Top Insurance Broker Skills

Below we've compiled a list of the most important skills for an Insurance Broker. We ranked the top skills based on the percentage of Insurance Broker resumes they appeared on. For example, 15.4% of Insurance Broker resumes contained Life Insurance as a skill. Let's find out what skills an Insurance Broker actually needs in order to be successful in the workplace.

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

1. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Broker jobs:
  • Work for financial service company that provides voluntary benefits including 401K rollovers, life insurance and supplemental insurance.
  • Investigate competitive policy pricing strategies for automobile and life insurance according to their needs.
  • Worked as an independent financial planner selling life insurance and annuities to individuals and families
  • Licensed insurance broker specializing in final expense life insurance.
  • Developed relationships with life insurance agencies and general agents.
  • Prospected and serviced families and individuals, serving the auto, homeowners, health and life insurance needs of the community.
  • Explained to customer in a brief overview what the advantages of a broker are over an actual life insurance agent.
  • Certified and Licensed Independent Life Insurance Agent representing various insurance carriers to provide clients with the best financial solutions.
  • Optimize small business owner's wealth by leveraging private equity through the use of cash value life insurance.
  • Maintained a customer/client base and established relationships with them to assist in their Health and Life insurance needs.
  • Help increase office sales from $5 million to $8 million per month in life insurance coverage.
  • Broker specializing in final expense life insurance Target ages 50-80 through direct mail, telemarketing, and referrals.
  • Assist clients in finding accurate and affordable Life Insurance coverage, Supplemental benefits, Annuities and IRA's.
  • Completed all coursework, training, and state testing to obtain Personal Property and Life Insurance Brokers license.
  • Promoted life insurance products, including product positioning, marketing strategies, planning, research and problem solving.
  • Ranked in Top 2% of nationwide agents for American Public Life Insurance Company for 2004 and 2005.
  • Served as broker of PPO, LTD, indemnity, critical illness, and life insurance policies.
  • General Agent Presented life insurance solutions to clients and responsible for mentoring and training four sales representatives.
  • Attended weekly training classes to improve my understanding of life insurance and the importance of family planning.
  • Analyze current life insurance policy's annual statements, cash value, premium, and coverage.

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2. Insurance Companies

high Demand
Here's how Insurance Companies is used in Insurance Broker jobs:
  • Act as liaison between insurance companies and clients to ensure effective communication and timely completion of application requirements
  • Ensured all insurance policy paperwork complied with regulatory agencies and met criteria for various insurance companies.
  • Contracted with various insurance companies submitting necessary paperwork for newly acquired members.
  • Submitted completed applications to insurance companies and followed up on outstanding requirements.
  • Licensed independent broker representing six major life and health insurance companies.
  • Identified and developed business opportunities by liaising with insurance companies.
  • Delivered insurance binders to various insurance companies.
  • Represented two life insurance companies as a subcontractor
  • Maintain relationships with insurance companies and underwriters.
  • Have worked independently as a Broker with access to many insurance companies to help individuals with retirement planning and insurance needs.
  • Licensed insurance agent making outbound phone sales for various insurance companies, and offering different plans for Health and Life insurance.
  • Research insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price.
  • Skilled in assessing client needs and recommending suitable coverage options after researching a variety of insurance companies and their policies.
  • Research on the various insurance companies and insurance policies offered by them to help clients in choosing most suitable ones.
  • Acted as liaison between clients and insurance companies to provide customers with quality health, life and accident insurance coverage.
  • Assist clients purchase insurance, work with different insurance companies, make phone calls, transfer phone calls, file paperwork
  • Worked with over 70 different insurance companies & provided my clients with the best insurance company that best suited them.
  • Appointed with over 20 insurance companies, my interests were those of my clients and finding solutions for their needs.
  • Write insurance policies, endorsements, take company payments, answer phones, contact insurance companies for customer questions/issues.
  • Processed and responded to routine correspondence from insurance companies and customers to resolve issues and answer underwriting questions.

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3. Customer Service

high Demand
Here's how Customer Service is used in Insurance Broker jobs:
  • Assist in providing outstanding customer service while delivering highly personalized protection solutions to individuals and their families.
  • Provided exceptional customer service to executive and military clientele while upholding strong working relationships with insurance carriers.
  • Provided superior customer service that exceeded our customers expectations by promptly responding to questions and concerns.
  • Provide exemplary customer service to new and existing policyholders, while maintaining relationships with current clients.
  • Conducted on-the-spot underwriting, completed applications and placed policies using various customer service and sales techniques.
  • Maintain customer longevity and satisfaction by executing excellent customer service with each prospective and current customer.
  • Provided superior customer service to current clients that resulted in increasing overall retention and referrals.
  • Account management, business development and superior customer service provided on a daily basis.
  • Provided customer service for insured including processing endorsements and following up on policy changes.
  • Investigate claim or customer service issues as identified and communicate resolution to customers.
  • Provided customer service and solicited business by making cold calls to prospective customers.
  • Work with Insurance CompanyCustomer Service Representatives and Underwriters to reinstate policies.
  • Handled cash/debit/checks payments* Meet sales quotes* Customer service with a professional manner
  • Maintained trustworthy relationships based on outstanding professionalism and customer service.
  • Received extensive customer service exposure via telephone and personal contact.
  • Deliver excellent customer service to current policyholders and prospective clients.
  • Focused on exceeding customers expectations towards any customer service inquiry.
  • Interact regularly with internal customer service department to ensure client servicing
  • Supervised 4 customer service representatives and 1 insurance producer.
  • Delivered excellent customer service to established and potential clients.

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4. Financial Resources

high Demand
Here's how Financial Resources is used in Insurance Broker jobs:
  • Interviewed prospective clients to obtain data on their financial resources and needs, along with their physical condition.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Interviewed clients to obtain data regarding their financial resources and needs.
  • Interview potential clients utilizing data about their financial resources to discuss existing coverage Explain the features of various policies.
  • Interview prospective clients to obtain data about their financial resources a.
  • Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.

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5. Health Insurance Products

high Demand
Here's how Health Insurance Products is used in Insurance Broker jobs:
  • Affiliated with a national brokerage company to sell life and health insurance products through a web-based virtual office in my home.
  • Identified and secured AHN members and non-members interested in the health insurance products on the Nevada Health Link Insurance Exchange.
  • Marketed Property & Casualty, life, and supplemental health insurance products to new individual and business accounts.
  • Market and sell life and health insurance products from over a dozen different carriers in the state of Texas
  • Cultivated and maintained new client relationships in the Senior market for Life and Health insurance products.
  • Conducted business by providing life and health insurance products to individuals and business clients.
  • Advise and quote life and health insurance products to clients in forty-three licensed states.
  • Marketed specialty health insurance products to individual and group clients throughout Central Florida.
  • Affiliated with a national brokerage company to sell life and health insurance products.
  • Established an independent insurance practice focused on life and health insurance products.
  • Marketed and sold health insurance products to individuals and small businesses.
  • Maintained client portfolios of Life and Health Insurance products.
  • Sell and service health insurance products.
  • Assist clients with Health Insurance products.
  • Licensed in all 50 U.S states to sell Health Insurance products.

