Top Insurance Sales Agent Skills

Below we've compiled a list of the most important skills for an Insurance Sales Agent. We ranked the top skills based on the percentage of Insurance Sales Agent resumes they appeared on. For example, 16.0% of Insurance Sales Agent resumes contained Life Insurance as a skill. Let's find out what skills an Insurance Sales Agent actually needs in order to be successful in the workplace.

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

1. Life Insurance

high Demand
Here's how Life Insurance is used in Insurance Sales Agent jobs:
  • Communicated MetLife life insurance products and guidelines to prospective clients while providing accurate quotes.
  • Assisted families in making important financial decisions regarding life insurance and hospital benefits.
  • Licensed life insurance agent ; highly qualified to solicit life insurance
  • Maintained highest quality standards while preparing client life insurance applications.
  • Discussed advantages and disadvantages of various life insurance policies.
  • Worked independently, underwriting life insurance policies.
  • Conducted life insurance reviews including needs analysis.
  • Self-employed life insurance and disability sales.
  • Provide information and sold life insurance
  • Consulted with clients on life insurance products and marketed packages that suited their needs, increasing overall satisfaction with purchased products.
  • Contacted clients and met with them in their homes or other locations to assist them with their life insurance/retirement planning needs
  • Build and develop customer relationships within local communities and businesses to promote products including Auto, Home and Life Insurance.
  • Educated clients on the difference between Term Life, Whole Life, and Universal Life insurance policy's.
  • Acquired meetings & explained the benefits of supplemental health/life insurance policies to decision-makers & employees of local businesses.
  • Performed individual presentations to build relationships with clients and understand the difference between term and whole life insurance.
  • Offer protection to peoples assets by giving them a chance to buy Automobile, Home or Life Insurance.
  • Generated leads, cold calls and referrals to assist individuals in selecting their life insurance and/or disability insurance.
  • Provided the necessary guidance for clients to properly maintain the necessary levels of both Personal and Life Insurance.
  • Schedule appointments and meet with potential clients, in-home, to provide no-cost benefits and sell life insurance.
  • Sell and service life insurance and annuity products to meet the needs of established and prospective clients.

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2. Customer Service

high Demand
Here's how Customer Service is used in Insurance Sales Agent jobs:
  • Managed a portfolio of existing clients through customer service, counseling and consulting to uncover cross-sell opportunities and generate additional referrals.
  • Performed to standards required in a demanding customer service/sales environment, engaging customers via telephone in a polite and efficient manner.
  • Processed endorsements, certificates of insurance, new business quotations, and provided customer service support internally and externally.
  • Assisted insurance agencies and corporate office with providing bilingual customer service support with all coverage and policy related inquiries.
  • Improved customer retention rate by developing long-term business relationship with our clients through maximum customer service.
  • Presented insurance policy options to both current and prospective clients while providing exceptional customer service.
  • Achieved competitive bonuses by providing extraordinary customer service through using exceptional listening and interpersonal skills.
  • Followed up on servicing book of business providing insured with excellent customer service.
  • Exceeded monthly sales goals through delivery of outstanding customer service by relating to customers
  • Provide customer service support and business development for a nationwide insurance agency.
  • Provided quality customer service to policyholders both in person and via telephone.
  • Provided client-centered customer service with integrity and dedication to customer satisfaction.
  • Recognized and awarded monthly for excellent customer service and quality standards.
  • Provided exemplary customer service as liaison between insurance companies and clients.
  • Provide exceptional customer service by identifying the exact requirements of clients.
  • Deliver outstanding customer service through follow-up, review and sale solidification.
  • Assisted customers with insurance policies while providing outstanding customer service.
  • Trained and provided backup for Customer Service Representatives when needed.
  • Developed and maintained customer relationships and provided excellent customer service.
  • Managed customer service through constant communication and feedback of service.

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3. New Clients

high Demand
Here's how New Clients is used in Insurance Sales Agent jobs:
  • Provided better understanding of insurance policies to new clients through extensive training received in customer relations and policy management.
  • Maintained relationships with existing clients and developed relationships with new clients.
  • Prospect and develop new clients to utilize company products to improve the consumer's finances and met their life insurance needs.
  • Collect insurance premiums and prospect for new clients for cancer, life, property, theft/burglary and fire insurance policy.
  • Generated new sales and leads by calling both existing and prospecting new clients over the telephone and through email.
  • Recruit new clients and develop client relationship; complete and submit applications, maintain client records and prepare reports.
  • Introduce child safety Kits, schedule appointment with new clients and educate clients on why Life Insurance is important.
  • Prospect, market, and sell new clients homeowners, auto, commercial, and life insurance.
  • Enrolled new clients in supplemental life insurance policies to help them and their families handle funeral arrangements.
  • Conduct seminars in a variety of settings to reach out to the community and create new clients.
  • Scheduled appointments for online demonstrations for potential new clients to view the software being offered.
  • Handled 60-80 inbound sales calls and 10-15 outbound follow up calls with new clients, daily
  • Create client's portfolio in the health department and promote our brand to new clients.
  • Prospected for new clients and developed clientele by networking to find new and prospective clients.
  • Licensed Agent/ Producer Prospecting new clients through leads purchase, referrals and cold calling.
  • Seek out new clients and develop clientele by networking and canvassing door to door.
  • Serviced accounts as needed: answering questions, delivering claims, enrolling new clients.
  • Bank certified to develop new Financial Service opportunities with both existing and new clients.
  • Partnered with local businesses to increase visibility in the community and gain new clients.
  • Procured new clients while maintaining, servicing, and growing existing client base.

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4. Auto Insurance

high Demand
Here's how Auto Insurance is used in Insurance Sales Agent jobs:
  • Established Insurance Policies for new customers * Performed clerical duties associated with creating auto insurance quotes
  • Contacted potential customers and generated new business by selling home and auto insurance.
  • Provided customer service and telemarketing support in competitive auto insurance sales.
  • Quote auto insurance over the phone, in person and via internet and convert quotes into insurance policies.
  • Work with outbound leads from potential customers and provides auto insurance quotes with the intention to sell.
  • Handle inbound calls from customers inquiring about auto insurance quotes and in turn sale auto insurance.
  • Answered phone and online inquiries from potential customers regarding auto insurance closing one of every 4 prospects
  • Assisted customers who were calling for auto insurance quotes and built a genuine rapport with them.
  • Assisted customers with credit loans by providing detailed explanations of auto insurance and homeowner s insurance.
  • Consult clients on personal auto insurance coverage to find the best value for their needs.
  • Position in sales at a company that offered auto insurance in more than 5 states.
  • Sell auto insurance plans to clientele, calculate premiums, and establish payment methods.
  • Sell auto insurance, follow policy guidelines, offer great customer service, marketing daily
  • Assist potential clients looking for auto insurance, in an inbound call center environment.
  • Advise and sell customers on proper coverage options for both home and auto insurance.
  • Advise prospective customers on their auto insurance, and convert them into sales.
  • Sell auto insurance policies, call renewals, cancellations, and unbound quotes.
  • Sell and write new auto insurance business and complete necessary applications and forms.
  • Partnered with clients to determine life, home, and auto insurance needs.
  • Referred customers to auto insurance, renter's insurance and policy information.

