Top Insurance Producer Skills

Below we've compiled a list of the most important skills for an Insurance Producer. We ranked the top skills based on the percentage of Insurance Producer resumes they appeared on. For example, 19.6% of Insurance Producer resumes contained Life Insurance as a skill. Let's find out what skills an Insurance Producer actually needs in order to be successful in the workplace.

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

1. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Producer jobs:
  • Generated life insurance and investment referrals to head agent to further profitability to the company.
  • Provided supplemental benefits and life insurance to families through associated unions.
  • Offered life insurance products specifically tailored to customers unique needs.
  • Conducted training for other newly appointed life insurance producers.
  • Provide individual supplemental life insurance programs.
  • Write life insurance family/income protection.
  • Assisted new and existing clients with choosing the right health and life insurance for them while maintaining a high level of ethics
  • Set up appointments with hardworking families in order to meet with them in their homes and show them life insurance benefits.
  • Provided professional orientation on Health and Life Insurance products while stressing the importance of having the proper amount of protection.
  • Conducted after hour's life insurance appointments which resulted in 54 Life Insurance policies & produced $28,000 in revenue.
  • Direct Sales, Auto, Fire, Health and Life Insurance Personal Insurance and Investment planning Mortgage and Vehicle Financing
  • Generated $16,000 in revenue by creating 28 Life Insurance policies in 2011; Team Member Hall of Fame.
  • Suggested and sold life insurance policies that worked best for client based on age, health and affordability.
  • Educated clients on insurance solutions including Life Insurance, Long-term Care, Disability and Estate Wealth Transfer.
  • Issued and performed reviews for clients to meet their, auto, homeowners and life insurance needs.
  • Provide service to clients changing insurance needs by selling property, casualty, automotive and life insurance.
  • Provide knowledge and guidance to prospective clients seeking health and life insurance in the private sector.
  • Licensed to sell Health & Life Insurance and Accidental Death & Dismemberment supplemental insurance in Virginia.
  • Meet with clients to assist them in finding the best life insurance policy for their needs.
  • Write supplemental and life insurance policies for employees and assist with claims they may have.

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2. Customer Service

high Demand
Here's how Customer Service is used in Insurance Producer jobs:
  • Managed over 1500 association member accounts to ensure client satisfaction, claims customer service, renewal/retention and administrative support.
  • Managed and designed agency IT and customer service policies and procedures including implementation of agency CRM software.
  • Assist applicants in completing insurance application process/assist in ongoing customer service and policy maintenance for existing clientele.
  • Provided exceptional customer service by serving as liaison between clients and company underwriters.
  • Modeled exceptional customer service skills and appropriate diagnostic insurance policies.
  • Provided excellent customer service while educating policyholders on their accounts.
  • Provided excellent customer service for established State Farm agent.
  • Provided excellent customer service to retain clients after renewal.
  • Delivered policies and provided customer service and support.
  • Maintain a professional and customer service oriented atmosphere.
  • Provide exceptional customer service to customers walking.
  • Provide excellent customer service to existing policyholders.
  • Recognized for outstanding customer service by management
  • Cross Selling Accomplishments Retention of customers Increase the book of business due to selling of products Skills Used Excellent customer service/computer knowledge
  • Handle all customer service needs, including billing, payment processing, assisting customers during the claims process, etc.
  • Performed detail study of insurance products, provided excellent customer service by identifying as well as understanding client s needs.
  • Provide exceptional customer service to address client questions and concerns that they may have with any detail of their account.
  • Provided excellent customer service for clients in a four state region in order to meet individual s insurance needs.
  • Performed skills on a daily basis in sales, customer service, marketing, and monitoring of quotas.
  • Practice customer service, personalized education about services, and the desire to help families every day.

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3. Financial Needs

high Demand
Here's how Financial Needs is used in Insurance Producer jobs:
  • Provide quotes and type of coverage according to the analysis of client's situations and financial needs.
  • Provided insurance assessments to accommodate client's financial needs.
  • Market full variety of life insurance and annuity products Provide planning and implementation for clients financial needs
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing 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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4. Auto Insurance

high Demand
Here's how Auto Insurance is used in Insurance Producer jobs:
  • Quoted and signed up customers with auto insurance*Assisted customers with any questions*Took payments
  • Handled application process for property & casualty, life & auto insurance, and submit to underwriting for evaluation.
  • Provide potential clients with quotes for auto insurance, call existing customers to inform them of renewals and cancellations
  • Structure private and commercial auto insurance policies for individuals and businesses purchasing new and used vehicles.
  • Specialize in mortgage protection, life insurance and annuities, Medicare and auto insurance.
  • Write auto insurance policies answer phones and give quotes for auto insurance.
  • Point person for clients relating to their home and auto insurance services.
  • Followed warm leads selling auto insurance for American Family Insurance.
  • Managed policies for up to 30 old and new clients Drafted home/auto insurance policies for 10 new clients