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6. New Clients

high Demand
Here's how New Clients is used in Insurance Broker jobs:
  • Solicited new clients by developing relationships and influencing retail agents to place risks and develop quotes in surplus lines markets.
  • Build and maintain ongoing relationships with clients, as well as, acquire new clients and win accounts against competitors.
  • Conducted seminars and attended networking events which resulted in a numerous targeted referrals and a number of new clients.
  • Organized marketing events at local grocery stores and swap meets to bring in new clients and increase brand awareness.
  • Scheduled appointments with prospects, conducted needs assessments, and placed new clients with major health insurance companies.
  • Apply suggestive sales techniques to cross- and up-sell new product lines to established customer base and new clients.
  • Account Receivable Agent, quote, customer, service calls in search of new clients for the company.
  • Worked to bring in new clients, and expand relations with current clients to meet sales goals.
  • Facilitated the best possible policy for new clients by coordinating with 20 different life insurance carriers.
  • Doubled sales in the first year by providing value added services to existing and new clients.
  • Prospect new clients, prepare insurance quotes, and answer questions from current and potential clients.
  • Licensed insurance producer who sells, markets and services products to existing and new clients.
  • Recruited new clients and develop clientele by networking and generate lists of prospective clients.
  • Marketed life insurance products and prospected for new clients by selling life insurance annuities.
  • Service the portfolios of existing clients and work to bring new clients on board.
  • Developed effective method for cold calling new clients with 20% confirmed appointments.
  • Averaged well over twenty new clients a month initial year of operation.
  • Collect and remit client premiums * Cold calling for prospective new clients.
  • Planned and executed business development strategies to attract and acquire new clients.
  • Acquire new clients through active referrals, networking, and cold calling.

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7. Medicare

high Demand
Here's how Medicare is used in Insurance Broker jobs:
  • Educate Medicare beneficiaries on Medicare, Medicare Advantage and Medicare Supplemental Plans and facilitate their enrollment.
  • Conduct presentations and ensure Medicare beneficiaries accurately understand the products available to them.
  • Specialized in Medicare Advantage, Private-for-Fee-Service, Medicare Part D and Medicare Supplements.
  • Maintain proper mandatory yearly certifications and CE credits for Medicare and insurance carriers.
  • Present Medicare compliant presentations to introduce the Medicare Advantage Insurance.
  • Reviewed and utilized multiple carrier products in the Senior/Medicare Market.
  • Interact with various departments to determine adequate Medicare enrollment strategies.
  • Process Medicare and ancillary policies through voice verification processes.
  • Worked primarily with senior citizens with understanding medicare.
  • Conducted seminars/educational meetings for the Medicare eligible.
  • Utilized extensive knowledge of Medicare and Insurance Industry
  • Provided education and enrolled individuals into Medicare.
  • Educate and enroll Medicare Beneficiaries.
  • Exceeded the standard requirements for the National Medicare Exam (AHIP) as well as State of Connecticut Life/Health Insurance exam.
  • Managed an insurance business specializing in marketing life, health insurance and investment products and gained an in-depth knowledge of Medicare.
  • Licensed Insurance Broker in six states with ability to sell Health and Life Insurance including Medicare products for multiple insurance companies.
  • Enroll Medicare-eligible individuals into the health plan of the choice based on the availability of the plans I am contracted with.
  • Worked with multiple insurance companies and programs including; Long Term Care, Life Insurance, Medicare, and Annuities.
  • Organize and register with CMS sales and enrollment event for Medicare Advantage and PD plans during and after Annual Enrollment Period
  • Field sales of Medicare Supplement, life insurance, long term care and annuity policies with ethical practices.

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8. Auto Insurance

high Demand
Here's how Auto Insurance is used in Insurance Broker jobs:
  • Escalated client base by ~150 people over 24 months through sales of commercial, life, home, and auto insurance.
  • Tailored and composed home and auto insurance policies based on consumer needs, while managing existing policy questions and renewals.
  • Offered a wide range of auto insurance deals with over 80 companies to choose from using our rating system.
  • Underwrite auto insurance policies as well as take care of any customer service questions that clients have.
  • Provided clients with quotes and best auto insurance coverage for their current financial situation.
  • Answered heavy phones and gave quotes for auto insurances and sold policies, filed paperwork
  • Opened and operated insurance agency focusing on auto insurance for high risk drivers.
  • Prepared Quotes on FSC for auto insurance and TOP Premium for commercial insurance.
  • Assist customers with acquiring health, home, flood and auto insurance.
  • Talk to and help customers save money on home and auto insurance.
  • Brokered home and auto insurance with 20 home and auto carriers.
  • Specialized in quoting and binding home and auto insurance policies.
  • Sell and quote new and existing business with auto insurance.
  • Fire and Casualty broker specializing in home and auto insurance
  • Secured auto insurance policies through one on one sales.
  • Developed auto insurance leads to meet monthly sales targets.
  • Provided quotes and executed online policies for auto insurance.
  • Educate and earn clients business for auto insurance.
  • Sell auto insurance and service existing policies.
  • Provided customer service for auto insurance clients.

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9. Client Relationships

high Demand
Here's how Client Relationships is used in Insurance Broker jobs:
  • Fostered and maintained strong client relationships with external risk management and underwriting teams.
  • Managed client relationships and made presentations on policy coverage.
  • Managed both risk management and mid-sized client relationships.
  • Established external industry and client relationships for OneSource.
  • Established track record of developing new client relationships while averaging a 92% retention rate for existing customers.
  • Developed long term client relationships and provided significant input to help align the company's business strategy.
  • Managed business client relationships to retain existing clients and cross sell additional lines of insurance.
  • Generate sales leads by developing client relationships resulting in sales leads.
  • Build strong client relationships that result in retention and referrals.
  • Foster business to business and business to client relationships.
  • Focus on prospecting and building long term client relationships.
  • Developed and maintained client relationships for 7 years.
  • Pursue new client relationships and cultivate existing partnerships.
  • Maintained client relationships to present day.
  • Managed overall client relationships and is supported by day-to-day account management.
  • Cultivate and maintain strong client relationships, responding to client in a timely manner.

