Find The Best Licensed Agent Jobs For You

Where do you want to work?

0 selections

Top Licensed Agent Skills

Below we've compiled a list of the most important skills for a Licensed Agent. We ranked the top skills based on the percentage of Licensed Agent resumes they appeared on. For example, 22.1% of Licensed Agent resumes contained Hipaa as a skill. Let's find out what skills a Licensed Agent actually needs in order to be successful in the workplace.

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

1. Hipaa

high Demand
Here's how Hipaa is used in Licensed Agent jobs:
  • Handled and protected confidential information by following HIPAA guidelines.
  • Obtained medical records in accordance with HIPAA compliance to verify correct submission of ICD-9/10 & CPT codes for claims processing.
  • Created forms and a filing system to keep track of all customer information while maintaining HIPAA standards and regulations.
  • Received training for HIPAA standards, making ethical business decisions, maintaining integrity, Anti-Money Laundering course.
  • Managed compliance with HIPAA laws regarding private information of clients and employees.
  • Adhered to all facility, company and legal guidelines such as HIPAA.

Show More

2. Life Insurance

high Demand
Here's how Life Insurance is used in Licensed Agent jobs:
  • Prospected, quoted, and wrote Life Insurance policies, while assisting customers with life insurance questions and concerns.
  • Provided seamless packages by providing Critical Illness, Short-Term Accident Disability, Life Insurance, Vision and Dental programs.
  • Filed claims on life insurance, health insurance, auto insurance, and property insurance both residential and commercial.
  • Licensed Agent - Dallas Hired to sell life insurance and annuities for a network of over a dozen carriers.
  • Worked with consumers to provide them with adequate health coverage, life insurance coverage and/or mortgage protection coverage.
  • Marketed and sold life insurance products (whole life, term life, universal life and annuities).
  • Obtained a Group I Life Insurance License and earned the Series 6 and 63 Securities Licenses.
  • Created and cultivated personal relationship needed to provide the intimate products of life insurance.
  • Licensed insurance agent, responsible for sale of term life insurance Nationwide.
  • Licensed agent producer for auto, home, health and life insurance.
  • Exceeded average number of life insurance policies written by 1st year Agents.
  • Involved in the sales & service of final expense life insurance as well
  • Managed and sold individual and group life insurance policies and annuities.
  • Licensed in Health and Life insurance for all 50 states.
  • Recognized for top life insurance sales in 2008 and 2009.
  • Processed life insurance and health insurance requests and claims.
  • Increased recurring premium life insurance by 185% year-over-year.
  • Distributed health & life insurance products to perspective clients.
  • Specialized in universal and whole life insurance policies.
  • Licensed general lines health/life insurance in 34 states.

Show More

3. Inbound Calls

high Demand
Here's how Inbound Calls is used in Licensed Agent jobs:
  • Answered inbound calls from prospects looking for health insurance coverage for individual and family plans.
  • Received inbound calls in Spanish and English for insurance quotes, sales, and service.
  • Answered inbound calls to assist clients with questions on their health benefit options.
  • Handled inbound calls from prospective clients and turn those prospects into paying customers.
  • Received inbound calls and assisted members with transfer to a licensed agent.
  • Received inbound calls to do enrollments of insurance benefits for members.
  • Received inbound calls and made outbound calls to existing members.
  • Received inbound calls from customers interested in health insurance products.
  • Received 40-50 inbound calls per day from members.
  • Answered inbound calls for the Coventry contract
  • Handled 175+ inbound calls daily.
  • Received inbound calls from members/prospective members and enrolled/reenrolled into health plans.
  • Worked in a call center environment receiving inbound calls from individuals looking to enroll in individual major medical plans from Humana.
  • Worked with MetLife Auto & Home, Safeco, State Auto and Safeway Answer inbound calls from independent agents and policyholders.
  • Answered Billing Questions Policy Payments Maintained and Serviced Existing Policies Team Mentor Inbound Calls

Show More

4. Customer Service

high Demand
Here's how Customer Service is used in Licensed Agent jobs:
  • Provided exceptional customer service by processing telephone quotes and servicing all lines of insurance in a professional and timely manner.
  • Assisted customers in purchasing small business and workers' compensation insurance and provided minimal customer service to maintain their policy.
  • Provided customer service support to policyholders, updated basic information, and transferred to the correct department when necessary.
  • Performed call coaching to customer service representatives in order to establish and ensure quality assurance and professionalism.
  • Converted prospects into closed sales by offering solid customer service, individualized attention, and consistent follow-up.
  • Developed management policies and operating instructions that resulted in more timely and higher quality customer service.
  • Provided outstanding customer service and recommended services based upon the individual needs of customers.
  • Directed all office activities, company expansion, and consistently delivered superior customer service.
  • Demonstrated ability to develop and maintain customer relationships and provide excellent customer service.
  • Demonstrated ability to analyze problems quickly in order to provide excellent customer service.
  • Performed daily customer service by ensuring customers received the highest satisfaction and courtesy.
  • Consulted with insurance underwriters and customer service concerning policy issues or questions.
  • Developed loyal customer relationships through focus on providing superior customer service.
  • Utilized training and development skills to promote successful customer service environment.
  • Responsibilities-Scheduled responsibilities and cross-trained customer service and inside sales staff.
  • Interacted with customers and provided excellent customer service experience.
  • Provided quality monitoring and feedback to customer service representatives.
  • Displayed exemplary customer service delivery and team-player attitude.
  • Performed new hire training for customer service representatives.
  • Coached colleagues through challenging customer service situations.