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5. New Clients

high Demand
Here's how New Clients is used in Insurance Producer jobs:
  • Performed comprehensive insurance reviews to educate customers and acquire new clients.
  • Solicited new clients by developing business relationships.
  • Used computer applications for quoting and submitting insurance polices, researching client coverage qualifications, and data entry for new clients.
  • Established relationship for new clients from initial contact through the end of policy on 100% commission based off of sales.
  • Promoted client retention through high-quality service and follow through as well as creating new clients through referrals from satisfied clients.
  • Seek out new clients by cold calling, setting appointments via lead list and networking to generate sales.
  • Work with existing and new clients to match individual property and casualty insurance needs with appropriate products.
  • Determined new clients' insurance needs by reviewing accounts, recommending, and explaining coverage and limits.
  • Used aggressive marketing techniques to attract new clients and increase revenue by up to 40%.
  • Sell Term insurance, Seek out new clients through referrals and direct marketing strategies.
  • Produce auto, health, & life insurance policies with existing and new clients.
  • Job duties include selling insurance products to new clients and servicing client accounts.
  • Managed a lead system while successfully contacting new clients for product purposes
  • Placed new clients with the best carriers for their particular risk.
  • Provided insurance and financial services to new clients and current policyholders.
  • Attained new clients by cold calling and working off of referrals.
  • Produced new clients and increased revenue through cold calling.
  • Engage new clients by scheduling several appointments per day.
  • Build clients relationships and prospect new clients.
  • Cold-called and prospected for new clients.

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6. Insurance Companies

high Demand
Here's how Insurance Companies is used in Insurance Producer jobs:
  • Liaised with various insurance companies to request loss history reports and relevant documents for policy generation.
  • Negotiate with Insurance companies underwrites on behalf of clients to produce the most complete and value driven insurance coverage.
  • Research the various insurance companies and insurance polices offered by them to help clients in choosing most suitable policy.
  • Work with customers and insurance companies to assure that the needs of the clients are being served.
  • Worked directly with insurance companies and MGA's to negotiate coverage options and policy pricing.
  • Appointed to over 30 Personal, Commercial and Health Insurance companies with binding authority.
  • Complied with all applicable regulations of insurance companies and state and federal government.
  • Record information and to various insurance companies.
  • Send additional information to insurance companies as needed (panoramics, perio charting, pa's bwxs as needed).

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7. Health Care

high Demand
Here's how Health Care is used in Insurance Producer jobs:
  • Presented voluntary life insurance policy and explained benefits to staff of Health Care Services 1-on-1 and in group settings.
  • Responded to questions regarding benefit plan designs, health care claims and payments options.
  • Leveraged owner's client base and outside sales to participate in health care reform - Affordable Healthcare Act.
  • Served as an educator and advisor about the ramifications of Health Care reform.
  • Provided consultation regarding health care options including primary physicians, available in-care facilities, dental referrals, prescription restrictions.
  • Provide further information and guidance regarding coverage and eligibility regarding patients to the requesting health care provider.

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8. Insurance Sales

high Demand
Here's how Insurance Sales is used in Insurance Producer jobs:
  • Licensed insurance salesperson responsible for prospecting new business and managing existing accounts
  • Licensed Property and Casualty insurance sales agent.
  • Perform follow-up on product inquiries, pursue insurance sales and follow-up with clients as to needs and proper product fit.
  • Obtained valuable knowledge and licensing for insurance sales for property and casualty, life and health insurance.
  • Time management and reliability are huge skills needed in an insurance sales position.
  • Top Title Insurance Sales person in office increased sales by 25%.
  • Prospected insurance sales via inbound calls, internet, and walk-in requests.
  • Licensed Property, Casualty and Life Insurance sales representative.
  • Direct in-home insurance sales Calling leads and organizing appointments

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9. New Accounts

high Demand
Here's how New Accounts is used in Insurance Producer jobs:
  • Developed new accounts through effective relationship building, cold calling, networking, professional sales presentations, and follow-up calls.
  • Attend meetings, seminars and programs to learn new skills and receive technical assistance in developing new accounts.
  • Required to take on many managerial duties as the only employee and as well as produce/market/service new accounts
  • Received national recognition for opening the most new accounts in my first year.
  • Maintain clients' records and service new accounts by implementation of computer-logistics.
  • Produce & sale new accounts while maintaining existing policies.
  • Set up new accounts and enroll insureds.
  • Completed new accounts and filed required documents.
  • Acquire and manage new accounts.