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5. Financial Resources

high Demand
Here's how Financial Resources is used in Insurance Sales Agent jobs:
  • Interviewed prospective clients to gather data about their financial resources discuss existing coverage and develop an appropriate plan to fit needs.
  • Perform needs analysis for prospects, obtaining data, financial resources and physical condition of person or property to be insured.
  • Interview prospective clients to obtain data regarding their financial resources and needs, and discuss any existing coverage.
  • Interview prospective clients to get data about their financial resources and discuss existing coverage.
  • Obtain data about their financial resources and needs, and the physical condition.
  • Enrolled prospects into health plans based on there needs and financial resources.
  • Interview prospective clients to obtain data about their financial resources and needs.
  • Interviewed prospects to obtain data about their financial resources and needs Promoted sales through flip-chart presentations

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6. Insurance Companies

high Demand
Here's how Insurance Companies is used in Insurance Sales Agent jobs:
  • Maintain a daily office account maintenance of approximately 15 different insurance companies within the agency
  • Develop Marketing strategies to compete with other individuals and insurance companies.
  • Represented over 10 different automotive insurance companies.
  • Cultivated and maintained close business relationships with all major insurance companies in an effort to provide excellent customer service for clients.
  • Partnered with 15 insurance companies to meet the needs of customers through an inbound call center and internet transactions.
  • Meet different company's territorial sales manager and discuss our agency wide concerns with respective insurance companies.
  • Looked at policies from several insurance companies in order to find the best deals for clients.
  • Attended weekly sales meetings to consistently keep up with the current trends and insurance companies promotions
  • Make convincing presentations at events organized to showcase insurance companies and their products and services.
  • Called insurance companies to very deductible, and get customers approved for repairs.
  • Conduct phone interviews with Insurance Companies for clients and fill out appropriate applications.
  • Processed claims for insurance benefits when dealing with over 7 insurance companies.
  • Work with all insurance companies carriers for claims processing, and endorsements.
  • Work with other insurance companies to write and place commercial insurance policies.
  • Appointed to write business with the country s best insurance companies.
  • Used multiple systems for multiple insurance companies to sell homeowners insurance.
  • Represented and sold homeowners policies for 7 major insurance companies.
  • Served as an independent agent for various insurance companies.
  • Worked with other insurance companies to evaluate claims.
  • Order coverage changes as appropriate from insurance companies.

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7. Insurance Sales

high Demand
Here's how Insurance Sales is used in Insurance Sales Agent jobs:
  • Secured insurance sales and renewals after promoting policy options that aligned with individual needs of customers.
  • Focused on achieving the organizational mission demonstrated and increasing insurance sales portfolio.
  • Participated in the insurance sales training program; exceeded expectations
  • Licensed insurance sales agent working directly with customer.
  • General insurance sales for independent insurance agency.
  • Direct insurance sales to employers via self-generated leads
  • Direct office support for insurance sales agents such as data entry, scanning documents, filing, and maintaining their agendas.
  • Established a client base and network for insurance sales by maintaining integrity, increasing sales, and providing excellent customer service.
  • Licensed Insurance Sales agent, Inbound Sales for personal lines of insurance including, home, automobile, and liability.
  • Licensed insurance sales agent in specialty property with lines of business in renter insurance and manufactured homes.
  • Networked, preformed seminars, and made out bound calling to solicit new clients for insurance sales.
  • Retained and increased book of business of existing clients by 35% as a life insurance sales agent
  • Trained new agents in the skill of insurance sales, manage book of business, generate leads
  • Coached existing and new Insurance Sales Agents in new products, services, and selling techniques.
  • Provide comprehensive life insurance sales services for multiple lines of coverage for San Diego County Residents.
  • Excelled at recruiting both potential life insurance sales agents and phone recruiters for the company.
  • Monitor employees for quality assurance and assist with sales training and solidifying insurance sales.
  • Hired to maintain company standards while meeting company goals in relation to insurance sales.
  • Prospected to build a customer base of clients for disability and life insurance sales.
  • Licensed insurance sales agent, working with the public to get families protected.

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8. Analyze Insurance Program

high Demand
Here's how Analyze Insurance Program is used in Insurance Sales Agent jobs:
  • Contacted existing policyholders using an outbound dialing system to cross sell and analyze insurance programs to suggest additions to their policy.
  • Call on policyholders to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Contacted policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Called on policyholders to explain policies, analyze insurance programs, and suggested additions or subtractions.
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggestadditions or changes.
  • Conduct information-gathering meeting with potential clients; analyze insurance programs and present potential solutions that match their financial needs.

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9. Health Insurance Products

high Demand
Here's how Health Insurance Products is used in Insurance Sales Agent jobs:
  • Experienced in selling Life and Health Insurance products with Life, Health, and Accident licenses in 18 states.
  • Act as sales representative for clients interested in auto, home, life and/or health insurance products.
  • Up sell and cross sell health insurance products to inbound and outbound customers.
  • Sell life and accident & health insurance products to individuals and businesses.
  • Direct sales of a portfolio of commercial and consumer health insurance products.
  • Field inbound calls with the objective of selling health insurance products.
  • Received inbound calls from customer's interested in health insurance products.
  • Consulted with employees and offered insurance benefits* Serviced clients with insurance benefits* Provided and sold life accident and health insurance products
  • Sell Life and Health insurance products to the general public and small businesses.

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10. New Accounts

high Demand
Here's how New Accounts is used in Insurance Sales Agent jobs:
  • Attend meetings, seminars and programs to learn about products and services, and receive technical assistance in developing new accounts.
  • Established new accounts by building relationships with area businesses by cold calling, developing referrals and managing lead inquiries.
  • Implemented strategies to increase penetration of current accounts as well as adding new accounts.
  • Delivered persuasive presentations, which resulted in the generation of new accounts.
  • Learn new skills, and receive technical assistance in developing new accounts.
  • Develop new accounts by calling leads and marketing the Farmers brand.
  • Established new accounts through referrals and cold calls.
  • Used direct leads to open new accounts.
  • Averaged four (4) new accounts per month.
  • Learn new skills and provide technical assistance in developing new accounts Calculate premiums and establish payment method.
  • Open new accounts for Medicare, Life Insurance, Covered CAlifornia2010-2015 Bluegill solarOpen new accounts, costumer service
  • Developed and maintained new accounts Fill out insurance policies on computer and file the policies.
  • Establish new accounts Service existing accounts Provide translation of Spanish correspondence and visiting customers for new and existing accounts
  • Manage Client Accounts -Develop Marketing Strategies-Bank Deposits -Obtain New Accounts-Perform Financial Plans -Interview Prospective Clients

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11. Sales Goals

high Demand
Here's how Sales Goals is used in Insurance Sales Agent jobs:
  • Exceeded weekly sales goals by establishing and maintaining interpersonal relationships.
  • Recognized for continuously exceeding outstanding sales goals.
  • Position includes meeting sales goals on a month to month basis while corresponding with clients by telephone, fax and emails.
  • Developed a new newsletter for teams to communicate sales goals, incentives and standards; implemented and strictly enforced performance goals.
  • Hit all my first year sales goals and writing over $160,000.00 in new business in just under a year.
  • Experience with face to face sales interaction, utilizing prospect leads, and outside marketing to achieve sales goals.
  • Generate simplified reports and providing supporting documents to managers involving sales goals, individual performance, and prospect tracking.
  • Exceeded all sales goals each month since hired and became one of top three performers on my sales team.
  • Qualified clients, completed the application process, and overcame objections to meet and exceeded sales goals.
  • Assisted in the training, completion and achievement of sales goals set forth for new hire associates.
  • Meet expectations of the company guidelines take notes on conference calls meet quotas and sales goals.
  • Developed and set all marketing and sales targets in order to achieve sales goals and retention.
  • Follow up on Leads & Potential Clients to generate Quotes & meet monthly Sales Goals.
  • Required to meet sales goals - regularly exceeded each goal and qualified for quarterly bonuses.
  • Attended weekly meetings with co-workers to go over sales goals and changes made to policies.
  • Set and mastered daily, weekly, and monthly sales goals on a regular basis.
  • Trained and coached three new hires to reach sales goals after only one year.
  • Forecast quarterly sales goals to meet * Top Rookie Sales award for second quarter 2009
  • Exceed monthly sales goals and it was fun until the switch to inbound sales.
  • Maintain monthly sales goals, assist in the growth of our book of business.

