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, 16.1% of Licensed Agent resumes contained Life Insurance 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. Life Insurance

high Demand
Here's how Life Insurance is used in Licensed Agent jobs:
  • Analyze client financial information and determine appropriate recommendations for life insurance and investments.
  • Sell individual life insurance and supplemental health policies
  • Assist individuals and families in the selection of a broad range of affordable, quality health and life insurance products.
  • Offer life insurance, fixed annuities, long term care insurance, and other products for insurance and retirement needs.
  • Offer valuable life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning.
  • 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.
  • Meet with prospective clients to advise and educate them on life insurance coverage that meets their needs and affordability.
  • 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).
  • Consult with potential clients to evaluate and satisfy their automobile, home, and life insurance needs.
  • Maintain knowledge on all updated laws and ordinances on life insurance policies for the state of California.
  • Consult with clients on Health and Life insurance needs involving customized Health and Life Insurance Solutions.
  • Set policy reviews for clients every six months look for cross sales and life insurance needs.
  • Obtained a Group I Life Insurance License and earned the Series 6 and 63 Securities Licenses.
  • Assist clients with Retirement Planning, Lifetime income planning, health and life insurance needs.
  • Sell insurance products including, auto, home and life insurance based on clients needs.
  • Educate and advise in different investment products, such as life insurance and fixed annuities.

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2. Customer Service

high Demand
Here's how Customer Service is used in Licensed Agent jobs:
  • Provide superior customer service that exceeds our customers/members expectations by promptly responding to questions and addressing needs that routinely come up.
  • 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.
  • Provide exemplary customer service to new and existing policyholders, along with maintaining lasting relationships with clientele.
  • 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.
  • Provided customer service to agents regarding liability, physical damage & cargo coverage.
  • 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.
  • Provide superior customer service to shareholders through application of industry and company knowledge.
  • Demonstrated ability to develop and maintain customer relationships and provide excellent customer service.
  • Consulted with insurance underwriters and customer service concerning policy issues or questions.
  • Provide excellent customer service to existing policyholders with claims and/or policy changes.
  • Developed loyal customer relationships through focus on providing superior customer service.
  • Utilized training and development skills to promote successful customer service environment.
  • Resolve to complete satisfaction assorted customer service issues for policyholders.

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3. Medicare Supplements

high Demand
Here's how Medicare Supplements is used in Licensed Agent jobs:
  • Worked with clients to satisfy financial needs offering products such as life insurance, annuities, and Medicare supplements.
  • Specialized in sales of Medicare Supplements, Life Insurance, Long-Term Care policies, and Disability products.
  • Sell Medicare supplements, life, dental, critical illness and cancer insurance policies.
  • Prospect and enroll eligible individuals in the Medicare Supplements Plans.
  • Sell Medicare Supplements, Cancer and Critical Care, Life Insurance, Short Term care, Long Term Care and Humana products
  • Licensed agent selling life insurance, medicare supplements, critical Columbia, SC illness, and annuities for Bankers.
  • Specialized in senior products such as Long Term Care, Medicare Supplements, and Prescription Drug plans.
  • Assisted seniors citizens 65 and older Insurance policies Medicare Supplements Answered phones Inbound insurance agent Quoted members on their policies

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4. Financial Services

high Demand
Here's how Financial Services is used in Licensed Agent jobs:
  • PROFILE Results driven manager possessing deep operational expertise directing proprietary partnerships in the Insurance, Financial Services and Investment Management Industry.
  • Generated new business including financial services.
  • Create profitable growth strategies for Property & Casualty and Life & Financial Services agencies.
  • Market, prospect and sell personal financial services through State Farm Insurance Co.
  • Market, prospect and sell personal financial services through New York Life Ins.
  • 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).
  • Provide clients with financial services (Life, IRA).
  • Involved in the sale and promotion of insurance and financial services for individuals as well as small busineses.

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5. Health Insurance Products

high Demand
Here's how Health Insurance Products is used in Licensed Agent jobs:
  • Trained new hires on various health insurance products, guidelines and software applications.
  • Solicit and sell health insurance products through networking and cold-calling.
  • Field incoming calls on life & health insurance products.
  • Commission Sales of life and health Insurance products.
  • Promote & sell life & health insurance products.
  • Educated consumers about health insurance products available to them and completed applications and enrollments.