Show More

5. Casualty Insurance

high Demand
Here's how Casualty Insurance is used in Licensed Agent jobs:
  • Licensed by the state to offer insurance asset protection through life, health, accident, property and casualty insurance.
  • Licensed in the state of Arkansas to sell Life, Health, Property and Casualty Insurance.
  • Provided clients with extensive, detailed coverage options for all lines of property and casualty insurance.
  • Licensed Property and Casualty Insurance Agent in State of Vermont (1991 - 2000).
  • Obtained license to sell Property and Casualty Insurance in the state of West Virginia.
  • Earned and maintained my Property and Casualty Insurance License for the state of Ohio.
  • Earned Property and Casualty Insurance License, managed and sold policies to Spanish-Speaking clients
  • Licensed to sell Property and Casualty insurance in 30 states.
  • Licensed property & casualty Insurance agent.
  • Explained Property and Casualty insurance coverages to clients to assist them in understanding and assessing insurance needs.
  • Recruited prospects for Prudential Acquired license in 2010 for Property & Casualty insurance Responsibilities include marketing to potential and current clients

Show More

Job type you want
Full Time
Part Time
Internship
Temporary

6. Medicare

high Demand
Here's how Medicare is used in Licensed Agent jobs:
  • Enrolled eligible individuals in UHC & AARP Medicare products accurately and thoroughly completed enrollment documentations for submission.
  • Provided enrollment assistant into Medicare Health Plans to beneficiaries aging into Medicare.
  • Educated Medicare and dual eligible Medicare recipients on Medicare solutions and products.
  • Assisted Medicare Eligible Seniors for Qualified Services related to Medicare.
  • Processed and address Medicare Beneficiaries with questions and enrollments.
  • Worked nationally providing Medicare beneficiaries with prescription drug plans.
  • Provided Medicare Advantage Plans to Medicare beneficiaries.
  • Educated Senior Citizens into personalized Medicare Program.
  • Received continuous calls from prospective Medicare recipients.
  • Performed enrollments for Medicare eligible clients.
  • Enrolled Medicare recipients into qualified plans.
  • Followed Medicare requirements and enrollment guidelines.
  • Gained extensive knowledge on Medicare Regulations
  • Certified in Medicare and Senior Products
  • Ensured Medicare beneficiaries accurately understood the product choices available to them, the enrollment process and the service contacts and process.
  • Utilized presentation skills to facilitate and train newly hired agents during the Medicare annual enrollment periods each year.
  • Answered the telephone and represent the company in professional and businesslike manner Educate newly eligible members on Medicare.
  • Arranged face-to-face meetings by phone and door knocking with senior citizens to discuss financial realities corresponding with Medicare.
  • Specialized in sales of Medicare Supplements, Life Insurance, Long-Term Care policies, and Disability products.
  • Performed insurance sales primarily for the senior market and educated Medicare recipients about the benefits they receive.

Show More

7. Health Care

high Demand
Here's how Health Care is used in Licensed Agent jobs:
  • Provided quotes and advised individuals concerning health care plans to meet their needs and assisted in facilitating the application process.
  • Received extensive training on Medicare supplements, long-term care, home health care, life insurance and annuities.
  • Served in a call center environment during and after the annual enrollment period (United Health Care).
  • Required general knowledge of US health care system, with a focus on Medicare and Medicare recipients.
  • Consulted and advised senior citizens on insurance, supplemental health care and investment options.
  • Licensed sales agent for Medicare Plans for United Health Care for Group Retirees.
  • Provided customers with health care plans to best fit their needs.
  • Educated potential members on different health care plans and purchasing options.
  • Certified with United Health Care as a producer
  • Represented Blue Cross Blue Shield health care and various life plans including AIG, Shenandoah, and F & G plans.
  • Approved prior authorization request calls from health care providers 5.
  • Worked on multiple accounts: Well Point, United Health Care, Keiser Permanente and Kindred.
  • United Health Care member call and told my manager how helpful i am.Skills UsedType faster.
  • Represented Humana in the Medicare Advantage Program and Humana One in the Health Care Reform Department.

Show More

8. Financial Services

high Demand
Here's how Financial Services is used in Licensed Agent jobs:
  • Generated new business including financial services.
  • Assisted clients with financial services and obtained a life insurance license.
  • Serviced all insurance and financial services offered by State Farm.
  • Licensed by Fl Dept of Financial Services (Health).
  • Involved in the sale and promotion of insurance and financial services for individuals as well as small busineses.
  • provided financial services (protection, accumulation and retirement) to individuals, families and small businesses.