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12. Medicare

high Demand
Here's how Medicare is used in Insurance Sales Agent jobs:
  • Introduce, educate, sell, and maintain customer relations regarding Life, Supplemental/Disability insurance, and Medicare Supplemental insurance.
  • Provide assistance to Medicare-eligible individuals in selecting the right products and services for their individual needs.
  • Represented Banker Life and Casualty promoting income protection, asset protection and Medicare supplement.
  • Participated in Health Fairs at senior communities and provided a Medicare Supplement information booth.
  • Enrolled Medicare recipients daily into Medicare Advantage and Medicare supplement insurance policies.
  • Facilitated education and personal help to seniors in need of Medicare benefits.
  • Assisted Medicare-Eligible individuals in selecting the right products and services.
  • Produce Medicare Advantage and Medicare Supplement policies to the eligible demographic
  • Familiarized and provided information on general Medicare eligibility and information.
  • Focused on generating business in Medicare Supplements and Life Insurance
  • Provide customers with benefit information on Medicare Supplement Plans.
  • Educated and enrolled individuals into Medicare health plan options.
  • Achieved Medicare and Medicaid certification in insurance licensing.
  • Maintained excellent rating in highly regulated Medicare industry.
  • Advised/Enrolled Medicare eligible individuals in appropriate health plans.
  • Licensed insurance and Medicare Specialist.
  • Experience in the sales of Life, Auto and Casualty, Major Medical, Medicare Supplement, and Long Term Care Insurance
  • Enrolled Medicare recipients into health plans by probing to assess their needs while simplifying multifaceted plans for a better consumer experience.
  • Compare plans with overview of benefits, premiums, co-pay, and co-insurance with selected plans to qualified Medicare beneficiaries.
  • Filled out a needs analysis and then presented the need for any life insurance, Medicare supplement, and annuities.

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13. Insurance Plans

high Demand
Here's how Insurance Plans is used in Insurance Sales Agent jobs:
  • Explained coverage and benefits in multiple Medicare Advantage and supplemental insurance plans.
  • Educated customers about Medicare advantage plans, Prescription Drug Plans, and Supplemental Insurance plans that are available in their region.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans & Cross-selling with other company products.
  • Inform customers about Affordable Care Act and sell individual health insurance plans for Blue Cross Blue Shield of Arizona.
  • Answer inbound calls and enroll clients into health care Medicare Advantage plans, Prescription Drug and/or Supplemental insurance plans.
  • Exceeded company goals by enrolling 10 to 15 health insurance plans a day during the open enrollment period.
  • Presented insurance products which included, Dental, Life, Medicare, and Health Insurance plans.
  • Worked with company human resources departments to create employee benefit insurance plans for their employees.
  • Assessed customer's need for insurance and provided customized insurance plans to protect their assets.
  • Provided employers with cost effective insurance plans credited with boosting employee morale and retention.
  • Analyze specific needs of Business Owner and recommend insurance plans accommodating to their Employees.
  • Helped customers to implement new health insurance plans over the phone and in person.
  • Explain various life and other insurance plans to customers in need of these products.
  • Explain benefits and advantages of policies, to promote the sale of insurance plans.
  • Provided discounted insurance plans, for Medical, Dental, & RX drugs.
  • Followed up with telephone requests and enrolled customers in whole life insurance plans.
  • Consulted & prepared quotes on a daily basis for customers recommending insurance plans/products.
  • Provided information relative to group insurance programs to promote sale of insurance plans.
  • Customize insurance plans and prepared policies to suit individual needs and risk.
  • Prepared customized insurance plans and conducted the final product presentation to clients.

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14. Phone Calls

high Demand
Here's how Phone Calls is used in Insurance Sales Agent jobs:
  • Received incoming telephone calls from prospective and existing Progressive customers regarding insurance rates and policies.
  • Answer incoming phone calls, Provide customer service, Data Entry, File Claims, Endorsements, General Clerical Responsibilities, Sales
  • Handled large amounts of incoming phone calls daily from potential clients and worked to sell them on initial contact.
  • Approached potential clients by utilizing direct mail campaigns, phone calls, group presentations and other marketing activities.
  • Answered phone calls and worked at the front desk so also handled most of the walk in business.
  • Handled sales and service telephone calls pertaining to new and existing policyholders in three call sales/service centers.
  • Answered phone calls and provided insurance information and sales as well as door to door sales.
  • Instituted collection procedures as need with a personal interviews, telephone calls and letters.
  • Handled inbound and outbound phone calls and was in charge of selling insurance.
  • Receive incoming phone calls from potential clients for Blue Cross Blue Shield.
  • Make phone calls, sell insurance, file paperwork, schedule appointments.
  • Receive visitors and telephone calls to the office on a daily basis.
  • Answered customer phone calls, answering questions and offering new services.
  • Networked with warm and cold markets via phone calls and appointments.
  • Answer telephone calls and refer to appropriate administrator or staff member.
  • Make phone calls to schedule interviews for the next day.
  • Marketed agency through direct mail letters and phone calls.
  • Completed phone calls to set appointments with potential clients.
  • Handled 100+ daily phone calls in a call center.
  • Managed incoming phone calls to service existing customer accounts.

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15. Payment Method

average Demand
Here's how Payment Method is used in Insurance Sales Agent jobs:
  • Calculated premiums, explained customer payment methods, finalized sales and collected necessary deposits.
  • Customize insurance programs to suit individual customers, calculate premiums and establish payment method.
  • Calculated premiums and established payment method; received customer payments and issued receipts.
  • Calculated premiums and established payment method and ensured that policy requirements are fulfilled
  • Calculated premiums and established payment methods based on customer needs.
  • Calculated premiums and establish payment method.
  • Attend meetings, seminars and programs to learn about new products and services, Calculate premiums and establish payment method.
  • Calculate premiums and establish payment methods* Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Eliminated $1,000,000 in over payments while maintaining quarterly payment methodology unique within the industry.
  • Calculate premiums and establish payment method, as well as problem solve time sensitive issues.
  • Calculated insurance premiums, established payment methods, and ensured equitable settlement of claims.
  • Calculated premiums and establish payment methods, and handling receipts and applications.
  • Calculated premiums and established payment methods for new business and existing clients.
  • Calculated insurance premiums and set up payment methods to meet customer needs.
  • Completed purchases with electronic check, credit and debit payment methods.
  • Calculate premiums and establish payment method to Agents under my assistant.
  • Make check and balance for clients and determine payment method.
  • Calculated policy premiums and set payment methods and options.
  • Advise customers on the insurance policies that best suit their needs Calculate premiums and establish payment method.
  • Calculate premiums and establish payment methods for individuals or in worksite cases, payroll deduction.

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16. Individual Customers

average Demand
Here's how Individual Customers is used in Insurance Sales Agent jobs:
  • Customized insurance programs for individual customers, covering a variety of risks.
  • Customize insurance programs to suit individual customers.
  • Assisted individual customers and companies in the use of computer software and equipment, by use of phone and e-mail.
  • Customized insurance programs to suit individual customers, often covering a variety of risks.
  • Find out their needs and customize insurance programs to suit individual customers.
  • Perform needs assessment for Medicare and individual customers on inbound sales calls.
  • Monitored key metrics and managed corrective measures when necessary Customize insurance programs to suit individual customers.
  • Developed insurance marketing strategies Customize insurance programs to suit individual customers.
  • Researched and recommended generic meds for client Customized insurance programs to suit individual customers, often covering a variety of risks.

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17. Casualty Insurance

average Demand
Here's how Casualty Insurance is used in Insurance Sales Agent jobs:
  • Obtained a position at MetLife to sell property-and-casualty insurance policies.
  • Licensed Resident Producer, Property and Casualty Insurance.
  • Promoted property and casualty insurance products.
  • Quoted property and casualty insurance policies.
  • Licensed in 50 states as a Property, Casualty Insurance Agent to sell various Insurance policies in a Call Center Environment.
  • Completed GEICO's rigorous training program on time and received licenses for multiple states to sell property and casualty insurance.
  • Sell and service multiple lines of property and casualty insurance via phone, fax, internet, and in office.
  • Prepared quotes and sold Property & Casualty insurance in a fast paced environment over the phone in 19 states.
  • Licensed to sell Property & Casualty insurance in the State of Utah, as well as other states.
  • Advised, counseled, educated, and sold memberships, property/casualty insurance products and services in call-center environment.
  • Gather information, assess customer needs, and deliver quotes for property and casualty insurance services.
  • Have extensive background in casualty insurance (25 years) in California with Farmers insurance.
  • Develop marketing strategies to compete with individuals or companies who sell property and casualty insurance.
  • Worked on the phones; taking calls, and selling property/casualty insurance to customers.
  • Quoted and sold personal automobile property and casualty insurance policies across the United States.
  • Field sales agent responsible for consulting and selling Property and Casualty insurance products.
  • Licensed in Property & Casualty Insurance and Life/Health from 7/2006 - 04/2014.
  • Licensed OK Property and Casualty insurance producer with five years of experience.
  • Acquired my Missouri License for Property and Casualty Insurance.
  • Specialized in sale of Property and Casualty insurance policies.