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6. New Clients

high Demand
Here's how New Clients is used in Licensed Agent jobs:
  • Develop and enhance professional relationships while actively pursuing new clients.
  • Acquired and attracted new clients through various efforts to include prospecting, telemarketing and referrals, social media and career fairs.
  • Promote sales of properties through advertisements, by attending open houses, and staging properties to attract new clients.
  • Assisted in on-boarding new clients by completing all licensing facets of the project before a specified deadline.
  • Seek out new clients by networking to increase business relationships, cross-sell additional products to maximize retention.
  • Created a comforting and informative environment for current and new clients, while maintaining company compliance.
  • Build relationships with new clients as well as current clientele in order to uphold business communications.
  • Created corporate accounts for several new clients that resulted in profitable business for the company.
  • Marketed new clients and worked with existing clients to maintain an established relationship.
  • Attend networking events, and create partnerships to ensure sources of new clients.
  • Scheduled appointments with new clients to sell them better life/health insurance benefits.
  • Generated business totaling $793,717.57 with 703 new clients in current tenure.
  • Promoted ancillary products to 200 existing and new clients each month.
  • Identified opportunities to enter new markets and attract new clients.
  • Answer incoming call from new clients or current customers.
  • Obtained new clients by using various prospecting techniques.
  • Completed over 150 applications for new clients.
  • Answer phones for current and new clients.
  • Develop and generate new clients.
  • Acquired new clients through one on one presentations and large financial seminars.

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7. Phone Calls

high Demand
Here's how Phone Calls is used in Licensed Agent jobs:
  • Receive telephone calls from consumers seeking medical coverage.
  • Maintain and exceed call center metrics for phone calls including: quality, average handle time and sales.
  • Answered phone calls, took payments, quoted, and insured property as well as life and health.
  • Answered incoming phone calls from Agents and people in search of an Agent in their area.
  • Pursued prospected clients and created interest through advertisements, telephone calls, writings and personal visits.
  • Complete coverage by delivering policy; plan future follow-up phone calls and evaluation of needs.
  • Handle outbound and inbound phone calls to offer and effectively close Medicare Supplement policies.
  • Respond promptly to phone calls, e-mails, and interact with every prospect.
  • Book and coordinate physical property tours and showings via phone calls and email.
  • Received and handled telephone calls along with scheduling appointments and home inspections.
  • Followed Medicare guidelines to ensure phone calls and enrollments are compliant.
  • Directed incoming phone calls and attended to walk-in clients.
  • Attend to post closing phone calls and emails.
  • Registered voicemail messages & returned phone calls.
  • Answered public queries, public telephone calls and walk-in applicants.Inter-agency communication liason.
  • Take inbound phone calls as well as make them to discuss dofferent Medicare advantage plans with custmers.

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8. Insurance Companies

high Demand
Here's how Insurance Companies is used in Licensed Agent jobs:
  • Improved communication efficiency as primary liaison between insurance companies, clients and fellow agents.
  • Communicate with adverse insurance companies and ensure delivery of all requested information.
  • Communicate daily with representatives from Insurance Companies.
  • Coordinate with contracted insurance companies.
  • Sell term, universal, final expense, guaranteed issue and juvenile life insurance for 20 A rated life insurance companies.
  • Assisted licensed agents with appointment of licenses with different insurance companies in various states and ensure licensing is kept current.
  • Sell various types of life, health, dental insurance policies to businesses and individuals on behalf of insurance companies.
  • Process and respond to routine correspondence from insurance companies and customers/members to resolve issues and answer underwriting questions.
  • Received and processed cash, check and credit card payments for over a dozen different insurance companies.
  • Licensed in 50 states with multiple Health and Life insurance companies to promote and sell their products.
  • Post all Payments received in on Accounts, Deposits, and Cut Checks to 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.
  • Call center environment selling various insurance companies to customer wanting to change insurance companies.
  • Work with 10 major insurance companies both over the phone and via the internet.
  • Conducted daily customer follow-up calls or e-mails to clients and health insurance companies.
  • Sell various health insurance policies to individuals on behalf of insurance companies.
  • Interacted with insurance companies on clients' behalf to resolve any issues.
  • Learn and adapt to rating programs of dozens of insurance companies.

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9. Health Insurance Plans

high Demand
Here's how Health Insurance Plans is used in Licensed Agent jobs:
  • Direct sales of Medicare health insurance plans including Medicare Supplements, dental, vision, life insurance and other financial products.
  • Provide new and renewal sales of health insurance plans along with vision & dental to consumers.
  • Handled inbound and outbound for Anthem Blue Cross calls to enroll individuals in health insurance plans.
  • Respond to customer's inquiries and assist new clients in enrollment in health insurance plans.
  • Offered health insurance plans to meet the needs of individuals with Medicare and dual eligibility.
  • Follow client performance measures and various state laws for selling Health Insurance plans.
  • Review health insurance plans and quote premiums.
  • Received license in all 50 states to sell health insurance plans for United Healthcare (licenses currently expired).
  • Marketed individual and family health insurance plans ON & OFF exchange approved by the ACA (Obamacare).
  • Helped over 300 members retain or renew their Health Insurance Plans.
  • Enrolled potential customers in several health insurance plans, Medicare Supplement Plans, Prescription Drug Plans, and Medicare Advantage Plans
  • assisted clients with health insurance plans, and enrolled clients insupplemental coverage.