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10. Health Care

high Demand
Here's how Health Care is used in Insurance Broker jobs:
  • Call center, Customer Care, Compare insurance quotes, Help customers find more affordable and appropriate health care coverage.
  • Direct savings to the health care plan in the first year after implementation was in over $250,000.
  • Prospect clients, build a customized health care plan, meet with clients, and close sales.
  • Educated seniors in Alabama, Georgia and Tennessee about Medicare and helped them select health care coverage.
  • Stay up to date on the latest political landscape in the health care and health insurance industry.
  • Recommended health plans to consumers based on their individual s health care needs and budget.
  • Provided underwriting for property, liability, health care, and worker's compensation policies.
  • Developed expertise in various industries including health care, retail, technology and others.
  • Specialized in health care, private equity and general industries clients with 30-3K employees.
  • Guide current and potential clientele through Health Care Reform and their options.
  • Educate clients on Affordable Care Act and Health Care Reform !
  • Serve as Senior Health Care Consultant.
  • Appointed by several insurance carriers including Humana, United Health Care and AARP to sell Medicare and Life Products to seniors.
  • Served as a liaison for 120 insurance brokers and two major health care providers for individual health insurance products.
  • United Health Care, Care Inprovement Plus, Authorized to sell AARP Medicare Supplements.
  • Manage book of business, renewals new quotes, health care reform complainance.
  • Assessed prospective clients financial data and health care needs.
  • represented companies such as Assurant Health, United Health Care*promoted medical, life and Medicare supplement insurance.
  • Appointed with United Health Care, Assurant, Coventry, Mutual of Omaha, and Integra.
  • Represent United Health Care, Anthem, Kaiser, Carefirst options to Employer groups.

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11. Insurance Plans

high Demand
Here's how Insurance Plans is used in Insurance Broker jobs:
  • Specialized in individual health insurance plans for Medicare beneficiaries.
  • Assist Individuals, Small Groups, and Medicare eligible individuals find health insurance plans that fit their individual or company needs.
  • Conduct needs analysis with clients and determine appropriate insurance plans based on a combination of cost and value from the carriers.
  • Explained features, advantages, and disadvantages of various policies to promote the sale of life and health insurance plans.
  • Assisted Clients with their inquiries and the overall structure of Health Insurance Plans; provided detailed information of plan benefits.
  • Explained the features, benefits, and disadvantages of different types of policies to promote the sale of insurance plans.
  • Listen, present and explain various insurance plans using a consultative approach, based on clients' needs.
  • Determine what types of insurance plans will suit clients, in accordance to their specific financial backgrounds.
  • Owned and managed an Insurance Brokerage business offering various Life, Health and Commercial Insurance plans.
  • Advise and enroll qualified clients into health insurance plans based on their needs and financial preferences.
  • Invent effective marketing strategies to sell insurance plans to new clients and up-sell to current clients.
  • Meet with clients throughout the state of PA reviewing their current insurance plans and providing solutions.
  • Preformed direct negotiation and Sales of Health Insurance plans to small and large group companies.
  • Enrolled new groups, small businesses and individuals into insurance plans of choice via internet.
  • Sell various insurance plans and annuities to individuals and groups in Southern California.
  • Assist clients in choosing health insurance plans that fit their need and budget.
  • Provide clients with up-to-date information about their current insurance plans (individual/medicare).
  • Brokered health and life insurance plans to clients, both individual and group.
  • Enroll consumers in health insurance plans on and off federal and state exchanges.
  • Enrolled individuals and families into Health, Life & Supplemental Insurance plans.

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12. New Accounts

high Demand
Here's how New Accounts is used in Insurance Broker jobs:
  • Managed and tracked all advertising, budgets, expenses, marketing, current, and new accounts.
  • Close new accounts by interacting with customers via telephone and uncovering needs through questioning techniques.
  • Manage roughly 300 clients, while averaging 4 - 5 new accounts per week.
  • Manage current accounts; obtain new accounts by active marketing as per company guidelines.
  • Maintained high closing averages in transitioning new accounts to a better insurance policy.
  • Developed business relationships with new accounts and expanded sales with existing clients.
  • Developed new accounts, and owned the customer experience.
  • Participated in marketing to get new accounts.
  • Collect insurance and create new accounts.

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13. Insurance Sales

high Demand
Here's how Insurance Sales is used in Insurance Broker jobs:
  • Automobile insurance sales Broker and front desk receptionist
  • Trained newly hired insurance sales representatives.
  • Established, mentored, and trained inside staff and three outside insurance sales agents to increase business through auto dealerships.
  • Motivated and advised insurance sales agents to help them inform customers of new insurance products and services.
  • Motivated insurance sales colleagues to organize workshops and inform customers of new insurance products and services.
  • Managed budgeting and staffing plans and trained lead bank employees in insurance sales and customer service.
  • Set national sales record for life insurance sales in consecutive years in 1995 and 1996.
  • Provided health & life insurance sales and marketing of Medicare Advantage products for seniors.
  • Led company contributing over $150,000 per month in health and life insurance sales.
  • Interfaced with customers to identify needs, field questions and facilitate insurance sales.
  • Self-employed: Life and Health insurance sales, Annuities, Investments
  • Top performer in long-term care insurance sales for American Express.
  • Performed all functions related to insurance sales and call center
  • Licensed in Oregon for Health and Life insurance sales.
  • Attained New York State Life Insurance Sales license.
  • Handled insurance sales for life and health carrier.
  • Commission based Health and Life Insurance sales.
  • Licensed Health and Life Insurance Sales Consultant.
  • Lead and referral insurance sales.
  • Finance consultation, insurance sales, MLB benefits, IRA sales Reason for leaving: Relocated to Colorado

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14. Analyze Insurance Program

high Demand
Here's how Analyze Insurance Program is used in Insurance Broker jobs:
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes to beneficiaries.
  • Call on policy owners to explain features of policy, to analyze insurance programs and suggest additions or changes.
  • Visit policyholders to deliver and explain policy, analyze insurance program and suggest additions or any possible changes.
  • Deliver and explain policies, analyze insurance programs and provide best financial options.
  • Conduct information-gathering meeting with potential clients; analyze insurance programs and present potential solutions that match their financial needs.
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.

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15. Sales Goals

average Demand
Here's how Sales Goals is used in Insurance Broker jobs:
  • Reach monthly sales goals, service clients through the entire sales process while reaching out to new potential clients.
  • Developed sales quotas and filed daily reports of insurance quoted, exceeding established sales goals and key metrics.
  • Showed team effort to reach the sales goals on a daily, monthly and yearly basis.
  • Played an integral role in the attainment of business objectives by surpassing sales goals and quotas.
  • Exceed established performance and sales goals, by averaging 3 sales for every 15 calls.
  • Set and exceeded sales goals every year, increasing sales volume by 20% annually.
  • Demonstrated consistency in sales and met both a quarterly personal and professional sales goals
  • Managed a team of two in order to reach sales goals.
  • Recognized for product sales and exceeding sales goals.
  • Exceeded sales goals and qualified for multiple contests.
  • Developed annual sales goals and presented results.
  • Licensed Agent selling travel and international health insurance Consistently met sales goals Client retention and relationship building