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10. Casualty Insurance

high Demand
Here's how Casualty Insurance is used in Insurance Producer jobs:
  • Licensed property and casualty insurance producer in 44 states, specializing in workers compensation insurance.
  • Specialized in sale of casualty insurance policy.
  • Licensed to Sell Property & Casualty Insurance in the State of Maryland.
  • Licensed in the State of Illinois in Property & Casualty insurance.
  • Certified Property & Casualty Insurance Producer in the State of Michigan.
  • Obtained a license in Property and Casualty Insurance with Nationwide.
  • Called leads and sold property and casualty insurance.
  • Sell property and casualty insurance Vehicle Loan Processing
  • Sell Property and Casualty insurance Manage own book of business Call customers and make sure they are satisfied with insurance policies

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11. State Farm

high Demand
Here's how State Farm is used in Insurance Producer jobs:
  • State Farm was a non profit organization in which I worked under my direct agent Chris Stringer.
  • Open State Farm Bank products such as checking & savings accounts, credit cards and loans.
  • Use Outlook, Excel, Word, and forms/programs within State Farm on a daily basis.
  • Job Duty: Provide quality service and professional advice to customers interested in State Farm Insurance.
  • Inspect homes and businesses to insure standards are met to bind coverage with State Farm.
  • Obtained license to sell Property & Casualty, Life and Bank Insurance through State Farm.
  • Maintain knowledge and expertise on State Farm products and applicable state guidelines and regulations.
  • Provide information on a variety of loan and deposit products through State Farm Bank.
  • Enlighten individuals on the added value that State Farm has to offer.
  • Train new State Farm Agents on company automation systems and agency procedures.
  • Provided Financial Services to clients through State Farm Bank.
  • Licensed Insurance Producer for State Farm Agent.
  • Train for State Farm Bank for re-financing.
  • Trained and Sold State Farm Insurance Products.
  • Trained new hires and existing staff in sales and insurance knowledge including new State Farm systems, and sales concepts.
  • Worked with a State Farm agent, Matt Kammer prior to starting with Synergy Group Insurance.
  • State Farm Insurance Office Manager Sale and service of Insurane policies.
  • STATE FARM LUGOFF, SC Prospect potential clients by calling them on the telephone or contacting them through emails.
  • Set up claims Processed loans and opened checking and savings accounts through State Farm bank Processed end of day deposits

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12. Necessary Medical Examinations

high Demand
Here's how Necessary Medical Examinations is used in Insurance Producer jobs:
  • 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.
  • Ensured that policy requirements are fulfilled including any necessary medical examinations, appropriate forms and premium payment methods.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Facilitated the completion of policies including all necessary medical examinations and the completion of appropriate forms.
  • Ensured policy requirements were fulfilled including necessary medical examinations and appropriate forms.

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13. Client Relationships

high Demand
Here's how Client Relationships is used in Insurance Producer jobs:
  • Developed client relationships to grow business opportunities.
  • Maintained cordial and effective client relationships.
  • Developed and maintained client relationships with hundreds of ADP clients.
  • Develop and maintain client relationships on a proactive basis.
  • Top agency sales producer Formed strong client relationships.
  • Increased referrals by establishing client relationships, and creating a successful follow up system for efficiency and profitability.

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14. Personal Lines

high Demand
Here's how Personal Lines is used in Insurance Producer jobs:
  • Earned promotion as Personal lines Quality Control/Operations Manager due to outstanding performance Sales of personal insurance property and casualty insurance products
  • Quoted and issued personal lines policies and applied appropriate underwriting guidelines to determine customer eligibility.
  • Achieved single biggest revenue-generating account in personal lines.
  • Licensed producer for Commercial Insurance including property and casualty, worker's compensation, auto, life, and personal lines.
  • Licensed by the Mississippi Insurance Department to sell Accident and Health, Casualty, Life, Personal Lines, and Property.
  • Answered high volume of inbound phone calls from AARP members requesting insurance to meet their personal lines insurance needs.
  • Obtained licenses in Life, Accident/Health, Personal Lines, and Property/Casualty.
  • Ensured customer satisfaction, solicited new contacts and increased the number of personal lines and commercial business accounts of onboard clients.
  • Key Results: Producer in mainly personal lines but also some small commercial accounts including Surety Bonds.
  • Licensed insurance producer in Property, Causualty, Life, Accident, Health and Personal Lines.
  • Produced new auto, homeowner, business, flood and personal lines policies, including new and refinanced vehicle loans .

