Top Insurance Agent Skills

Below we've compiled a list of the most important skills for an Insurance Agent. We ranked the top skills based on the percentage of Insurance Agent resumes they appeared on. For example, 17.5% of Insurance Agent resumes contained Life Insurance as a skill. Let's find out what skills an Insurance Agent actually needs in order to be successful in the workplace.

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

1. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Agent jobs:
  • Evaluated and provided industry standard recommendations to policyholders regarding: coverage for auto, homeowners, disability and life insurance.
  • Promoted and managed insurance needs within individual and business markets for retirement, health insurance, disability and life insurance.
  • Communicated to C-Level positions marketing major medical supplemental health insurance / term life insurance to employers as payroll account.
  • Researched state regulations and other regulatory compliance issues associated with life insurance based on business needs.
  • Recruited other independent agents to distribute information for success in providing life insurance.
  • Promoted life insurance policies and services and interviewed customers.
  • Investigate competitive policy pricing for auto and life insurance.
  • Specialized in life insurance and retirement planning for families
  • Provide Professional Services including Life Insurance.
  • Licensed professional trained and certified in the advising, application and sale of life insurance, health insurance, and annuities.
  • Focused on the senior long-term care and life insurance market area, sold life insurance, annuities and long-term care policies.
  • Provide working people with voluntary benefits, whole life insurance, critical care, cancer care and short term disability insurance.
  • Specialized in providing a consultative experience to resolve client needs for their personal insurance including property, casualty and life insurance.
  • Provided full cycle financial services to 100 individuals including life insurance, brokerage services, retirement strategies, and portfolio management.
  • Called clients on the telephone to offer them to buy life insurance and annuities Handed out information about insurance and annuities.
  • Provide Personal Auto, Homeowners and Life Insurance to members and non members alike with the AAA brand of Insurance.
  • Provided clients with life insurance products, annuities, profit sharing plans, long term care, and disability insurance.
  • Acquired Health & Life Insurance Licenses -Sold various Health & Life insurance products to individuals/businesses -Daily interaction and solicitation with people
  • Advised clients in selection of health and life insurance policies, providing high levels of account management and client support.
  • Have provided whole, term and Universal life insurances coverage to my clients through in person sales and phone sales.

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2. Customer Service

high Demand
Here's how Customer Service is used in Insurance Agent jobs:
  • Assisted the account executives in resolving customer service situations, assessed and presented applicable recommendations based on customers' needs.
  • Provided excellent customer service to new and existing customers by completing applications and deliver policies on a timely basis.
  • Collaborated with members of other departments and companies to complete transactions and provide exceptional customer service.
  • Provided continued customer service to maximize account revenue potential and ensure solid policyholder relationships.
  • Deliver top -notch customer service with scheduled policy reviews and consistent proactive communication.
  • Delivered exceptional customer service to clients and prospective clients on existing policies.
  • Worked closely with insurance underwriters, claims adjusters and customer service representatives.
  • Maintained excellent customer service relationships and resolved any type of customer issues.
  • Recognized and resolved problems; provided personal and exceptional quality customer service.
  • Maintained an excellent rapport with clients as I provided availability for customer service
  • Provide excellent customer service as a licensed agent managing automobile insurance policies.
  • Provided extensive customer service on product offerings and resolved inquiries and complaints.
  • Provide superior customer service while soliciting quality insurance products and services.
  • Generated leads through aggressive networking strategies and provided superb customer service.
  • Represented several insurance companies, and provided extensive customer service.
  • Demonstrate knowledge of services, professionalism and outstanding customer service.
  • Provided continual customer service to customers representing agency and insurance carrier
  • Perform general functions of office administrative and customer service representative.
  • Model exceptional customer service skills and appropriate diagnostic sales techniques.
  • Provided professional customer service and recommended correct products to clients.

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3. Financial Resources

high Demand
Here's how Financial Resources is used in Insurance Agent jobs:
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interview prospective clients to gather data about their financial resources, needs and physical condition of the client to be insured.
  • Interview prospective clients; identifying financial resources and needs to create customized insurance solutions covering a variety of risks within budget.
  • Identify prospective client s financial resources and needs, offer insurance policy recommendations, provide continuous customer service to client base.
  • Interview prospective clients to get data about their financial resources and discuss existing coverage and explain the features of various policies.
  • Interview prospective clients to obtain data about their financial resources and needs; review health history and existing coverage.
  • Probed prospective clients to obtain data about their financial resources and needs in order to make the best recommendation.
  • Ensured that policy requirements were fulfilled by interviewing prospective clients to obtain data about their financial resources and needs.
  • Interview prospective clients to obtain data about their financial resources and insurance needs while discussing existing insurance coverage.
  • Interviewed prospective clients to obtain data about their financial resources and beneficiaries to determine life insurance needs.
  • Interview prospective clients to establish needs, financial resources, and health of the proposed insured.
  • Obtained data regarding clients financial resources, insurance needs and proof of prior coverage.
  • Interview prospective clients to get information about their financial resources and discuss existing coverage.
  • Interviewed prospective clients to obtain data concerning their financial resources and needs.
  • Set appointments to identify prospective client's financial resources and needs.
  • Interview prospective clients to obtain data about their financial resources.
  • Interviewed prospective clients to determine financial resources and personal needs.
  • Interview prospects to obtain financial resources and needs.
  • Prioritized time and financial resources in order to meet sales objectives Generated leads and marketed multiple insurance products to businesses and individuals
  • Interviewed prospective clients to obtain data about financial resources Monitored insurance claims for accuracy.

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4. New Clients

high Demand
Here's how New Clients is used in Insurance Agent jobs:
  • Secured new clients * Submitted complete and accurate applications for consideration to headquarters * Monitored all pending business and existing accounts
  • Expanded and successfully developed relationships with new clients through local professional business and marketing meetings.
  • Job responsibilities include managing policyholders and developing new clients with customer service skills
  • Cultivated new clients through cold-calling and networking of existing relationships.
  • Developed open communication and trust between existing and new clients
  • Redeveloped accounts, developed new clients
  • Communicate with existing and new clients Inform and explain current and new health plans Document and record information given by the clients
  • Developed and implemented a strategic marketing plan including rigorous daily prospecting for new clients, networking, and social media marketing.
  • Educated and informed clients about life insurance; obtained new clients by marketing my target market, did seminars and educational presentations
  • Present and offer life, health, long-term care, and disability benefits to existing and new clients in their homes.
  • Developed a needs based assessment which is utilized in profiling new clients to determine where their gaps in coverage exist.
  • Traveled through Southwest Oklahoma to build stronger customer relationships in order to sell to former, current and new clients.
  • Prospect new clients, answer phones, protect clients personal information, produce quotes, learn products, acquired insurance licenses
  • Sell various types of insurance policies including life, medical and dental insurance; seek new clients and develop clientele.
  • Set up appointments for both old and new clients to start, renew or rewrite policies using the FSC rater.
  • Generated new clients through marketing and sales activities selling life insurance, health, mortgage protection, and annuities.
  • Seek out new clients and develop clientele by networking to find new customers and generate business from every relationship.
  • Acquired 20+ new clients through cold calls and set up new client accounts in the Liberty National EAAP computer system
  • Gathered new clients for health insurance, life and Medicare products along with cancer products and dental coverage.
  • Developed base long-term sources of clients using referrals from new clients obtaining trust and reliability from our customers.

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5. Auto Insurance

high Demand
Here's how Auto Insurance is used in Insurance Agent jobs:
  • Specialized in bringing in new business and providing individual services for personal and commercial auto insurance accounts.
  • Identified and analyzed complex rate filings to understand and explain significant auto insurance rating index.
  • Developed relationships with sales staff at automobile dealerships for referrals to customers without auto insurance.
  • Specialized in providing mortgage and auto insurance, upgrading existing policies and servicing existing accounts.
  • Educated customers about their auto insurance needs based on thorough coverage counseling discussions.
  • Receive inbound calls from customers interested in purchasing an auto insurance policy.
  • Sell commercial auto insurance and qualify for general liability insurance.
  • Underwrite and evaluate information from incoming requests for auto insurance.
  • Maintained Auto Insurance accounts and provided excellent customer service.
  • Complete auto insurance endorsements, renewals and cancellations.
  • Provided auto insurance quotes to customers using computer.
  • Answered product and company questions regarding auto insurance.
  • Sell property and auto insurance to commercial/retail customers.
  • Assisted customers with opening auto insurance policies.
  • Performed cancellations of auto insurance for non-payment.
  • Originated homeowners and auto insurance policies.
  • Serviced and underwrote auto insurance policies.
  • Specialized in Homeowners and Auto Insurance
  • Processed private auto insurance policies.
  • Managed one-man auto insurance office.

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6. Insurance Companies

high Demand
Here's how Insurance Companies is used in Insurance Agent jobs:
  • Collaborate with insurance companies, wholesale houses, underwriters and service representatives to maintain effective rapport and ensure applications meet guidelines.
  • Liaised with various insurance companies on behalf of patients suffering from serious medical ailments to verify coverage for specialty medications.
  • Certified insurance service representative experienced in offering contracts for insurance for over forty (40) different insurance companies.
  • Acquired new business customers and serviced current policyholders for A+ rated international insurance companies State Farm and Combined Insurance.
  • Resolved issues relative to the individual client and appointed insurance companies regarding insurance policy coverage.
  • Utilize phone to effectively communicate with insurance companies for reconsideration and corrected claims.
  • Complete appropriate industry continuing education courses relevant to insurance companies and relative organizations.
  • Work closely with various insurance companies to ensure accuracy to each individual policy.
  • Initiated outbound and responded to inbound e-mails/fax/phone calls to various auto/commercial/homeowners insurance companies.
  • Assisted agency with business acquisition by obtaining contracts with other insurance companies.
  • Processed endorsement changes to existing policies online with various insurance companies.
  • Work collaboratively with Underwriters and District Managers for various Insurance companies.
  • Resolved issues between pharmacist and insurance companies regarding medication coverage's.
  • Interfaced with auto dealerships, financial institutions and other insurance companies.
  • Researched several insurance companies and policies using agency's database.
  • Maintain positive relationships with insurance companies, underwriters and representatives.
  • Contacted multiple insurance companies & condominium associations to verify coverage.
  • Forge relationships with orphan policyholders with various insurance companies.
  • Identified and resolved billing discrepancies with multiple insurance companies.
  • Develop relationship with costumer and Insurance companies.

