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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, 15.6% of Insurance Broker resumes contained Potential Clients 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. Potential Clients

high Demand
Here's how Potential Clients is used in Insurance Broker jobs:
  • Researched, identified and successfully sold to potential clients through company provided leads, referrals, networking, and cold calling.
  • Maintained open schedule (days/evenings) to visit potential clients face-to-face, close sales and generate new business.
  • Prospected for and presented to potential clients in a door to door fashion as an independent contractor.
  • Placed in and outbound calls to potential clients and to recruit agents for the company.
  • Advised and educated existing and potential clients on how to optimize their insurance portfolios.
  • Contacted and arranged interviews with potential clients to assess their insurance needs and requirements.
  • Sustained a substantial list of potential clients through cold calling at a daily basis
  • Scheduled and conducted 15+ sales presentations weekly to potential clients throughout central Florida.
  • Learned different markets and designed new strategies to attract those potential clients.
  • Marketed insurance services to potential clients through fliers and e-mail newsletters.
  • Worked with potential clients on analyzing and identifying their insurance needs.
  • Identified potential clients and devised techniques to secure potentially adverse clients.
  • Educated potential clients as to their options of coverage.
  • Phoned potential clients and arranged weekly appointment schedules.
  • Informed potential clients of services rendered.
  • Developed client database of potential clients in Maryland and Pennsylvania health insurance market exchanges.
  • Followed up with potential clients regardingonline information requests.
  • Scheduled and conducted 40+ sales presentations weekly to potential clients throughout Lakeland, Tampa, and Orlando.
  • contacted potential clients by phone or door knocking.
  • Managed investment portfolios for clients Licensed to inspect potential clients for risk assessment, qualifications & verifications.

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2. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Broker jobs:
  • Worked as an independent financial planner selling life insurance and annuities to individuals and families
  • Developed relationships with life insurance agencies and general agents.
  • Licensed insurance broker specializing in final expense life insurance.
  • 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.
  • Maintained a customer/client base and established relationships with them to assist in their Health and Life insurance needs.
  • Promoted life insurance products, including product positioning, marketing strategies, planning, research and problem solving.
  • Completed all coursework, training, and state testing to obtain Personal Property and Life Insurance Brokers license.
  • 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.
  • Attended weekly training classes to improve my understanding of life insurance and the importance of family planning.
  • Presented presentations to individuals and company employees on the following products: health and life insurance.
  • Licensed Insurance Broker, services include Health insurance, Life Insurance, Final Expense, Disability.
  • Marketed health insurance, life insurance, annuities and Section 125 plans to individuals and businesses.
  • Facilitated the best possible policy for new clients by coordinating with 20 different life insurance carriers.
  • Performed sales presentation of health and life insurance products to walk in clients when necessary.
  • Generated new sales for health and life insurance and acquired referrals for potential new customers.
  • Appointed & contracted with 10+ insurance carriers specializing in Final Expense whole life insurance.
  • Marketed life insurance products and prospected for new clients by selling life insurance annuities.

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3. Insurance Companies

high Demand
Here's how Insurance Companies is used in Insurance Broker jobs:
  • Ensured all insurance policy paperwork complied with regulatory agencies and met criteria for various insurance companies.
  • Submitted completed applications to insurance companies and followed up on outstanding requirements.
  • Contracted with various insurance companies submitting necessary paperwork for newly acquired members.
  • 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
  • Researched insurance companies' policies and negotiated with underwriters to find the most suitable insurance for clients at the best price.
  • Licensed insurance agent making outbound phone sales for various insurance companies, and offering different plans for Health and Life insurance.
  • Skilled in assessing client needs and recommending suitable coverage options after researching a variety of insurance companies and their policies.
  • Acted as liaison between clients and insurance companies to provide customers with quality health, life and accident insurance coverage.
  • Appointed with over 20 insurance companies, my interests were those of my clients and finding solutions for their needs.
  • Worked with over 70 different insurance companies & provided my clients with the best insurance company that best suited them.
  • Researched various insurance companies and insurance policies offered by them to help clients in choosing the most suitable policy.
  • Scheduled appointments with prospects, conducted needs assessments, and placed new clients with major health insurance companies.
  • Processed and responded to routine correspondence from insurance companies and customers to resolve issues and answer underwriting questions.
  • Worked in close collaboration with insurance companies to ensure the prompt resolution of claims and payment of bills.
  • Expanded sales territory in multiple states, Effectively assessed clients needs and execute solutions, Negotiate with Insurance Companies
  • Represented over 20 different A rated insurance companies for Home, Auto, Farm and Equine policies.
  • Established relationships with insurance companies; General Agencies; Surplus Lines Brokers and other insurance offices.