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15. Phone Calls

average Demand
Here's how Phone Calls is used in Insurance Producer jobs:
  • Receive telephone calls and direct as and where necessary, make payments/remittance and manage electronic filing database.
  • Helped File documents for clients, answered phone calls and took payments.
  • Scheduled appointments through phone calls as well as face-to-face introductions.
  • Learned how to make phone calls to underwriters.
  • Make phone calls to new customers.
  • Answer and direct phone calls, provide auto and homeowners quotes and consulting, and operating Quickbooks.

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16. Business Owners

average Demand
Here's how Business Owners is used in Insurance Producer jobs:
  • Attended Business Networking International events to network with local business owners.
  • Evaluated insurance and benefits needs of individuals and business owners.
  • Provided insurance solutions for business owners.
  • Offer benefits to Small business Owners Employees at no cost to the Employer.
  • Proposed product to business owners, presented to and enrolled employees and managed accounts
  • Work closely with various insurance companies in conjunction with business owners.
  • Market and sell varied insurance products to business owners and individuals.
  • Fostered and maintained professional relationships with business owners, CEOs, and Presidents.
  • Explained features & advantages of offering Aflac for employees to business owners.
  • Develop relationships with Business owners to establish rapport and build trust 6.

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17. Insurance Plans

average Demand
Here's how Insurance Plans is used in Insurance Producer jobs:
  • Assisted individual consumers and retirees with questions or concerns on the features of various insurance plans.
  • Customize Insurance Plans, Identifying Customer's Essential Needs, Specialize in Billing Services.
  • Set up individual company's supplemental insurance plans to aid their benefits package.
  • Communicated features of different appropriate policies, promoting sale of insurance plans.
  • Provided information about World Financial Group and life insurance plans to customers.
  • Advised members about the special features of their insurance plans.
  • Formulated insurance plans based on individual client's needs.
  • Customize insurance plans to meet needs of customers.

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18. Sales Goals

average Demand
Here's how Sales Goals is used in Insurance Producer jobs:
  • Worked in a team oriented environment to achieve office sales goals.
  • Work with the agent to establish and meet sales goals.
  • Set monthly sales goals to receive commissions and awards.
  • Have exceeded first two benchmark sales goals to date.
  • Achieved and surpased sales goals.
  • Achieved sales goals by personally visiting commercial clients, putting together attractive personalized packages and presenting solutions for their insurance needs.

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19. Analyze Insurance Program

average Demand
Here's how Analyze Insurance Program is used in Insurance Producer jobs:
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Call on policyholders to deliver and explain policies.Analyze insurance programs,change or dd beneficiaries.reinstate or change policies altogether.
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.
  • Provide highly personalized service to policyholders, analyze insurance programs and suggest additions or changes when necessary.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.

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20. Policy Changes

average Demand
Here's how Policy Changes is used in Insurance Producer jobs:
  • Process policy changes/endorsements and explain the resulting coverage and premiums.
  • Managed insurance accounts and assisted policyholders with policy changes.
  • Process any policy changes such as added vehicles, coverage changes, change of address, requested policy cancellations Etc.
  • Assist customers with quoting, issuing, billing, payments, and policy changes.
  • Handled policy changes, billing questions, and re-marketed policies upon renewal.
  • Assist clients with claims or policy changes during the year.
  • Performed policy changes for customers.
  • Make policy changes and payments.
  • Produced Property/Casualty and Life/Health insurance policies Handled policy changes and inquiries
  • Account managing for clients, which included assistance in claim filing, policy changes due to healthcare laws, and medical billing

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21. Cold Calls

average Demand
Here's how Cold Calls is used in Insurance Producer jobs:
  • Generated new business by door hanging, door knocking, cold calls, lead calls, and events.
  • Experience in making cold calls to businesses and individuals, and maintaining relationships with current clients.
  • Executed 100 + daily cold calls to top level executives to increase client base.
  • Established in-phone and in-person sales techniques, closing "cold calls" and "warm leads."
  • Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions.
  • Set appointments for personal sales by referral, direct mail leads and cold calls.

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22. Scheduling Appointments

average Demand
Here's how Scheduling Appointments is used in Insurance Producer jobs:
  • Completed administrative/secretarial tasks, including answering phones, filing, scheduling appointments, etc.
  • Determined clients' particular needs and financial situations by being flexible and scheduling appointments.
  • Maintained the insurance agent's calendar, to include, scheduling appointments.
  • Determine clients' particular needs and financial situations by scheduling appointments; determine extent of present coverage; ascertaining long-term goals.