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18. Personal Lines

average Demand
Here's how Personal Lines is used in Insurance Sales Agent jobs:
  • Home office sales of personal lines insurance products.- Addressed insurance needs and provided recommendations for adequate insurance coverage.
  • Top competitive sales producer for personal lines insurance company.
  • Prospected for potential commercial and personal lines customers.
  • Licensed to write personal lines Homeowners, Personal Auto & Personal Umbrella Policies in 46 states and the District of Columbia.
  • Licensed agent very familiar with Property & Casualty and Personal Lines with a great extent of customer service working with diversity.
  • Specialize in personal lines (auto, home, boats, motorcycles, RV, umbrellas, flood) of business.
  • Sell personal lines policies to inbound callers in 15 states, including home owner's policies for partner company.
  • Licensed in 42 states to sell Personal Lines Insurance policies, via phone, from warm online leads.
  • Certified Personal Lines Insurance Agent for HomeInsurance.com, the largest internet-based insurance company in the United States.
  • Licensed in personal lines, experience as a brokered agency and writing through multiple companies.
  • Participated in classroom and field training of auto, home and personal lines insurance products.
  • Issued personal lines policies of insurance in 20 states using 5 different quoting systems.
  • Licensed Personal Lines-Property and Casualty Agent in VA, TX, IL and MD.
  • Provide all phases of the insurance process, both personal lines and commercial lines.
  • Provided Personal Lines Insurance in-bound phone sales to clients of select affinity groups.
  • Promoted to management trainee, quoted and processed insurance applications for personal lines.
  • Sell various types of personal lines insurance policies including automobile and homeowners.
  • Developed and maintained strong technical knowledge of personal lines insurance and rating.
  • Conducted sales calls, quoted and wrote personal lines insurance policies.
  • Licensed in VA for Personal Lines, Life, Health and Annuities

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19. Policy Requirements

average Demand
Here's how Policy Requirements is used in Insurance Sales Agent jobs:
  • Performed service work according to policy requirements on a day-to-day basis.
  • Confirm that policy requirements were fulfilled and appropriate forms completed.
  • Ensued all policy requirements for each state were met prior to selling the policy.
  • Ensured that policy requirements were fulfilled, and the completion of appropriate forms.
  • Confirmed that policy requirements were met prior to submission of policy Policy maintenance.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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20. New Policies

average Demand
Here's how New Policies is used in Insurance Sales Agent jobs:
  • Serviced members with all changes to existing policies and wrote additional policies for existing and new policies for new members.
  • Closed 50-80 new policies a month, by listening to buying clues and closing during the call.
  • Confer with customers by telephone to provide information about various insurance products and start their new policies.
  • Coordinated with other employees and agencies to bind new policies and cancel the clients former policy.
  • Assisted new and existing clients with writing new policies in an inbound call center.
  • Issue new policies, take payments and make any necessary changes to the policy.
  • Helped new producers to write many new policies for their book of business.
  • Top new agent with the most new policies issued a couple of times.
  • Provide quotes to establish new policies by using state guidelines and negotiation skills.
  • Introduced paperless environment for processing claims, new policies, and procedures.
  • Provide quotes and bind new policies for agents in the field.
  • Assisted in feedback for customer needs and possible new policies.
  • Counseled clients on the coverage and benefits of new policies.
  • Asked probing questions to ensure proper underwriting on new policies.
  • Collect monies for the renewal or for new policies.
  • Answered inbound calls inquiring about quotes for new policies.
  • Generated 74% more new policies than plan.
  • Quote, sale and upload new policies.
  • Gain peoples trust and start new policies.
  • Produce and find leads for new policies.

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21. Physical Condition

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

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22. Administrative Tasks

average Demand
Here's how Administrative Tasks is used in Insurance Sales Agent jobs:
  • Perform administrative tasks such as maintaining records/handling policy renewals.
  • Performed administrative tasks such as maintained records, mailed out bonded insurance package and took payment over the phone.
  • Performed administrative tasks, such as records maintenance, document preparation, policy renewals, and insurance quotes.
  • Completed administrative tasks, such as keeping records and handling policy renewals.
  • Performed administrative tasks, such as maintaining records.
  • Experienced in performing administrative tasks such as handled policy renewals and organized customer records.
  • Calculated premiums and established payment methods; Performed administrative tasks, such as: maintaining records and handling policy renewals.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Calculated premiums and established payments methods - Processed client payments - Deposited payments for insurance company - Performed administrative tasks

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23. Outbound Calls

average Demand
Here's how Outbound Calls is used in Insurance Sales Agent jobs:
  • Generated business inbound/outbound calls lead source.
  • Manage inbound phone calls and walk ins, as well as outbound calls to customers who have accessed our website.
  • Maintained and retained book of business, performed outbound calls, and answered a high volume of calls daily.
  • Maintain client relationships, conduct sales meetings with potential clients, make outbound calls to potential leads regarding insurance needs
  • Communicate by in or outbound calls with potential customers of Anthem Blue Cross in California, Nevada and Colorado.
  • Assisted customers with insurance questions and policy options through both inbound and outbound calls while accessing multiple computer programs.
  • Performed outbound calls for lead generation, member outreach, and follow up as defined by the program.
  • Communicate by in or outbound calls with retirees transitioning from Employer Group Health Plans to Individual Medicare Plans.
  • Call center environment, fast-paced, took inbound calls from members as well as placed outbound calls.
  • Handled high volume inbound and outbound calls Educated and assisted callers regarding Health Insurance products to generate sales
  • Collected premium payments and made outbound calls to remind customers of document deadlines to insure continuous coverage.
  • Handled incoming phone calls and placed outbound calls to customers that showed interest in new auto possibilities.
  • Educated, quoted and sold homeowners insurance to prospective clients via inbound and outbound calls.
  • Generate new client base growth through outbound calls and general inquires over the phone.
  • Received and facilitated inbound as well as outbound calls related to sales and servicing.
  • Perform outbound calls to follow up work as required to close the sale.
  • Generated 20-30 appointment weekly through cold calling, averaging 100 outbound calls daily.
  • Perform outbound calls to potential customers for the expansion of new business.
  • Followed up on leads through outbound calls to close the sale.
  • Place outbound calls as requested for prospecting and conducting beneficiary outreach.

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24. Potential Customers

average Demand
Here's how Potential Customers is used in Insurance Sales Agent jobs:
  • Provided homeowners and automobile quotes for potential customers; wrote appropriate policies upon acceptance for approximately 100 customers a month.
  • Sell insurance policies to potential customers while maintaining high standards of customer interaction while exemplifying extreme salesmanship.
  • Insured top quality customer service to existing and potential customers.
  • Researched and educated potential customers on insurance options and quotes.
  • Answered inbound calls from potential customers offering automobile insurance.
  • Contacted potential customers to discuss personal life insurance needs.
  • Identified potential customers and presented benefits of policy ownership.
  • Communicated effectively with potential customers to gain an appointment.
  • Arranged appointments with potential customers to present insurance products.
  • Position personal automobile and homeowners insurance to potential customers.
  • Educated potential customers on policy coverage options.
  • Presented tailored policy information to potential customers.
  • Received inbound calls, greeting potential customers in a friendly, courteous manner while supporting contracted businesses by selling home warranties.
  • Cross sold bank products and referred to other areas of enterprise after getting to know needs of members and potential customers.
  • Helped the insurance company by generating new business by contacting potential customers and selling one or more types of insurance.
  • Developed and managed customer relationships and served as a resource to customers and potential customers on all products and services.
  • Developed talking points for each product and customer group in order to cold call potential customers and set appointments.
  • Prospect potential customers to quote and sell Property and Casualty types of insurance coverage for a State Farm agent.
  • Advise potential customers of different health insurance policies and what would be the best fit for their needs.
  • Customize insurance programs for potential customers, helping them assess their needs, creating a strong partnership.