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16. Group Health

average Demand
Here's how Group Health is used in Insurance Broker jobs:
  • Interact with new prospects to determine needs and thoroughly inform them of their options to obtain individual and/or group health insurance.
  • Prospected, sold and serviced company's Employee Benefits, including group health, life, dental and disability.
  • Help navigate clients through their needs regarding all individual and group health insurance needs as well as life insurance.
  • Group Health: Quote, sell and enroll a variety of plans with dozens of different carriers.
  • Worked in the small business market selling Group Health, Life Insurance and pension planning solutions.
  • Generated approximately $1.2 million in small group health insurance premiums in just over twelve months.
  • Spearheaded the sales of new individual and group health and employee benefit products through multiple carriers.
  • Group Disability: Sold stand along plans in conjunction with group health plans.
  • Group Life: Write group life in conjunction with group health plans.
  • Group Health Benefit Broker /Agent for 15 companies totaling 2111 clients.
  • Negotiated with underwriters to obtain lower rates for group health.
  • Marketed group health insurance to businesses in Richmond and central Virginia

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17. Casualty Insurance

average Demand
Here's how Casualty Insurance is used in Insurance Broker jobs:
  • Worked independently in temporary position in Commercial Property & Casualty Insurance with various insurance agencies:
  • Provided consulting services for personal, farm-owner, commercial property and casualty insurance products.
  • Solicited personal and commercial property and casualty insurance for small to medium sized companies
  • Specialized in property and casualty insurance, general liability and workers compensation programs.
  • Lead Generating Producer selling Property and Casualty Insurance to Commercial Businesses.
  • Obtained property and casualty insurance license.
  • Licensed in Georgia and Florida: Life, Accident & Sickness, and Property & Casualty Insurance.
  • Work as independent agent to sell property and casualty insurance for small businesses in New York.
  • Managed and built from ground floor a Property and Casualty Insurance office including ten staff.
  • Licensed national property and casualty insurance producer appointed with 14 carriers in 37 states.
  • Self-studied to pass state licensing exam for property and casualty insurance license.
  • Licensed to sell life insurance as well as property and casualty insurance.
  • Obtained New York State broker's license for property and casualty insurance.
  • Licensed to sell health, life and property and casualty insurance products.
  • Generated, processed, and maintained Fire and Casualty insurance policies e.g.
  • Solicited commercial property and casualty insurance from companies having 50+ employees.
  • Gain and maintain Property and Casualty Insurance licensing in 30+ states.
  • Shopped rates for life, health, property and casualty insurance.
  • Write and Bind coverage for Property and Casualty Insurance policies.
  • Acquired license to also sell property and casualty insurance.

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18. Risk Management

average Demand
Here's how Risk Management is used in Insurance Broker jobs:
  • Develop customized Risk management/Retirement portfolios.
  • Analyze financial plan results in risk management module to determine prudent and appropriate insurance and financial solutions.
  • Risk management consultant for major foreign-owned corporations providing design, development and management of risk management programs.
  • Reduced corporate insurance premium payments by twenty to sixty percent and drastically improved corporate risk management system
  • Position: Commercial Producer/Account Executive Job Description: Produced and serviced book of Commercial Insurance and other Risk Management Services clients.
  • Provide a consultative approach to an organizations risk management needs, analyzing coverage, premiums, and overall strategies for risk.
  • Consult clients on insurance product solutions that meet their needs for risk management, governmental compliance, and asset protection.
  • Gather information from client related to risk management/commercial needs and evaluates the best way to manage the client s risk.
  • Acquired strong foundation and knowledge of insurance and risk management industry, including retail, wholesale, insurance and reinsurance.
  • Provide proper recommendations to clients on risk management, reporting claims, as well as assessing their overall insurance needs.
  • Advise clients on risk management and help to devise new ways to mitigate risks associated with a loss.
  • Provide advice to clients on risk management and assist them to develop new ways to minimize risk.
  • Provided risk management services to external clients through Independent/Captive Insurance Carrier transfer of $3MM in APV.
  • Completed extensive course work in risk management and Certified Financial Planner (CFP) Program.
  • Increased IMC Agency revenue through agricultural customer account support with new crop risk management services.
  • Obtained my own business as a co-broker with Arthur J. Gallagher Risk Management Services.
  • Counseled clients on coverage, loss prevention, and risk management issues.
  • Maintain Risk Management documents, creating all Risk Management claim files.
  • Invest and protect assets through risk management and insurance.
  • Provided Insurance Brokerage and Risk Management services to clients.

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19. Personal Lines

average Demand
Here's how Personal Lines is used in Insurance Broker jobs:
  • Managed northeast territory for mortgage protection and personal lines life insurance products.
  • Developed and implemented cross-selling program for commercial and personal lines business accounts.
  • Provided insurance quotations for all personal lines coverage s by using FSC rating program and other insurance company specific rating software.
  • Market full line of property and casualty, personal lines, life, accident and personal health insurance products.
  • Sell, service and prospect new business as well as existing clients in personal lines and commercial lines.
  • Prepare personalized personal lines insurance quotes to prospects and use assumptive closing techniques to close sales.
  • Train and assist coworkers working with personal lines on processes, procedures and paperless filing.
  • Provide personal lines clients with policy coverage, premium, and claim assistance.
  • Offered, sold and managed personal lines of insurance products and services in.
  • Assisted clients with obtaining property casualty and personal lines insurance for their needs.
  • Placed various types of Personal Lines Insurance with broker contracted Insurance Companies
  • Marketed Personal lines, Commercial lines, Life Insurance.
  • Sold/serviced, commercial and personal lines of insurance.
  • Head Agent of sales and personal lines insurance.
  • Focused on both Commercial and Personal lines.
  • Preferred Personal Lines Insurance Sales & Marketing
  • Major Accomplishments Passing the California Department of Insurance Exam and getting my Personal Lines Certificate.

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20. Phone Calls

average Demand
Here's how Phone Calls is used in Insurance Broker jobs:
  • Average 150 plus phone calls per day, follow up, prospect and assist clients.
  • Responded to a consistently high volume of telephone calls each day.
  • Make over 60 phone calls per day to create new business.
  • Document phone calls and emails with customers and companies.
  • Attended customer orders and answered phone calls to take orders
  • Make phone calls to look for possible customers.
  • Answered telephone calls and provided customer with quotes.
  • Answered multi-line phone calls, managed mail, and responded to email and fax inquiries.
  • Answered customer phone calls answering questions and offering services 2.
  • Respond phone calls using a multi-line phone system.
  • EXPERIENCE Answer customer telephone calls regarding existing account Make requested policy and account changes.
  • Answer phone calls Make appointments Met every day goals for everyday operation Keep area cleaned

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21. Independent Insurance

average Demand
Here's how Independent Insurance is used in Insurance Broker jobs:
  • Manage an independent insurance agency.
  • Establish and cultivate relationships with independent insurance agencies for the purpose of providing long term care planning for their clients.
  • Developed insurance rates, using comparative rating software (EzLynx), and various independent insurance/financial rating software.
  • Owned and operated an independent insurance agency specializing in health, life and accident insurance and bonds.
  • Provide service as an independent insurance broker for the States of Kansas, Missouri and Texas.
  • Achieved great success as an independent insurance broker by venturing into other insurance markets.
  • Developed and grew an independent insurance office to 1 million annual sales.
  • performed the duties of an independent insurance broker holding licenses in property/casualty and a series 6 & 63 limited broker's license
  • Top producer for largest independent insurance broker West of Mississippi Met and exceeded goals and quota every year
  • Licensed Insurance Broker Independent Insurance Broker for Major Medical, Life and Supplemental Insurance.
  • Group Life & Health Independent Insurance Brokerage company.
  • Job Description: Independent insurance broker responsible for obtaining and maintaining client's Life and Health insurance needs.