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7. Health Care

high Demand
Here's how Health Care is used in Insurance Agent jobs:
  • Provide Financial and personal consultation regarding one-on-one health care enrollment options.
  • Licensed insurance agent/producer- Telesales agent for United Health Care.
  • Managed and grew accounts in the areas of property, casualty, health care, life insurance, long term care.
  • Licensed in Mississippi and trained in Medicare Supplement Insurance, Life Insurance, Long-Term Care Insurance and Home Health Care.
  • Train new insurance agents on company orientation, business practices, processes, and field work for health care administration.
  • Prospected Clients to present needs for Life, Medical Supplements, Long/Short Term Care, and Home Health Care Insurance.
  • Present Medicare Supplements, Life Insurance, Long Term/Home Health Care, and Annuities which lead to consistent weekly sales.
  • Sell Medicare Supplement Policies, Life Insurance, Long Term Care Insurance, Home Health Care Insurance and Annuities.
  • Assist owners and employees register for the Affordable Care Act Marketplace and give presentations on available health care options.
  • Enrolled members into a PacifiCare Health Plan, enrolled employment groups and retirees into a health care plan.
  • Sell medical and disability policies which cover health care and loss of income caused by sickness or injury.
  • Licensed in Medicare supplement programs, long term home care, long term health care and senior annuities.
  • Helped clients to understand current changes in our health care system by providing them around the clock service.
  • Gathered this information for submission to health care professionals for preparation of patient's Explanation of Benefits Reports.
  • Majored in Senior care plans, including Medicare Supplements, Home Health Care, and Long Term Care.
  • Provided insurance reviews, policies, annuities, short-term & long-term health care and burial expense programs.
  • Design a health care plan specific to their needs in health insurance and a provider network criteria.
  • Handle the tasks of conducting training sessions for new staff on health care products of the organization.
  • Major services products included Life Insurance, Home Health Care, Long Term Care, and Annuities.
  • Represented FloridaBlue to service existing members with policy inquires and new information regarding the Health Care Reform.

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8. Medicare Supplements

high Demand
Here's how Medicare Supplements is used in Insurance Agent jobs:
  • Specialized in helping seniors and their families understand Medicare and Medicare supplements.
  • Educated prospective clients about Medicare Supplements.
  • Assisted customers with Medicare supplements.
  • Learn and offer products such as Annuities, Long Term Care, Short Term Care, Life Insurance and Medicare Supplements.
  • Called prospective clients to set up appointments for life insurance, medicare supplements, long or short term care and annuities.
  • Take calls as a licensed agent for Blue Cross Blue Shield South Carolina for Medicare Supplements and Medicare Part D products.
  • Licensed insurance agent with primary sales focus on life insurance, annuities, Medicare supplements, and long-term care coverage.
  • Teamed with prospective and existing customers to prepare needs assessments and present Medicare supplements, advantage plans and drug plans.
  • Prospect and set insurance appointments in order to sell Medicare Supplements, Life Insurance, and Long-term Care Insurance.
  • Company's target market is retirees and they sell primarily Life, Medicare Supplements, Long-Term Care and Annuities.
  • Develop a client base by advising/selling clients Medicare Supplements, Life insurance, Annuities and Long Term Care products.
  • Developed and met with prospects to sell life insurance, Medicare supplements, long term care, and annuities.
  • Take calls as a licensed agent for Independence Blue Cross and AmeriHealth for Medicare Supplements and Medicare Advantage products.
  • Worked in agency handling all life insurance, medicare supplements, and health insurance for property and casualty agent.
  • Licensed in GA and TN for life, critical illness, Medicare Supplements, extended care, and annuities
  • Sell life insurance and Medicare Supplements to potential clients, call potential clients using a variety of leads.
  • Specialize in Medicare Supplements, Health Insurance, LTC Insurance, Life Insurance, Fixed and Indexed Annuities.
  • Worked as an insurance agent specializing in Medicare, Life Insurance, Medicare Supplements and Universal Life Policies.
  • Licensed in Life, Health, Disability, Long Term Care, Medicare supplements, and Retirement Planning.
  • Marketed to 65 and over segment in order to utilize Medicare Supplements as a way in the door.

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9. Insurance Sales

high Demand
Here's how Insurance Sales is used in Insurance Agent jobs:
  • Created an annual process to manage renewals while building relationships that extended into additional commercial insurance sales.
  • Participated in business activities and events to prospect for potential membership and insurance sales opportunity.
  • Processed and maintained routine information related to departmental operations and handling insurance sales.
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Automobile and Homeowner insurance sales and customer service.
  • Automobile Insurance Sales Representative - AIC/Multi-Carrier Program.
  • Counseled customers with Personal Lines Insurance Sales
  • Performed insurance sales and underwriting.
  • Specialize in automobile insurance sales.
  • Automobile and motorcycle insurance sales.
  • Job Description: Multiple lines of Insurance sales, underwriting and service, including property, automobile, life and commercial lines
  • Lead a team of twenty to excel in their insurance sales, customer support, calling for appointments, and presentation.
  • Obtained my commercial insurance Property and Casualty license to become an independent commercial insurance salesman for the state of South Dakota.
  • Provided risk based portfolio analysis and investment restructuring solutions for high net worth clients including annuity and life insurance sales.
  • Increased commercial & personal insurance sales productivity in a hard market by generating over 90% of all new business.
  • Performed accounting duties; Data entry, keeping records of insurance sales and quotes, collect and record insurance premiums.
  • Handled all aspects of insurance sales, including researching, cold-calling and qualifying prospects for specialty and standard insurance programs.
  • Managed and mentored transitioning teams of approximately 25 Insurance Sales Counselors at the Direct Response Center during new hire training.
  • Make appointments with clients, handle paperwork regarding clients' wishes, and meet potential clients to make insurance sales.
  • Certified insurance salesman specializing in life, home, health, and auto by providing basic insurance information for consumers.

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10. New Accounts

high Demand
Here's how New Accounts is used in Insurance Agent jobs:
  • Established and developed new accounts by effectively generating activities to identify new prospects.
  • Opened new accounts, serviced current customers and expanded business opportunities.
  • Focused on new accounts providing consultative services to businesses and individuals.
  • Developed strong relationship with established accounts while acquiring new accounts.
  • Develop new accounts and service existing ones for long-term profitability.
  • Set up new accounts and satisfactorily resolved customer situations.
  • Generated new accounts and consistently exceeded established sales quotas.
  • Acquired over 100 new accounts to overseeing the presentation, enrolling, servicing and managing of payroll deductions of said accounts.
  • Conducted training at weekly meetings to show how to prospect for new accounts and recruit new people to join the company.
  • Obtained NYS Agents license* Responsible for writing and production of new accounts for the office* Analyzed financial reports and coordinated agency schedule
  • Evaluated the needs of clients to assess health care package need resulting in multiple new accounts and regional sales growth.
  • Attend meetings to learn about new services, learn new skills, and receive technical assistance in developing new accounts.
  • Sell new accounts and additional coverage to existing large premium accounts which may require in-depth analysis and special service functions.
  • Produced profitable sales growth through retention and further penetration of current clients and by the acquisition of new accounts.
  • Open new accounts by following designated procedures; take new client information and ensure that it is correctly processed.
  • Developed new accounts with new and existing clients through highly effective sales techniques and targeted marketing programs.
  • Continue to sign new accounts while maintaining and providing customer service for large group of current accounts.
  • Achieved 49 new accounts in first year, the third highest in my region of 15 agents.
  • Opened new accounts by calling various businesses and closing main decision makers on New York Life programs.
  • Focused on growing and maintaining existing accounts as well as closing new accounts through canvassing and telemarketing.

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11. Analyze Insurance Program

high Demand
Here's how Analyze Insurance Program is used in Insurance Agent jobs:
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.
  • Provide highly personalized service to policyholders, analyze insurance programs and suggest additions or changes when necessary.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.
  • Deliver policies and analyze insurance program and suggest additions to ensure full coverage
  • Deliver policies, planning future follow-up visits to analyze insurance program and suggest additions or changes, or to update beneficiaries.
  • Analyze insurance program and suggest appropriate options in area of retirement planning, mortgage protection, and final expense.
  • Confer with clients to deliver and explain policy, analyze insurance program, and suggest additions or changes.
  • Explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Analyze insurance programs and suggest modifications or changes to meet customer's expectations and needs.
  • Analyze insurance program and suggest additions or changes to best fit policyholder's needs.
  • Called on policyholders to deliver and explain their policy and to analyze insurance programs.
  • Analyze insurance programs and ascertain suitable policies based on personal needs of clients.
  • Analyze insurance program and suggest the right coverage or changes to limit risks.
  • Analyze insurance programs and suggested additional coverage's and made the appropriate changes.
  • Analyze insurance programs and suggest additions or changes.
  • Call on various policyholders to deliver and explain coverages / limits, analyze insurance program and suggest coverage changes.

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12. Phone Calls

high Demand
Here's how Phone Calls is used in Insurance Agent jobs:
  • Obtain member information by answering telephone calls and verifying member information.
  • Answered incoming phone calls professionally and offered service with existing policies.
  • Answer phone calls, assist customers when they needed a quote, pay their insurance or creating a policy for them.
  • Answer phone calls and collect information over the phone or assist new clients or returning clients with their questions or needs.
  • Managed all contacts that agent's office receives throughout the day including multiple phone calls, emails, and mail correspondence.
  • Pursued prospective clients via marketing phone calls and networking events to generate new business * Obtained Texas Life and Health Insurance License
  • Developed and implemented business and marketing plans through networking, community involvement, mailers, phone calls and social media.
  • Make phone calls and schedule appointments with possible clients over the phone and in person using a door knocking system.
  • Provided excellent customer service by responding to incoming phone calls, answering questions and assisting with policy changes and details.
  • Contribute to company incentives for reaching out to clients via phone calls, mail orders, and neighborhood surveying.
  • Established client base by the way of phone calls, mailings, advertisements, face-to-face contact and community fairs.
  • Attend to phone calls in order to address inquiries, address issues, and resolve customer complaints or concerns.
  • Received inbound/outbound phone calls from potential clients, shopping for health insurance, dental plans and vision plans.
  • Make phone calls to answer questions about insurance products and what it can do for the policy holder.
  • Enhanced moment of truth experience by keeping contact through courtesy phone calls, birthday cards & OYS reviews.
  • Coached and assisted trainees with development by sitting with trainees during live phone calls and providing immediate feedback.
  • Enter client information into the computer and set up appointments, make and receive phone calls from customers.
  • Handled a high volume of outbound and inbound phone calls to offer and effectively close Medicare Supplement policies.
  • Sell Car Insurance and find plans the best suit customers needs, endorse/cancel policies, take phone calls.
  • General office skills like answering and making phone calls, filing, taking payments and writing inc policies.