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25. Appropriate Forms

average Demand
Here's how Appropriate Forms is used in Insurance Sales Agent jobs:
  • Complete appropriate forms and schedule medical examinations if needed.
  • Provide continuing customer service by completing appropriate forms; processing changes in beneficiary and policy loan applications.
  • Obtained underwriting approval by ensuring completion of appropriate forms and any necessary medical examinations.
  • 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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26. Policy Holders

average Demand
Here's how Policy Holders is used in Insurance Sales Agent jobs:
  • Provided group, association, and union members supplemental benefits while also providing excellent customer service to policy holders.
  • Provide details regarding Medicare Supplement Plans to United Health Group policy holders and interested customers.
  • Provide customer service to policy holders by communicating with internal/external personnel regarding problem situations.
  • Serviced current policy holders by delivering policies and assisted with policy changes.
  • Monitor monthly upcoming renewals for policy holders with courtesy and reminder calls.
  • Provided quality customer service for potential and current policy holders.
  • Contacted policy holders to maintain current insurance and renewal offers.
  • Generate new clientele from policy holders using impeccable customer service.
  • Schedule my policy holders medical examinations and follow ups.
  • Customized insurance policies to suit individual customers based on their needs and goals, often educating policy holders on their product.
  • Communicated with policy holders to be sure they knew the next steps in establishing their policy and how to access information.
  • Create new business relationships with new and current life, disability, critical illness, and accident insurance policy holders.
  • Provided superior customer support, product knowledge, and consultation both via phone and face to face for policy holders.
  • Follow up with policy holders after a sale to ensure they are happy with their product(s).
  • Generated new customer base along with meeting exiting policy holders to help provide insurance products for them and their families
  • Managed, serviced and maintained a large book of new and current policy holders to ensure renewal retention.
  • Called on policy holders to deliver and explain policy, to suggest additions and/or changes in insurance programs.
  • Discussed billing and/or coverage issues with policy holders in person and over the telephone.
  • Called on policy holders to explain the terms and conditions of the policies.
  • Collect premiums, write policy's, make changes to current policy holders.

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27. Necessary Medical Examinations

average Demand
Here's how Necessary Medical Examinations is used in Insurance Sales Agent 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.
  • 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.

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28. Cold Calls

average Demand
Here's how Cold Calls is used in Insurance Sales Agent jobs:
  • General office duties, local store marketing, made cold calls, assisted clients in person or over the phone.
  • Solicit new sales in a defined territory, conduct cold calls and follow up on management advised leads.
  • Concentrated on presenting products to individuals and small business by making cold calls and prospecting at their locations.
  • Solicited new business and generated referrals from existing clients; conducted cold calls and prospecting functions.
  • Use cold calls, community service, and reference to increase the book of business.
  • Completed outbound cold calls to businesses, setting up meetings with employees.
  • Developed new business leads from cold calls as well as referrals.
  • Generated all sales through cold calls, referrals and advertising.
  • Ranked #1 at generating cold calls into new quotes.
  • Make cold calls to potential clients about our various products.
  • Generated leads through cold calls, referrals, and networking.
  • Contacted prospective buyers from warm leads and cold calls.
  • Make cold calls to schedule appointments with prospects.
  • Placed cold calls and arranged meetings with clients.
  • Completed 100-120 cold calls per day.
  • Targeted prospects and made cold calls.
  • Prepare for appointments by making cold calls, Set National record on appointments and phone calls made daily.
  • Carried out cold calls telemarketing and other sales strategies in a inbound and outbound call center.
  • Performed cold calls to obtain 300 new clientele for major life and health insurance company.
  • Completed "cold calls" to clients for future sales and canvas residential and businesses.

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29. Insurance Quotes

average Demand
Here's how Insurance Quotes is used in Insurance Sales Agent jobs:
  • Initiated insurance quotes, data entry along with processing incoming correspondence and updating AMS360 management system.
  • Provide insurance quotes, verify eligibility, and bind coverage after collecting relevant underwriting data.
  • Provided insurance quotes and submitted new policyholder applications to various standard and non-standard carriers.
  • Provide insurance quotes -Take Payments -Build Customer relationships
  • Utilized proprietary computer programs to provide insurance quotes, update and send documentation, bind insurance coverage and more.
  • Recruit new clients, give insurance quotes that fit customer needs, and provide exceptional customer service.
  • Work within multiple insurance carrier raters to determine appropriate and accurate insurance quotes for clients.
  • Analyzed all insurance quotes and advised clients on the optimum coverage to suit their needs.
  • Provide customers with competitive insurance quotes to find the best insurance for their financial needs.
  • Attended trade shows, conventions and other activities to acquire more contacts for insurance quotes/sales.
  • Obtain existing insurance, personal information, home/auto details in order to run insurance quotes.
  • Offered insurance quotes to new and existing clients for auto and/or home insurance policies.
  • Provide insurance quotes to current and potential customers at the best competitive rates.
  • Initiated contact with potential clients to provide them with insurance quotes and information.
  • Assess health status of individuals and family to provide proper health insurance quotes.
  • Calculate competitive insurance quotes and bind Auto, Homeowners and Life insurance policies.
  • Give insurance quotes either on the phone or at the office.
  • Provide customers with insurance quotes, and answer customer service calls.
  • Answer incoming call for auto/home insurance quotes with intent to sell.
  • Processed incoming phone requests to provide Auto and Homeowner insurance quotes.

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30. Insurance License

low Demand
Here's how Insurance License is used in Insurance Sales Agent jobs:
  • Completed further education courses while maintaining a state mandated insurance license along with continuing education courses.
  • Maintained education requirements & testing in order to renew my insurance license with the State of MO as necessary.
  • Obtained Property and Casualty Insurance License SELF EMPLOYED: Managing at home business selling Thirty-One Gifts as a hobby.
  • Obtained life and health insurance license, started working on modules to learn how to become an agent.
  • Trained for and received my health insurance license for 11 different states after passing the state exam.
  • Continued educational courses are updated along with active Insurance Licenses for P&C/Life/Health.
  • Received insurance licenses in life, accident and health, property, and casualty.
  • Maintained my insurance licenses and continuing education requirements to remain compliant with the OCI.
  • Completed online technical classes based specifically on acquiring my Health & Accident Insurance License.
  • Reason for let go was: Unable to receive Insurance license in time.
  • Obtained insurance license in 28 states current employer operates in.
  • Maintained insurance license as required by the Department of Insurance
  • Studied and acquired Life and Health Insurance license.
  • Acquired Florida Life, Health, Annuity Insurance License
  • Hold NC Property and Casualty insurance licenses.
  • Trained in life and health insurance licenses.
  • Obtained my Brokers License and Insurance License.
  • Hold and maintain 9 active insurance licenses.
  • Obtain Florida 214 and 240 Insurance licenses.
  • Maintained records of Health/Life insurance licenses.

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31. Client Relationships

low Demand
Here's how Client Relationships is used in Insurance Sales Agent jobs:
  • Developed highly empathetic client relationships and earned a reputation for customer satisfaction and problem solving.
  • Developed client relationships through networking and marketing.
  • Demonstrated prospecting skills, meeting or exceeding sales goals while delivering exceptional customers service to develop and build new client relationships.
  • Generated sales of insurance products in an outbound call center, demonstrating brand value and fostering long-term client relationships.
  • Served as liaison between office and clients and built client relationships to cultivate sales opportunities and increase network growth.
  • Excelled in management and building of client relationships, ensuring consistent repeat and referral business.
  • Used effective sales techniques to meet sales quotas while building and maintaining positive client relationships.
  • Established and maintained strong client relationships to meet the insurance needs of the elderly.
  • Walk clients through the application process and maintain client relationships.
  • Maintain existing client relationships to fulfill their insurance needs.
  • Assessed client needs and established long-term client relationships.
  • Manage and build client relationships.
  • Strived to build client relationships through service, integrity and follow-through.