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10. Sales Goals

high Demand
Here's how Sales Goals is used in Licensed Agent jobs:
  • Coach new and existing employees on how to sell and operate the agency while still exceeding in personal sales goals.
  • Worked with team members to achieve team and business, service and sales goals, targeting 90 percent weekly.
  • Report to hiring manager once a week to review weekly business plans in order to accomplish sales goals.
  • Research data and market share information determining competitive pricing to insure sales goals are effective and strategic.
  • 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

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11. Prescription Drug Plans

high Demand
Here's how Prescription Drug Plans is used in Licensed Agent jobs:
  • Worked nationally providing Medicare beneficiaries with prescription drug plans.
  • Explain benefit and features of the UHC Medicare Advantage and Prescription Drug Plans available in the consumer's area.
  • Describe Medicare Advantage and Prescription Drug plans and explain operation, benefits and care of each plan to customers.
  • Provided excellent customer care and service in the selling of prescription drug plans to new and/or existing clients.
  • Answer calls from Medicare Beneficiaries and provide them with information about the prescription drug plans offered by Coventry.
  • Received inbound calls from UHC consumers to sell Medicare advantage plans as well as Medicare prescription drug plans.
  • Educated, qualified and enrolled seniors into an appropriate Medicare Advantage / Prescription Drug Plans.
  • Increased membership through direct sales of Medicare advantage plans and prescription drug plans.
  • Responded to an array of concerns regarding Medicare and Prescription drug plans.
  • Advise customers on Medicare Advantage plans and Prescription Drug plans.
  • Provide Consultative Sales for Medicare Advantage and Prescription Drug Plans.
  • Licensed telesales agent for Medicare Advantage and Prescription Drug plans.
  • Enrolled people into Medicare prescription drug plans.
  • Support Insurance and/or Prescription Drug Plans.
  • Enrolled members and consumers into AARP branded United Healthcare Medicare Advantage plans & stand- alone prescription drug plans via telephonic enrollment.
  • Enrolled Multiple seniors into their Medicare Advantage/Prescription Drug Plans during Annual Open Enrollment(AEP).
  • Advise and enroll customers in Medicare plans and stand alone prescription drug plans.

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12. Outbound Calls

high Demand
Here's how Outbound Calls is used in Licensed Agent jobs:
  • Place outbound calls to customers in our database about their health insurance and/or prescription drug plans to educate customers on plans.
  • Completed outbound calls to members to make sure they understood their policies and answered any questions they may have had.
  • Make outbound calls to welcome new members, discuss medicare plans, address their needs to ensure customer retention.
  • Managed high volume of in / Outbound calls to assist with enrolling clients into Medical Plans.
  • Handled inbound/outbound calls and answered questions from members interested in life insurance and financial products.
  • Answer inbound calls, Place outbound calls, and sell Medicare Health Insurance.
  • Placed outbound calls to confirm member enrollment into Health Net Medicare Advantage plans.
  • Helped walk in customers and made outbound calls to companies and insured's.
  • Placed outbound calls to perspective employers to a scope of 80-120 daily.
  • Make outbound calls to clients for recovery and retention of business.
  • Completed daily outbound calls, up t0 4 hours per day.
  • Maintain customer files, receive incoming calls, place outbound calls.
  • Managed inbound and outbound calls from potential new Medicare customers.
  • Received inbound calls and made outbound calls to existing members.
  • Placed outbound calls to follow-up with members with any concerns.
  • Engaged in high volume inbound/outbound calls with accuracy and efficiency.
  • Handle inbound & outbound calls for life insurance leads.
  • Place outbound calls to customers in database.
  • Conducted a thorough needs assessment through inbound/outbound calls to ensure that I enrolled the prospect into the most suitable health/prescription plan.
  • Managed inbound inquiries and conduct outbound calls as follow-up to investigate and resolve repeat issues with healthcare claims and payments.

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13. 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.
  • Sell personal lines and commercial lines under premium of 100k.
  • Licensed in Ohio & PA for Personal Lines.
  • Licensed agent to bind and endorse personal lines.
  • Quoted new and existing business in personal lines.
  • Sell and service commercial and personal lines accounts.
  • Licensed Personal Lines Property and Casualty Agent.
  • Quoted and issued personal lines insurance policies.
  • Quote and write personal lines insurance.
  • Quoted and sold Personal Lines policies.