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22. New Policies

average Demand
Here's how New Policies is used in Insurance Broker jobs:
  • Communicated with customers regarding current and new policies to answer questions, disseminate or explain information and address complaints.
  • Completed 30 day follow-ups on new policies to keep retention high and take advantage of cross-sell opportunities.
  • Assist with all aspects of current and new policies on Personal and Business lines.
  • Processed new policies, modifications to existing policies, annuities & etc.
  • Open new policies for customers using both ITC and FSC to rate.
  • Set up of new policies and renewal requests.
  • Processed new policies and received premium payments.
  • Transfer quotes into new policies.
  • Educated customers in regards to Medicare and administered new policies
  • Service policies Assist customers in answering questions Write new policies

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23. Administrative Tasks

average Demand
Here's how Administrative Tasks is used in Insurance Broker jobs:
  • Managed and supervised referral activities, customer follow-ups and administrative tasks.
  • Completed administrative tasks such as dealing with paperwork, corresponding to emails, and keeping detailed records of every transaction.
  • Performed administrative tasks, including calling leads, maintaining records and interviewing potential candidates for agent's positions.
  • Maintain the administrative tasks such as paperwork, correspondences, and detailed record keeping for each client.
  • Preformed administrative tasks, such as maintaining records and handing policy renewals.
  • Keep detailed records and complete administrative tasks such as paperwork and correspondence.
  • Perform administrative tasks such as maintaining records and handling policy renewals.

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24. Payment Method

average Demand
Here's how Payment Method is used in Insurance Broker jobs:
  • Calculate premiums and establish payment methods, communicate with existing policyholders.
  • Created functional ways to bind coverage through esign, mobile apps and new payment methods.
  • Calculated premium amounts and set payment methods and options.
  • Called on policyholders to delivered and explained policy, calculated premiums and established payment methods.
  • Calculated premiums and established payment methods for sales, finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.

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25. Humana

average Demand
Here's how Humana is used in Insurance Broker jobs:
  • Appointed with Blue Cross Blue Shield of Louisiana, Humana, and Coventry.
  • Contracted with Humana and Mutual of Omaha.
  • Represented Humana, United HealthCare, Allianz, WellCare, Pyramid, etc.
  • Marketed and sold insurance products through United Healthcare and Humana.
  • Appointed with UnitedHealthCare, Cigna and Humana.
  • Licensed with Golden Rule, Aetna, Humana, BCBS, Assurant, Chesapeake, AFS among others.
  • Contracted appointed broker with United Health One, Anthem, Assurant, Humana, Cigna.
  • Developed strong relationships with companies such as Humana, Unitedhealthcare, Cigna, and Allianz Life.
  • licensed agent with Blue Cross Blue Shield, United Healthcare, Cigna and Humana.
  • Appointed with Aetna, Humana, United Healthone and several other companies.

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26. Insurance Premiums

average Demand
Here's how Insurance Premiums is used in Insurance Broker jobs:
  • Collected insurance premiums and processing accounts.
  • Evaluated the annuity of term, universal, and whole life insurance premiums processed by underwriters.
  • Researched insurance policies and products, kept records, prepared reports and collected insurance premiums.
  • Collected insurance premiums, kept records, prepared documents for underwriters and renewed policies.
  • Collected insurance premiums and processing accounts and kept detailed records of each policy.
  • Educate accounting departments on how to use cafeteria plans and deduct insurance premiums.
  • Negotiated insurance premiums with providers on behalf of employer groups.
  • Observed business operations and management practices to determine safety issues and hazards affecting insurance premiums and losses.
  • Delivered high quality service to agent, agencies and brokersCollected insurance premiums and processing accountsKept detailed records of each and every policy
  • Negotiated lower insurance premiums on multiple lines of coverage.Selected accomplishments: Managed a team of over 10 people.

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27. Business Owners

average Demand
Here's how Business Owners is used in Insurance Broker jobs:
  • Offer comprehensive proposals to business owners detailing features of various products and benefits of agency.
  • Cultivated and maintained relationships with clients, underwriters, business owners and community leaders.
  • Interact with business owners and individual families identify their insurance needs.
  • Provided business/insurance and investment consulting to self-employed business owners and individuals.
  • Advised business owners on commercial insurance opportunities.
  • Design health coverage plans for Self-Employed, Small Business Owners and Individuals who have to pay for their own health benefits.
  • Advise individuals and small business owners in making smart decisions about their insurance and investment needs to continually grow my accounts.
  • Provide a thorough knowledge of insurance and life benefit policies to individuals, families, and business owners.
  • Worked hand in hand with Large to small business owners to establish employee benefits for their respected employees.
  • Work directly with business owners, managers, and employees in companies with up to 300 members.
  • Designed health, life insurance and retirement plans for small business owners and individuals without group coverage.
  • Advise small business owners and families on insurance and investment options that protect and grow assets.
  • Provide a tax saving vehicle known as Section 79 to benefit business owners and their employees.
  • Manage and maintain a client base of small business owners and individuals through PC-based programs.
  • Worked with business owners and HR Directors to maintain continuous working relationship and regular contact.
  • Conduct training, presentations, and market to business owners, employees and their families.
  • Advised business owners and their employees of proper mutual fund investments for their risk tolerance.
  • Marketed a full line of insurance/financial products to small business owners in Denver area.
  • Inform business owners and decision makers of the fast-evolving options regarding employee insurance benefits.
  • Developed and maintained relationships with business owners and decision makers of prospects and clients.

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28. Outbound Calls

average Demand
Here's how Outbound Calls is used in Insurance Broker jobs:
  • Manage inbound calls throughout the work day, while making a minimum of 90-100 outbound calls daily.
  • Place 80-120 outbound calls per day to share products and services with potential and existing clients.
  • Placed in and outbound calls to potential clients and to recruit agents for the company.
  • Placed 70+ outbound calls per day and answered 70+ inbound web sales calls each day.
  • Direct marketing B2B sales through networking, outbound calls, Inter-referrals and social media.
  • Received inbound and outbound calls with ability to develop rapport quickly with clients.
  • Maintain daily activity of 100 outbound calls to client's per day.
  • Place outbound calls to prospects to acquire new individual policy sales.
  • Perform outbound calls and follow-up work to close the sale.
  • Administered new leads from inbound calls, outbound calls, walkin traffic and email.