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13. Insurance Plans

high Demand
Here's how Insurance Plans is used in Insurance Agent jobs:
  • Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation
  • Created insurance plans to meet individual needs of customers by analyzing and interpreting individual risk levels.
  • Worked as independent contractor marketing individual health insurance plans throughout Southeast Michigan on 100% commission
  • Performed administrative duties, reviewed policy invoices, verified insurance plans and completed data- entry.
  • Conducted annual review, compared insurance plans to determine suitability and underwriting risk analysis.
  • Provided policyholders with comprehensive insurance plans that met their safety and financial needs.
  • Skilled in effectively understanding customer needs by personalizing insurance plans for each individual.
  • Provided customer service solutions to seniors through presentation of various Medicare insurance plans.
  • Assist small business employee obtain additional and optional insurance plans
  • Explained product features/advantages/disadvantages to promote sale of insurance plans.
  • Provided information and helped customers obtain life insurance plans.
  • Analyzed and selected insurance plans to maximize customer benefit
  • Contacted potential clients regarding individual insurance plans.
  • Provide businesses and individuals with customized insurance plans
  • Customized insurance plans for individuals and businesses.
  • Customize insurance plans to suit individual customers.
  • Interviewed clients and sold life insurance and renter's Insurance plans; collected premiums per clients' policies; managed accounting.
  • Assisted clients with purchasing home, auto, and life insurance plans that best fit their lifestyle, risk tolerance and budget
  • Promote, orient and advertise clients on Complementary Retirement Plans, Life Insurance, Accidental Insurance and Life Terms Insurance Plans.
  • Educated/signed up seniors for Medicare Supplemental plans, Life Insurance, and many other supplemental insurance plans that were available.

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14. Payment Method

high Demand
Here's how Payment Method is used in Insurance Agent jobs:
  • Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.
  • Calculated quotes and educated potential clients on insurance options and calculated premiums and established payment methods for sales.
  • Educate clients on our whole/term life policies*Making cold calls*Generating leads*Calculate premiums and establish payment method*Perform administrative task
  • Calculate premiums and establish payment method, explain advantages and disadvantages of different insurance products.
  • Calculated and quoted premium rates and established payment method for recommended policies.
  • Calculate automobile premiums and establish payment methods for California portfolios.
  • Calculate insurance premiums and determine payment method.
  • Implement a protection plan by calculating and quoting rates to establish payment method for immediate coverage action and long-term strategy.
  • Conducted interviews with prospective clients to perform needs analysis, gather information, calculate premiums and establish payment methods.
  • Calculated premiums and establish payment method, established an ongoing relationship with clients through the delivery of great customer service
  • Process insurance premium payments through insurance carriers with payment methods that will involve check and credit card.
  • Calculate premiums and establish payment method* Maintain records* Interview prospective clients to obtain data about their financial needs
  • Calculated premiums and established payment method, while collecting payments in cash, check, or credit.
  • Assessed needs of client and provided coverage options also calculated premium amounts and set payment methods.
  • Calculate premiums and establish payment method as well as explain terms and conditions of policies.
  • Assisted customers with coverage options, calculation of premium amounts and setting payment methods.
  • Create leads and sell insurance policies to individuals, calculated premiums and payment methods.
  • Calculate premiums and establish the right payment method that works for the customer.
  • Establish new and review existing policies, calculate premiums and establish payment method.
  • Calculate premiums, establish payment methods, submit required forms to bind coverage.

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15. Casualty Insurance

average Demand
Here's how Casualty Insurance is used in Insurance Agent jobs:
  • Performed Verification check of entries made by Telephone Service Representatives concerning Life and Health/Property and Casualty Insurance policies.
  • Recruit and maintain new property and casualty insurance policies, while retaining customers and saving/increasing monthly recurring revenue.
  • Serviced property and casualty insurance policies for businesses and individuals on behalf of insurance companies.
  • Provided customer Service and sold Property/Casualty Insurance to prospective Personal and Commercial Lines Clients.
  • Commission only compensation based on personal sales production of Property and Casualty insurance.
  • Licensed insurance agent providing quotes for property and casualty insurance and life insurance.
  • Represented customer-tailored automobile, health and life, and property/casualty insurance products.
  • Specialized in property and liability insurance (also called casualty insurance).
  • Owned and operated Property and Casualty insurance agency through American Family Insurance.
  • Certified as a licensed insurance agent for Property and Casualty insurance.
  • Direct marketing of property and casualty insurance to approximately 40 states.
  • Created a profitable start up independent property and casualty insurance agency.
  • Familiarized with property & casualty insurance in select states including Virginia.
  • Sell property and casualty insurance policies to businesses and individuals.
  • Licensed Insurance agent selling property and casualty insurance in Minnesota.
  • Developed and maintained commercial property & casualty insurance accounts.
  • Partner of Corporation and Licensed Property Casualty Insurance Agent.
  • Developed and managed individual property and casualty insurance accounts.
  • Solicited and sold casualty insurance coverage to prospective Clients.
  • Marketed and sold property/casualty insurance to individual market.

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16. Sales Goals

average Demand
Here's how Sales Goals is used in Insurance Agent jobs:
  • Initiated and implemented strategic sales plans while exceeding established sales goals including investment products and commercial/residential loans.
  • Recruit and train agents to meet sales goals, personal sales, develop new lead generation, acquire contracts with carriers.
  • Seek out 20 new families and 4 new businesses every week to help make sure I meet my sales goals.
  • Worked independently, as well as in a team setting, to realize and exceed individual and team sales goals.
  • Directed sales goals, Public Relations, media campaign, community relations/volunteerism, product training, and statewide marketing.
  • Managed entire office operation from hiring assistants, maintaining inventory, responsible for expenses incurred while exceeding sales goals.
  • Achieved All American honors 4 years, and won several trips for achieving sales goals set by the company.
  • Respected team leader managing a great team of sales professionals, whom also exceeded their sales goals consistently.
  • Networked and cultivated lead sources to generate new customers and meet sales goals and long-term business revenue objectives.
  • Managed 1600 P&C Policies, Set sales goals, established budgets, and tracked performance.
  • Received a Fast Start award for sales production for meeting sales goals within the first 12 weeks.
  • Exceeded sales goals and achieved high retention rate, effective cross-sale of products, and customer referrals.
  • Top producer in opening credits, daily sales goals, and great feedback to the business.
  • Exceeded all assigned personal sales goals, including increasing new contracts 10% higher than objective.
  • Assist members with questions and concerns during a high call volume setting while meeting sales goals.
  • Exceeded monthly sales goals in fast-paced outside sales environment by telemarketing and foot prospecting daily.
  • Earned position in company Fast Track program, and exceeded sales goals in every area.
  • Established monthly sales goals for the agency and developed functional objectives to reach the goals.
  • Exceeded sales goals for volume of quality new business quoted and written within company guidelines.
  • Achieved bonus post training by exceeding sales goals in five out of six eligible months.

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17. Personal Lines

average Demand
Here's how Personal Lines is used in Insurance Agent jobs:
  • Assessed new personal lines accounts for underwriting risks and either appropriately priced or rejected based on company guidelines.
  • Licensed personal lines Insurance Agent, leveraging consultative-sales strengths to identify opportunities, nurture relationships and close deals.
  • Managed an independent insurance agency to create new personal lines insurance business through marketing and networking.
  • Developed and marketed personal lines and commercial accounts through telemarketing and cold calling.
  • Manage independent insurance agency that represents various carriers for commercial and personal lines.
  • Licensed Insurance Personal Lines Agent/Producer with high customer satisfaction and sales rating.
  • Completed coursework and passed California personal lines licensing exam in first attempt.
  • Assisted agency owner with customer service and telemarketing of Personal lines insurance.
  • Licensed insurance agent selling and endorsing commercial and personal lines policies.
  • Received industry-leading training and became a licensed personal lines insurance professional.
  • Licensed Property and Casualty Producer, selling personal lines insurance products.
  • Solicit personal lines of insurance to potential prospects seeking insurance.
  • Experienced in commercial and personal lines underwriting.
  • Solicited prospects for personal lines insurance.
  • Provided Personal Lines and Business insurance.
  • Provided customer service for a large personal lines book of business at a high volume insurance agency near The Villages Florida.
  • Called commercial and personal lines clients in an effort to increase the number of quotes produced as well as sales generated.
  • Sell, Service and Support Personal Lines Customer accounts, sell new products, assist with light accounting and administrative functions.
  • Answered incoming calls and researched questions on personal lines and commercial lines policies, as well as life and flood policies.
  • Follow up with agents on a regular basis to assist them in changing habits to create growth in their personal lines.