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14. New Accounts

high Demand
Here's how New Accounts is used in Licensed Agent jobs:
  • Developed customer management system, enhancing existing relationships and supporting growth of new accounts.
  • Marketed policies for all new accounts and annual renewals to be placed with the appropriate insurance carrier.
  • Develop and open new accounts and territories for this Fortune 500 life and health insurance provider.
  • Set up new accounts for General Motors (GM) Protection Plan and GM Motor Club.
  • Conducted market research and identified emerging market trends to acquire new accounts.
  • Increase customer base by signing 30 new accounts.
  • Top Agent for New Accounts in region for 1st Quarter, 2009.

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15. Real Estate

average Demand
Here's how Real Estate is used in Licensed Agent jobs:
  • Perform residential/commercial/industrial real estate transactions and commercial site selection.
  • Experienced real estate professional trained to execute complex real estate transactions for the 1st time homeowner to the savvy investor.
  • Interview clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts.
  • Subject matter expert on real estate property management, real estate rental, as well as all administration duties.
  • 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.
  • Obtain, secure and refer customers for purchase and/or sale of real estate property.
  • Licensed Real Estate Agent in the State of Alabama with Accredited Buyers Representative Designation.
  • Covered real estate floor time and maintained a closing ratio of over 50%.
  • Represented clients in the sale, purchase, or rental of real estate.
  • Addressed buyers/sellers inquiries concerning real estate market value trends in their locations.
  • Perform Comparative Market Analysis to evaluate the objective value of real estate.
  • 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.
  • Evaluate real estate market conditions and trends to better serve clients.
  • Manage the marketing and sales of residential real estate.
  • Assist clients in the sales and acquisitions of real estate
  • Established web real estate accounts for marketing campaigns.

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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.
  • Process payments for new and existing business and address Underwriting questions regarding Insured's policy changes or new business.
  • Answer inbound customer calls offering solutions to agent and customer questions, billing concerns and assisting with policy changes.
  • Worked as one team with underwriting, claims and processing to ensure the completion of specific policy changes.
  • Explain billing, policy changes, and CLUE and MVR findings Processed endorsements via phone fax and email.
  • Answer phones, make policy changes, apply or mail payments, daily deposits and reconciliation.
  • Service existing client policies including billing, policy changes, document requests and assisting with claims.
  • Processed claims, policy changes, payments, endorsements, and evidence of insurance certificates.
  • Welcome customers, process payments and policy changes, review coverage with insured.
  • Assist customer with policy Changes and State Reporting concerns and issues 2012-current

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17. 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.
  • Maintain commercial policies: business owners, commercial liability, commercial auto and commercial liability insurance.
  • Worked with small business owners assisting in tax reduction strategies, charitable gifting and other wealth management tools.
  • Meet with business owners and individuals to discuss their needs for insurance, disability, and retirement.
  • Assist families, individuals, and small business owners with their final expense planning and protection needs.
  • Build relationship with other business owners in the area and help them with their business needs.
  • 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.
  • Sell auto, home life and commercial insurance products to individuals and small business owners.
  • Provide business owners and families with insurance and investment plans tailored to their needs.
  • Assisted small business owners, self-employed, and individuals find the right coverage.
  • Assist small business owners with transition from group plan to individual marketplace.
  • Recruit and train individuals to become Personal Financial Analyst and business owners.
  • Worked with business owners to provide them with coverage for their employees.
  • Recruit new people seeking to be business owners.
  • 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.
  • Quote and issue policies, with a heavy emphasis on Workers Compensation and Business Owners/General Liability policies.
  • Promoted and sold Aflac insurance products, primarily through business owners to their employees.

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18. Casualty Insurance

average Demand
Here's how Casualty Insurance is used in Licensed Agent jobs:
  • Licensed in property and casualty insurance.
  • Make endorsements to policies and keep up to date on all applicable laws and policies relating to property and casualty insurance.
  • Licensed by the state to offer insurance asset protection through life, health, accident, property and casualty insurance.
  • Quote, evaluate, process new lines of property and casualty insurance for personal and commercial customers.
  • Provided clients with extensive, detailed coverage options for all lines of property and casualty insurance.
  • Licensed in the state of Arkansas to sell Life, Health, 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
  • Maintain cash deposits, sale and underwrite property casualty insurance, service accounts.
  • Licensed to sell Property and Casualty insurance in 30 states.
  • Specialize in the sale of property and casualty insurance policies.
  • 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
  • Produce property and casualty insurance Maintain customer satisfaction Communicate with underwriters to solve problems File claims and collect premiums

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19. Data Entry

average Demand
Here's how Data Entry is used in Licensed Agent jobs:
  • Utilized excel, data entry and mail merge to update the City's AB63 tax enforcement database.
  • Answered phones, processed payments, managed required record-keeping and data entry.
  • Ensured accurate and timely data entry.
  • Lead Agent, Daily Checks & Balances, Operated Multi phone lines Filing, Data Entry, Handled Customer Complaints.
  • Processed telephonic enrollment applications for medical and prescription drug policies UMass Data entry of hard cop of insurance applications for Massachusetts.
  • Answer inbound calls * Data Entry * Claim Processing for doctors and pharmacist * Resolving members concerns regarding their accounts

