advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook, as well as Adobe Lightroom.
  • Created a training series (PowerPoint presentation) on Blackjack game protection for the Table Games Supervisors.
  • Coordinated office functions including calendar management, client meetings, PowerPoint s for each agent attorney.
  • Time Good with Microsoft Office (word, Excel, PowerPoint, Outlook)
  • Have experience with using Microsoft Word, Excel and Powerpoint.

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46. Financial Products

low Demand
Here's how Financial Products is used in Agent jobs:
  • Conducted financial analysis and reviews to determine and recommend proper financial products and services for clientele.
  • Educated customers on different products offered and helped them make informed decisions about financial products.
  • Conducted insurance reviews Identified opportunities for the sale of financial products and services
  • Counseled client on current financial condition, and appropriate financial products/services.
  • Introduced new Financial Products including Buy/Sell Agreements for self-owned businesses.
  • Sales-based marketing experience related to various financial products.
  • Marketed surrounding counties with Life Insurance/Financial products.
  • Match Insurance/Financial products to qualified individuals and companies
  • Promoted company services and financial products.
  • Represented insurance and financial products.
  • Represent a full line of insurance and financial products, serving as a trusted adviser to Union families and non-union families.
  • Marketed diverse insurance/financial products including life insurance, annuities, disability, 401k, workers compensation, property and casualty.
  • Generated revenue through the sale of property and casualty and life insurance as well as annuities and other financial products.
  • Offer the best financial products that meet the varied needs of individuals and families through life insurance and fixed annuities.
  • Assist clientele with financial decisions pertaining to debt relief, auto and home insurance, and other financial products.
  • Complete continuing education classes to keep license current while also staying current on health, life and financial products.
  • Helped individuals and businesses set and achieve their financial goals through the sale and service of financial products.
  • Work with individuals, families, and businesses with life insurance and financial products that meet their needs.
  • Assisted agent in sales and service of insurance and financial products in a large State Farm Agency.
  • Utilized financial planning models in the areas of Life Insurance, Disability Insurance, and financial products.

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47. Company Policies

low Demand
Here's how Company Policies is used in Agent jobs:
  • Facilitated the filing of claims and assisted customers in the navigation of company policies and procedures to ensure ultimate customer satisfaction.
  • Minimized risk through proper operation of equipment and reduced liability by obeying all pertinent laws and company policies.
  • Manage client records and protected personal identity information according to company policies and procedures.
  • Organize and facilitate team meetings regarding changes with company policies and procedures
  • Understand and remain up-to-date with company underwriting guidelines and company policies.
  • Researched and developed new articles that related to company policies and procedures
  • Executed multilevel contract diligence according to company policies and procedures.
  • Helped customers with understanding company policies and cancellation/return policy.
  • Answered general questions about company policies and procedures.
  • Communicated, interpreted and administered company policies.
  • Followed guidelines, regulations and company policies.
  • Develop and implement safety plans, company policies and procedures in order to comply with Federal and DOT rules and regulations.
  • Maintained knowledge & current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures.
  • Briefed the client of the terms and conditions of the debt management program as well as explained the company policies.
  • Maintained a professional image both on and off company grounds and adhered to standards consistent with company policies and procedures.
  • Performed evaluations and assessments to ensure company policies, routines, and guidelines for handling service requests followed training procedure.
  • Uphold compliance with Company policies and procedures, as well as local, state, and federal laws and regulations.
  • Handled customer objections and changes with the utmost professionalism and little escalation calls, while adhering to company policies.
  • Compile and maintain all required contractual records and documents in accordance with contract requirements and Company policies and procedures.
  • Attended Company training academy for extradition agents, training on all company policies on cross country extradition of prisoners.