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18. Business Owners

average Demand
Here's how Business Owners is used in Insurance Agent jobs:
  • Pursued lead-generation activities with business owners and decision makers to build client base for provider of voluntary employee insurance benefits.
  • Meet with business owners and business organization to determine the customer's business needs and subsequent insurance requirements.
  • Communicated with insurance brokers, advertising executives and small business owners to provide valuable coverage and information.
  • Developed ongoing relationships with numerous business owners, enabling sales to consistently increase each month.
  • Developed ability to give one-on-one and group sales presentations involving both business owners and employees.
  • Consulted small business owners and individuals with life insurance, disability income benefits and annuities.
  • Prospected daily via telephone and face-to-face meetings to set appointments with business owners and individuals.
  • Consult with business owners, professionals, and individuals regarding their changing insurance requirements.
  • Generated own leads and made presentations directly to business owners and benefits decision makers.
  • Counseled and help determine what insurance products individuals and commercial business owners needed.
  • Provide presentations to and interact with customer's and decision makers including business owners
  • Specialized in providing financial advice and insurance planning for family business owners.
  • Network effectively with business owners and community leaders to grow our agency.
  • Facilitated insurance interest presentations for business owners, individuals, and families.
  • Provided consumer education and awareness seminars to countless families and business owners.
  • Visited clients and business owners on-site to give benefit-oriented sales presentations.
  • Build long-term relationships with commercial business owners to increase networking referrals.
  • Worked Business to business-building strong relationships with business owners was key.
  • Presented products to business owners in a succinct and comprehensible presentation.
  • Marketed and sold health insurance to self-employed business owners and individuals

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19. Individual Customers

average Demand
Here's how Individual Customers is used in Insurance Agent jobs:
  • Established a successful book of business which included over 200 additional small businesses and individual customers.
  • Customized insurance programs to suit individual customers, also performed underwriting within the state provided guidelines
  • Ensured each individual at the location received customize insurance programs to suit individual customers.
  • Customize insurance programs to suit individual customers, often covering final expenses.
  • Focus on Medicare Supplement policy sales and service to individual customers
  • Customized insurance programs to suit individual customers to mitigate risk.
  • Provided customer service to individual customers and mortgage lenders.
  • Customize financial products to suit individual customers.
  • Customized programs to suit individual customers, covering crop, health and life, and, property and casualty insurance.
  • Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria.
  • Customize insurance programs to suit individual customers, and negotiate renewable rates for employers.
  • Provided individual customers with personal, auto and home and insurance policies as requested.
  • Customized policies to suit individual customers, accounting for variety of specific needs.
  • Analyze clients needs and suggest a life insurance program to suit individual customers.
  • Customize insurance programs to suit individual customers, often covering many risks.
  • Tailor insurance programs that meet the need and requirements of individual customers.
  • Customized insurance policies to suit individual customers' needs.
  • Explain and customize insurance programs to suit individual customers.
  • Customize insurance programs to suit individual customers Select company that offers type of coverage requested by client to underwrite policy.
  • Customized insurance programs to suit individual customers based on their individual needs .covering a numerous variety of risks.

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20. New Policies

average Demand
Here's how New Policies is used in Insurance Agent jobs:
  • Exceeded industry average for new policies written and existing customer retention with exceptional customer service and support.
  • Processed automobile and life insurance policies including writing new policies and renewing existing policies.
  • Reviewed and reconciled under-writing factors before drafting new policies.
  • Monitored current accounts and executed new policies.
  • Supervised company retention while assisting clients with their current policies, issuing new policies and helped with underwriting and claims processing.
  • Handle all aspects of policy servicing, changes, quoting all lines of personal lines polices, and writing new policies.
  • Establish new policies for new and existing clients in Auto, Commercial Auto, Business, and Home Owner's policies.
  • Determined the extent of client's current coverage and provided information pertaining to new policies and products provided by the company.
  • Collect payments, bind new policies, prepare taxes, customer service, answer phones, filing, and audit files.
  • Answer phone lines and attend to any customer concerns in servicing policy or obtaining quote information for new policies, Filing
  • Captured agent mainly worked in office, handle daily clients taking payments, writing new policies, endorsing current one.
  • Travel to clients homes, manage policies, sell new policies and products, office work, file and organize paperwork
  • Build long term relationships by accurately and professionally quoting and issuing new policies that match the client's need.
  • Monitored equine public auctions, targeted clientele with insurance protections, increased issuance of new policies and sales.
  • Traveled to the home of customer to collect monthly payment or to insure new policies to new customers.
  • Perform transactions for new customers and existing customers, Such as new policies, endorsements, renewals.
  • Led the Southwest Region in new policies written for Medicare Supplements in calendar years 2010 and 2011.
  • Upload new policies and endorsements into carrier systems, and follow up to assure policy is correct.
  • Call prospective clients, quote new policies, verify information, authenticate valuations and complete required documentation.
  • Averaged 85-100 new policies a month as well as a 77-85% retention rate on all policies.

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21. Policy Requirements

average Demand
Here's how Policy Requirements is used in Insurance Agent jobs:
  • Obtain appropriate paper work from policyholders, mortgage companies and lien/leaseholders to satisfy policy requirements.
  • Ensured that the policy requirements were successfully completed, including any necessary paperwork and forms.
  • Ensured policy requirements were fulfilled, including medical examinations and completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary paperwork or appropriate forms.
  • Completed appropriate forms and arranged for medical examinations to ensure policy requirements were fulfilled.
  • Ensured policy requirements were fulfilled and reviewed medical histories.
  • Resolved customers' legal issues of additional policy requirements.
  • Ensured policy requirements were met/monitored claim activity/ processed renewals.
  • Ensured that policy requirements were complete including client medical examinations
  • Tracked policy requirements for company approval.
  • Ensured that policy requirements are fulfilled.
  • Ensured all policy requirements were fulfilled.
  • Graduated at top of Farm Bureau training class by exceeding bound policy requirements for both Life and Property & Casualty.
  • Coach and counsel clients on policy requirements, underwriting guidelines, claim processes, and general insurance questions.
  • Ensured that policy requirements were fulfilled, including any up sale or adding of any drivers.
  • Customized insurance policies in order to meet client needs and ensure all policy requirements are fulfilled.
  • Ensured that policy requirements are fulfilled along with the completion o appropriate forms.
  • Ensured that policy requirements were fulfilled, including any completion of appropriate forms.
  • Ensured that policy requirements are fulfilled and the appropriate forms completed and filed.
  • Ensured all policy requirements are fulfilled and in compliance with state laws.

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22. Administrative Tasks

average Demand
Here's how Administrative Tasks is used in Insurance Agent jobs:
  • Perform administrative tasks, such as maintaining records and handling policy renewals and documenting ongoing conversations between clients
  • Perform administrative tasks such as maintaining records, making any necessary policy changes and managing agency producers.
  • Performed administrative tasks such as maintaining records, managing renewals and collecting payments.
  • Perform administrative tasks / customer service and handling policy renewal.
  • Performed administrative tasks, including records maintenance and policy renewals.
  • Complete administrative tasks to include policy renewals or corrections.
  • Performed administrative tasks for accurate policy renewals.
  • Maintained records and performed administrative tasks.
  • Processed payments and other administrative tasks.
  • Perform administrative tasks, such as maintaining records and handling policy renewals by phone, fax or e-mail, as needed.
  • Perform administrative tasks, such as handling renewals, following up with clients and doing some of my own marketing.
  • Preformed office administrative tasks such as record keeping & filing, receiving inbound calls, and assisting trainees with questions.
  • Perform administrative tasks, such as maintaining records, filing claims, handling policy renewals and open enrollment schedules.
  • Performed administrative tasks, maintained customer records, handled all policy changes, policy claims and policy renewals.
  • Perform administrative tasks such as maintaining records, handling company policy forms, bookkeeping, and daily deposits.
  • Performed administrative tasks, including filing, answering busy phone lines, scanning documents and data entry.
  • Assisted the branch office administrator with technology troubleshooting and administrative tasks on a day to day basis.
  • Perform administrative tasks utilizing Microsoft office programs- Word, Excel, Outlook, PowerPoint and Access.
  • Perform administrative tasks, such as maintaining records, processing policy changes, and invoicing policies.
  • Perform administrative tasks such as inbound call inquiries, maintaining records, billing and policy renewals.

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23. Data Entry

average Demand
Here's how Data Entry is used in Insurance Agent jobs:
  • Completed rigorous licensing and training program in insurance concepts, customer service, high quality data entry to management information system.
  • Process insurance policies-Produce needs analysis to coordinate with clients lifestyle-Contact future clients/Setup appointments -Data entry-Process paperwork for underwriting
  • Handled daily deposits Prepared and electronically filed tax returns Prepared outgoing mail Heavy data entry
  • Utilized proprietary software with proficient data entry skills, including departmental newsletters.
  • Audited data entry to verify applications were entered accurately.
  • Detail oriented data entry and coordination of information systems.
  • Performed data entry daily/weekly sale.
  • Organized detailed office work, using complex computer software to do data entry, access, research and retrieve data files.
  • Performed various clerical duties such as typing, filing, bookkeeping and data entry in support of an assigned program.
  • Provide excellent customer service Skills Used: Data entry, Proficient with Gateway and E-Agent, Problem solving, Translate English/Spanish
  • Tracked flood and hazard insurance for Condominiums, data entry, outgoing calls to borrowers and insurance agents, filing.
  • Performed other office related functions such as data entry, research for agent on client issues and inquiries, etc.
  • Resolved billing questions and disputes, initiated customer calls, and performed data entry while providing outstanding customer service.
  • General office duties, customer relations, data entry, multiple phone lines, payment transactions, bank deposits.
  • Handle office management functions including accounts receivables, administrative duties, auditing, customer service and data entry.
  • Review the applications for assets comparing it between the two systems, transferring info and completing data entry.
  • Sell car insurance, start up insurance applications, data entry of customers' information and vehicle information.
  • Licensed P&C Agent | Data Entry | Quoting Commercial Insurance | Brokering accounts through SIAA program
  • Experienced data entry, maintaining weekly reports and having a great understanding of company policies and regulations.
  • Handle multifaceted clerical tasks (e.g., data entry, filing, and records management).