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20. Open Enrollment

average Demand
Here's how Open Enrollment is used in Licensed Agent jobs:
  • Establish open enrollment procedures to minimize prospect face time while maximizing option and purchase opportunities.
  • 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.
  • Program during the annual open enrollment period for 2015
  • Explained Medicare plans during open enrollment period.
  • Schedule Community meetings for Open enrollment.
  • Position allowed me to provide exceptional customer service by enrolling members into Humana's Medicare Advantage program during open enrollment season.
  • Received state license to sell healthcare to Medicare eligible people for open enrollment period.
  • Phase 2 Training on Humana individual major medical product offerings for 2016 open enrollment.
  • Assist clients with questions pertaining to open enrollment for the Affordable Healthcare Act.
  • Assisted callers to understand their healthcare options for the open enrollment period.
  • Open enrollment for 2015 Humana/Medicare soft sales and Customer Service, AEP/ACA.
  • 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.

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21. Health Care

average Demand
Here's how Health Care is used in Licensed Agent jobs:
  • Educate consumers about networks, doctors, hospitals, and other health care providers to improve their overall health and wellness.
  • Greet customers looking to shop for health care insurance and assist them with any concerns through the insurance shopping process.
  • 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).
  • Search for the right health care provider for each customer based on a series of health concern/quality questionnaire.
  • Describe the benefits and coverage associated with different types of health care plans and available government subsidies.
  • Required general knowledge of US health care system, with a focus on Medicare and Medicare recipients.
  • Advise, counsel and direct consumers towards community resources and health care options for the uninsured.
  • Educate, qualify, and enroll consumers into appropriate plan which meet their health care needs.
  • 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.
  • Manage inbound inquiries from individual consumers for Medicare and individual health care plans.
  • Prospect businesses in guiding them with current health care reform issues.
  • Educated potential members on different health care plans and purchasing options.
  • Sell insurance for the Medicare Advantage plan through United Health Care.
  • Provided customers with health care plans to best fit their needs.
  • Provided quotes and executed online policy changes for health care.
  • Work exclusively with new Health Care Reform plans since October.
  • Conduct presentations to businesses regarding health care options.

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22. 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.
  • Educate beneficiaries on how the Part D plan works, including benefits, cost sharing, and levels of coverage.
  • Enroll customers in Part C and Part D Medicare plans during annual enrollment period and during other eligibility periods.
  • Presented senior life products, and medicare supplements, annuities, life insurance and Part D drug plans.
  • Communicate via inbound telephone calls with consumers looking for Medicare Advantage or Medicare Part D Prescription Drug Plans.
  • Educated the callers on Medicare rules and regulations when it comes to supplements and part d plans.
  • Assist customers on questions and provide information on Medicare Part D. Assist customers on signing up for Medicare Part D.
  • Educate customers about how Medicare Part D and Prescription Drug Plans for Humana Health Plans works and Summary of Benefits.
  • Sell Medicare Part D plans to eligible seniors * Advise seniors on their options in healthcare * Operate sales through phone
  • Developed strengths in: Working around application issues (being flexible) Explaining Medicare plans parts A through part D

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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.
  • License agent verification for policy holders seeking insurance coverage in their state of residence.
  • 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.
  • Maintain general aspects of the company as well as the relations with numerous companies signed on and policy holders
  • Processed payments, created identification cards for policy holders, marketed products, and provided customer services.
  • Follow up with prospects and cross sell new lines of business to existing policy holders.
  • 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.
  • Answer any questions or concerns policy holders have with insurance claims.
  • Visit all policy holders every year during open enrollment.
  • Assist policy holders in applying for and receiving benefits.
  • Update policy holders name and address in data base.
  • Keep accurate records for policy holders and employers.
  • Mail and Email policy documents to Policy Holders.
  • Assist policy holders with questions and claims.
  • Update current policy holders' portfolio.
  • Started off doing service work for existing policy holders until being promoted to Sales in January, 2013.
  • Follow up, and provide customer assistance for current policy holders.

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24. Humana

average Demand
Here's how Humana is used in Licensed Agent jobs:
  • Worked in a call center environment receiving inbound calls from individuals looking to enroll in individual major medical plans from Humana.
  • Achieved Humana's Elite President's Club status as a result of consistent high sales production (top 10 percentile).
  • Prospect and enroll eligible individuals in the Humana One Dental and Vision Plans.
  • Enrolled Medicare members into Humana Prescription Drug Plan Participated in all meetings and training seminars.
  • 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.
  • Team Lead for the Humana PDP annual enrollment period.