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4. Health Care

high Demand
Here's how Health Care is used in Insurance Broker jobs:
  • Educated seniors in Alabama, Georgia and Tennessee about Medicare and helped them select health care coverage.
  • Recommended health plans to consumers based on their individual s health care needs and budget.
  • Specialized in health care, private equity and general industries clients with 30-3K employees.
  • Developed expertise in various industries including health care, retail, technology and others.
  • Offered coordinated homecare services to members of various health insurance plans; catered to patients in need of health care services.
  • 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.
  • 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.
  • Marketed,enrolled and maintenance of health care benefits for Nueces County Medicare members.
  • Appointed with United Health Care, Humana, Aetna, Caremore, Mutual of Omaha for Medicare, and Assurant.

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5. Insurance Sales

high Demand
Here's how Insurance Sales is used in Insurance Broker jobs:
  • 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.
  • 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
  • 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.
  • Licensed Health and Life Insurance Sales Consultant.
  • Selected accomplishments: Producer of the Year, Property & Casualty 2014 2nd overall life insurance sales 2014
  • Worked as a Insurance Sales Broker in Puerto Rico.

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6. Customer Service

high Demand
Here's how Customer Service is used in Insurance Broker jobs:
  • 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.
  • Conducted on-the-spot underwriting, completed applications and placed policies using various customer service and sales techniques.
  • Provided superior customer service to current clients that resulted in increasing overall retention and referrals.
  • Provided customer service for insured including processing endorsements and following up on policy changes.
  • Provided customer service and solicited business by making cold calls to prospective customers.
  • 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.
  • Focused on exceeding customers expectations towards any customer service inquiry.
  • Delivered excellent customer service to established and potential clients.
  • Supervised 4 customer service representatives and 1 insurance producer.
  • Maintained high customer retention through providing excellent customer services.
  • Provided customer service for claims processing and general inquiries
  • Focused on customer service and cultivated long lasting relationships with clients - 75% of new business is presently referral based.
  • Increased sales retention by 50% in the first year through exceptional customer service to a client base of $20K.
  • Prepared and audited reports, answered and routed heavy volume of inbound customer calls, and provided outstanding customer service.
  • Participated in claims control, customer service, production, budgetary issues, and overall operation of the brokerage office.
  • Provided legendary customer service to owners and their employees resulting in repeat business, and Cross-sold to increase sales.
  • Provided customer service for large clientele, which involved field underwriting and resolving claims issues and payment histories.

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7. Financial Resources

high Demand
Here's how Financial Resources is used in Insurance Broker jobs:
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Interviewed clients to obtain data regarding their financial resources and needs.
  • Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interviewed prospective clients to evaluate their financial resources and discuss existing coverage.
  • Interviewed prospective clients to obtain data about their financial resources and current prescriptive needs, and to discuss any existing coverage.