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23. Potential Customers

average Demand
Here's how Potential Customers is used in Insurance Producer jobs:
  • Assisted potential customers in understanding and purchasing various types of insurance.
  • Field underwriting and completing applications for potential customers.
  • Contacted potential customers, assessing insurance needs.
  • Focused on sales efforts by studying existing and potential customers and introduced new products to new and existing markets.
  • Utilize marketing systems, as well as develop my own, to reach potential customers for Farmers Insurance products.
  • Work with current and potential customers to provide their insurance needs.
  • Meet potential customers explain different policies that are available.
  • Reviewed quotes with potential customers to write new business.
  • Call referrals of potential customers to make appointments.
  • Explained policy details and features to new and potential customers Updated customer policy information provided customers with policy details and coverage information

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24. Policy Holders

average Demand
Here's how Policy Holders is used in Insurance Producer jobs:
  • Service existing policy holders while recommending additional coverage offerings.
  • Service and maintenance existing policy holders accounts.
  • Performed cold calls to potential policy holders with a high success rate.
  • Generate new life insurance policy holders through marketing calls from warm leads
  • Processed credit card and electronic funds payments for policy holders.
  • Offer insurance policy coverage to uninsured members of a policy holders family Provide information regarding account and policy status
  • Licensed agent in over 20 states) Responsibilities: Servicing Property and Casualty insurance policies for USAA policy holders
  • Service current customers Pivot current policy holders to new products Quote new business and make sales
  • Meet one on one with potential and current policy holders Document and explain policy rules Update policies including deletions Problem resolution

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25. Aflac

average Demand
Here's how Aflac is used in Insurance Producer jobs:
  • Contacted businesses to attempt to establish an AFLAC account as part of their benefits package.
  • Presented AFLAC benefits packages to various company owners and employees.
  • Offered AFLAC supplemental insurance as benefits solution for other business owners.
  • Disseminated information to current and potential customers on AFLAC insurance products.
  • Generated sales of AFLAC supplemental policies to local businesses
  • Awarded the AFLAC Fireball Award for gross annualized premium of $25,000 in the first 13 weeks of production.

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26. Data Entry

average Demand
Here's how Data Entry is used in Insurance Producer jobs:
  • General office duties such as, answering phones, data entry, typing, filing, emailing.
  • Conducted open enrollment meetings and enroll clients online via proprietary data entry software.
  • 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.
  • Managed pending business while ensuring accurate data entry to reduce commission errors and improve client satisfaction.

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27. Administrative Tasks

average Demand
Here's how Administrative Tasks is used in Insurance Producer jobs:
  • Assist new co-workers with training and roll playing of sales and administrative tasks.
  • Explain features, advantages and disadvantages of various insurance products Perform administrative tasks, such as maintaining records and handling policy renewals
  • Called policyholders to notify of payments due, upcoming renewals and cancellations while performing administrative tasks such as maintaining record.
  • Perform administrative tasks such as maintaining records and handling policy renewals Calculate rates for organization products and services.
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
  • Perform with enthusiasm administrative tasks to include; maintaining vital customer records and policy renewals ensuring customer satisfaction and loyalty.

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28. Financial Services

average Demand
Here's how Financial Services is used in Insurance Producer jobs:
  • Acquired extensive knowledge of the financial planning profession and financial services industry.
  • Conducted financial services and insurance reviews with clients.
  • Resolved insurance and financial services need.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Developed business and marketing plans to jumpstart a professional approach to building a financial services clientele.
  • Created an independent financial advisory organization aimed at educating and providing financial services to those nearing and in retirement.

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29. New Policies

average Demand
Here's how New Policies is used in Insurance Producer jobs:
  • Process new policies, renewals, endorsements, schedules, certificates of insurance and binders.
  • Insured that all necessary paperwork for new policies are collected, documented and files properly.
  • Initiated over 100 s of new policies and provided client assistance.
  • Assisted current clients, sold new policies, marketing the agency.
  • Dedicated translator to clients assisting with existing and new policies.
  • Entered new policies into the company database and updated existing records Scanned and digitally archived ten thousand insurance-related documents
  • Licensed Sales Professional, Solicit and write new policies from inside and outside the agencies books of business.
  • audit new policies, make sure accounts are set up properly in the system.

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30. Financial Products

low Demand
Here's how Financial Products is used in Insurance Producer jobs:
  • Market and service insurance and financial products to current and potential clients.
  • Offer and provide a full range of financial products and services.
  • Represented full line of insurance & financial products.
  • Dedicated and tenacious, knowledge of insurance and financial products, reputation for exceptional professionalism and ethics.
  • Represent a full line of insurance and financial products, serving as an advisor to businesses and individuals.
  • Licensed in Mississippi, Louisiana and Alabama representing a full line of insurance and financial products