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32. AAA

low Demand
Here's how AAA is used in Insurance Sales Agent jobs:
  • Conducted underwriting assessments with current and potential AAA members regarding insurance needs.
  • Sell AAA branded membership and home, auto, excess liability and life insurance products to members and non-members.
  • Generated sales of AAA products and services through in-bound calls and leads generated by the Internet.
  • Accept inbound sales calls generated from the lead management marketing system or current AAA members.
  • Traveled to various Ohio offices to assist while AAA employees were on leave or vacation.
  • Develop and implement sales strategy to grow personal business as well as AAA brand.
  • Utilize a variety of methods to research potential prospects for AAA products and insurance.
  • Exposed the benefits of membership of AAA and Insurance products to prospective members.
  • Assist policyholders with any questions they may have concerning products offered through AAA.
  • Promoted from AAA Southern California, and transferred to the North Dallas market.
  • Assist all AAA members with their benefits including insurance and other discounts.
  • Included in the pilot program for AAA Arizona sales and membership.
  • Promote the sale of a variety of AAA Life Insurance Products.
  • Develop insurance leads, travel leads, and AAA life leads.
  • Handle internal auto and homeowner insurance sales to members of AAA.
  • Trained on AAA policies, general insurance and sales skills.
  • Trained according to state and AAA mandated rules and regulations.
  • Attended AAA's Professional Selling Skills class and received certification.
  • Assisted promotional events for marketing and selling AAA memberships.
  • Completed the AAA E3 leadership course.

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33. New Agents

low Demand
Here's how New Agents is used in Insurance Sales Agent jobs:
  • Developed and maintained long term relationships with policyholders and recruited and trained new agents.
  • Utilized as company trainer for new agents and customer service representatives.
  • Mentored new agents and participated in volunteer opportunities.
  • Trained new agents to identify business opportunities.
  • Marketed insurance B2B, trained new agents within assigned territory, managed clients' accounts, processed clients' insurance claims.
  • Selected as Mentor and Sales Trainer to bring new agents up to speed and maintain the quality of policies they sold.
  • Ranked in the top ten nationally in class of 125 new agents and consistently met or exceeded weekly sales goals.
  • Located, interviewed and sold all lines of insurance, trained staff and other new agents on new products.
  • Exceeded company set goals and daily talk time, trained new agents, tracked and updated customer issues.
  • Trained new agents and sold health insurance to small businesses and self-employed individuals, sold long term care products
  • Assigned a collateral duty to train, mentor and coach new agents on sales techniques and client development.
  • Trained the new agents on how to properly use the telephone systems and make their appointment calls.
  • Worked for several months, training new agents on how to serve the customer as a coach.
  • Assisted the Regional Manager with training of new agents on site as well on the field.
  • Managed numerous agents, taught sales concepts to new agents and assisted in their personal sales.
  • Trained new agents on how to sell, policy types, and computer systems.
  • Trained new agents on procedures, laws, sanctions, medication and internet research.
  • Motivated and coached existing and new agents to meet corporate and individual goals.
  • Recruited, hired and trained new agents to achieve monthly sales goals.
  • Recruited and trained new agents, which enhanced our team's capability.

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34. Sales Agents

low Demand
Here's how Sales Agents is used in Insurance Sales Agent jobs:
  • Participated in extensive sales training classes, required for entry-level sales agents
  • Admitted into the highly distinguished Leadership Cabinet, access exclusive to only the top 2% of sales agents.
  • Received numerous awards for being one of few top sales agents, which resulted in annual company paid trips.
  • Trained and mentored new sales agents in performing activities such as selling insurance, underwriting, and supporting clients.
  • Provided coaching, training, team development and support to sales agents while meeting and exceeding personal sales goals
  • Assisted in training of new sales agents in branch office with underwriting guidelines and system operations.
  • Exceeded quarterly sales goals and consistently rated in the top 20% of all sales agents.
  • Interview, select, recruit, train, motivate, evaluate and retain sales agents.
  • Managed 2-3 sales agents' portfolios of sales figures/scripts for new and existing customers.
  • Created sales training program and implemented sales plan while actively mentoring new sales agents.
  • Conduct weekly training of sales agents in various methods of sales skills and techniques.
  • Awarded Fast Start and Super Fast Start awards for new sales agents.
  • Assist other sales agents by training and assist with their difficult calls.
  • Handpicked over other sales agents to oversee the execution of local advertising.
  • Support sales agents with billing and policy concerns on existing policies.
  • Recognized in the Top 10 sales agents in nation-wide sales volume.
  • Followed up on referrals and recruit individuals to become Sales Agents.
  • Clean and organized environment is to be maintained by sales agents.
  • Ranked among the top 5% of inbound sales agents.
  • Served as a senior mentor to new sales agents.

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35. Business Owners

low Demand
Here's how Business Owners is used in Insurance Sales Agent jobs:
  • Prospect new business by building relationships with community members and business owners.
  • Scheduled appointments with business owners.
  • Worked closely with business owners and human resource executives reviewing employee benefits, followed up with employees and processed all claims.
  • Used my insurance expertise to approach business owners/managers to determine employee programs & benefits that could be make available for employees.
  • Executed daily operations of contacting business owners and key decision makers to schedule appointments and offer insurance programs to employees.
  • Conduct B2B with business owners and self-employed individuals, assisting them in saving money on their current insurance.
  • Provided Financial assistance with retirement planning, life insurance and health insurance to business owners and families.
  • Solicit enrollment of supplemental coverage from families and business owners through a direct sales method and referrals.
  • Delivered sales presentations to human resource directors and officers, CFO's for small business owners.
  • Formulated sales plans to approach small business owners and individuals to address their insurance needs.
  • Obtained license to sell health insurance policies to small business owners and families.
  • Assist business owners to figure out the best way to insure their employees.
  • Certified in sales supplemental health insurance plans to small business owners and families.
  • Networked with other local business owners in order to generate more clients.
  • Sell personal health and life insurance to individuals and small business owners.
  • Prospected potential small and large business owners to present AFLAC Insurance plans.
  • Educated business owners about products that would meet their employees' needs.
  • Market and sell supplemental accident and health insurance to business owners.
  • Called on and scheduled appointments with business owners and HR managers.
  • Conducted daily cold calls with business owners and decision makers.

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36. Binder Coverage

low Demand
Here's how Binder Coverage is used in Insurance Sales Agent jobs:
  • Communicated with underwriters and submitted forms obtaining binder coverage, ensuring quick coverage and customer satisfaction.
  • Submit forms and worked with underwriters to obtain binder coverage.
  • Contacted underwriter to submit forms to obtain binder coverage.
  • Contacted underwriters and submitted forms to obtain binder coverage.

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37. Data Entry

low Demand
Here's how Data Entry is used in Insurance Sales Agent jobs:
  • Input data entry of customers information with high detail and organizational aptitude.
  • Completed daily sales reporting/data entry/ maintenance of customer databases/Call logs/Call reports.
  • Perform and accurately enter timely data entry.
  • General data entry and general office duties
  • Designed visual work flow training programs on system processes and data entry.
  • Perform actions on accounts, sales calls and data entry.
  • Utilize insurance rating systems for data entry Maintains business compliant with underwriting standards.
  • Assisted with filing appeals, eligibility denials, data entry and completed phone applications through the healthcare.gov call center.
  • Assisted customers with insurance options and choosing the best policy Processed paperwork; data entry Answered phones; set appointments
  • Assisted customers with various needs Handled payments Responsible for maintaining customers information up to date Data entry Telephone Sales

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38. Technical Assistance

low Demand
Here's how Technical Assistance is used in Insurance Sales Agent jobs:
  • Provide Technical assistance for Fedex Ship Manager Software to Fedex clients from an inbound call center.