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8. Medicare

high Demand
Here's how Medicare is used in Insurance Broker jobs:
  • Specialized in Medicare Advantage, Private-for-Fee-Service, Medicare Part D and Medicare Supplements.
  • Reviewed and utilized multiple carrier products in the Senior/Medicare Market.
  • Specialized in individual health insurance plans for Medicare beneficiaries.
  • 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.
  • Licensed Insurance Broker in six states with ability to sell Health and Life Insurance including Medicare products for multiple insurance companies.
  • Exceeded the standard requirements for the National Medicare Exam (AHIP) as well as State of Connecticut Life/Health Insurance exam.
  • Worked with multiple insurance companies and programs including; Long Term Care, Life Insurance, Medicare, and Annuities.
  • Marketed and sold insurance in Property and Casualty, Life, Health, and Medicare supplement markets.
  • Conducted sales meetings for seniors aging into Medicare & assist with signing up customers for suitable plans.
  • Used effective communication to simplify and help customers understand the complex Medicare rules and health plan options.
  • Certified in Medicare Advantage, Prescription Drugs, and Affordable Care Act (On/Off Exchange) Plans.
  • Negotiated sales of various insurance lines including health, live, Medicare and other supplemental tiers.
  • Licensed in North Carolina in Accident and Health, Life, and Medicare/Long Term Care.
  • Licensed Independent Insurance Broker in Individual Health and Life Insurance Market including Medicare.
  • Conducted presentations on life, health, ancillary, and Medicare products.
  • Licensed and certified in Medicare Advantage HMO health plans for Medicare Beneficiaries.
  • Started independent agency in 2012 offering Medicare Supplements and Advantage Plans.

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9. 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.
  • 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.
  • Brokered home and auto insurance with 20 home and auto carriers.
  • Specialized in quoting and binding home and auto insurance policies.
  • 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.
  • Provided customer service for auto insurance clients.
  • Handled client auto insurance sales * Remained continuously knowledgeable of underwriting guidelines of numerous carriers.
  • Travelled to different car dealerships and sold auto insurance for new and used cars.

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10. Brokerage

high Demand
Here's how Brokerage is used in Insurance Broker jobs:
  • Worked with family operated brokerage to insure area residents and service their existing accounts.
  • Affiliated with a national brokerage company to sell life and health insurance products through a web-based virtual office in my home.
  • Started and grew Employee Benefits company from the initial start up phase to one of leading brokerage agencies in Colorado.
  • Served as an ambassador for own brokerage, defined and proactively promoted its position, image, and professional character.
  • Owned and operated a life, health, and annuity brokerage, with a primary focus on the senior market.
  • Produced among the top 5% of active agents within a greater Brokerage General Agency (BGA).
  • Obtained numerous insurance licenses, including Life and Disability, Fire and Casualty, and Brokerage.
  • Owned and managed an Insurance Brokerage business offering various Life, Health and Commercial Insurance plans.
  • Contributed in growing HBD Corporation to one of the largest brokerage firms in the industry.
  • Founded and ran my own employee benefits brokerage firm, from 1992 to 2000.
  • Affiliated with a national brokerage company to sell life and health insurance products.
  • Developed and implemented marketing and sales projects for this regional brokerage firm.
  • Analyzed/prepared income related reports, earnings schedules and balance sheet for brokerage.
  • Managed small Insurance Brokerage firm as well as sales and service.
  • Managed an insurance brokerage for Health, Life and Annuities.
  • Provided Insurance Brokerage and Risk Management services to clients.
  • Operated all aspects of running an insurance brokerage.
  • Established New Insurance Brokerage Firm.Prospecting new business ,caring for renewals and claims handling.Became top five brokers in short time.

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Jobs With Trending Skills

11. Independent Insurance

high Demand
Here's how Independent Insurance is used in Insurance Broker jobs:
  • 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.
  • 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.
  • Established an independent insurance practice focused on life and health insurance products.
  • performed the duties of an independent insurance broker holding licenses in property/casualty and a series 6 & 63 limited broker's license
  • Licensed Insurance Broker Independent Insurance Broker for Major Medical, Life and Supplemental Insurance.