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24. Aflac

average Demand
Here's how Aflac is used in Insurance Agent jobs:
  • Disseminated information to current and potential customers on AFLAC insurance products.
  • Generated sales of AFLAC supplemental policies to local businesses
  • Utilized sales / promotion abilities, as well as knowledge of AFLAC insurance mechanisms to champion potential cost savings in workers.
  • NOTE: Financial decision made to end commission-only, self-employed business Sold AFLAC insurance policies to individuals and employer groups.
  • Marketed group AFLAC insurance benefits to employers and insurance brokers, conducted group presentations, and directed employee enrollments.
  • Worked for Banker's Life and Casualty, AFLAC, Combined Insurance, and currently work for Trustworthy Financial.
  • Recruited Independent Insurance Agents into the AFLAC Field Force that represented an additional $700,000 in annual premium.
  • Worked with existing companies that have AFLAC and looked for new companies to offer AFLAC to their employees.
  • Target accounts by cold calling and scheduling face to face meetings to promote all AFLAC products.
  • Provided small businesses with major health insurance and AFLAC supplemental benefit coverage for their employees.
  • Attended AFLAC New Associate Training classes and meetings to learn about products/services and selling skills.
  • Meet with employees and present the AFLAC policies to the group and answer any questions.
  • Served as an expert with in-depth knowledge of the different product portfolios of AFLAC.
  • Developed and implemented a marketing strategy for myself as an independent agent for AFLAC.
  • Collaborate with other AFLAC agents to open large group policies on a daily basis.
  • Transmit final sales figures to AFLAC Corporate Headquarters at the end of each enrollment.
  • Set up sales meetings and explain the insurance policies offered by AFLAC Insurance Company.
  • Trained, motivated and supervised over 40 agents for AFLAC as Regional Coordinator.
  • Cultivated relationships and implemented AFLAC Supplemental Policies as part of Employee Benefits programs.
  • Ranked in top 20% of AFLAC agents in State of Louisiana.

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25. Client Relationships

average Demand
Here's how Client Relationships is used in Insurance Agent jobs:
  • Developed and expanded client relationships through regular contact and recommendations resulting in achievement of production and profitability goals.
  • Launched client relationships with existing book of business by establishing credibility through insurance and financial reviews.
  • Developed client relationships by establishing credibility, discerning needs, and providing appropriate coverage recommendations.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales and collection goals.
  • Maintained several client databases for timely follow-up and for building lasting client relationships.
  • Reestablished client relationships and generated new business by reviewing and updating plans regularly.
  • Developed and maintained client relationships through excellent salesmanship, customer service and communications.
  • Develop highly empathetic client relationships and earned reputation for delivering exceptional customer service.
  • Fostered client loyalty by delivering exceptional customer service and forming strong client relationships.
  • Maintained current agency relationships along with working to develop new client relationships.
  • Developed sales strategies for maintaining and further penetrating client relationships.
  • Provided excellent customer service to ensure long lasting client relationships.
  • Maintain ongoing client relationships built on integrity and results-oriented performance.
  • Initiated an aggressive campaign of cold-calling and nurturing client relationships.
  • Initiated new client relationships and nurtured existing client relationships.
  • Developed client relationships, obtain referrals and account management.
  • Developed strong client relationships by providing ongoing service.
  • Maintained client relationships to ensure customer satisfaction.
  • Designed marketing strategies and developing client relationships.
  • Developed new client relationships and lead generation.

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26. Supplemental Insurance

average Demand
Here's how Supplemental Insurance is used in Insurance Agent jobs:
  • Marketed supplemental insurance benefits to educators in Arkansas school districts, wrote policies, administered related paperwork, and handled bookkeeping.
  • Present new benefits and supplemental insurance products to existing business and individual customers as well as to prospective new customers.
  • Represented multiple major life, health and supplemental insurance carriers-offering consumers an array of products designed to meet specific protections.
  • Explained policy provisions, made recommendations and assisted with implementation and maintenance of life, health and supplemental insurance coverage.
  • Introduced supplemental insurance to new businesses and individual clients through presentations, direct marketing, cataloging and promoting.
  • Provide information for optional supplemental insurance such as Disability Insurance as well as valuable life insurance options.
  • Use comprehensive interpersonal skills to assist clients with obtaining supplemental insurance and working with established accounts.
  • Provide excellent customer service to a wide range of businesses related to supplemental insurance benefits.
  • Collaborated with company owners in developing supplemental insurance policies that would enhance their employee benefit package
  • Develop marketing strategies to compete with other individuals or companies who sell supplemental insurance.
  • Prospected businesses in order to close deals providing supplemental insurance benefits to eligible employees.
  • Developed relationships with owners/decisions makers to help understand the importance of supplemental insurance.
  • Job duties: Provided supplemental insurance policies to commercial businesses and individual families.
  • Specialize in administration and sales of Medicare supplemental insurance and individual life insurance.
  • Provided businesses and individuals with supplemental insurance to sustain life daily emergencies.
  • Created a cafeteria plan for supplemental insurance specifically tailored for the individual.
  • Represented independent lines of health, mortgage protection and supplemental insurance.
  • Conducted informational meetings with company employees in regard to supplemental insurance.
  • Performed group presentations of how supplemental insurance could benefit individuals.
  • Provide businesses with supplemental insurance policies to enhance employee benefits.

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27. Policy Holders

average Demand
Here's how Policy Holders is used in Insurance Agent jobs:
  • Monitored all existing customer accounts to avoid policy lapse, ensure proper coverage and notify policy holders upon time of renewal
  • Serviced existing life insurance policy holders and created new policy holder by prospecting and holding interviews to determine insurance needs.
  • Provided policy holders updated information on current policies and provided new clients with valuable insurance information regarding the policies available.
  • Have access to private information regarding company policy holders and following company standards by keeping all information private.
  • Obtain information from policy holders to verify the accuracy of and completeness of applications and related documents.
  • Communicated with policy holders, provided changes to insurance programs, and processed changes in beneficiary information.
  • Received numerous accolades from policy holders for consistently providing excellent service and tactfully resolving sensitive issues.
  • Explained complex policy and coverage information in easy-to-understand terms to policy holders and other interested individuals.
  • Provide customer service as a licensed insurance agent for personal home and automobile insurance policy holders.
  • Processed payments, created identification cards for policy holders, marketed products and provided customer services.
  • Worked as Independent Insurance Agent servicing existing policy holders and sold supplemental insurance through employers
  • Interact with underwriting department to maintain effective communications and operations for policy holders.
  • Provide superior customer service to existing policy holders in a call center environment.
  • Provided Excellent customer service to existing policy holders assigned to my territory.
  • Answered questions from policyholders and documented automobile polices for individual policy holders.
  • Faxed and emailed pertinent information to new policy holders when requested.
  • Provided outstanding customer service to all potential and current policy holders.
  • Provide excellent service to policy holders and prospective policy holders.
  • Conducted luncheon education classes and special presentations for policy holders.
  • Prepared and Presented Presentations to potential and existing policy holders.

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28. New Agents

average Demand
Here's how New Agents is used in Insurance Agent jobs:
  • Remained familiar with and adhered to strict compliance regulations and assumed increased responsibilities in recruiting, training and mentoring new agents.
  • Performed outstanding sales performance, reaching company goals rarely generated by majority of new agents.
  • Trained and helped new agents-Recruited new employees-Provided protection to families in need daily-Met a quota weekly
  • Developed core curriculum and presented a company-training program designed for new agents.
  • Aided in on-boarding process of new agents and insurance marketing representatives.
  • Mentored new agents in direct marketing and telemarketing techniques.
  • Organized and facilitated product training program for new agents
  • Supervised new agents during their probationary period.
  • Trained new agents and customer service representatives.
  • Accomplished company standards for new agents
  • Recognized as one of the top producers for new agents to Medicare within the agency for the Annual Enrollment Period 2012.
  • Approached to join Associate Manager Program and partner with new agents to provide instruction in business, culture and sales development.
  • Recruited and trained new agents, worked with corporate office to establish new enrollment procedures such as EDI and Portal enrollments.
  • Received the company's Nominator Award in recognition of recruiting the greatest number of new agents for the agency in 2013.
  • Provided leadership among peers and associate staff as a mentor to existing and new agents in various delegated or self-initiated assignments.
  • Recruited new agents, increased market presence in Kansas and Oklahoma and maintained current office production to reflect said growth.
  • Conducted classroom style training of 25-30 new Agents in telecommunication & sales skills, each week with a new group.
  • Participated in insurance training with new agents to teach them phone skills, sales skills, and basic insurance knowledge.
  • Surpassed sales goals for new agents, outperformed 80 percent of first year agents, winner of multiple sales contests.
  • Mentor to new agents including field training, office procedure, company computer database education, and compliance issues.

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29. Cold Calls

average Demand
Here's how Cold Calls is used in Insurance Agent jobs:
  • Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions.
  • Find and Qualify sales leads* Make cold calls on local business owners to educate and promote products* Employer / Employee presentations.
  • Direct sales to clients, telemarketing, offering clients the policies they need, cold calls, presentations, marketing.
  • Marketed business through leads, cold calls, personal interaction with potential clients and every means possible to achieve success.
  • Provide needs analysis to determine the needs of each individual customer, cold calls, door to door, referrals.
  • Generated leads, made cold calls, made direct and employee sales and built a large book of business.
  • Initiated cold calls, built positive customer relationships, and presented/marketed automobile, home, and commercial insurance packages.
  • Identified prospects and achieved new business via cold calls, door-to-door sales, and active participation in networking events.
  • Perform cold calls to area senior market prospects off of Do Not Call scrubbed lists generated by employer.
  • Used multiple forms of selling techniques, including telemarketing, direct mail, referrals, cold calls.
  • Set appointments with clients through a combination of referrals, cold calls, and aggressive lead follow-up.
  • Develop prospects from business contacts, referrals, cold calls, networking, and group presentations.
  • Utilized market penetration strategies including cold calls, direct mail and establishment of a referral network.
  • Closed sales successfully in cold calls leads by selling auto, home, and renters Insurances.
  • Worked on 100% commission; cold calls to solicit individuals to purchase life insurance policies.
  • Managed accounts, cold calls, origination, and marketing for AAA promotions and products.
  • Follow up with leads and make cold calls, to sell health and life products.
  • Followed up on sales leads as well as making cold calls to increase clientele base.
  • Present various insurance products to potential clients * Make cold calls to set-up appointments with clients
  • Marketed for new business via cold calls, leads, referrals and personal contacts.

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30. Physical Condition

low Demand
Here's how Physical Condition is used in Insurance Agent jobs:
  • Interviewed prospective clients to obtained data about their financial matters and needs, physical conditions and discussed current coverage.
  • Interview prospective clients to obtain data about the physical condition of the person or property to be insured.
  • Analyze physical condition of the person or property to be insured, and review any existing coverage.
  • Interviewed Prospective Clients on Resources, Needs, and physical condition of the Person to be Insured.
  • Interviewed prospective clients to obtain data about the client's needs and their physical condition.
  • Assessed physical condition of property to be insured.
  • Speak to clients to obtain data about needs, physical conditions, and existing coverages.
  • Evaluated physical condition of the person to be insured and discussed any existing coverage.