Show More

9. Potential Clients

high Demand
Here's how Potential Clients is used in Licensed Agent jobs:
  • Developed complete and detailed sales presentations for existing and potential clients.
  • Developed both personal contacts and information resources to identify potential clients.
  • Developed and implemented business and marketing plans, prospective for potential clients, Discussing financial concerns and needs of individuals.
  • Conducted PowerPoint presentations and seminars to potential clients/recruits, in the San Diego, Riverside, and Orange County areas.
  • Generated business by prospecting potential clients, cold calling and networking at businesses in and around the local area.
  • Provided quotes and educated potential clients on insurance options based on their needs.
  • Informed potential clients of offered benefits and knowledge of the insurance industry.
  • Advised potential clients of products and services while providing excellent customer service.
  • Qualified and Negotiated contracts with potential clients to close deals.
  • Informed potential clients on which policy will meet their needs.
  • Discussed insurance product offerings with current and potential clients.
  • Advised potential clients of best policy choice for their individual situation.
  • Registered copyrights and sound recordings with the Library of Congress Processed clearance requests Developed potential clients Verified samples
  • Licensed Lousiana Life Accident & Health -cold call potential clients -develop leads & market to potential clients -Schedule appointments

Show More

10. Insurance Companies

high Demand
Here's how Insurance Companies is used in Licensed Agent jobs:
  • Assisted licensed agents with appointment of licenses with different insurance companies in various states and ensure licensing is kept current.
  • Licensed in 50 states with multiple Health and Life insurance companies to promote and sell their products.
  • Received and processed cash, check and credit card payments for over a dozen different insurance companies.
  • Obtained Ohio P&C license and supervised staffed insurance office representing independent insurance companies.
  • Instituted marketing, promotional, and cross selling campaigns by partnering with the insurance companies.
  • Worked with other insurance companies to provided adequate, accurate coverage and premiums for clientele.
  • Conducted daily customer follow-up calls or e-mails to clients and health insurance companies.
  • Interacted with insurance companies on clients' behalf to resolve any issues.
  • Worked as liaison between the insured and the insurance companies.

Show More

Jobs With Trending Skills

11. Personal Lines

high Demand
Here's how Personal Lines is used in Licensed Agent jobs:
  • Handled personal lines department at this medium-sized insurance agency.
  • Administered accounts receivable and processed personal lines policies.
  • Processed Insurance quotes for personal lines insurance policies including: Auto, Homeowners, Watercraft and Off Road Vehicles.
  • Earned certifications and licensing in all personal lines insurance products in multiple markets and with multiple carriers and products
  • Provided support to clients for sale, service and claim related matters for commercial & personal lines insurance.
  • Sourced and sold personal lines insurance in an upstart agency including servicing policies and claim reporting.
  • Licensed Insurance Agent in Kansas and Missouri in Property Casualty, Personal Lines and Crop.
  • Received training on Farmers Insurance personal lines and commercial lines products and flood insurance.
  • Provided professional consulting on personal lines insurance products for customers in 27 states.
  • Managed an insurance agency marketing a full array of personal lines insurance products.
  • Started in personal lines--securing 1 out of every 5 prospects.
  • Licensed in Ohio & PA for Personal Lines.
  • Licensed agent to bind and endorse personal lines.
  • Quoted new and existing business in personal lines.
  • Licensed Personal Lines Property and Casualty Agent.
  • Quoted and issued personal lines insurance policies.
  • Quoted and sold personal lines insurance.
  • Processed changes on personal lines accounts.
  • Managed the Personal Lines department; was responsible for all of the agency's Property and Casualty sales.
  • Licensed Agent (2044) in automobile and home owners insurance for personal lines.

Show More

12. Real Estate

high Demand
Here's how Real Estate is used in Licensed Agent jobs:
  • Experienced real estate professional trained to execute complex real estate transactions for the 1st time homeowner to the savvy investor.
  • Provided demographic, economic and market advice as it pertains to the real estate market to prospective clients.
  • Used real estate and sales knowledge to mediate contract negotiations with the seller, buyer, and banks.
  • Organized & hosted in-office wine receptions & business presentations for Real Estate Agents & Title Officers.
  • Covered real estate floor time and maintained a closing ratio of over 50%.
  • Licensed Real Estate Agent in the State of Alabama with Accredited Buyers Representative Designation.
  • Represented clients in the sale, purchase, or rental of real estate.
  • Addressed buyers/sellers inquiries concerning real estate market value trends in their locations.
  • Compiled projections for future real estate success related to timing and location.
  • Utilized marketing skills to build client base and execute real estate contracts.
  • Developed a substantial client base of lenders and real estate agents.
  • Established web real estate accounts for marketing campaigns.
  • Provided leasing services with real estate license.
  • Completed numerous Specialized Real Estate Education courses, both in pre-foreclosures and short sales.
  • Self-employed real estate agent, in the Matagorda County area.
  • Assisted clients in finding real estate Wrote and negotiated contracts.
  • Accompanied clients to property listings Studied property listings Drew up real estate contracts
  • assisted clients in buying and selling residential real estate Employment:

Show More

13. Prescription Drug Plans

high Demand
Here's how Prescription Drug Plans is used in Licensed Agent jobs:
  • Enrolled individuals into the appropriate health and prescription drug plans that best met their needs.
  • Provided customer assistance to seniors with their prescription drug plans.
  • Supported Insurance and/or Prescription Drug Plans.
  • Enrolled Medicare members in Advantage plans and/or Prescription Drug Plans (Part D).
  • Enrolled current and future clients into Medicare Advantage insurance plans and prescription drug plans.
  • Educated about and enrolled consumers in Medicare Advantage and Medicare prescription drug plans.