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25. Payment Method

average Demand
Here's how Payment Method is used in Licensed Agent jobs:
  • Calculate premiums, quotes and establish payment method to fit needs.
  • Calculate premiums and establish payment methods associated with each option.
  • Calculated premiums and established payment methods for sales.Identified and solicited sales prospects in agency databases.
  • Calculate premiums and establish payment method Explain features, advantages of various policies to promote sale of PFP insurance plans.
  • Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.
  • Calculated quotes and educated potential clients on insurance options and calculated premiums and established payment methods for sales.

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26. Medicaid

average Demand
Here's how Medicaid is used in Licensed Agent jobs:
  • Receive incoming calls from customer interested in learning more about and enrolling in Medicare/Medicaid Complete and Prescription Drug Plans.
  • Understand basic eligibility requirements for Medicaid, Colorado Indigent Care Program and Advance Premium Tax Credits.
  • Provide objective information pertaining to coverage and how to obtain Medicaid coverage.
  • Provide education on Medicare/ Medicaid coverage, rights and responsibilities.
  • Processed health insurance applications for Medicare and Medicaid recipients.
  • Assist consumers in obtaining access to quality health care coverage privately, the Federally Facilitated marketplace, and Medicaid.
  • Helped clients determine their Medicare needs; clearly explained Medicare and Medicaid products; conducted friendly and thorough client interviews
  • 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.
  • Assist Medicare & Medicaid recipients with enrollment into special needs plan.
  • 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.
  • Qualified them for Healthcare Reform, Medicare and Medicaid.

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27. 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).
  • Complied with all relevant CMS, HIPPA and Company rules and regulations.
  • Enrolled members into Medicare Part D plans following plan & CMS guidelines.
  • Follow all HIPPA and CMS compliance regulations to ensure CMS complaint enrollments.
  • Determine the eligibility of each prospect based on CMS guidelines.
  • Meet all Federal guidelines set forth my CMS.
  • Marketed Medicare Advantage Plans per CMS guidelines
  • Explain benefit coverage, verifying copays, verifying Medicaid eligibility, quote premiums, recommends plan options that were CMS/Medicare approved
  • Comply and follow all CMS federal guidelines Handled 100 calls w/conversion rate of 85% per day.
  • Follow HIPAA and CMS compliance regulations for enrollments *.Navigate multiple browsers for information to enroll members.
  • Processed applications for Medicare recipients Assisted members to determine particular needs for insurance Scheduled field meetings Follow proper protocols regulated by CMS

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28. Financial Needs

average 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.
  • Conduct confidential financial needs analysis and present customized financial plans for clients.
  • 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.
  • Work directly with customers to assist them with their insurance and financial needs.
  • Enroll in plan that suits the customer s health and financial needs.
  • Interviewed prospective clients to determine their financial needs and offered solutions.
  • Determine customer's financial needs and prepare proposals.

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29. Client Relationships

average Demand
Here's how Client Relationships is used in Licensed Agent jobs:
  • Reviewed insurance contract details to maintain existing client relationships based on renewal of policy.
  • Processed and serviced insurance claims and facilitated client relationships.
  • Established client relationships and follow up with customers, as needed.
  • Build & maintain long-term client relationships.
  • Established client relationships and follow up visits with clients Provided prompt, accurate, and friendly client service.
  • Conducted market analysis, developed and utilized business marketing plans, enhanced client relationships, created a network within the community.

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30. Potential Customers

low 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.
  • Generate follow-up appointments to have a licensed field agent contact potential customers interested in the company's product and services.
  • 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.
  • Describe products or services, in order to persuade potential customers to retain a product.
  • 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
  • Make contact with potential customers throuthout the US, as an insurance broker providing auto and homeowners insurance packages.

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31. 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.
  • Field trainer for taking new agents out to understand the business and sales training.
  • Frequent recruitment of new agents (mostly licensed in the State of Illinois).
  • Trained and supervised new agents for product knowledge, presentation, and closing techniques.
  • Lead agent in charge of training all new agents and staff.
  • Assisted with the training of new agents on systems and procedures.
  • Train all new agents keeping up-to-date with Medicare rules and regulation
  • Trained new agents in product understanding and sales process.
  • Assist in recruiting efforts to locate/hire new Agents.
  • Facilitated in coaching, and training new agents.
  • Provided training, hiring of new agents.
  • Recruit new agents every month.
  • 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
  • Recruit new agents and createemployment ads.
  • Train new agents Inform current agents of changes in operations Push sales of insurance policies

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32. Analyze Insurance Program

low Demand
Here's how Analyze Insurance Program is used in Licensed Agent jobs:
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.
  • Provide highly personalized service to policyholders, analyze insurance programs and suggest additions or changes when necessary.
  • Conduct information-gathering meeting with potential clients; analyze insurance programs and present potential solutions that match their financial needs.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.
  • Deliver policies and analyze insurance program and suggest additions to ensure full coverage
  • Customize insurance programs and consistently review and analyze insurance programs to provide clients with guidance regarding modifications to selected policies.