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31. Annuity

low Demand
Here's how Annuity is used in Insurance Agent jobs:
  • Fixed Annuity Products included family protections, financial analysis and business planning services.
  • Provided innovative solutions utilizing annuity and insurance products.
  • Specialized in the Indexed/ Fixed Annuity and Life Insurance industry while setting up retirement planning for Senior and near retirement Clients.
  • Marketed the company's portfolio of life, health, annuity and pension products to individuals as well as small businesses.
  • Conducted sales presentations to new and existing clients for life, health, renters' insurance, and annuity products.
  • Sell various types of insurance policies to individuals on behalf of insurance companies including Life, Health & Annuity products.
  • Presented potential clients with Long Term Care Insurance proposals, Life Insurance, Medicare Supplement Plans or Fixed/Indexed Annuity information.
  • Offered different product from our providers regarding Life Insurance, Disability, Long Term Care, Health Insurance and Annuity.
  • Developed a solid sales track record selling personalized insurance and annuity products to small businesses, families, and individuals.
  • Licensed Life and Health insurance agent, distributed whole life, universal life, term life and annuity policies.
  • Performed a needs assessment to determine which medical plan, life insurance or annuity is best for the customer.
  • Apply advanced skills and experience in quoting, negotiating and executing insurance and annuity contracts for individuals and families.
  • Created from the ground up my own insurance agency selling home, auto and life insurance and annuity products.
  • Position requires marketing and selling a Modified Whole Life Policy with an Annuity Rider and completion of associated paperwork.
  • Market, quote, and sell health, life, and annuity products to senior and under 65 prospects.
  • Processed and transmitted medical, annuity, and long-term insurance claims, and obtained death certificates of clients.
  • License in North and South Carolina for Medicare Supplement and Advantage plans, LTC, Life and Annuity.
  • Worked with local customers in the successful signing of auto, home, life, and annuity policies.
  • Job Description- marketing and sales of life insurance, health insurance, and annuity products for company.
  • Generate custom plans for loss of life, college education, mortgage protection and retirement annuity options.

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32. Financial Needs

low Demand
Here's how Financial Needs is used in Insurance Agent jobs:
  • Implemented strategic insurance application data activity, to insure and generate a unique and individual financial needs analysis for client.
  • Developed relationships with clientele, designing, advising and implementing practical solutions for individual, family and business financial needs.
  • Assist customers with mortgage services including refinancing Assist customers with financial plans based on financial needs analysis information
  • Provide exceptional service to clients through discovery conversations to identify insurance and financial needs.
  • Provided consulting to various customers based on financial needs to ensure stability.
  • Performed financial needs analysis for members' families and made necessary recommendations.
  • Interviewed and presented prospective clients financial needs assessments or discussed existing coverage.
  • Counseled and educated customers regarding coverage needs with financial needs.
  • Communicated directly with prospects to determine financial needs.
  • Analyzed financial needs and proposed potential solutions.
  • Prepared financial needs analysis for families.
  • Analyze potential clients Insurance/financial needs.
  • Promote and sale State Farm Products, maintain and service existing customers with account information such as billing and financial needs.
  • Use Client Assessment to provide guidance and support in meeting home, auto, health, life, and financial needs.
  • Created customized Life & Accidental benefit packages for clients of diverse social and cultural demographics' based on their financial needs.
  • Prospect clients on the phone and during in person presentations to uncover financial needs and access the most appropriate solution.
  • Examined prospective clients and analyzed financial needs to present products best suited to needs or solicit options for further coverage.
  • Consulted clients during their appointments on what products the company offered would be the best suited for their financial needs.
  • Communicate with clients through written documents, email or phone to provide solution to clients' concerns and financial needs.
  • Generate leads, set appointment and interview prospective clients to determine financial needs resulting in the recommendation of insurance products.

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33. Policy Changes

low Demand
Here's how Policy Changes is used in Insurance Agent jobs:
  • Provided professional friendly customer service while responding to customer requests such as billing, policy changes and eligibility.
  • Followed up with customers on unresolved issues, reported policy changes and company conditions affecting customer satisfaction.
  • Serviced commercial business policies by providing customer service and policy changes to business owners and Insureds.
  • Communicate with members and insureds inter-personally to disseminate policy changes, problems and dispute resolution.
  • Provide immediate customer service regarding claims and policy changes to ensure customer satisfaction.
  • Solicit business, qualify applicants and counsel customers concerning coverage and policy changes.
  • Communicate with internal and external customers concerning coverage's and policy changes.
  • Process policy changes and respond to customer inquiries regarding existing insurance accounts.
  • Provided quotes and executed online policy changes for auto and homeowners insurance customers
  • Performed Administrative tasked including maintaining records and handling policy changes.
  • Processed policy changes and rated policies electronically and manually.
  • Completed coverage reviews and policy changes for established customers.
  • Processed policy changes and endorsement for client satisfaction.
  • Provided customers with recommendations for policy changes.
  • Provided quotes and executed online policy changes
  • Processed policy changes for insured customers
  • Take calls on from customers on a regular basis to answer questions, make policy changes or take information on claims.
  • Point of contact for complete customer service ranging from policy changes, payment processing, to initiating a first time policy.
  • Serviced a large book of business by completing policy changes, issuing ID cards, explaining policy coverage and billing inquires.
  • Process policy changes, renewals, book roll from prior carriers, cash and credit card payments, and all paperwork.

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34. Insurance Quotes

low Demand
Here's how Insurance Quotes is used in Insurance Agent jobs:
  • Prepared competitive insurance quotes and reviewed with client to answer questions and offer further recommendations.
  • Develop insurance quotes and provide customers with information necessary to educate them on insurance options.
  • Calculate and provide Auto Insurance quotes to potential customers*Advise and counsel customers on Auto Insurance
  • Provided life insurance quotes and evaluations to potential clients *Provided service to existing clients
  • Provided general customer service including supplying insurance quotes to potential and existing customers.
  • Worked both collaboratively and independently to provide insurance quotes for clients.
  • Provided insurance quotes and compared rates/coverage using carrier-specific computer systems.
  • Organized marketing strategies for Mercury Insurance using web-based insurance quotes.
  • Provided customers with insurance quotes for Automobile and Homeowners insurance.
  • Provide insurance quotes and information on policy packages to customers
  • Generated insurance quotes, processed payments and reported claims
  • Shop around for competitive insurance quotes
  • Assisted in providing insurance quotes to customers for autos, homes, and business to increase sales for small business owner.
  • Maintain a book of business; expand book of business with current client base, train agents, provide insurance quotes.
  • Set up appointments for the beginning of each week to do a sales presentation and offer insurance quotes for purchase.
  • Furnish insurance quotes via telephone and in person, Interaction with clients in a cooperative, positive and professional manner.
  • Conducted entrance inspections of vehicles, and provided insurance quotes for cars, boats, trailer, and houses.
  • Turn on phones and start helping people that call in for policy changes, billing questions, insurance quotes.
  • Handled incoming calls for insurance quotes for automobiles, Trucks, boats and billing inquiries as well.
  • Consulted with customers on car insurance quotes, would give them the best rates they could get.

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35. Appropriate Forms

low Demand
Here's how Appropriate Forms is used in Insurance Agent jobs:
  • Provide continuing customer service by completing appropriate forms; processing changes in beneficiary and policy loan applications.
  • Reviewed payment plans, processed payments, issued receipts, provided proof of insurance, and obtained signatures on appropriate forms.
  • Provide protection for those in need, fulfill accurate field underwriting, and complete appropriate forms to finalize process.
  • Handled paperwork, and got the appropriate forms to the consumer.
  • Prepare, complete and submit appropriate forms.
  • Complete appropriate forms required to ensure policies are issued correctly and in a timely manner.

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36. Medicare

low Demand
Here's how Medicare is used in Insurance Agent jobs:
  • Advised and assisted the public with Medicare, Medicaid and federally qualified community health center qualification and navigation.
  • Achieve Medicare monthly sales/enrollment goals through self-generated marketing activities in compliance with all Federal and State mandated guidelines.
  • Provided medical supplements to seniors; Authorized to discuss Medicare benefits and products that complement those benefits.
  • Directed staff to complete assignments using Medicare/Medicaid guidelines and work-flow, policies and procedures.
  • Educated seniors regarding Medicare guidelines resulting in enrollment in long-term care plans.
  • Licensed Life and health insurer for Delaware and Maryland specializes in Medicare insurance
  • Licensed, independent insurance agent specializing in Medicare Supplements and Life Policies.
  • Educated perspective clients regarding Medicare benefits and the offered Medicare Supplement insurance.
  • Conduct educational and marketing seminars on different medicare options with prospects.
  • Conducted seminars and sold Medicare Insurance coverage to Senior Citizens.
  • Edge System used-sold applications for insurance policies to Medicare customers.
  • Counseled and enrolled prospective Medicare-eligible clients into Foundation Health HMO.
  • Specialized in Medicare beneficiaries and catered to a senior market.
  • Self-employed Medicare health and life insurance agent licensed in Pennsylvania.
  • Enrolled seniors in Medicare Advantage plans and marketed final expense coverage
  • Enrolled customers in proper insurance plan conforming to all Medicare requirements
  • Performed Medicare Advantage seminars during annual coordinated election period.
  • Prospect and enroll eligible individuals into Medicare Advantage/ Supplements.
  • Conducted Medicare product presentations to employer group retiree population.
  • Provide differences on Medicare Advantage and Medicare Supplements.