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29. Cold Calls

average Demand
Here's how Cold Calls is used in Insurance Broker jobs:
  • Secured leads through referrals and aggressive cold calls, assessed client risks and coverage needs, recommended carrier and placed policy.
  • Acquired business through leads, prospecting and cold calls to individuals, auto and motorcycle dealerships and their customers.
  • Develop and retain a strong client base through direct mail advertising, cold calls and referrals.
  • Conducted cold calls daily to schedule face-to-face meetings with corporate officers and small businesses.
  • Acquired Insurance License for PA Accident & Health & made 100s of cold calls.
  • Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions.

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30. Data Entry

low Demand
Here's how Data Entry is used in Insurance Broker jobs:
  • Handled account set up, data entry, and filing, scheduling appointment, maintained the cashier ledger and collected premiums.
  • Performed general office duties, including accurate and timely data entry, client-file organization, and client follow-up as needed.
  • Tasked with filing and data entry within our data management system.
  • Complete high volume of data entry by quickly and accurately processing loan-related task queues to meet productivity and quality requirements.
  • Completed rigorous licensing and training program in insurance concepts, customer service, high quality data entry to management information system.
  • Maintained timely and accurate data entry processing of high volume service requests and policy maintenance documents.

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31. Medicare Supplements

low Demand
Here's how Medicare Supplements is used in Insurance Broker jobs:
  • Specialized in helping seniors and their families understand Medicare and Medicare supplements.
  • Specialized in Medicare Supplements senior products.
  • Educated prospective clients about Medicare Supplements.
  • Assisted customers with Medicare supplements.
  • Sell insurance products, Medicare Supplements, Medicare Advantage and Medicare Prescription Drug plans nationwide in a call center environment.
  • Full knowledge of Medicare Advantage, Medicare Supplements and Prescription Drug Plans (Part D), selling and enrollment process.

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32. Financial Products

low Demand
Here's how Financial Products is used in Insurance Broker jobs:
  • Promoted and increased sales of financial products (life, health, and retirement annuities) to target market.
  • Represent a full line of insurance and financial products, serving as an independent broker.
  • Developed and managed sale of financial products through a staff of twenty-two agents and solicitors.
  • State licensed to sale financial products, health, automobile, and life insurance.
  • Educated people on our financial products and services.
  • Form prospecting to close follow up support and represent a full line of individual and financial products to my clients.
  • Provided financial products and services to clients through financial needs analysis.
  • Fixed Annuities, Health and related financial products)

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33. Insurance Options

low Demand
Here's how Insurance Options is used in Insurance Broker jobs:
  • Educate seniors regarding insurance options.
  • Offered and informed existing customers and new prospects of their health and life insurance options and products that was available.
  • Have used my network of over 400 firms and individuals to reach out and discuss insurance options.
  • Presented and clearly explained insurance options to potential clients based on their needs and goals.
  • Provided consultative sales approach to their life insurance needs and brokered their life insurance options.
  • Identify potential clients and provide a wide range of insurance options to the client.
  • Complete a need analysis for clients to determine their best insurance options.
  • Assess individual needs and present insurance options to obtain stated goals.
  • Presented insurance options to the client after assessing their needs.
  • Calculate quotes and educate potential clients on insurance options.
  • Offered and explained different insurance options and plans.
  • attend events to educate community on insurance; educate clients on insurance options
  • Provided insurance options to people Maintained clientele base
  • challenged with responsibility to protect the lives of families by consulting with them about their life insurance options.
  • provided clients with information concerning Medicare health insurance options .

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34. Final Expense

low Demand
Here's how Final Expense is used in Insurance Broker jobs:
  • Specialized in mortgage protection and final expense insurance.
  • Work with different carriers and specialized in Whole Life - Final Expense in the elderly community
  • Term, whole life, universal life, final expense, and indexed annuities.
  • Write insurance in the mortgage protection as well as the final expense markets.

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35. Insurance Agents

low Demand
Here's how Insurance Agents is used in Insurance Broker jobs:
  • Plan and coordinate meetings for our Health Insurance Agents, as well as owner.
  • Managed a team of insurance agents and set monthly goals for each agent.
  • Managed and motivated insurance agents achieving high submitted and paid per lead ratios.
  • Recruited, trained and managed a team of 50 successful licensed insurance agents.
  • Maintain strategic alliances with property and casualty agencies and other insurance agents.
  • Developed and trained over 20+ new insurance agents on structure of business.
  • Lead Orchard sold appointments for insurance agents in 7 states.
  • Hire and train Insurance agents to sell various products.
  • Recruit, hire and manage new insurance agents.
  • Trained new insurance agents on company procedures.
  • Manage a team of 5 Insurance Agents.
  • Recruit new insurance agents under me.
  • Assisted in sourcing, recruiting and training new insurance agents -Used various recruiting tools, including social media.
  • Prepared and executed training for all Unified Partners health insurance agents nationally through webinars and join.me meetings.
  • Trained and managed a team of 12 insurance agents and achieved significant improvements in their productivity.

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36. Individual Customers

low Demand
Here's how Individual Customers is used in Insurance Broker jobs:
  • Customize insurance programs to suit individual customers needs.
  • Customize insurance products to suit individual customers, often discussing and assessing clients' current and future insurance needs.
  • Brokered health and life insurance for companies and individual customers in the Metro Kansas City area.
  • Build rapport with new individual customers, continue to support already established business.
  • Customize insurance policies to suit individual customers, often covering a variety of risks and discuss existing coverages pros and cons.
  • Explain advantages/disadvantages of various policies to promote sales-Develop and reconcile accidents or losses to determine fault-Customize insurance programs to suit individual customers

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37. Product Knowledge

low Demand
Here's how Product Knowledge is used in Insurance Broker jobs:
  • Exuded exceptional customer service and precise product knowledge using appropriate sales diagnostic techniques.
  • Provided professional presentations to clients to ensure product knowledge and visibility.
  • Analyze, prepare, and deliver presentations to clients through effective use of information, data, and product knowledge.
  • Demonstrate thorough product knowledge and utilize networking and cold calling to sell a variety of health and life insurance policies.
  • Maintained and updated my product knowledge so to be prepared to meet every potential client's needs.
  • Maintain product knowledge for P&C lines of business written through the Agent distribution channel.
  • Service clients needs by organizing all profiles and practicing face to face training and product knowledge
  • Retain an abundance of product knowledge to offer the best products for the client.
  • Maintained product knowledge for all lines of business and products written.
  • Conducted meetings with junior brokers on sales and product knowledge.
  • Leveraged extensive product knowledge and sales techniques in training insurance agents, leading sales Webinars and individual consultations.

