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Commercial agent skills for your resume and career
15 commercial agent skills for your resume and career
1. Insurance Policies
- Generated customers, and Commercial Insurance policies for commission and additional services or products.
- Transitioned into quoting, writing and servicing commercial lines insurance policies.
2. Insurance Products
- Marketed property and casualty insurance products and programs to businesses.
- Market and provide commercial insurance products to small and middle market businesses.
3. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Networked extensively with real estate practitioners throughout Florida and U.S.
- Reviewed Commercial loan documents for compliance, via PC software for both personal and Commercial Real Estate loans.
4. Inbound Calls
- Handled a high influx of inbound calls within a dynamic call center environment while meeting and exceeding department goals.
- Answer inbound calls from small business owners around the country looking to insure the whole aspect of their business.
5. General Liability
- Determine appropriate class codes for quoting existing and new business including General Liability and Workers Compensation.
- Educate business owners on the classifications of general liability and workers' compensation polices to reduce dispensaries during the audit process.
6. Commercial Property
- Granted Commercial Property Underwriting Authority level 3, reviewed and released new business and endorsement holds.
- Cleaned, stabilized and restored residential and commercial property.
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Landlords are the people who own buildings or land to which they rent out to other people (tenants). A person who possesses an open lot is also known as a landlord as they rent out the land to other users.
- Developed custom templates to assist in various functions for Tenants and Landlords.
8. Policy Changes
- Prospect new sales, manage/write policy changes, and manage all other offered services from end to end.
- Provided professional friendly customer service while responding to customer requests such as billing, policy changes and eligibility.
9. Insurance Sales
- Worked directly with consumers in insurance sales which included quoting, underwriting and binding new policies within Arizona State Statutes.
- Created an annual process to manage renewals while building relationships that extended into additional commercial insurance sales.
10. Life Insurance
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Represented independent life insurance brokerage carriers catering to independent agents seeking competitively priced term insurance.
11. Health Insurance
- Sell and promote all lines of insurance with a specialization in health insurance.
- Promoted and managed insurance needs within individual and business markets for retirement, health insurance, disability and life insurance.
12. Outbound Calls
An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Solicited potential customers and provided information regarding various types of insurance by conducting outbound calls.
- Placed proactive outbound calls within an assigned region to generate product awareness
13. Market Research
Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.
- Conducted market research and provided detailed reports on prospective client investments.
- Conduct market research to find hot products with current carriers and identify potential niche sales opportunities.
14. Insurance Claims
- KEY ACCOMPLISHMENTS: Acted as first contact for automotive insurance claims; provided follow up on all claims.
- Helped policyholders report insurance claims in the event of a loss.
15. Windows
Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.
- Utilized Netscape Navigator in Windows NT to research and corroborate account information and to verify disconnection orders.
- Used an advanced Intranet system built on Windows Network Technology to monitor criminal offender activity.
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List of commercial agent skills to add to your resume
The most important skills for a commercial agent resume and required skills for a commercial agent to have include:
- Insurance Policies
- Insurance Products
- Real Estate
- Inbound Calls
- General Liability
- Commercial Property
- Landlords
- Policy Changes
- Insurance Sales
- Life Insurance
- Health Insurance
- Outbound Calls
- Market Research
- Insurance Claims
- Windows
- AMS
- Insurance Programs
- BOP
- PowerPoint
- Customer Inquiries
Updated January 8, 2025