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12. New Customers

high Demand
Here's how New Customers is used in Insurance Broker jobs:
  • Designed and implemented highly successful sales strategies for growing and gaining new customers through web based and e-mail marketing campaigns.
  • Scheduled appointments and met weekly with approximately 40 new customers in their home or business.
  • Coordinated detailed follow-ups with new customers while managing time between underwriting reviews and attaining new business.
  • Provided exceptional customer service and built relationships with new customers while maintaining relationships with existing customers.
  • Followed up applications and serviced new customers with information about insurance claims procedures.
  • Serviced customers, and developed new customers by building successful business partnerships.

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13. Insurance Options

high Demand
Here's how Insurance Options is used in Insurance Broker jobs:
  • Offered and informed existing customers and new prospects of their health and life insurance options and products that was available.
  • 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.
  • Presented insurance options to the client after assessing their needs.
  • Offered and explained different insurance options and plans.
  • 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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14. Casualty Insurance

high Demand
Here's how Casualty Insurance is used in Insurance Broker jobs:
  • 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.
  • Obtained property and casualty insurance license.
  • Licensed in Georgia and Florida: Life, Accident & Sickness, and Property & Casualty Insurance.
  • 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.
  • Obtained New York State broker's license for property and casualty insurance.
  • 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.
  • 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.
  • Shopped rates for life, health, property and casualty insurance.
  • Procured all lines of Property and Casualty Insurance for new clients.
  • Acquired license to also sell property and casualty insurance.
  • Promoted the sale of property and casualty insurance

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15. Analyze Insurance Program

average Demand
Here's how Analyze Insurance Program is used in Insurance Broker jobs:
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.
  • Called on policyholders to deliver and explain policies, analyze insurance programs, and suggest additions or changes to modify beneficiaries.
  • Called on policyholders to explain policy, analyze insurance program and suggest additions and changes.
  • Appealed to policyholders to deliver and explain policies, analyze insurance program and suggest additions or changes to beneficiaries.
  • Called policyholders to explain current policy and to help them analyze insurance program.
  • Obtained client information to deliver and explain policies, analyze insurance program, and conduct change of beneficiaries.

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16. Group Health

average Demand
Here's how Group Health is used in Insurance Broker jobs:
  • Prospected, sold and serviced company's Employee Benefits, including group health, life, dental and disability.
  • 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.
  • 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. 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.
  • Prepared personalized personal lines insurance quotes to prospects and used assumptive closing techniques to close sales.
  • 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.
  • Focused on both Commercial and Personal lines.
  • Preferred Personal Lines Insurance Sales & Marketing

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18. Risk Management

average Demand
Here's how Risk Management is used in Insurance Broker jobs:
  • Reduced corporate insurance premium payments by twenty to sixty percent and drastically improved corporate risk management system
  • Acquired strong foundation and knowledge of insurance and risk management industry, including retail, wholesale, insurance and reinsurance.
  • 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.
  • Advised clients on risk management and helped devise new ways to mitigate risks.
  • Counseled clients on coverage, loss prevention, and risk management issues.
  • Designed risk management plans for corporate clients.
  • Certified Identity Theft Risk Management Specialist CITRMS.
  • Specialized in providing operational risk management consultative services to corporate executives

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19. Client Relationships

average Demand
Here's how Client Relationships is used in Insurance Broker jobs:
  • Established external industry and client relationships for OneSource.
  • Managed both risk management and mid-sized client relationships.
  • 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.
  • Cultivated and maintained new client relationships in the Senior market for Life and Health insurance products.
  • Managed business client relationships to retain existing clients and cross sell additional lines of insurance.
  • Developed and maintained client relationships for 7 years.
  • Maintained client relationships to present day.
  • Managed overall client relationships and is supported by day-to-day account management.