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48. Customer Questions

low Demand
Here's how Customer Questions is used in Agent jobs:
  • Answered customer questions regarding travel arrangements while delivering outstanding customer service to the individual.
  • Solved technical problems and answered customer questions using computer database systems.
  • Answered customer questions regarding vacation packages, department information and pricing.
  • Assisted independent agents with answering customer questions and understanding procedural guidelines.
  • Answered customer questions regarding policy and process renewals.
  • Maintained 24/7 availability for customer questions and concerns.
  • Use multiple monitors, data bases and resources to accurately and quickly answer customer questions about warranty, billing and ordering.
  • Answer customer questions and resolve customer service issues relating to phone bills, equipment, products and services.
  • Assisted with any customer questions or concerns regarding the product, as well as selling the products.
  • Provide customers with solutions to fix their cellular devices, Answered customer questions, Gave good quality services
  • Use multiple computer programs to research customer questions and concerns, in a professional and courteous manner.
  • Assist passengers with airline check in procedures, special service requests, and answer customer questions.
  • Handled customer questions, resolve problems, sold services to new customers and upgrading existing customers.
  • Worked in a call center, answered customer questions about products, and placed orders.
  • Answer customer questions and give information as needed regarding vehicles they are interested in purchasing.
  • Addressed Sears customer questions and concerns via online chat and over the phone when required.
  • Handled customer questions, complaints and billing inquiries., OREA, 2002-2003 Customer Service Representative.
  • Inspected all incoming vehicles for damage, miles, fuel and any customer questions/concerns.
  • Account management, customer service and problem resolution for customer questions and technical issues.
  • Respond to customer questions and concerns via email in the Card Services Department.

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49. Comcast

low Demand
Here's how Comcast is used in Agent jobs:
  • Received and made calls for ADT/COMCAST.
  • Provide excellent customer service * Assist Comcast customers with internet troubleshooting * Provide general information
  • Provided basic technical resolution for Comcast equipment.
  • Reviewed applications for Comcast Internet Company.
  • Used Day of Install programs to help techs troubleshoot, install and provision Comcast Digital Voice, Internet and video products.
  • Investigate, document and resolve abuse and fraud-related security issues received via telephone, e-mail or escalation from Comcast call centers.
  • Coordinated with County and City emergency agency's to give correct 911 customer address and phone number information of Comcast customers.
  • Answer phone to assist customers with troubleshooting internet, cable, understanding their bill, & basic knowledge of Comcast services.
  • Placed orders for Cable, Internet, Phone, and Home Security through Door to Door and Retail representatives for Comcast
  • Answer phones for customers of cable company Comcast for telephone, cable and Home Security customers.
  • Call center; customer service, answering incoming calls and assisting customers with verifying service for Comcast
  • Respond to call center customer retention calls for all Comcast residential services and product lines.
  • Work with Comcast customers who are looking to leave to determine reasons and potential saves.
  • Helped find the right package for Comcast DSR's and retail reps and their customers.
  • Perform a third party verification on the behalf of Comcast with customers over the phone
  • Contacted and consulted with existing Comcast subscribers on new products/ services and promotional offers.
  • Assist Comcast Business Class department with porting process and guidelines for proper install completion.
  • Rebuild customers relationships by reselling the benefits and value of Comcast s products.
  • Educated customers about the products and services that are provided by services Comcast.
  • Logged Comcast equipment via CPU codes using company inventory system mobile app.

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50. Client Information

low Demand
Here's how Client Information is used in Agent jobs:
  • Gathered and verified all pertinent client information and reviewed their applications for minor errors and discrepancies.
  • Looked through daily breakdown listings and submitted client information to casting directors for audition opportunities.
  • Assisted all Agents in processing personal and business client information to develop coverage proposals.
  • Ensured accurate and timely input of client information into a central reservation system.
  • Apply client information to company policies to determine program suitability and eligibility.
  • Survey business applications and evaluate client information to determine risk acceptability.
  • Establish medical facility validation by entering client information and confirming location.
  • Analyzed market trends & established market studies for client informational awareness.
  • Reviewed client information/knowledge updates regularly to remain current with product.
  • Researched client information to verify new addresses and account information.
  • Researched client information, analyzed current situations and offered solutions.
  • Develop and organize systems involving client information and feedback.
  • Analyzed client information for needs based product recommendation.
  • Distributed client informational reports to all satellite offices.
  • Maintained client information on agency management database.
  • Recorded client information in spreadsheet/software.
  • Prospect potential clients by setting up a monthly pipeline, collect client information, evaluate risks and offer quote.
  • Attend assigned training sessions for further improvement in client and customer satisfaction, client information and job performance.
  • Entered client information into agency management system and created applications, submissions, and quotes for new business.
  • Entered client information into government database and trained new staff on four different lines of business.