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38. New Agents

low Demand
Here's how New Agents is used in Insurance Broker jobs:
  • Provided one-on-one training to new agents/producers.
  • Helped my superiors run a product office by training new agents, Conducting meetings and maintaining sales quotes of other agents.
  • Develop competitive analysis of current competition and knockout strategies, train new agents, and negotiate commission contracts.
  • Provided training to new agents, as well as seasoned agents on various offerings in the insurance division.
  • Process applications and hire, train and manage a team of approximately 15 new agents.
  • Conducted classes for new agents demonstrating field sales presentation, techniques and closing the sale.
  • Promoted name and helped new agents with branding, growth and education within the industry.
  • Train, orient and mentor new agents in motivational interviewing techniques and strategies.
  • Train new agents in policy, systems and compliance.
  • Trained new agents in Medicare Insurance law and ethics.
  • Trained new agents on sales techniques and product lines.
  • Provide required support and material for new agents.
  • Recruited, interviewed, and hired new agents.
  • Served as Insurance Trainer for new Agents.
  • Hired, trained new agents.
  • Assist in training of new agents
  • Managed 50 sales agents and managers Trained and mentored new agents Responsible for regional growth in producing agents and sales volume

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39. Sales Presentations

low Demand
Here's how Sales Presentations is used in Insurance Broker jobs:
  • Delivered informational sales presentations to potential clients and assisted throughout completion of application process while strengthening client relationship.
  • Delivered comprehensive and accurate sales presentations using all marketing and selling materials to achieve maximum production.
  • Formulated sales presentations of new benefits programs to corporate accounts.
  • Developed and presented effective sales presentations.
  • Enrolled in agent training program consisting of cold call prospecting, setting sales appointments, and delivering insurance policy sales presentations.
  • Delivered sales presentations to Human Resource Directors and Officers, CFO's and other Executives.
  • Scheduled and conducted 15+ sales presentations weekly to potential clients throughout central Florida.
  • Conduct group and individual sales presentations, public relations and event marketing.
  • Plan and deliver sales presentations to small and medium sized businesses.
  • Used marketing techniques to conduct sales presentations for groups or individuals.
  • Conducted sales presentations tailored to clients' needs and goals.
  • Meet with potential clients and provide sales presentations.
  • Conduct Corporate Level business briefs and sales presentations at Express Inn Hotel Review membership applications/payments before submitting to our Corp. Headquarters.
  • Scheduled and conducted 40+ sales presentations weekly to potential clients throughout Lakeland, Tampa, and Orlando.

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40. Financial Needs

low Demand
Here's how Financial Needs is used in Insurance Broker jobs:
  • Communicated with clients through written documents, email or phone to provide solutions to meet clients' concerns and financial needs.
  • Create a personalized strategy with customers regarding their current financial needs and requirements for the future.
  • Provide one-on-one services to clients to meet their financial needs through customized plan choices.
  • Interviewed clients, determined insurance and other financial needs, and explained insurance coverage.
  • 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.

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41. Policy Requirements

low Demand
Here's how Policy Requirements is used in Insurance Broker jobs:
  • Collaborated with underwriters, verifying all policy requirements were fulfilled, including necessary medical examinations.
  • Ensured policy requirements were fulfilled and assisted clients in filing claims.
  • Service and initiate new and existing auto policies ensuring that policy requirements are fulfilled including completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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42. Dental Insurance

low Demand
Here's how Dental Insurance is used in Insurance Broker jobs:
  • Consulted, quoted, and enrolled customers in health and dental insurance.
  • Consulted with all healthcare insurance companies to provide Request for Proposals on group healthcare, life and dental insurance quotes.
  • Enrolled clients daily in health and dental insurance in numerous plans with multiple insurance companies.
  • Explain feature advantages of Annuities, various Life, Health, and Dental Insurance policies.
  • Worked on a commission basis, sold life, medical, and dental insurance.
  • Experience selling and marketing annuities, life, health, medical and dental insurance including Medicare supplement and Medicare advantage plans.

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43. Aflac

low Demand
Here's how Aflac is used in Insurance Broker jobs:
  • Offer health insurance benefits and supplemental AFLAC products to businesses throughout New Jersey.
  • Revived AFLAC accounts previously closed due to non-pay or dissatisfied customers.
  • Sole Aflac liaison with each client personally enrolled, assisting with payroll deductions, claims, and customer service.
  • Generate new business for Aflac by contacting potential customers and marketing one or more types of insurance.
  • Specialized in Health Care & Long Term Care programs Authorized AFLAC representative for Group Cancer and Accident plans
  • Mentored and oversaw the work of three Aflac representatives, helping them build their business.
  • Worked various insurance companies such a AXA, Prudential IAP and Aflac.
  • Received awards for top producer from Aflac and Health America.
  • Appointed Carriers: Aflac, AUL (American United Life), Companion Life and BOST Benefits.

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44. Medicaid

low Demand
Here's how Medicaid is used in Insurance Broker jobs:
  • Conduct group workshops of Center for Medicare and Medicaid Services (CMS) policies and contracted company policies.
  • Managed Medicaid and private insurance billing using UB92's and custom software for home health 1991 - 1997.
  • Adhere to all compliance and rules as set forth by the Center for Medicare and Medicaid Services.
  • Sell Medicare Supplement Insurance, Medicare Advantage, and Dual Complete Medicare and Medicaid Plans.
  • Adhere to compliance mandates for the Centers for Medicare and Medicaid (CMS).
  • Provide consultation to prospects with inquiries about NY State Sponsored Programs and Medicaid.
  • Coordinate with Connect for Health Colorado and Colorado Peak(Medicaid) on all potential customers.
  • worked for Humana and Ohana Health Plan as an insurance broker- made cold calls to potential eligible clients for medicare and medicaid

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45. Potential Customers

low Demand
Here's how Potential Customers is used in Insurance Broker jobs:
  • Utilized North American Senior Benefits marketing tools to reach potential customers for insurance and financial services products.
  • Generated quotes and applications for current and potential customers.
  • Serviced Life Insurance clients by writing policies, securing policy issue, and providing potential customers with quotes and business information.
  • Appointed with 15 different insurance companies to Sell, and shop insurance rates for potential customers.
  • Sell health insurance to potential customers to help them obtain what best meets their needs.
  • Generate new business by contacting potential customers and schedule appointments to evaluate their needs.
  • Established new sales accounts by scheduling appointments and meeting with potential customers and clients.
  • Identify potential customers and make contact to market and sell product lines.
  • Meet with current and potential customers of a particular insurance carrier.
  • Preform a needs analysis and reviewed with potential customers.
  • Created quotes for potential customers over the phone.
  • Insured potential customers with the proper and required coverages, whether requested by customer or financial institution.