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37. Financial Situations

low Demand
Here's how Financial Situations is used in Insurance Agent jobs:
  • Determine client's particular needs and financial situations by scheduling fact-finding appointments.
  • Analyze clients financial situations and recommend solutions to needs
  • Researched and consulted with clients on a quarterly and semi annually on their financial gains and protected all their financial situations.
  • Examined prospects' financial situations and recommended an appropriate variety of insurance products from a variety of different companies as options.
  • Help determined clients particular need and financial situations by scheduling appointments in an office setting or in home setting.
  • Determine clients' particular needs and financial situations by scheduling fact finding appointments and determining extent of present coverage.
  • Scheduled in home appointments and determined potential client's needs and financial situations based on a fact finding appointment.
  • Determined client's needs, financial situations, and long-term goals in order to implement coordinated insurance protection plans.
  • Approach and meet with potential clients, to determine clients particular needs and financial situations through fact finding interviews.
  • Reviewed clients' needs and financial situations by scheduling appointments; determining the extent of present coverage and investments.
  • Interviewed prospective clients to obtain information about needs, financial situations, health history, and existing coverage.
  • Determine clients' particular needs and financial situations by fact-finding; determine extent of present coverage and investments.
  • Evaluated client's financial situations to understand and address their needs and concerns with the financial products available.
  • Determined client's needs and financial situations on present coverage and investments and set long-term goals.
  • Schedule appointments to determine clients' needs, financial situations and determine present coverage and investments.
  • Determined needs and financial situations by sitting down with clients and having a fact-finding appointment.
  • Coordinated meetings with new or existing clients to assess particular needs and financial situations.
  • Determine clients' needs and financial situations and customize programs to suit them.
  • Determined client insurance needs, financial situations and extent of present coverage.
  • Determined the client's needs, financial situations and their future goals.

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38. Potential Customers

low Demand
Here's how Potential Customers is used in Insurance Agent jobs:
  • Answered telephone calls from potential customers who were solicited through advertisements or other public communication avenues; explained services and prices.
  • Provided highest level of customer service to current and potential customers, represented MetLife and other national insurance carriers.
  • Cultivated and maintained professional relationships with internal and external sources to identify potential customers for insurance products and services
  • Performed research on potential customers then presented research findings to superior managers in formal and informal presentation settings.
  • Coordinated appointments for in-depth sales presentations to potential customers; employed customized approach to maximize closed sales.
  • Collected premiums from customers *Took care of insured policy needs *Kept customers information up-to-date *Recruited potential customers.
  • Identify customer needs to market company insurance products and services to potential customers.
  • Recommended appropriate annuities, insurance and investment products to existing and potential customers.
  • Provided information to new potential customers and assist new customers with establishing services.
  • Approach potential customers by utilizing phone solicitations explaining features and benefits of coverage.
  • Organized meetings with executives, managers and supervisors to evaluate potential customers.
  • Attract potential customers by answering questions and providing information regarding policies.
  • Job Descriptions: Providing insurance information and coverage to potential customers.
  • Generated new business by contacting active, terminated and potential customers.
  • Provided existing and potential customers of insurance products and services.
  • Responded to potential customers who had been solicited through advertisements.
  • Delivered insurance policy quotes and coverage options to potential customers.
  • Provided information to potential customers seeking information on car insurance.
  • Distributed information to potential customers Customer service Policy delivery.
  • Prospect and interview potential customers by networking and referrals.

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39. Necessary Medical Examinations

low Demand
Here's how Necessary Medical Examinations is used in Insurance Agent jobs:
  • Ensured that policy requirements are fulfilled including any necessary medical examinations, appropriate forms and premium payment methods.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Facilitated the completion of policies including all necessary medical examinations and the completion of appropriate forms.
  • Obtain underwriting approval by completing application for coverage and any necessary medical examinations.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations
  • Ensured policy requirements were meet, along with any necessary medical examinations and the completion of forms.

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40. Insurance Policy Options

low Demand
Here's how Insurance Policy Options is used in Insurance Agent jobs:
  • Scheduled appointments to present insurance policy options.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Explained insurance policy options based upon prospective clients needs and goals with exceptional customer service.
  • Presented and clearly explained insurance policy options and supplied clients with the best coverage available.
  • Presented and explained insurance policy options based on the needs and goals of potential customers.
  • Conveyed insurance policy options to clients, and produced accurate logs for management review.
  • Researched coverage options, premium options, and educated customers on insurance policy options.
  • Presented and explained insurance policy options based upon prospective clients needs and goals.
  • Educated clients on insurance policy options based on their needs and goals.
  • Present Home, Auto and Life insurance policy options to prospective clients.
  • Helped senior citizens choose the best life Insurance policy options.
  • Presented and explained insurance policy options to clients.
  • Advised clients about insurance policy options.
  • Present and clearlyexplain insurance policy options to clients based on the needs.

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41. Particular Needs

low Demand
Here's how Particular Needs is used in Insurance Agent jobs:
  • Network and obtain new clients advising about the appropriate amounts of insurance and coverage for their particular needs.
  • Determined client particular needs by scheduling appointments to further understand needs and wants to offer the best service.
  • Determined clients' particular needs and sold additional insurance products to fill gaps in policy.
  • Analyzed clients' particular needs and financial situation to provide coverage for final expense insurance.
  • Promoted and presented varieties of insurance products that meet clients' particular needs Developed long-term relationship with clients and provided additional supports

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42. Prospective Customers

low Demand
Here's how Prospective Customers is used in Insurance Agent jobs:
  • Provide excellent customer service to existing clients and produced new business by promoting insurance services offered to prospective customers.
  • Contacted prospective customers providing information on different policies types, tailoring policies to clients coverage needs and financial status.
  • Secure referrals and setting appointments to present to prospective customers, delivering excellent customer service to existing policyholders.
  • Provided detailed analysis, quotes, and insurance information to prospective customers and existing customers.
  • Initiate contact with current and prospective customers to introduce or update information regarding polices.
  • Identified prospective customers*Maintained records and prepared reports*Assisted in collecting premiums*Performed other related duties as assigned
  • Cultivate prospective customers through various techniques and provide knowledge about insurance products.
  • Provided excellent customer service and product knowledge for current and prospective customers.
  • Provide excellent customer service to current policyholders and new prospective customers.
  • Calculated quotes and educated prospective customers and policyholders on insurance options.
  • Initiated phone and personal contacts with prospective customers through self-generated leads.
  • Identified prospective customers using business directories and referrals from clients.
  • Generated and presented price quotations for current and prospective customers.
  • Assisted prospective customers with property insurance quotes and coverage counseling.
  • Assisted prospective customers through the sales process for supplemental insurance
  • Presented insurance products to prospective customers via telephone.
  • Call existing/prospective customers regarding new/additional products and services.
  • Performed financial needs analysis for prospective customers.
  • Identified prospective customers for new business opportunities.
  • Discussed products and services with prospective customers

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43. Financial Products

low Demand
Here's how Financial Products is used in Insurance Agent jobs:
  • Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services
  • Marketed various financial products and services to small businesses and professionals
  • Determined specific insurance/financial products based on customer needs analysis.
  • Continued education on current financial products and services.
  • Educated retirees about Medicare and financial products.
  • Learned about financial products from experienced professionals.
  • Use a customer-focused, needs based review process to educate customers about existing or new insurance and/or financial products and services.
  • Work to find the best financial products for my clients regarding Life, Health, Long Term Care, and Annuities.
  • Averaged sales of 60 property and casualty policies, 8 Life/Investment products, 6 Health policies and 2 financial products monthly.
  • Exhibited strong recruiting skills and excelled at meeting with prospects, providing needs analysis, and making recommendations for financial products.
  • Represent a full line of insurance and financial products, with tracked validation requirements for Property/Casualty and Life Insurance goal attainment.
  • Provided expert consulting services on a variety of financial products as a licensed (L+H) agent to individual clients.
  • Cultivated and serviced over 1300 clients with insurance/financial needs including auto, life, fire, health and financial products.
  • Meet individual and team sales performance by selling a certain amount of financial products by personal and team deadline goal.
  • Marketed insurance & financial products including fee based financial planning, managed accounts, mutual funds, IRAs and annuities
  • Market, sold and serviced Life Insurance, Disability, Accident and Financial products to new and existing customers.
  • Conducted interviews and presentations to perspective clients and families to recommend the proper financial products to fit their needs
  • Marketed and serviced a wide range of financial products and services to individual, commercial and group markets.
  • Educate the consumer of the various insurance and financial products available to fulfill their personal and business needs.
  • Certified to educate and demonstrate financial products and services with an emphasis on annuities to potential clients.

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44. Present Coverage

low Demand
Here's how Present Coverage is used in Insurance Agent jobs:
  • Accessed extent of present coverage and investments ascertaining any gaps in protection to up-sell additional insurance products.
  • Scheduled fact-finding appointments; determining extent of present coverage and investments to cross-sell products.
  • Interview prospects to determine their particular needs, financial situation, extent of present coverage and ascertain long term goals.
  • Consult with business customers and present coverage options to meet their business needs.
  • Determine extent of present coverage and investments.
  • Marketed for prospects and increased client base Scheduled appointments determining extent of present coverage and investments

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45. Outbound Calls

low Demand
Here's how Outbound Calls is used in Insurance Agent jobs:
  • 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
  • Handle Inbound/outbound calls concerning/explaining coverage.
  • Generated leads and sales through individual customers via inbound calls, outbound calls (cold calls) and emails.
  • Answer incoming calls and/or place scheduled outbound calls or return calls from messages left at the required staffed times.
  • Answered Inbound calls regarding Medicare's part C and D.* Made outbound calls to current members for quality assurance.
  • Handled inbound and outbound calls (Cancellation and reinstatement phone calls) Advice customers on their insurance needs.
  • Generate sales from inbound / outbound calls for new insurance policies and services while maintaining existing accounts.
  • Team Lead Processing outbound calls within numerous states promoting Allstate Health and Life Insurance products and policies.
  • Handle inbound and outbound calls to sale and solicit the sale of Health and Life Insurance.
  • Received Inbound Calls, and performed Outbound Calls educating, answering questions, and capturing sells.
  • Provide claim status updates through inbound and outbound calls, fax, mail, and e-mail.
  • Executed new business with client based referrals, daily outbound calls, and daily walk-in clients.
  • Receive inbound and make outbound calls to generate new business and referrals from current clients.
  • Assist with making outbound calls to insurance carriers to obtain updated proof of insurance.
  • Established rapports with consumers yielding in outbound calls to contribute to my enrollment average.
  • Managed high volume of inbound and outbound calls utilizing cold-calling and lead generating databases.
  • Answer inbound and making outbound calls regarding Medicare and under 65 insurance products.
  • Handle Inbound/Outbound calls where customers had complaints or concerns about their policies.
  • Make outbound calls to internet lead lists to close current prospect sales.