Show More

14. New Customers

high Demand
Here's how New Customers is used in Licensed Agent jobs:
  • Applied consultative selling to generate new customers and retain existing relationships.
  • Licensed P&C Agent and sold auto insurance to new customers.
  • Demonstrated an unwavering commitment to customer service, adding new customers while maintaining premium service levels with existing accounts.
  • Provided exceptional customer service and built relationships with new customers while maintaining relationships with existing customers.
  • Coordinated detailed follow-ups with new customers while managing time between underwriting reviews and attaining new business.
  • Serviced existing customers and developed cost effective marketing plan to reach new customers.

Show More

15. Insurance Options

average Demand
Here's how Insurance Options is used in Licensed Agent jobs:
  • Appointed and licensed in more than 13 states to present and sell life insurance options to seniors.
  • Evaluated customer requirements and provided insurance options that best fit their needs.
  • Educated consumers about their health insurance options.
  • Negotiated new and renewal production goals Calculated quotes and educated potential clients on insurance options.
  • Calculated quotes and educated potential clients on insurance options.
  • Used a customer-focused, needs-based review process to educate customers about insurance options.

Show More

16. Policy Changes

average Demand
Here's how Policy Changes is used in Licensed Agent jobs:
  • Researched and resolved customer inquiries and completed policy changes.
  • Provided policy information and complete simple to complex policy changes in compliance with state and company quality and legal guidelines.
  • Worked as one team with underwriting, claims and processing to ensure the completion of specific policy changes.
  • Processed claims, policy changes, payments, endorsements, and evidence of insurance certificates.
  • Provided quotes and executed online policy changes for health care.
  • Provided professional friendly customer service while responding to customer requests such as billing, policy changes and eligibility.

Show More

17. Sales Goals

average Demand
Here's how Sales Goals is used in Licensed Agent jobs:
  • Worked with team members to achieve team and business, service and sales goals, targeting 90 percent weekly.
  • Selected to create a district by exceeding sales goals, Initiated and controlled enrollments.
  • Developed marketing strategies to reach and exceed my agency's sales goals.
  • Established incentive programs within the team which helped reach sales goals.
  • Targeted sales goals in 44 states with 10 different insurance carriers.
  • Accomplished agency set sales goals.
  • improved personal sales to $80,000 tripled personal goals expanded personal sales goals and showed growth

Show More

18. Prospective Customers

average Demand
Here's how Prospective Customers is used in Licensed Agent jobs:
  • Educated prospective customers on best insurance policy while maintaining integrity.
  • Received inbound calls from prospective customers and gather qualifying information before enrolling into a health plan.
  • Recruited out new clients to develop great client relationships by networking to find new prospective customers.
  • Promoted and sold insurance products and services to prospective customers.
  • Provided insurance advice and quotes to prospective customers.
  • Identified prospective customers using lead generating methods and performing an average of 50 cold calls per day.
  • Educated prospective customers and brokers on Humana products, coverage plans, and rates via phone.

Show More

19. Business Owners

average Demand
Here's how Business Owners is used in Licensed Agent jobs:
  • Consulted with business owners regarding a variety of insurance coverage available to them to insure against financial exposures and insurance gaps.
  • Conducted employee enrollment meetings, facilitated application completion and managed ongoing relationships with business owners and individual policyholders.
  • Worked with small business owners assisting in tax reduction strategies, charitable gifting and other wealth management tools.
  • Helped business owners plan for succession or to transfer share of ownership to partner(s)
  • Worked with employers and business owners to provide optional insurance benefits to them and their employees.
  • Assisted small business owners, self-employed, and individuals find the right coverage.
  • Worked with business owners to provide them with coverage for their employees.
  • Consulted self-employed individuals and business owners to determine their benefit needs and plans customized to each individual's lifestyle and needs.
  • Prospected high net worth clients and business owners within the Aiken, North Augusta, Edgefield and Lexington, SC counties.
  • Promoted and sold Aflac insurance products, primarily through business owners to their employees.

Show More

20. Open Enrollment

average Demand
Here's how Open Enrollment is used in Licensed Agent jobs:
  • Managed/Supervised 20+ agents in a fast paced environment during open enrollment.
  • Consulted with customers about Medicare Advantage products available in the New York area * Won sales contest during open enrollment.
  • Contracted to work with United Health Care with open enrollment for Medicare Advantage Plans as well as the stand-alone PDP.
  • Answered a constant flow of customer calls with up to 100 calls in queue per minute during open enrollment.
  • Assisted families in getting insured during the open enrollment period for ACA.
  • Educated and enrolled Kindred Employee's into their open enrollment benefit elections.
  • Enrolled consumers into the right plan during the Medicare open enrollment season.
  • Enrolled customers in Medicare part D during open enrollment.
  • Explained Medicare plans during open enrollment period.
  • Received state license to sell healthcare to Medicare eligible people for open enrollment period.
  • Assisted callers to understand their healthcare options for the open enrollment period.
  • Enrolled new clients in healthcare plans during open enrollment.
  • Worked on the Medicare prescription drug and Medicare supplements campaign for Transamerica during the annual open enrollment period.
  • Experienced open enrollment Have sold Individual and Small Group policies Responsible for service of accounts

Show More

21. Part D

average Demand
Here's how Part D is used in Licensed Agent jobs:
  • Consulted with customers on making optimal choice between 2 Medicare Part D plans in order to fit their unique needs.
  • Presented senior life products, and medicare supplements, annuities, life insurance and Part D drug plans.
  • Educated the callers on Medicare rules and regulations when it comes to supplements and part d plans.
  • Developed strengths in: Working around application issues (being flexible) Explaining Medicare plans parts A through part D
  • Licensed Sales AgentSold Medicare Advantage and Medicare Part D plans in 46 states.
  • Processed Medicare Advantage, Part D, and Supplemental Enrollments.