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20. Inbound Calls

average Demand
Here's how Inbound Calls is used in Insurance Broker jobs:
  • Received inbound calls from people around the USA who were shopping the newly established markets to compare and purchase health insurance.
  • Administered new leads from inbound calls, outbound calls, walkin traffic and email.
  • Received inbound calls regarding Medicare D recipients and assisted customers with enrolling in prescription drug coverage during annual enrollment.
  • Handled one hundred Inbound calls daily providing senior citizens and disabled individuals with information and enrollment in annual Medicare.
  • Performed as a Performance Monitoring Analyst by monitoring inbound calls for execution of company quality and interaction standards.
  • Received inbound calls from individuals responding to television or mail advertisements for major life insurance companies.

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21. Sales Goals

average Demand
Here's how Sales Goals is used in Insurance Broker jobs:
  • Developed sales quotas and filed daily reports of insurance quoted, exceeding established sales goals and key metrics.
  • Worked to bring in new clients, and expand relations with current clients to meet sales goals.
  • 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.
  • 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.

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22. Sales Process

average Demand
Here's how Sales Process is used in Insurance Broker jobs:
  • Initiated consistent prospect contact through all phases of the complex sales process.
  • Trained other agents on annuities and sales process.
  • Worked closely with management and other departments to identify new business opportunities, routinely participated in the sales process and projects.
  • Guided prospects through home-visit sales process / Handled and submitted appropriate administrative paperwork.
  • Managed the entire sales process, evaluated and interpreted underwriting guidelines.
  • Increased efficiency of sales process by implementing virtual consulting process.

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23. Insurance Agents

average Demand
Here's how Insurance Agents is used in Insurance Broker jobs:
  • 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.
  • Developed and trained over 20+ new insurance agents on structure of business.
  • Trained new insurance agents on company procedures.
  • 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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24. 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.
  • Processed new policies, modifications to existing policies, annuities & etc.
  • Processed new policies and received premium payments.
  • Educated customers in regards to Medicare and administered new policies
  • Exceeded industry average for new policies written and existing customer retention with exceptional customer service and support.

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25. 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.
  • Preformed administrative tasks, such as maintaining records and handing policy renewals.
  • Called policyholders to notify of payments due, upcoming renewals and cancellations while performing administrative tasks such as maintaining record.
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.

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26. Payment Method

average Demand
Here's how Payment Method is used in Insurance Broker jobs:
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans Calculate premiums and establish payment methods
  • 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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27. Final Expense

average Demand
Here's how Final Expense is used in Insurance Broker jobs:
  • Specialized in mortgage protection and final expense insurance.

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28. Humana

average Demand
Here's how Humana is used in Insurance Broker jobs:
  • Represented diverse insurance portfolio, including Shenandoah Life Insurance, Continental Life, and Humana Medical Advantage.
  • Contracted with Mass Mutual-Mutual of Omaha -Health Springs-Humana and United Health insurance Sales of Health Insurance.
  • 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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29. Business Relationships

average Demand
Here's how Business Relationships is used in Insurance Broker jobs:
  • Maintained strong business relationships to drive effective negotiation with key OneSource partners.
  • Established and maintained business relationships with policyholders and industry leaders.
  • Developed business relationships with new accounts and expanded sales with existing clients.
  • Acquired business relationships to expand the value of services provided.
  • Used networking opportunities to create successful, on-going business relationships.
  • Established and maintained exceptional rapport with clients to ensure excellent business relationships and business growth.

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30. Insurance Premiums

low 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.
  • 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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31. Business Owners