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31. Allstate

low Demand
Here's how Allstate is used in Insurance Producer jobs:
  • Involved myself in real estate investments and also purchased a partnership in independently owned Allstate Insurance offices located Northwest Montana.
  • Processed endorsements and cancellation of policies while servicing customers utilizing Allstate's Gateway and Alliance application procedures.
  • Deepen household relationships by selling additional Allstate products.
  • Awarded the Allstate Certified Professional Representative designation.
  • Followed Allstate training system to optimize customer experience.
  • Obtained Binding Authority through Allstate Insurance

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32. Insurance Options

low Demand
Here's how Insurance Options is used in Insurance Producer jobs:
  • Determine customer's needs while providing detailed information concerning insurance options.
  • Completed enrollment of employees Maintained employer/employee contact to service the needs of the employees with different types of insurance options.
  • Calculated quotes and educated potential clients on insurance options and amount of coverage needed.
  • Calculated quotes and educated clients on insurance options.
  • Produce print material to advertise insurance options.
  • General Lines Property and Casualty License in Texas Calculated quotes and educated potential clients on insurance options.

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33. Payment Method

low Demand
Here's how Payment Method is used in Insurance Producer jobs:
  • Handled incoming and outgoing phone calls Calculate premiums and established payment methods.
  • Called prospect/clients to offer products,calculated premiums,refunds,and arranged payment methods.
  • 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.
  • Calculated quotes and educated potential clients on insurance options and calculated premiums and established payment methods for sales.

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34. Bank Products

low Demand
Here's how Bank Products is used in Insurance Producer jobs:
  • Developed effective scripts and flows for cross-selling insurance and bank products.
  • Sell Property, Casualty, Life and Health insurance while also promoting Auto Loans and other Bank products.
  • Required extensive knowledge of all bank products and assisted customers through their financial decisions.
  • Educated potential clients on all insurance and bank products.
  • Licensed and trained to sell property and casualty, life and disability as well as bank products.
  • Collect and file necessary documents in order to bind insurance policies and close bank products.

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35. Policy Requirements

low Demand
Here's how Policy Requirements is used in Insurance Producer jobs:
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Service and initiate new and existing auto policies ensuring that policy requirements are fulfilled including 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 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.
  • Prepared applications and agreements to complete temporary car insurance policy requirements before entering Mexico.

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36. Product Knowledge

low Demand
Here's how Product Knowledge is used in Insurance Producer jobs:
  • Attended State Farm Sales University; continuing education and product seminars to enhance product knowledge and expand client coverage.
  • Debit insurance company, required monthly collection of premiums, daily accounting of funds, sales and product knowledge.
  • Provided mentoring, product knowledge and guidance to aid in the development and growth of office employees.
  • Utilized sales experience and product knowledge to sell individual and group insurance policies.
  • Apply product knowledge and obtain underwriting approval to maximize sales.
  • Provide insurance guidance & product knowledge, sales & renewals.

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37. Individual Customers

low Demand
Here's how Individual Customers is used in Insurance Producer jobs:
  • 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
  • Customized insurance programs to suit individual customers, then called on policyholders to deliver and explain policy.
  • Customized insurance programs to suit individual customers, explained features, advantages and disadvantages of various policies.
  • Licensed insurance sales for personal life, medical and investment insurance to individual customers.
  • Established a successful book of business which included over 200 additional small businesses and individual customers.
  • Customized insurance programs for individual customers, covering a variety of risks.

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38. Financial Resources

low Demand
Here's how Financial Resources is used in Insurance Producer jobs:
  • Interviewed prospective clients to obtain information about their financial resources and insurance 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.
  • Interview prospective clients to obtain data about their financial resources and needs and to discuss any existing coverage.
  • Interview prospective clients to obtain data about their financial resources and needs.
  • Interviewed prospective clients to gather data about their financial resources discuss existing coverage and develop an appropriate plan to fit needs.

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39. Prospective Customers

low Demand
Here's how Prospective Customers is used in Insurance Producer jobs:
  • Provide customer service to existing/prospective customers.
  • Provide prospective customers with the service they need which includes policy provisions, policy maintenance, and handling of premiums.
  • Worked as an independent health and life insurance agent calling and meeting prospective customers to assess their insurance needs.
  • Sell Auto, Home and Life Insurance to prospective customers.
  • Handle claims and market to current and prospective customers.
  • Deliver excellent customer service to existing policyholders and prospective customers alike, Develop and maintain a professional presence in the communities

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40. Appropriate Forms

low Demand
Here's how Appropriate Forms is used in Insurance Producer jobs:
  • Obtained underwriting approval by ensuring completion of appropriate forms and any necessary medical examinations.
  • Provide continuing customer service by completing appropriate forms; processing changes in beneficiary and policy loan applications.
  • Complete appropriate forms and schedule medical examinations if needed.
  • Reviewed payment plans, processed payments, issued receipts, provided proof of insurance, and obtained signatures on appropriate forms.
  • Provide protection for those in need, fulfill accurate field underwriting, and complete appropriate forms to finalize process.
  • Handled paperwork, and got the appropriate forms to the consumer.