Show More

22. Medicaid

average Demand
Here's how Medicaid is used in Licensed Agent jobs:
  • Gained the knowledge of the history of the inner operations of the Medicare and Medicaid System.
  • Filled out Medicaid applications for customer to see if they qualified for a subsidy.
  • Educated and informed customers in all aspects of Medicare & Medicaid.
  • Advised public on Medicaid Part D plan options.
  • Specialized in: Medicare, Medicaid, Final
  • Facilitated healthcare consumers to locate the best fit of Medicare/Medicaid health plans for different needs.

Show More

23. Policy Holders

average Demand
Here's how Policy Holders is used in Licensed Agent jobs:
  • Suggested different policies to current policy holders regarding changes and additions in insurance program.
  • Educated prospects and policy holders regarding protection and coverage based on individual member needs.
  • Maintained and developed accounts assistant policy holders with renewals and claims.
  • Analyzed pertinent information to determine application creditworthiness of potential policy holders.
  • Processed payments, created identification cards for policy holders, marketed products, and provided customer services.
  • Increased productivity in all lines of business while servicing existing policy holders and banking clients.
  • Quoted and sold multiple lines of insurance to new and existing policy holders.
  • Handled account inquires by corporate and by policy holders.
  • Started off doing service work for existing policy holders until being promoted to Sales in January, 2013.
  • Obtained license in 47 states Advised and educated policy holders Consistently met and exceeded performance goals

Show More

24. Potential Customers

average Demand
Here's how Potential Customers is used in Licensed Agent jobs:
  • Developed comprehensive knowledge of both customers and potential customers needs to help identify opportunities for potential sales and rentals.
  • Conducted one-on-one and group benefit presentations for potential customers.
  • Presented 45 minute memorized scripted presentations to potential customers.
  • Collected and inputted detailed information on potential customers.
  • Answered inbound telephone calls from potential customers looking to be educated or enrolled into a Medicare health plan.
  • Provided relevant and concise information to potential customers to ensure they purchase the best health care packages.
  • Served as the first step in risk assessment for the company when quoting potential customers.
  • Followed up with potential customers interested in an insurance quote.
  • Received incoming calls to quote and bind potential customers.
  • Completed daily deposits Contacted potential customers daily for possible sales
  • Enrolled potential customers in several health insurance plans, Medicare Supplement Plans, Prescription Drug Plans, and Medicare Advantage Plans

Show More

25. Humana

average Demand
Here's how Humana is used in Licensed Agent jobs:
  • Achieved Humana's Elite President's Club status as a result of consistent high sales production (top 10 percentile).
  • Serviced Humana ACA plan members on benefits, service.
  • Solicited new or current Humana membersaccording to prescription needs and location.
  • Analyzed, interpreted and verified policy coverage for policyholder's for UnitedHealth, Humana, and Cigna insurance carriers.
  • Contracted with Humana to enroll eligible members for insurance and provide current members with information concerning Health policies
  • Achieved sales standards set for department by effectively communicating Humana campaigns to customers.

Show More

26. CMS

average Demand
Here's how CMS is used in Licensed Agent jobs:
  • Certified Application Counselor (2014) by the Centers for Medicare & Medicaid Services (CMS).
  • Enrolled members into Medicare Part D plans following plan & CMS guidelines.
  • Complied with all relevant CMS, HIPPA and Company rules and regulations.
  • Marketed Medicare Advantage Plans per CMS guidelines
  • Processed applications for Medicare recipients Assisted members to determine particular needs for insurance Scheduled field meetings Follow proper protocols regulated by CMS
  • Interviewed prospective clients for life and health insurance products; specializing in Medicare advantage plans with strict adherence to CMS guidelines.

Show More

27. Current Customers

average Demand
Here's how Current Customers is used in Licensed Agent jobs:
  • Prospected current customers for additional lines of insurance coverage to increase business.
  • Accepted incoming calls from prospective and current customers regarding insurance policies, premiums and procedures.
  • Managed inbound calls from prospective and current customers during annual enrollment period.
  • Surpassed customer and employer expectations while staying focused on closing new business and making sure current customers were always completely satisfied.
  • Reached out to current customers to cross sell and obtain new lines of business.
  • Reviewed new and current customers policies in all lines of business and referred within the company.

Show More

28. Payment Method

average Demand
Here's how Payment Method is used in Licensed Agent jobs:
  • Reviewed features and advantages of various policies to promote sales of insurance plans, calculate premiums and establish payment method.
  • Calculated premiums and established payment methods for sales.Identified and solicited sales prospects in agency databases.
  • Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.
  • Customized, calculated premiums, established payment method and sold insurance policies to individuals.
  • Calculated and quoted premium rates and established payment method for recommended policies.
  • Called on policyholders to delivered and explained policy, calculated premiums and established payment methods.