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39. Financial Needs

low Demand
Here's how Financial Needs is used in Insurance Sales Agent jobs:
  • Negotiated payment arrangements based on financial needs.
  • Conducted financial needs analysis to access prospective client's current conditions in order to identify a product that met their needs.
  • Stay up to date with current policies offered, and assist clients as their financial needs change.
  • Solicited and interviewed customers to offer insurance products and services to meet their financial needs.
  • Analyzed customers' financial needs in order to provide the best advice accordingly.
  • Marketed prospective clients to assist them with their financial needs.
  • Consult with families to share financial needs analysis and also sell life insurance policies and share business opportunity with Primerica.
  • Analyzed each clients personal situation to better assist them with a services that best fits their financial needs.

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40. Dental Insurance

low Demand
Here's how Dental Insurance is used in Insurance Sales Agent jobs:
  • Enrolled clients daily in health and dental insurance in numerous plans with multiple insurance companies.
  • Explain feature advantages of Annuities, various Life, Health, and Dental Insurance policies.
  • Worked on a commission basis, sold life, medical, and dental insurance.
  • Experience selling and marketing annuities, life, health, medical and dental insurance including Medicare supplement and Medicare advantage plans.
  • Presented presentations to potential clients and closed sales for the company in health, life and dental insurance.
  • Assist potential clients with all of their insurance needs including health, life, and accidental insurance.

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41. Prospective Customers

low Demand
Here's how Prospective Customers is used in Insurance Sales Agent jobs:
  • Recommended amount and type of coverage based on analysis of prospective customers circumstances and utilized persuasive sales techniques.
  • Answered incoming calls from prospective customers who were inquiring about purchasing automobile insurance.
  • Review membership and benefit information with current AARP members and prospective customers
  • Identified prospective customers using lead generating methods and performing multiple cold calls
  • Promoted insurance-related products and services to existing and prospective customers.
  • Enrolled current and prospective customers in available health insurance policies
  • Cross sold other insurance policies to prospective customers
  • Contacted prospective customers via telephone and email regarding Mortgage Protection, Final Expense, and Retirement protection suitable to their needs.
  • Identified prospective customers using lead generating methods and preformed an average of 10 to 20 cold calls per day.
  • Compiled lists of prospective customers; traveled throughout assigned area calling on new and established customers.
  • Presented, promoted, and sold products/services using solid arguments to existing and prospective customers.
  • Gained extensive knowledge of company brand to drive value to prospective customers.
  • Maintained filing system of all current, past and prospective customers.
  • Set appointments with existing and prospective customers to discuss insurance.
  • Set appointments and held presentations with prospective customers.
  • Assist prospective customers navigate the health exchange.
  • Identified prospective customers by using business directories and following leads from existing clients.Recorded accurate and efficient records in the customer database.
  • Schedule appointments for sales representatives to meet with prospective customers or for customers to attend salespresentations.
  • Educated current and prospective customers on coverages.
  • Assist prospective customers and educate them with their health care needs Also provides information and referrals for Medicare beneficiaries.

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42. Customer Base

low Demand
Here's how Customer Base is used in Insurance Sales Agent jobs:
  • Conducted all administrative work necessary to follow-up with prospects and current customer base.
  • Cultivated a niche customer base by attending community events and culture celebrations.
  • Promoted and sold a variety of insurance and health products to a customer base of new and existing clients.
  • Develop new customer base through company marketing methods for purpose of selling Health Insurance and Life Insurance products.
  • Maintained monthly sales goals and built a solid customer base by educating and following up with quality service.
  • Targeted broad customer base with consultative sales approach in order to meet company objectives and performance expectations.
  • Managed sales, support and follow-up for a variety of products to a diverse customer base.
  • Prospected for new clients to generate new business and expand the organization's customer base.
  • Obtained and built customer base, sales, territory management, and new/existing account development.
  • Help build a customer base, via relationships, that reflect my unique strengths.
  • Implemented marketing strategies which resulted in 5% growth of customer base.
  • Required to meet weekly sales goals and maintain current customer base
  • Increase sales by cross selling to current customer base.
  • United Healthcare/ Colonial Penn Resolution representative responsible to a senior customer base in health insurance industry.
  • talented at directing business development and customer base expansion efforts.
  • Promoted and selling of life policies Directed market research to acquire new customer base
  • Market and sell company policies Maintain a strong knowledge of the industry and competition Retain and build current customer base

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43. Health Care

low Demand
Here's how Health Care is used in Insurance Sales Agent jobs:
  • Educated trainees about health care industry and insurance, Medicare, specific products, and how to use specific computer systems.
  • Traveled throughout Chester County to guide individuals and families to best manage their health care needs through affordable health insurance.
  • Sell insurance products to Seniors Citizens, including life insurance, long term care and home health care policies.
  • Subject Matter Expert for both Medicare and Health Care Reform plans, one of first dual trained agents.
  • Ask retirees a series of questions to get to know them and understand their health care needs.
  • Navigated through state and federal exchanges to assist consumers in enrolling in health care benefits.
  • Passed multiple certifications allowing me to sell Health Care Benefits during Open Enrollment for retirees.
  • Communicated effectively with physicians, nurses, pharmacy technicians, and other health care professionals.
  • Advise members on upgrading to a different health care plan to meet their needs.
  • 37211Employed as a health care sales agent, Two weeks training in insurance laws.
  • Verify policy holder benefits and review claim information for Health Care Providers.
  • Navigated customers through new health care laws while working to retain them.
  • Advertise and Sell health care policies by appointment at future client locations.
  • Certified in United Health Care Medicare Supplemental and Advantage plans.
  • Trained and certified to sell new Health Care Reform plans.
  • Provide and offer health insurance from Obama Health Care.
  • United Health Care- Reciprocals in 31 states.
  • Top producer in Humana s Health Care Reform campaigns often used as a resource by peers for questions.
  • Help families understand how money works health care insurance financial goals , debt management, college planing consultant
  • Enrolled consumer's into United Health Care Medicare Advantage Plans and Prescription Drug Plans for 2015-2016.

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44. Aflac

low Demand
Here's how Aflac is used in Insurance Sales Agent jobs:
  • Awarded the AFLAC Fireball Award for gross annualized premium of $25,000 in the first 13 weeks of production.
  • Filed relevant and detailed paperwork for each company with AFLAC plans for current and future needs and opportunities.
  • Processed claims, tax information, and customer selected plans into the AFLAC SmartApp program.
  • Utilized proven processes and sales techniques while selling various AFLAC supplemental insurance products.
  • Presented AFLAC products in group and one-on-one settings for employers and employees.
  • Prepared presentations and presented AFLAC Insurance policies to employees.
  • Present AFLAC Insurance programs to any and everybody.
  • Presented AFLAC products to decision makers and employees.
  • Obtained license to sell AFLAC products.
  • Conducted presentations during open enrollment periods at companies explaining Aflac benefits to employees.
  • Inform potential customers of the benefit's of Aflac's supplemental insurance policies, as well as determining their needs.
  • Contracted Sales Agent for local companies- AFLAC, Kilpatrick, America General, American National and many other companies.
  • Consulted with all employees of accounts to determine need/ want for aflac.
  • Self-Employed Sold AFLAC supplemental insurance to interested business and work groups.
  • Introduced Aflac and its products to employers.
  • Served as an Independant Associate for Aflac, including servicing existing accounts.
  • Educated decision-makers about the programs and products Aflac offers and customizing Aflac programs to meet their employees needs.

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45. Product Knowledge

low Demand
Here's how Product Knowledge is used in Insurance Sales Agent jobs:
  • Completed intensive training in product knowledge, sales/marketing and customer service.
  • Provide professional presentations to clients to ensure product knowledge and visibility.
  • Remained dedicated to continuously improving sales abilities and product knowledge.
  • Acquired product knowledge as well as competitor knowledge to provide customers the ability to make informed decisions regarding their insurance need.
  • Utilized product knowledge and enthusiastic personality to quickly map out client's needs and recommend appropriate products.
  • Provide the education and train the new hired agents by improving their sales skills and product knowledge.
  • Supervised sales staff with regard to training, prospecting, new product knowledge and problems resolution.
  • Utilize product knowledge, presentation, professionalism, and overcoming objections in order to close sales.
  • Utilized effective selling skills and product knowledge to originate and close bids with customers.
  • Leveraged strong product knowledge and customer needs to determine and provide appropriate coverage.
  • Generated revenues by utilizing expert product knowledge and friendly sales techniques.
  • Developed people skills and product knowledge.
  • Developed an extensive foundational knowledge of the insurance industry as well as product knowledge.