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46. Customer Relationships

low Demand
Here's how Customer Relationships is used in Insurance Broker jobs:
  • Grow business by developing customer relationships and engaging in value-based conversations to provide a remarkable client experience.
  • Cultivated customer relationships; educated and responded to claims, premium payments, coverage issues or policy cancellations.
  • Build and maintain customer relationships through excellent service.
  • Generated, followed up with, and closed leads Built long term customer relationships
  • Maintain customer relationships - 440 & 215 Insurance Licenses
  • Maintain business and customer relationships by providing quality customer service.

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47. Customer Retention

low Demand
Here's how Customer Retention is used in Insurance Broker jobs:
  • Promoted to leadership role within three months due to exceeding $21,000 of Annualized Life Premium with 82% customer retention.
  • Developed marketing tools and procedures for customer retention that were later implemented in other countries within Latin America and Europe.
  • Maintained a customer retention rate of over 90%.
  • Developed customer retention program with built-in customer delighters and proactive triggers that anticipate customer complaints and address concerns before they happen.
  • Manage business operations (business development, sales, marketing, agent training, and customer retention) .
  • Managed customer retention and marketing to existing customers.

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48. Physical Condition

low Demand
Here's how Physical Condition is used in Insurance Broker jobs:
  • Interview prospective clients to obtain financial and physical condition data and discuss any existing insurance.
  • Interact with interested people in order to find out about their financial and physical condition.
  • Evaluated the physical condition of the person or property to be insured and discussed any existing coverage.
  • Suggested policies which would optimize prospective clientele's coverage based on their current financial and physical condition.
  • Ascertain the physical condition of the person to be insured, and discuss any existing coverage.
  • Determine the physical condition of person or property to be insured.

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49. Risk Profile

low Demand
Here's how Risk Profile is used in Insurance Broker jobs:
  • Promote a suite of products and carriers depending on the need and risk profile of the client.
  • Manage personal and commercial customer's insurance programs assessing their insurance needs and risk profile.
  • Build customer relationships by gathering information, and assessing their insurance needs and risk profile.
  • Meet to gather information, involving assessment of their required needs and risk profile.
  • Assist prospective insureds with developing risk management strategies appropriate to their risk profiles.
  • Evaluate and communicate strengths and weaknesses of client companies' risk profile.
  • Gathered information from clients, assessing their insurance needs and risk profile.
  • Position Responsibilities as Insurance Broker/Agent: * Collected information from clients and assessing their risk profiles and insurance needs.

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50. Policy Changes

low Demand
Here's how Policy Changes is used in Insurance Broker jobs:
  • Created policy changes, certificates and cancellation documents.
  • Assist clients with policy changes, services, collecting and processing payments.
  • Provide the proper mediation for all policy changes and concerns.
  • Provided insurance certificates and made policy changes as needed.
  • Manage insurance renewals, policy changes, etc.
  • Assisted Quality Assurance department by reviewing policy changes completed within call center for errors/accuracy.

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20 Most Common Skill for an Insurance Broker

Life Insurance19.2%
Insurance Companies15.7%
Customer Service9%
Financial Resources8%
Health Insurance Products7.3%
New Clients7%
Medicare5.8%
Auto Insurance4.6%

Typical Skill-Sets Required For An Insurance Broker

RankSkillPercentage of ResumesPercentage
1
1
Life Insurance
Life Insurance
15.4%
15.4%
2
2
Insurance Companies
Insurance Companies
12.6%
12.6%
3
3
Customer Service
Customer Service
7.2%
7.2%
4
4
Financial Resources
Financial Resources
6.4%
6.4%
5
5
Health Insurance Products
Health Insurance Products
5.9%
5.9%
6
6
New Clients
New Clients
5.6%
5.6%
7
7
Medicare
Medicare
4.7%
4.7%
8
8
Auto Insurance
Auto Insurance
3.7%
3.7%
9
9
Client Relationships
Client Relationships
1.9%
1.9%
10
10
Health Care
Health Care
1.9%
1.9%
11
11
Insurance Plans
Insurance Plans
1.8%
1.8%
12
12
New Accounts
New Accounts
1.7%
1.7%
13
13
Insurance Sales
Insurance Sales
1.7%
1.7%
14
14
Analyze Insurance Program
Analyze Insurance Program
1.7%
1.7%
15
15
Sales Goals
Sales Goals
1.5%
1.5%
16
16
Group Health
Group Health
1.5%
1.5%
17
17
Casualty Insurance
Casualty Insurance
1.3%
1.3%
18
18
Risk Management
Risk Management
1.3%
1.3%
19
19
Personal Lines
Personal Lines
1.3%
1.3%
20
20
Phone Calls
Phone Calls
1.2%
1.2%
21
21
Independent Insurance
Independent Insurance
1.2%
1.2%
22
22
New Policies
New Policies
1%
1%
23
23
Administrative Tasks
Administrative Tasks
0.9%
0.9%
24
24
Payment Method
Payment Method
0.9%
0.9%
25
25
Humana
Humana
0.9%
0.9%
26
26
Insurance Premiums
Insurance Premiums
0.8%
0.8%
27
27
Business Owners
Business Owners
0.8%
0.8%
28
28
Outbound Calls
Outbound Calls
0.7%
0.7%
29
29
Cold Calls
Cold Calls
0.7%
0.7%
30
30
Data Entry
Data Entry
0.7%
0.7%
31
31
Medicare Supplements
Medicare Supplements
0.7%
0.7%
32
32
Financial Products
Financial Products
0.7%
0.7%
33
33
Insurance Options
Insurance Options
0.7%
0.7%
34
34
Final Expense
Final Expense
0.7%
0.7%
35
35
Insurance Agents
Insurance Agents
0.6%
0.6%
36
36
Individual Customers
Individual Customers
0.6%
0.6%
37
37
Product Knowledge
Product Knowledge
0.6%
0.6%
38
38
New Agents
New Agents
0.6%
0.6%
39
39
Sales Presentations
Sales Presentations
0.6%
0.6%
40
40
Financial Needs
Financial Needs
0.6%
0.6%
41
41
Policy Requirements
Policy Requirements
0.6%
0.6%
42
42
Dental Insurance
Dental Insurance
0.5%
0.5%
43
43
Aflac
Aflac
0.5%
0.5%
44
44
Medicaid
Medicaid
0.5%
0.5%
45
45
Potential Customers
Potential Customers
0.5%
0.5%
46
46
Customer Relationships
Customer Relationships
0.5%
0.5%
47
47
Customer Retention
Customer Retention
0.5%
0.5%
48
48
Physical Condition
Physical Condition
0.5%
0.5%
49
49
Risk Profile
Risk Profile
0.4%
0.4%
50
50
Policy Changes
Policy Changes
0.4%
0.4%

3,082 Insurance Broker Jobs

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