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33. Annuity

low Demand
Here's how Annuity is used in Licensed Agent jobs:
  • Licensed Life/Health, Property/Casualty, Variable Life/Annuity- Sales and service of individual sales
  • Possess knowledge of a variety of fixed annuity products such as Guaranteed Lifetime Income and Guaranteed Future Income annuities.
  • Assess clients' retirement portfolios and devise strategies to protect wealth through secure Annuity products.
  • Developed Sales for Life, Health, and Variable Annuity Products.
  • Interview and assess prospect's insurance and annuity needs.
  • Licensed life, health and variable annuity agent
  • Ceritified Medicare Agent with UHC and Anthem LTC Certification NAIC Ohio Annuity Suitability Certification Field experience
  • State of Florida Licensed agent to provide Legal Expense and Life & Variable Annuity financial services, through Primerica.
  • Combined Insurance Group Raleigh, NC [ ] 03/2007 Life/ Health/ Accident/ Annuity Licensed Agent

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34. Insurance Options

low Demand
Here's how Insurance Options is used in Licensed Agent jobs:
  • Educate clients in the difference between different life insurance options and always doing what is best for the client.
  • Appointed and licensed in more than 13 states to present and sell life insurance options to seniors.
  • Receive large call volume from customers regarding inquiries on Medicare and educate on health care insurance options.
  • Help educate retirees on insurance options, compare plans, recommend solutions based on needs analysis.
  • Provided quotes and educated potential clients on insurance options based on their needs.
  • Evaluated customer requirements and provided insurance options that best fit their needs.
  • Calculate quotes and educated potential clients on insurance options.
  • Educated consumers about their health insurance options.

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35. Marketplace

low Demand
Here's how Marketplace is used in Licensed Agent jobs:
  • Determine client's particular needs and financial situation and provide MarketPlace Health Insurance eligibility.
  • Educate consumers about ACA laws, tax credit, cost sharing subsidy, and benefits offered through the Federally Facilitated Marketplace.
  • Developed and built business for 10 major accounts via consultative selling with local and national companies within the Philadelphia marketplace.
  • Help qualified members enroll into Marketplace plan and verify eligibility for subsidy to lower health plan cost.
  • 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.
  • Enroll prospective members in a healthcare plan directly or through the marketplace.

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36. Financial Products

low Demand
Here's how Financial Products is used in Licensed Agent jobs:
  • Developed and maintained relationships with a focus on protecting families and businesses with various financial products.
  • Developed and implemented marketing plans selling financial products to businesses and individuals.
  • Recommended relevant financial products and services.
  • Interview, assess, and educate clients on life insurance and financial products which adequately protect their family's needs.
  • Market, sell, and close the financial products and benefit line on offer at New York Life.
  • 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.
  • Prospect and sell life insurance and other financial products in accordance with client needs.
  • Market insurance and financial products; Assisting and advising policyholder in claim process.
  • Licensed agent for sales of life insurance, and related financial products.
  • Market Research of geographic areas Prospecting for possible clients Sales of Insurance and financial products in both workplace and traditional markets.

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37. Financial Resources

low Demand
Here's how Financial Resources is used in Licensed Agent jobs:
  • Interview prospective clients and gather data about their financial resources and to discuss existing coverage and needs.
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • 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
  • Interview prospective clients to perform detailed needs analysis including the review of existing coverage and obtain necessary financial resources.
  • Managed incoming calls that allowed me to interview prospective clients to get data about financial resources.

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38. 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.
  • Perform administrative tasks, such as typing, coping, faxing, and research.
  • 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
  • Perform with enthusiasm administrative tasks to include; maintaining vital customer records and policy renewals ensuring customer satisfaction and loyalty.

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39. Prospective Customers

low Demand
Here's how Prospective Customers is used in Licensed Agent jobs:
  • Educated prospective customers on best insurance policy while maintaining integrity.
  • Educate prospective customers and returning customers on their insurance needs in order for their assets to be protected.
  • Educate both existing and prospective customers on company insurance policies, resulting in the closing of sales.
  • 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.
  • Take inbound calls from prospective customers and explain features and advantages of medical plans.
  • 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.