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46. Sales Presentations

low Demand
Here's how Sales Presentations is used in Insurance Sales Agent jobs:
  • Delivered informational sales presentations to potential clients and assisted through completion of application process while strengthening client relations.
  • Conduct sales presentations to individuals.
  • Assisted other agents in need of sales presentations and processing of sales in Spanish within the Latin community.
  • Set at least five appointments each day with goal of giving three or more sales presentations.
  • Conduct needs-based, consultative sales presentations to a wide range of individuals and independent business people.
  • Conducted 6-8 daily sales presentations in clients' homes to identify their specific insurance needs.
  • Conducted Sales presentations to explain features and benefits of various policies to promote sales.
  • Present sales presentations to customers and explain objectives and benefits of various insurance.
  • Conducted oral and visual sales presentations to individuals and groups of 100+ people.
  • Designed and created in home sales presentations to help facilitate the sales process.
  • Conducted sales presentations and serviced existing members with claims and insurance issues.
  • Developed insurance quotes, created sales presentations, and closed insurance sales.
  • Developed effective sales presentations and followed up with existing client base.
  • Helped to train new agents on prospecting and sales presentations.
  • Present sales presentations to customers for multiple lines of insurance.
  • Performed Life, Health and Variable Annuity sales presentations.
  • Conducted face to face sales presentations for clients.
  • Trained new agents on products and sales presentations.
  • Provided sales presentations in English and Spanish.
  • Executed sales presentations and client meetings.

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47. Policy Changes

low Demand
Here's how Policy Changes is used in Insurance Sales Agent jobs:
  • Processed policy changes and policy issuance transactions received through various channels within specified guidelines.
  • Received and posted payments, made policy changes as needed and assisted customers with their needs.
  • Call on policyholders to deliver and explain policy, suggest policy changes as required.
  • Prospect for new business, and service existing customers with claims and policy changes.
  • Collaborated with general agent to complete daily policy changes and sales transactions.
  • Back up for Customer Care with incoming calls, Existing Policy changes.
  • Responded to policyholders' questions relating to policy changes and billing.
  • Processed policy changes, endorsements, and cancellations for current business.
  • Handled insurance policy changes and sold clients additional products and services.
  • Assist mortgage companies with updating and processing policy changes and additions.
  • Processed policy changes, applied payments and provided required documents.
  • Processed customer requested policy changes and collected the premium payment.
  • Provided quotes and executed online policy changes for health insurance.
  • Serviced debit accounts requiring collections, policy changes.
  • Assist our clients with policy changes and inquiries.
  • Processed policy changes, endorsements and payments.
  • Posted account payments, policy changes.
  • Process policy changes and corrections.
  • Research and study new laws and policy changes for the state of Wisconsin as well as for the Farmers company.
  • Processed policy changes in a timely fashion and initiated new policy sales to existing and new customers.

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48. Financial Products

low Demand
Here's how Financial Products is used in Insurance Sales Agent jobs:
  • Consulted with customers to better their lives and secure their future with life insurance and other financial products and policies.
  • Represent a full line of insurance and financial products, serving as a trusted adviser to my clients.
  • Specialized in selling a variety of financial products such as Life, Auto, Commercial and Casualty Insurance.
  • Provided customers quality products and service by promoting multiple lines of insurance and financial products.
  • Manage office, sell insurance and financial products, maintain customer files, develop new business
  • Adjust and address the financial products that were best suited for the customers.
  • Achieved a comprehensive knowledge of insurance and financial products.
  • Sell life, health, and financial products.
  • Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals

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49. Financial Situations

low Demand
Here's how Financial Situations is used in Insurance Sales Agent jobs:
  • Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determined extent of present coverage and investments.
  • Conduct client interviews to determine their specific requirements based on personal and financial situations.
  • Determine clients particular needs and financial situations by scheduling fact finding appointments.
  • Determined clients' particular needs and financial situations by scheduling appointments and going through product presentations.
  • Collaborate with clients and Senior Citizens to assess individual financial situations and develop strategic financial planning and health solutions.
  • Assess client requirements and financial situations by scheduling fact-finding appointments and conducting a needs analysis.

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20 Most Common Skill for an Insurance Sales Agent

Life Insurance20.1%
Customer Service10.9%
New Clients7.6%
Auto Insurance7.5%
Financial Resources6.8%
Insurance Companies4.9%
Insurance Sales4.9%
Analyze Insurance Program4.7%

Typical Skill-Sets Required For An Insurance Sales Agent

RankSkillPercentage of ResumesPercentage
1
1
Life Insurance
Life Insurance
16%
16%
2
2
Customer Service
Customer Service
8.6%
8.6%
3
3
New Clients
New Clients
6.1%
6.1%
4
4
Auto Insurance
Auto Insurance
5.9%
5.9%
5
5
Financial Resources
Financial Resources
5.4%
5.4%
6
6
Insurance Companies
Insurance Companies
3.9%
3.9%
7
7
Insurance Sales
Insurance Sales
3.9%
3.9%
8
8
Analyze Insurance Program
Analyze Insurance Program
3.8%
3.8%
9
9
Health Insurance Products
Health Insurance Products
3.3%
3.3%
10
10
New Accounts
New Accounts
3.2%
3.2%
11
11
Sales Goals
Sales Goals
3.2%
3.2%
12
12
Medicare
Medicare
3.1%
3.1%
13
13
Insurance Plans
Insurance Plans
2.5%
2.5%
14
14
Phone Calls
Phone Calls
2%
2%
15
15
Payment Method
Payment Method
2%
2%
16
16
Individual Customers
Individual Customers
1.6%
1.6%
17
17
Casualty Insurance
Casualty Insurance
1.3%
1.3%
18
18
Personal Lines
Personal Lines
1.2%
1.2%
19
19
Policy Requirements
Policy Requirements
1.2%
1.2%
20
20
New Policies
New Policies
1.2%
1.2%
21
21
Physical Condition
Physical Condition
1.1%
1.1%
22
22
Administrative Tasks
Administrative Tasks
1.1%
1.1%
23
23
Outbound Calls
Outbound Calls
1%
1%
24
24
Potential Customers
Potential Customers
1%
1%
25
25
Appropriate Forms
Appropriate Forms
0.9%
0.9%
26
26
Policy Holders
Policy Holders
0.9%
0.9%
27
27
Necessary Medical Examinations
Necessary Medical Examinations
0.9%
0.9%
28
28
Cold Calls
Cold Calls
0.8%
0.8%
29
29
Insurance Quotes
Insurance Quotes
0.8%
0.8%
30
30
Insurance License
Insurance License
0.8%
0.8%
31
31
Client Relationships
Client Relationships
0.8%
0.8%
32
32
AAA
AAA
0.7%
0.7%
33
33
New Agents
New Agents
0.7%
0.7%
34
34
Sales Agents
Sales Agents
0.7%
0.7%
35
35
Business Owners
Business Owners
0.7%
0.7%
36
36
Binder Coverage
Binder Coverage
0.6%
0.6%
37
37
Data Entry
Data Entry
0.6%
0.6%
38
38
Technical Assistance
Technical Assistance
0.6%
0.6%
39
39
Financial Needs
Financial Needs
0.6%
0.6%
40
40
Dental Insurance
Dental Insurance
0.6%
0.6%
41
41
Prospective Customers
Prospective Customers
0.6%
0.6%
42
42
Customer Base
Customer Base
0.6%
0.6%
43
43
Health Care
Health Care
0.6%
0.6%
44
44
Aflac
Aflac
0.6%
0.6%
45
45
Product Knowledge
Product Knowledge
0.5%
0.5%
46
46
Sales Presentations
Sales Presentations
0.5%
0.5%
47
47
Policy Changes
Policy Changes
0.5%
0.5%
48
48
Financial Products
Financial Products
0.5%
0.5%
49
49
Financial Situations
Financial Situations
0.4%
0.4%

14,144 Insurance Sales Agent Jobs

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