low Demand
Here's how Business Owners is used in Insurance Broker jobs:
  • Cultivated and maintained relationships with clients, underwriters, business owners and community leaders.
  • Provided business/insurance and investment consulting to self-employed business owners and individuals.
  • Advised business owners on commercial insurance opportunities.
  • Worked hand in hand with Large to small business owners to establish employee benefits for their respected employees.
  • Designed health, life insurance and retirement plans for small business owners and individuals without group coverage.
  • Worked with business owners and HR Directors to maintain continuous working relationship and regular contact.
  • Advised business owners and their employees of proper mutual fund investments for their risk tolerance.
  • Developed and maintained relationships with business owners and decision makers of prospects and clients.
  • Marketed a full line of insurance/financial products to small business owners in Denver area.
  • Offered health and life insurance products to small business owners and their employees.
  • Prospected small business owners and consumers to sell a variety of products.
  • Licensed Life Insurance Agent-currently licensed Sold health and life insurance to business owners and individuals throughout California.
  • Worked with over 600 carriers to compare rates and plans for business owners and employees, including dependents.
  • Scheduled appointments with prospective clients Created custom insurance quotes for individuals, families and small business owners
  • Presented insurance products to Presidents and CEOs as well as small business owners.

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32. 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.
  • Provided training to new agents, as well as seasoned agents on various offerings in the insurance division.
  • 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.
  • Trained new agents in Medicare Insurance law and ethics.
  • Trained new agents on sales techniques and product lines.
  • Recruited, interviewed, and hired new agents.
  • Served as Insurance Trainer for new Agents.
  • Hired, trained 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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33. Cold Calls

low 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.
  • Conducted cold calls daily to schedule face-to-face meetings with corporate officers and small businesses.
  • Prospected for new clients via cold calls and internet leads.
  • Acquired Insurance License for PA Accident & Health & made 100s of cold calls.
  • Performed cold calls and presentations at seminars to educate/enroll new prospects.

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34. Individual Customers

low Demand
Here's how Individual Customers is used in Insurance Broker jobs:
  • Brokered health and life insurance for companies and individual customers in the Metro Kansas City area.
  • Customized insurance programs to suit individual customers, explained features, advantages and disadvantages of various policies.
  • Customized insurance programs to suit individual customers, then called on policyholders to deliver and explain policy.
  • Licensed insurance sales for personal life, medical and investment insurance to individual customers.
  • Developed clientele through networking and extensive community involvement to find new group and individual customers.
  • Established a successful book of business which included over 200 additional small businesses and individual customers.

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35. 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.
  • Developed and managed sale of financial products through a staff of twenty-two agents and solicitors.
  • Educated people on our financial products and services.
  • Provided financial products and services to clients through financial needs analysis.
  • Fixed Annuities, Health and related financial products)
  • Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services

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36. Client Retention

low Demand
Here's how Client Retention is used in Insurance Broker jobs:
  • Licensed Agent selling travel and international health insurance Consistently met sales goals Client retention and relationship building
  • Developed new strategies for client retention and customer satisfaction.
  • Promoted client retention through high-quality service and follow through.
  • Promoted client retention through high-quality service and follow through as well as creating new clients through referrals from satisfied clients.
  • Promoted client retention through high-quality service and follow up.
  • Displayed creative problem solving, collaboration and negotiation skills, resulting in significant client retention rates.

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37. Individual Clients

low Demand
Here's how Individual Clients is used in Insurance Broker jobs:
  • Worked with individual clients to develop customized insurance portfolios for their families.
  • Customized policies for individual clients.
  • Conducted educational and sales seminars to groups of 100 300 participants, as well as consulted 1-on-one with individual clients.
  • Customized insurance plans to suit individual clients Identify the exposure to risk that consumers face Analyzed and computed commission

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38. Product Knowledge

low Demand
Here's how Product Knowledge is used in Insurance Broker jobs:
  • Provided professional presentations to clients to ensure product knowledge and visibility.
  • Maintained and updated my product knowledge so to be prepared to meet every potential client's needs.
  • 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.
  • Educated and counseled customers on appropriate insurance and financial services products based on product knowledge and customer interviews to determine needs.