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41. Physical Condition

low Demand
Here's how Physical Condition is used in Insurance Producer jobs:
  • Interview prospective clients to obtain financial and physical condition data and discuss any existing insurance.
  • 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.
  • Interact with interested people in order to find out about their financial and physical condition.
  • Determine the physical condition of person or property to be insured.
  • Interviewed prospective clients to obtained data about their financial matters and needs, physical conditions and discussed current coverage.

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42. Insurance Quotes

low Demand
Here's how Insurance Quotes is used in Insurance Producer jobs:
  • Provided insurance quotes and handled policy renewals for commercial and personal insurance.
  • Communicated insurance quotes with potential and existing customers.
  • Assist customers in insurance quotes, added policies, changes to existing policies.
  • Provided insurance quotes on homes and auto and completed general office duties.
  • Provide thorough auto, fire, and life insurance quotes to prospects.
  • Provided insurance quotes for auto, homeowners and commercial insurance.

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43. Appropriate Products

low Demand
Here's how Appropriate Products is used in Insurance Producer jobs:
  • Analyze customers' financial need and propose the appropriate products & services.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Performed suitability analyses to ensure clients purchased financially appropriate products.
  • Scheduled appointments, identified customer needs, and marketed appropriate products and services to walk-in or over-the-phone customers.
  • Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services.
  • Market appropriate products and services.

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44. Customer Relationships

low Demand
Here's how Customer Relationships is used in Insurance Producer jobs:
  • Worked closely with agent to manage and maintain customer relationships.
  • Created and maintained excellent customer relationships and CSI.
  • Established new contacts and cultivated existing business and customer relationships in order to increase referral business.
  • Grow business by developing customer relationships and engaging in value-based conversations to provide a remarkable client experience.
  • Provide excellent customer service while building long-term customer relationships.
  • Develop excellent customer relationships to retain business.

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45. Current Customers

low Demand
Here's how Current Customers is used in Insurance Producer jobs:
  • Cross sale State Farm product to current customers.
  • Surpassed customer and employer expectations while staying focused on closing new business and making sure current customers were always completely satisfied.
  • Developed and maintained relationships with current customers and provided service and maintenance of renewal policies.
  • Maintain relationships with current customers through assigned re-signings.
  • Provide current customers with information surrounding their insurance policies.
  • Conduct face to face policy reviews with current customers, update policies, and coverage's as needed.

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46. Customer Accounts

low Demand
Here's how Customer Accounts is used in Insurance Producer jobs:
  • Utilize Cold Calls Door to Door Sales Internet Marketing to find Prospective Customers Manage and Service Current Customer Accounts
  • Commit to customer accounts and see that they are notified of upcoming renewals and that payments are made.
  • Manage customer accounts taking payments, making adjustment to Insurance policies and holding review meetings.
  • Updated customer accounts and enrolled them in policies based on their need for insurance.
  • Perform standard office duties such as filing, updating company database and customer accounts.
  • Insure the accuracy of all pertinent information for customer accounts.
  • Produce insurance policies and handle existing customer accounts.
  • Managed customer accounts Prospected for new clientele Conducted field underwriting on potential buyers Delivered presentations to executives with decision making power

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47. Present Coverage

low Demand
Here's how Present Coverage is used in Insurance Producer jobs:
  • Determine extent of present coverage and investments; ascertain long-term goals.
  • Determined clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage ascertaining protection goals and financial commitments.
  • Determine clients' 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.
  • Determine client's particular needs and extent of present coverage and coordinate a protection plan by calculating and quoting rates.

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48. High Volume

low Demand
Here's how High Volume is used in Insurance Producer jobs:
  • Acquired new territory accounts, and managed a high volume of phone calls when not in the field selling.
  • Received high volume of inbound and outbound calls, averaging 60-80 calls per day.
  • Produced high volume sales to build a book of business for new agent.
  • Maintain high volume of outbound dials required in order to maintain viable business.
  • Managed incoming calls and provided excellent customer service in a high volume call center while working independently with minimal direction.
  • Handled high volume of incoming calls, overcoming customer objections/concerns.

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49. Bank Deposits

low Demand
Here's how Bank Deposits is used in Insurance Producer jobs:
  • Balanced daily receipts for insurance premium payments and made daily bank deposits.
  • Counted, prepared, and reconciled daily bank deposits.
  • Close out daily accounting records and prepare bank deposits.
  • Deliver all policies, balance all bank deposits.
  • Prepare end of day bank deposits.
  • Process daily bank deposits ensuring cash control and reconciliation procedures are followed.