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46. Sales Presentations

low Demand
Here's how Sales Presentations is used in Insurance Agent jobs:
  • Collaborated with product development to develop marketing materials for use in client meetings and sales presentations.
  • Developed and delivered sales presentations, client proposals, reviewed rating calculations and policy coverage.
  • Provide high level of customer service including personalized sales presentations to prospective clients.
  • Developed and pitched sales presentations to prospective decision-makers to attract and retain business.
  • Performed daily group or individualized sales presentations and enrolled eligible prospects on site.
  • Conducted education on prospecting activities, sales presentations and client policy maintenance.
  • Conducted sales presentations and developed proficiency on terminal and overall sales procedure.
  • Conducted group presentations/seminars as well as face-to-face Long Term Care sales presentations.
  • Developed new business and delivered sales presentations to clients concerning insurance needs
  • Perform business-to-business sales presentations to small and large business market.
  • Present applicable information in needs-based sales presentations.
  • Presented employee sales presentations and enrolled applicants.
  • Handled in-home sales presentations regarding various policies.
  • Conducted sales presentations to groups and individuals
  • Conducted needs-based, consultative sales presentations.
  • Deliver accurate and compelling sales presentations.
  • Conducted sales presentations and studied the financial situation of each client to offer them the most adequate insurance for their needs.
  • Provided customer service to new and potential clients-Made telephone calls to prospective clients-Went over sales presentations and the application process with clients
  • Identified potential clients, performed sales presentations for clients, as well as educated clients on the blend of coverage solutions.
  • State Low Cost InsuranceService current clients, cross- sell, prospect and make sales presentations both in person and telephone.

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47. Underwriting Approval

low Demand
Here's how Underwriting Approval is used in Insurance Agent jobs:
  • Obtain underwriting approval and complete coverage by delivering policy and planning future follow-up visits to evaluate needs.
  • Obtain underwriting approval by completing application for coverage, and developing as strong relationship with underwriters.
  • Gather client demographics and health history to complete application for underwriting approval.
  • Assist with completion of application and obtain underwriting approval for coverage.
  • Assist with obtaining underwriting approval on specific insurance products.
  • Assisted clients with completing applications and obtained underwriting approval.
  • Submitted reports and applications for insurance for underwriting approval.
  • Obtain underwriting approval by completing application for coverage.
  • Obtained underwriting approval for every policy sold.
  • Completed insurance applications thoroughly for underwriting approval.
  • Seek underwriting approval by completing client applications.
  • Completed applications and obtained underwriting approval.
  • Assist with obtaining underwriting approval.
  • Obtain underwriting approval and ensure all policies meet state and federal guidelines and laws.
  • Obtain underwriting approval by completing the policy holder phone interview.
  • Manage PoliciesObtains underwriting approval by completing application for coverageDevelop Bases for long term solutions of clients
  • Obtain underwriting approval by completing application for coverage and acting as frontline underwriter.
  • Assist with obtaining underwriting approvalRespond to clients' questions and complaints.
  • Scheduled follow ups such a P.O.S, Mods etc Obtained underwriting approval by completing application for coverage.

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48. Customer Base

low Demand
Here's how Customer Base is used in Insurance Agent jobs:
  • Provided quality customer service through correspondence to communicate with customer base and colleagues using Microsoft Word.
  • Retained customer base by efficiently managing renewals and cancellation calls on a daily basis.
  • Created state compliant education materials and needs based marketing to develop client/customer base.
  • Build relationships with local social and business organizations to expand customer base.
  • Managed community outreach events to spread brand awareness and increase potential customer base
  • Increased customer base by telephone prospecting and performing outside sales presentations.
  • Established a large customer based though excellent customer orientation.
  • Sell and write Residential and Commercial insurance while finding and maintaining a customer base by providing excellent customer service.
  • Increased customer base by completing cold-calls, door to door and business to business sales to individuals and families.
  • Required establishing a customer base, knowledge of products, selling of products, and maintenance of customer account.
  • Managed existing accounts while expanding customer base by an average of $1,300 per month in new business.
  • Obtained and built a large customer base, sales, territory management, and new/existing account development.
  • Use of company based computer in completing sells also used for the maintenance of current customer base.
  • Developed and maintained contact with clients and provide prompt customer service to maintain and increase customer base.
  • Analyze client needs, devise and execute insurance strategies to build customer base and enhance referral goals.
  • Worked with cross functional resources to implement direct marketing programs, reaching an increase in customer base.
  • Executed proactive sales and prospecting strategies building residential customer base from zero to more than 600 clients.
  • Compliment call-center staff in enhancing customer base by personally meeting with up to five clients per day
  • Establish sales involving new customer base through cold calls, warm market prospecting, and referrals.
  • Supported existing customer base through e-mail and phone contact for policy and account questions and/or concerns.

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49. Phone Solicitation

low Demand
Here's how Phone Solicitation is used in Insurance Agent jobs:
  • Approached potential clients by utilizing mailings and phone solicitation and making presentations to groups at company-sponsored gatherings.
  • Approach potential clients by utilizing mailings and phone solicitations and making presentations.
  • Approached potential clients by utilizing mailings, phone solicitation and company gatherings.
  • Approach potential clients by utilizing computer programs and phone solicitation.
  • Approached potential clients by utilizing phone solicitation.
  • Approached potential clients through telephone solicitations.
  • Develop a base of long term clients by using referrals, phone solicitation, and canvassing to compile list of prospects.
  • Promote products using various marketing strategies and outlets, including online marketing campaigns, media relations, phone solicitation and mailing.
  • Approached potential clients by utilizing mailings and phone solicitation; spoke publicly to individuals on the subject of financial well-being.
  • Build rapport with potential clients by using phone solicitation, occupational platforms and referrals to compile list of prospects.
  • Quote and Sell insurance products to prospects by various methods including phone solicitation, direct mail and referrals.
  • Marketed for new clients from the P/C client list, and with mailing, and phone solicitation.
  • Approached potential clients by utilizing phone solicitation, lead resources, and cold walk-ins.
  • Displayed adroit customer handling skills while approaching potential clients through mailings and phone solicitation.
  • Approach potential clients by conducting face-to-face cold calls or through phone solicitation.
  • Challenge: Develop new business through phone solicitation and personal business meetings.
  • Approach potential clients to utilizing mailings and phone solicitation.
  • Engage potential clients by utilizing mailings and phone solicitations.
  • Approach potential clients through mailings and phone solicitation.
  • Utilize phone solicitation, making presentations to clients.

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20 Most Common Skill for an Insurance Agent

Life Insurance22.1%
Customer Service12.7%
Financial Resources8.5%
New Clients8.2%
Auto Insurance7.6%
Insurance Companies6.1%
Health Care4.8%
Medicare Supplements4.6%

Typical Skill-Sets Required For An Insurance Agent

RankSkillPercentage of ResumesPercentage
1
1
Life Insurance
Life Insurance
17.5%
17.5%
2
2
Customer Service
Customer Service
10.1%
10.1%
3
3
Financial Resources
Financial Resources
6.7%
6.7%
4
4
New Clients
New Clients
6.5%
6.5%
5
5
Auto Insurance
Auto Insurance
6%
6%
6
6
Insurance Companies
Insurance Companies
4.8%
4.8%
7
7
Health Care
Health Care
3.8%
3.8%
8
8
Medicare Supplements
Medicare Supplements
3.6%
3.6%
9
9
Insurance Sales
Insurance Sales
2.7%
2.7%
10
10
New Accounts
New Accounts
2.6%
2.6%
11
11
Analyze Insurance Program
Analyze Insurance Program
1.8%
1.8%
12
12
Phone Calls
Phone Calls
1.7%
1.7%
13
13
Insurance Plans
Insurance Plans
1.6%
1.6%
14
14
Payment Method
Payment Method
1.5%
1.5%
15
15
Casualty Insurance
Casualty Insurance
1.5%
1.5%
16
16
Sales Goals
Sales Goals
1.5%
1.5%
17
17
Personal Lines
Personal Lines
1.4%
1.4%
18
18
Business Owners
Business Owners
1.3%
1.3%
19
19
Individual Customers
Individual Customers
1.1%
1.1%
20
20
New Policies
New Policies
1.1%
1.1%
21
21
Policy Requirements
Policy Requirements
1%
1%
22
22
Administrative Tasks
Administrative Tasks
1%
1%
23
23
Data Entry
Data Entry
1%
1%
24
24
Aflac
Aflac
1%
1%
25
25
Client Relationships
Client Relationships
0.9%
0.9%
26
26
Supplemental Insurance
Supplemental Insurance
0.9%
0.9%
27
27
Policy Holders
Policy Holders
0.9%
0.9%
28
28
New Agents
New Agents
0.8%
0.8%
29
29
Cold Calls
Cold Calls
0.8%
0.8%
30
30
Physical Condition
Physical Condition
0.8%
0.8%
31
31
Annuity
Annuity
0.8%
0.8%
32
32
Financial Needs
Financial Needs
0.8%
0.8%
33
33
Policy Changes
Policy Changes
0.8%
0.8%
34
34
Insurance Quotes
Insurance Quotes
0.7%
0.7%
35
35
Appropriate Forms
Appropriate Forms
0.7%
0.7%
36
36
Medicare
Medicare
0.7%
0.7%
37
37
Financial Situations
Financial Situations
0.7%
0.7%
38
38
Potential Customers
Potential Customers
0.7%
0.7%
39
39
Necessary Medical Examinations
Necessary Medical Examinations
0.6%
0.6%
40
40
Insurance Policy Options
Insurance Policy Options
0.6%
0.6%
41
41
Particular Needs
Particular Needs
0.6%
0.6%
42
42
Prospective Customers
Prospective Customers
0.6%
0.6%
43
43
Financial Products
Financial Products
0.6%
0.6%
44
44
Present Coverage
Present Coverage
0.6%
0.6%
45
45
Outbound Calls
Outbound Calls
0.5%
0.5%
46
46
Sales Presentations
Sales Presentations
0.5%
0.5%
47
47
Underwriting Approval
Underwriting Approval
0.5%
0.5%
48
48
Customer Base
Customer Base
0.5%
0.5%
49
49
Phone Solicitation
Phone Solicitation
0.5%
0.5%

13,744 Insurance Agent Jobs

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