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39. Physical Condition

low Demand
Here's how Physical Condition is used in Insurance Broker jobs:
  • Interviewed prospective clients to determine the physical condition of the person to be insured and to discuss any existing coverage.
  • Suggested policies which would optimize prospective clientele's coverage based on their current financial and physical condition.
  • Interviewed prospective clients to obtained data about their financial matters and needs, physical conditions and discussed current coverage.
  • Interviewed Prospective Clients on Resources, Needs, and physical condition of the Person to be Insured.
  • Evaluated the physical condition of the person or property to be insured, and discussed existing coverage.
  • Interviewed prospective clients to obtain data about the physical condition of the person to be insured.

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40. Medicaid

low Demand
Here's how Medicaid is used in Insurance Broker jobs:
  • worked for Humana and Ohana Health Plan as an insurance broker- made cold calls to potential eligible clients for medicare and medicaid
  • Welcomed customers into new contract plans answering any questions and concerns meeting Centers for Medicare and Medicaid Services requirements.
  • Reviewed medical web sites and Medicare inquiry system to determine eligibility for Medicaid and other insurance policies.
  • Researched denied claims in order to appeal claim for payment based on Medicare/Medicaid/insurance carriers' specifications.
  • Trained in the organizational and regulatory mechanisms of Medicare and Medicaid and complying with enrollment regulations and HIPPA
  • Assisted field agents with Medicare applications, review Medicaid state system regarding eligibility.

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41. Dental Insurance

low Demand
Here's how Dental Insurance is used in Insurance Broker jobs:
  • Consulted with all healthcare insurance companies to provide Request for Proposals on group healthcare, life and dental insurance quotes.
  • Led the development of health and dental insurance 101 training material to train tier 2 call center representatives.
  • Managed sales and marketing of Universal Life, Whole Life, Term, and Accidental Insurance.
  • Protected families and individuals with a variety of life, health and accidental insurance policies.
  • Enrolled clients daily in health and dental insurance in numerous plans with multiple insurance companies.
  • Worked on a commission basis, sold life, medical, and dental insurance.

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42. 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.
  • 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.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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43. 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.
  • 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.
  • Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
  • Interviewed prospective clients analyzed their financial needs for existing coverage.

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44. Financial Situation

low Demand
Here's how Financial Situation is used in Insurance Broker jobs:
  • Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determined extent of present coverage and investments.
  • Determined clients particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments.
  • Determined clients personal needs and financial situations with fact-finding appointments to further ascertain long-term goals.
  • Determined clients particular needs and financial situations by conducting fact finding appointments.
  • Determined clients' specific needs and financial situations by scheduling fact-finding appointments.
  • Determined clients particular needs and financial situations to provide services.

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45. Aflac

low Demand
Here's how Aflac is used in Insurance Broker jobs:
  • Revived AFLAC accounts previously closed due to non-pay or dissatisfied customers.
  • 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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46. Risk Profile

low Demand
Here's how Risk Profile is used in Insurance Broker jobs:
  • Gathered information from clients, assessing their insurance needs and risk profile.

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47. Particular Needs

low Demand
Here's how Particular Needs is used in Insurance Broker jobs:
  • 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.

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48. Present Coverage

low Demand
Here's how Present Coverage is used in Insurance Broker jobs:
  • Determined clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage ascertaining protection goals and financial commitments.
  • Determined clients particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments.
  • 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.
  • Determined clients' particular needs and financial situations; determined extent of present coverage and investments; ascertaining long-term goals.
  • Determined client needs and financial situations, identified extent of present coverage and investments, and ascertained long-term goals.

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49. 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.
  • Established new sales accounts by scheduling appointments and meeting with potential customers and clients.
  • 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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50. Policy Changes

low Demand
Here's how Policy Changes is used in Insurance Broker jobs:
  • Created policy changes, certificates and cancellation documents.
  • Provided insurance certificates and made policy changes as needed.
  • Assisted Quality Assurance department by reviewing policy changes completed within call center for errors/accuracy.
  • Processed some policy changes, policy maintenance and cancellations based on appropriate approvals.
  • Communicated policy changes to the workforce and coordinated mass distribution of information packages.
  • Processed any requested policy changes and noted account appropriately where required after calls.