Show More

29. Variable Annuities

average Demand
Here's how Variable Annuities is used in Licensed Agent jobs:
  • Licensed by the State of Florida, I specialized in fixed and variable annuities, health and life insurance.
  • Managed a variety of customer portfolios related to health and life insurance policies and fixed and variable annuities.
  • Passed FINRA's Series 6 Exam to sell mutual funds, variable annuities, and closed-end funds.
  • Worked independently through an insurance agency providing individuals with health, life and variable annuities.
  • Registered with the NASD and SEC to sell Variable Annuities and Mutual Funds.
  • Obtained Series 6 investment license to sell Mutual Funds and Variable Annuities.

Show More

30. Financial Needs

low Demand
Here's how Financial Needs is used in Licensed Agent jobs:
  • Conducted face-to-face appointments with prospects to evaluate exposure, and identify coverage and financial needs.
  • Interviewed prospective clients to understand financial needs and discuss existing coverage.
  • Conducted in-depth financial needs analysis with every client to determine financial status, goals and objectives, and risk tolerance.
  • Worked with prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Interviewed prospective clients to determine their financial needs and offered solutions.
  • Implemented strategic insurance application data activity, to insure and generate a unique and individual financial needs analysis for client.

Show More

31. Financial Products

low Demand
Here's how Financial Products is used in Licensed Agent jobs:
  • Developed and implemented marketing plans selling financial products to businesses and individuals.
  • Recommended relevant financial products and services.
  • Interviewed, assessed, and educated clients on life insurance and financial products which adequately protect their family's needs.
  • Hired, trained, and managed a support team to sell financial products to existing /prospective clients.
  • Worked with existing and prospective clients to determine appropriate insurance coverage and financial products or services.
  • Helped clients meet their estate, retirement and benefit needs through the insurance and financial products.
  • Handled inbound/outbound calls and answered questions from members interested in life insurance and financial products.
  • Licensed agent for sales of life insurance, and related financial products.

Show More

32. Health Agent

low Demand
Here's how Health Agent is used in Licensed Agent jobs:
  • Licensed Georgia/SC Life and Health agent; which included, supplements advantage plans, health, life insurance and some annuities.
  • Licensed Accident and Health Agent, Sales, Inbound/Outbound marketing calls, Filing, Policy Account Manager
  • Licensed Life and Health Agent- Specializing in sales of final expense insurance.
  • Licensed property and casualty as well as life and health agent.
  • Licensed Health Agent for 2017 Open Enrollment Medicare.
  • Licensed Health Agent in 15 states.
  • Licensed Life and Health Agent, CA.

Show More

33. New Agents

low Demand
Here's how New Agents is used in Licensed Agent jobs:
  • Served as unofficial subject matter expert for my team of 30 agents, including training and development of new agents.
  • Recruited new Agents and Managers that aided in a substantial increase of additional annual revenue / premiums.
  • Handled the licensing and regulation of new agents seeking to sell our Dental Plan.
  • Trained and supervised new agents for product knowledge, presentation, and closing techniques.
  • Assisted with the training of new agents on systems and procedures.
  • Facilitated in coaching, and training new agents.
  • Provided training, hiring of new agents.
  • Trained new agents, including training for special VMware software to interface with proprietary programs for secured information and transactions.
  • Earned Bronze Eagle Award in the first six months Mentored three new agents within the first year

Show More

34. Analyze Insurance Program

low Demand
Here's how Analyze Insurance Program is used in Licensed Agent jobs:
  • Called new policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes/endorsements.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Called on policyholders to deliver and explain policies, to analyze insurance programs and suggest additions or changes.
  • Called on policyholders to deliver and explain their policy and to analyze insurance programs.
  • Obtained client information to deliver and explain policies, analyze insurance program, and conduct change of beneficiaries.

Show More

35. New Policies

low Demand
Here's how New Policies is used in Licensed Agent jobs:
  • Worked with Under Writers to verify that compliance was met before writing new policies and processing claims for existing premium holders.
  • Answered high volumes of calls related to service of existing auto policies, as well as the purchase of new policies.
  • Monitored new policies written by sales agents to ensure all required paperwork is submitted for all new policies.
  • Licensed agent wrote new policies and serviced existing policies.
  • Called on and managed sales leads, prospects and new policies.
  • Exceeded industry average for new policies written and existing customer retention with exceptional customer service and support.

Show More

36. Allstate

low Demand
Here's how Allstate is used in Licensed Agent jobs:
  • Worked in an Allstate exclusive agency office Sold and serviced Property, Casualty, Life and Annuity Insurance.
  • Processed endorsements and cancellation of policies while servicing customers utilizing Allstate's Gateway and Alliance application procedures.
  • Involved myself in real estate investments and also purchased a partnership in independently owned Allstate Insurance offices located Northwest Montana.
  • Completed all necessary requirements to get binding authority with Allstate.
  • Owned and operated an independent insurance agency as licensed through Allstate Insurance Company.
  • Awarded the Allstate Certified Professional Representative designation.

Show More

37. Marketplace

low Demand
Here's how Marketplace is used in Licensed Agent jobs:
  • Developed and built business for 10 major accounts via consultative selling with local and national companies within the Philadelphia marketplace.
  • Developed productive business relationships with key marketplace players by identifying the right products and services.
  • Recruited to become a licensed health insurance agent for the health insurance marketplace.
  • Identified and solicited sales prospects in agency database and in the general marketplace.
  • Certified to sell under 65 individual health plans for Kaiser Permanente direct and on the Marketplace Exchange (Covered California).
  • Helped prospects navigate and complete subsidy applications on the Federal Insurance Marketplace at Healthcare.gov and applied for Florida Blue Health plans.
  • Handled all inbound callers, questions about their insurance, took payments, enrolled members in the medwise marketplace.
  • Certified in the Marketplace (healthcare.gov) to assist individuals and the Small Business Health Options Program.