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50. Underwriting Approval

low Demand
Here's how Underwriting Approval is used in Insurance Producer jobs:
  • Coordinate protection plans; obtain underwriting approval; delivering of policy; future follow up visits and evaluation of needs.
  • Obtained underwriting approval by completing applications for insurance coverage Continuously followed up with all marketing products and tool.
  • Obtain underwriting approval and complete coverage by delivering policy and planning future follow-up visits to evaluate needs.
  • Obtain underwriting approval by completing application for coverage, and developing as strong relationship with underwriters.
  • Gather client demographics and health history to complete application for underwriting approval.
  • Assist with completion of application and obtain underwriting approval for coverage.

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20 Most Common Skill for an Insurance Producer

Life Insurance24.4%
Customer Service12%
Financial Needs8.3%
Auto Insurance7.7%
New Clients7.6%
Insurance Companies6.3%
Health Care5.1%
Insurance Sales3.3%

Typical Skill-Sets Required For An Insurance Producer

RankSkillPercentage of ResumesPercentage
1
1
Life Insurance
Life Insurance
19.6%
19.6%
2
2
Customer Service
Customer Service
9.6%
9.6%
3
3
Financial Needs
Financial Needs
6.7%
6.7%
4
4
Auto Insurance
Auto Insurance
6.2%
6.2%
5
5
New Clients
New Clients
6.1%
6.1%
6
6
Insurance Companies
Insurance Companies
5%
5%
7
7
Health Care
Health Care
4.1%
4.1%
8
8
Insurance Sales
Insurance Sales
2.6%
2.6%
9
9
New Accounts
New Accounts
2.6%
2.6%
10
10
Casualty Insurance
Casualty Insurance
2.3%
2.3%
11
11
State Farm
State Farm
1.9%
1.9%
12
12
Necessary Medical Examinations
Necessary Medical Examinations
1.9%
1.9%
13
13
Client Relationships
Client Relationships
1.8%
1.8%
14
14
Personal Lines
Personal Lines
1.7%
1.7%
15
15
Phone Calls
Phone Calls
1.7%
1.7%
16
16
Business Owners
Business Owners
1.5%
1.5%
17
17
Insurance Plans
Insurance Plans
1.3%
1.3%
18
18
Sales Goals
Sales Goals
1.3%
1.3%
19
19
Analyze Insurance Program
Analyze Insurance Program
1.3%
1.3%
20
20
Policy Changes
Policy Changes
1.2%
1.2%
21
21
Cold Calls
Cold Calls
1.1%
1.1%
22
22
Scheduling Appointments
Scheduling Appointments
1%
1%
23
23
Potential Customers
Potential Customers
1%
1%
24
24
Policy Holders
Policy Holders
1%
1%
25
25
Aflac
Aflac
0.9%
0.9%
26
26
Data Entry
Data Entry
0.9%
0.9%
27
27
Administrative Tasks
Administrative Tasks
0.8%
0.8%
28
28
Financial Services
Financial Services
0.7%
0.7%
29
29
New Policies
New Policies
0.7%
0.7%
30
30
Financial Products
Financial Products
0.7%
0.7%
31
31
Allstate
Allstate
0.7%
0.7%
32
32
Insurance Options
Insurance Options
0.7%
0.7%
33
33
Payment Method
Payment Method
0.6%
0.6%
34
34
Bank Products
Bank Products
0.6%
0.6%
35
35
Policy Requirements
Policy Requirements
0.6%
0.6%
36
36
Product Knowledge
Product Knowledge
0.6%
0.6%
37
37
Individual Customers
Individual Customers
0.6%
0.6%
38
38
Financial Resources
Financial Resources
0.6%
0.6%
39
39
Prospective Customers
Prospective Customers
0.6%
0.6%
40
40
Appropriate Forms
Appropriate Forms
0.5%
0.5%
41
41
Physical Condition
Physical Condition
0.5%
0.5%
42
42
Insurance Quotes
Insurance Quotes
0.5%
0.5%
43
43
Appropriate Products
Appropriate Products
0.5%
0.5%
44
44
Customer Relationships
Customer Relationships
0.5%
0.5%
45
45
Current Customers
Current Customers
0.5%
0.5%
46
46
Customer Accounts
Customer Accounts
0.5%
0.5%
47
47
Present Coverage
Present Coverage
0.5%
0.5%
48
48
High Volume
High Volume
0.5%
0.5%
49
49
Bank Deposits
Bank Deposits
0.4%
0.4%
50
50
Underwriting Approval
Underwriting Approval
0.4%
0.4%

5,922 Insurance Producer Jobs

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