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20 Most Common Skill For An Insurance Broker

Potential Clients15.6%
Life Insurance11.6%
Insurance Companies10.1%
Health Care7.6%
Insurance Sales7.6%
Customer Service5%
Financial Resources4.9%
Medicare4.2%

Typical Skill-Sets Required For An Insurance Broker

RankSkillPercentage of ResumesPercentage
1
1
Potential Clients
Potential Clients
15.6%
15.6%
2
2
Life Insurance
Life Insurance
11.6%
11.6%
3
3
Insurance Companies
Insurance Companies
10.1%
10.1%
4
4
Health Care
Health Care
7.6%
7.6%
5
5
Insurance Sales
Insurance Sales
7.6%
7.6%
6
6
Customer Service
Customer Service
5%
5%
7
7
Financial Resources
Financial Resources
4.9%
4.9%
8
8
Medicare
Medicare
4.2%
4.2%
9
9
Auto Insurance
Auto Insurance
2.8%
2.8%
10
10
Brokerage
Brokerage
2.4%
2.4%
11
11
Independent Insurance
Independent Insurance
1.8%
1.8%
12
12
New Customers
New Customers
1.5%
1.5%
13
13
Insurance Options
Insurance Options
1.3%
1.3%
14
14
Casualty Insurance
Casualty Insurance
1.3%
1.3%
15
15
Analyze Insurance Program
Analyze Insurance Program
1.3%
1.3%
16
16
Group Health
Group Health
1.1%
1.1%
17
17
Personal Lines
Personal Lines
1%
1%
18
18
Risk Management
Risk Management
1%
1%
19
19
Client Relationships
Client Relationships
1%
1%
20
20
Inbound Calls
Inbound Calls
0.9%
0.9%
21
21
Sales Goals
Sales Goals
0.8%
0.8%
22
22
Sales Process
Sales Process
0.8%
0.8%
23
23
Insurance Agents
Insurance Agents
0.7%
0.7%
24
24
New Policies
New Policies
0.7%
0.7%
25
25
Administrative Tasks
Administrative Tasks
0.7%
0.7%
26
26
Payment Method
Payment Method
0.7%
0.7%
27
27
Final Expense
Final Expense
0.7%
0.7%
28
28
Humana
Humana
0.6%
0.6%
29
29
Business Relationships
Business Relationships
0.6%
0.6%
30
30
Insurance Premiums
Insurance Premiums
0.6%
0.6%
31
31
Business Owners
Business Owners
0.6%
0.6%
32
32
New Agents
New Agents
0.6%
0.6%
33
33
Cold Calls
Cold Calls
0.6%
0.6%
34
34
Individual Customers
Individual Customers
0.5%
0.5%
35
35
Financial Products
Financial Products
0.5%
0.5%
36
36
Client Retention
Client Retention
0.5%
0.5%
37
37
Individual Clients
Individual Clients
0.5%
0.5%
38
38
Product Knowledge
Product Knowledge
0.5%
0.5%
39
39
Physical Condition
Physical Condition
0.5%
0.5%
40
40
Medicaid
Medicaid
0.4%
0.4%
41
41
Dental Insurance
Dental Insurance
0.4%
0.4%
42
42
Policy Requirements
Policy Requirements
0.4%
0.4%
43
43
Financial Needs
Financial Needs
0.4%
0.4%
44
44
Financial Situation
Financial Situation
0.4%
0.4%
45
45
Aflac
Aflac
0.4%
0.4%
46
46
Risk Profile
Risk Profile
0.4%
0.4%
47
47
Particular Needs
Particular Needs
0.4%
0.4%
48
48
Present Coverage
Present Coverage
0.4%
0.4%
49
49
Potential Customers
Potential Customers
0.4%
0.4%
50
50
Policy Changes
Policy Changes
0.3%
0.3%

5,120 Insurance Broker Jobs

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