Show More

38. High Volume

low Demand
Here's how High Volume is used in Licensed Agent jobs:
  • Managed high volume of in / Outbound calls to assist with enrolling clients into Medical Plans.
  • Answered busy phones and assisted a high volume of customers via phone and in person.
  • Completed high volume of incoming certificate request from clients within required time frame.
  • Organized and maintained high volume of clients in a fast paced environment.
  • Worked in a call center environment responding to high volume of leads.
  • Received high volume inbound potential sales calls in call center environment.
  • Engaged in high volume inbound/outbound calls with accuracy and efficiency.
  • Answered high volume phone calls, completed endorsement requests.

Show More

39. Sales Process

low Demand
Here's how Sales Process is used in Licensed Agent jobs:
  • Trained new agents in product understanding and sales process.
  • Guided buyers through new home construction and the new home sales process.
  • Worked closely with company executives to identify new business opportunities and routinely participated in the sales process.
  • Managed the entire sales process, evaluated and interpreted underwriting guidelines.
  • Increased efficiency of sales process by implementing virtual consulting process.
  • Assisted prospective customers through the sales process for supplemental insurance

Show More

40. Financial Resources

low Demand
Here's how Financial Resources is used in Licensed Agent jobs:
  • Obtained data about financial resources and needs discussing existing coverage.
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interviewed prospective clients to evaluate their financial resources and discuss existing coverage.
  • Interviewed prospective policyholders to obtain data about their financial resources and physical condition of property to be insured.
  • Interviewed prospective clients to obtain data about their financial resources and needs and discuss existing or potential insurance coverage.
  • Ensured that policy requirements were fulfilled by interviewing prospective clients to obtain data about their financial resources and needs.

Show More

41. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Licensed Agent jobs:
  • Provided support to agency principal with non-insurance and administrative tasks.
  • Performed administrative tasks for maintaining records.
  • Handled claims, escalations, and administrative tasks as needed.
  • Worked on all office administrative tasks Co-called new prospects for quotes Sold home and auto insurance
  • Performed general office duties and administrative tasks such as answering phones, processing payments, and electronic management of customer profiles
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.

Show More

42. Cold Calls

low Demand
Here's how Cold Calls is used in Licensed Agent jobs:
  • Operated in a call center environment utilizing non exclusive leads to acquire customers through cold calls and referrals.
  • Communicated with current clients to expand insurance needs, as well as making cold calls to generate business.
  • Generated new business prospects by making cold calls and networking.
  • Produced leads via cold calls, direct leads and referrals.
  • Created new insurance sales through door to door cold calls.
  • Produced additional leads through various advertising and cold calls.
  • Conducted Cold Calls for insurance product sales

Show More

43. Small Business

low Demand
Here's how Small Business is used in Licensed Agent jobs:
  • Marketed Health, Life, and Disability Insurance to small business and individuals, primarily through cold calling and networking.
  • Offered full services financial planning to individuals and small businesses, protecting clients' cash flow and lifestyles.
  • Marketed life, accident, and health products to individuals, families, and small businesses.
  • Designed full range of life planning solutions for families and small businesses
  • Specialized in Small business and family finance, LGBT Financial specialist.
  • Developed and maintained long-term relationships with clients and small businesses.
  • Provided insurance plans to small businesses and churches, and organizations
  • Approached small businesses with benefits solutions and programs.

Show More

44. Bank Deposits

low Demand
Here's how Bank Deposits is used in Licensed Agent jobs:
  • Processed payments and prepared end-of-day bank deposits.
  • Managed office, accounts payable, accounts receivable, and bank deposits.
  • Managed Accounts Receivables and daily bank deposits for premium funds.
  • Processed daily mail and bank deposits for the business.
  • Processed Bank deposits and payroll for five employees, Trained co-workers on updated or changed procedures.
  • Prepared bank deposits and reconciled bank statements.

Show More

45. Retirement Planning

low Demand
Here's how Retirement Planning is used in Licensed Agent jobs:
  • Assisted clients with administrative issues as well as long term and retirement planning, and 401(k) matters.
  • Helped my clients with retirement planning, saving for child's education, and maintaining a families standard of living
  • Consulted with clients focusing on retirement planning and long term health both financially and physically.
  • Offered a variety of products for insurance and retirement planning, both business and individual.
  • Calculated insurance coverage limits regarding life, health, investment, and retirement planning options.
  • Specialized in personal retirement planning, Long Term Care, and business markets.
  • Registered Agent of MONY Securities Corp Retirement Planning - Education Funding Investment Planning - Business Planning Estate Planning - Long-Term Care

Show More

46. Policy Requirements

low Demand
Here's how Policy Requirements is used in Licensed Agent jobs:
  • Worked directly with Underwriters for binding coverage's and followed up to ensure policy requirements were fulfilled.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured policy requirements were fulfilled, including medical examinations and completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that the policy requirements were successfully completed, including any necessary paperwork and forms.