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20 Most Common Skill for an Agent

Insurance Products16.3%
Phone Calls10.7%
Financial Services9.5%
Customer Service8.4%
Life Insurance5.8%
New Clients5.1%
Data Entry5%
Internet4.2%

Typical Skill-Sets Required For An Agent

RankSkillPercentage of ResumesPercentage
1
1
Insurance Products
Insurance Products
12.6%
12.6%
2
2
Phone Calls
Phone Calls
8.2%
8.2%
3
3
Financial Services
Financial Services
7.4%
7.4%
4
4
Customer Service
Customer Service
6.5%
6.5%
5
5
Life Insurance
Life Insurance
4.5%
4.5%
6
6
New Clients
New Clients
3.9%
3.9%
7
7
Data Entry
Data Entry
3.9%
3.9%
8
8
Internet
Internet
3.3%
3.3%
9
9
Technical Support
Technical Support
3.2%
3.2%
10
10
Sales Goals
Sales Goals
3%
3%
11
11
Outbound Calls
Outbound Calls
2.7%
2.7%
12
12
Credit Card Transactions
Credit Card Transactions
2.6%
2.6%
13
13
Insurance Policies
Insurance Policies
2.3%
2.3%
14
14
Real Estate
Real Estate
2.3%
2.3%
15
15
Health Care
Health Care
2.3%
2.3%
16
16
New Accounts
New Accounts
2.2%
2.2%
17
17
Medical Records
Medical Records
2%
2%
18
18
Customer Accounts
Customer Accounts
1.7%
1.7%
19
19
Insurance Companies
Insurance Companies
1.5%
1.5%
20
20
Troubleshoot
Troubleshoot
1.4%
1.4%
21
21
Computer System
Computer System
1.4%
1.4%
22
22
Business Owners
Business Owners
1.3%
1.3%
23
23
High Volume
High Volume
1.2%
1.2%
24
24
Customer Complaints
Customer Complaints
1.2%
1.2%
25
25
Customer Information
Customer Information
1.1%
1.1%
26
26
Billing Questions
Billing Questions
1%
1%
27
27
Verizon
Verizon
0.9%
0.9%
28
28
Customer Calls
Customer Calls
0.9%
0.9%
29
29
Aflac
Aflac
0.9%
0.9%
30
30
Client Relationships
Client Relationships
0.8%
0.8%
31
31
Potential Customers
Potential Customers
0.8%
0.8%
32
32
Product Knowledge
Product Knowledge
0.7%
0.7%
33
33
Directv
Directv
0.7%
0.7%
34
34
Financial Needs
Financial Needs
0.7%
0.7%
35
35
Customer Care
Customer Care
0.7%
0.7%
36
36
Telephone Calls
Telephone Calls
0.7%
0.7%
37
37
Insurance Plans
Insurance Plans
0.6%
0.6%
38
38
Cold Calls
Cold Calls
0.6%
0.6%
39
39
Insurance Programs
Insurance Programs
0.6%
0.6%
40
40
Customer Base
Customer Base
0.6%
0.6%
41
41
Prospective Customers
Prospective Customers
0.6%
0.6%
42
42
Payment Arrangements
Payment Arrangements
0.5%
0.5%
43
43
Fedex
Fedex
0.5%
0.5%
44
44
Personal Information
Personal Information
0.5%
0.5%
45
45
Powerpoint
Powerpoint
0.5%
0.5%
46
46
Financial Products
Financial Products
0.5%
0.5%
47
47
Company Policies
Company Policies
0.5%
0.5%
48
48
Customer Questions
Customer Questions
0.5%
0.5%
49
49
Comcast
Comcast
0.5%
0.5%
50
50
Client Information
Client Information
0.5%
0.5%

52,292 Agent Jobs

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