Show More

47. Aflac

low Demand
Here's how Aflac is used in Licensed Agent jobs:
  • Represented AFLAC during presentations proposing supplemental insurance plans to corporations.
  • Contracted with AFLAC to sell and service customer policies.
  • Received Outstanding Achievement Award from AFLAC Regional Manager.
  • Elected #1 Trainee by peers in AFLAC training class.
  • Obtained life, accident and health insurance licenses in order to sell Aflac's supplemental health insurance products.
  • Prospected, developed, and supported clients for Aflac, a supplementary health insurance provider.
  • Licensed Insurance Agent working as Contractor 1099 for Aflac
  • Received AFLAC Fast Track award for generating new sales revenue by developing new sales region for AFLAC state-wide agency.

Show More

48. Hippa

low Demand
Here's how Hippa is used in Licensed Agent jobs:
  • Certified in HIPPA, Medicare, Medicaid, COBRA and.
  • Followed all HIPPA and privacy guidelines, demonstrated client/customer confidentiality.
  • Followed HIPPA laws, privacy regulations, and enrollment procedures to remain in compliance.
  • Maintained knowledge of states insurance laws and HIPPA compliance.
  • Complied with HIPPA and Privacy laws.
  • Maintained and edited HIPPA sensitive data.

Show More

49. Objective Information

low Demand
Here's how Objective Information is used in Licensed Agent jobs:
  • Provided objective information pertaining to network coverage and drug formularies.

Show More

50. Annual Notice

low Demand
Here's how Annual Notice is used in Licensed Agent jobs:
  • Provided objective information to new and existing members pertaining to pharmacy/network coverage, annual notice of change, and drug formularies.

Show More

20 Most Common Skill For A Licensed Agent

Hipaa22.1%
Life Insurance10%
Inbound Calls7.9%
Customer Service7.6%
Casualty Insurance5.8%
Medicare5.8%
Health Care5.3%
Financial Services4.9%

Typical Skill-Sets Required For A Licensed Agent

RankSkillPercentage of ResumesPercentage
1
1
Hipaa
Hipaa
22.1%
22.1%
2
2
Life Insurance
Life Insurance
10%
10%
3
3
Inbound Calls
Inbound Calls
7.9%
7.9%
4
4
Customer Service
Customer Service
7.6%
7.6%
5
5
Casualty Insurance
Casualty Insurance
5.8%
5.8%
6
6
Medicare
Medicare
5.8%
5.8%
7
7
Health Care
Health Care
5.3%
5.3%
8
8
Financial Services
Financial Services
4.9%
4.9%
9
9
Potential Clients
Potential Clients
3.7%
3.7%
10
10
Insurance Companies
Insurance Companies
2.5%
2.5%
11
11
Personal Lines
Personal Lines
1.8%
1.8%
12
12
Real Estate
Real Estate
1.6%
1.6%
13
13
Prescription Drug Plans
Prescription Drug Plans
1.1%
1.1%
14
14
New Customers
New Customers
1%
1%
15
15
Insurance Options
Insurance Options
0.9%
0.9%
16
16
Policy Changes
Policy Changes
0.9%
0.9%
17
17
Sales Goals
Sales Goals
0.9%
0.9%
18
18
Prospective Customers
Prospective Customers
0.8%
0.8%
19
19
Business Owners
Business Owners
0.8%
0.8%
20
20
Open Enrollment
Open Enrollment
0.8%
0.8%
21
21
Part D
Part D
0.7%
0.7%
22
22
Medicaid
Medicaid
0.6%
0.6%
23
23
Policy Holders
Policy Holders
0.6%
0.6%
24
24
Potential Customers
Potential Customers
0.6%
0.6%
25
25
Humana
Humana
0.6%
0.6%
26
26
CMS
CMS
0.6%
0.6%
27
27
Current Customers
Current Customers
0.6%
0.6%
28
28
Payment Method
Payment Method
0.6%
0.6%
29
29
Variable Annuities
Variable Annuities
0.6%
0.6%
30
30
Financial Needs
Financial Needs
0.6%
0.6%
31
31
Financial Products
Financial Products
0.5%
0.5%
32
32
Health Agent
Health Agent
0.5%
0.5%
33
33
New Agents
New Agents
0.5%
0.5%
34
34
Analyze Insurance Program
Analyze Insurance Program
0.5%
0.5%
35
35
New Policies
New Policies
0.5%
0.5%
36
36
Allstate
Allstate
0.4%
0.4%
37
37
Marketplace
Marketplace
0.4%
0.4%
38
38
High Volume
High Volume
0.4%
0.4%
39
39
Sales Process
Sales Process
0.4%
0.4%
40
40
Financial Resources
Financial Resources
0.4%
0.4%
41
41
Administrative Tasks
Administrative Tasks
0.4%
0.4%
42
42
Cold Calls
Cold Calls
0.4%
0.4%
43
43
Small Business
Small Business
0.4%
0.4%
44
44
Bank Deposits
Bank Deposits
0.3%
0.3%
45
45
Retirement Planning
Retirement Planning
0.3%
0.3%
46
46
Policy Requirements
Policy Requirements
0.3%
0.3%
47
47
Aflac
Aflac
0.3%
0.3%
48
48
Hippa
Hippa
0.3%
0.3%
49
49
Objective Information
Objective Information
0.3%
0.3%
50
50
Annual Notice
Annual Notice
0.3%
0.3%

24,484 Licensed Agent Jobs

Where do you want to work?