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40. 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.
  • Conduct cold calls to eligible contacts, to set appointments to talk about their insurance coverage.
  • Create appointments by marketing, cold calls, and canvassing.
  • 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.
  • Conduct cold calls to potentially draw in new customers.
  • Conducted Cold Calls for insurance product sales

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41. New Policies

low Demand
Here's how New Policies is used in Licensed Agent jobs:
  • Solicited and wrote new policies by leveraging relationships with existing customers and identifying new prospects.
  • 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.
  • Instruct new clients in the benefits of new policies and help determine which policies may be of most benefit to them.
  • Top producer for net new policies with self generated and in house leads with average of 3 new policies daily.
  • Monitored new policies written by sales agents to ensure all required paperwork is submitted for all new policies.
  • Write new policies from both inside and outside book of business.
  • Licensed agent wrote new policies and serviced existing policies.
  • Manage existing policies and sell new policies.
  • Provide outstanding customer service to client base of over 200 customersMeet and exceed sales goal for new policies
  • Perform general service/upkeep on policies, create new policies and upsell while maintaining professionalism.
  • Called on and managed sales leads, prospects and new policies.

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42. 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.

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43. High Volume

low Demand
Here's how High Volume is used in Licensed Agent jobs:
  • Answer high volume phones, resolve all customer needs, handle all customer payments, make binding changes to customer policies.
  • 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.
  • Resolved a high volume of request for Medicare, dental and vision information.
  • 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.
  • Write new business for very successful, high volume agency.
  • Answered high volume phone calls, completed endorsement requests.

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44. Allstate

low Demand
Here's how Allstate is used in Licensed Agent jobs:
  • Position allowed me to learn Allstate products and systems while completing my own agency purchase.
  • Worked in an Allstate exclusive agency office Sold and serviced Property, Casualty, Life and Annuity Insurance.
  • Second recipient of the Acres of Diamond Award at Lassiter for Customer Service Excellence.Allstate Insurance CompanyBen Waller Agency -Crystal River FL
  • 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.

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45. Bank Deposits

low Demand
Here's how Bank Deposits is used in Licensed Agent jobs:
  • Processed customer payments and delivered bank deposits daily.
  • 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.
  • Do end of day close-ups, make bank deposits.
  • Processed daily mail and bank deposits for the business.
  • Balance and process bank deposits for the office.
  • Processed Bank deposits and payroll for five employees, Trained co-workers on updated or changed procedures.

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46. 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.
  • Be able to understand and provide advice regarding financial investments and retirement planning.
  • 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

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47. 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 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.
  • Obtain appropriate paper work from policyholders, mortgage companies and lien/leaseholders to satisfy policy requirements.
  • Ensured that the policy requirements were successfully completed, including any necessary paperwork and forms.

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48. Hippa

low Demand
Here's how Hippa is used in Licensed Agent jobs:
  • Certified in HIPPA, Medicare, Medicaid, COBRA and.
  • Record Management under HIPPA Legislation and Regulations.
  • 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.
  • Process payments for insurance policies and follow HIPPA guidelines.

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49. Aflac

low Demand
Here's how Aflac is used in Licensed Agent jobs:
  • Represented AFLAC during presentations proposing supplemental insurance plans to corporations.
  • Coordinate meeting with all their employees to explain all of AFLAC many plans and how they would benefit the policy holder.
  • 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.
  • Maintain customer files detailing individual and corporate policies which were filed electronically at Aflac corporate headquarters.
  • Advise customers of the different policies offered by Aflac to help them with everyday living expenses when illness and injury occur.
  • 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.
  • Conduct meetings with employers to present the program Aflac has to offer.
  • 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.

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50. Small Business

low Demand
Here's how Small Business is used in Licensed Agent jobs:
  • Manage health coverage and procedural flow from Covered California for online applications to Medi-Cal to individual or small business.
  • 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.
  • Sell life, health, disability and dental insurance products to individuals, families and small businesses.
  • 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.
  • Direct sales of health insurance to individuals and small businesses.
  • Developed and maintained long-term relationships with clients and small businesses.
  • Provided insurance plans to small businesses and churches, and organizations
  • Provide small businesses a non-deductible health plan for their employees
  • Approached small businesses with benefits solutions and programs.
  • provided financial services (protection, accumulation and retirement) to individuals, families and small businesses.
  • Certified in the Marketplace (healthcare.gov) to assist individuals and the Small Business Health Options Program.

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20 Most Common Skill for a Licensed Agent

Life Insurance20.3%
Customer Service16%
Medicare Supplements11.8%
Financial Services8.9%
Health Insurance Products6.6%
New Clients5.8%
Phone Calls4.1%
Insurance Companies4.1%

Typical Skill-Sets Required For A Licensed Agent

RankSkillPercentage of ResumesPercentage
1
1
Life Insurance
Life Insurance
16.1%
16.1%
2
2
Customer Service
Customer Service
12.6%
12.6%
3
3
Medicare Supplements
Medicare Supplements
9.3%
9.3%
4
4
Financial Services
Financial Services
7%
7%
5
5
Health Insurance Products
Health Insurance Products
5.2%
5.2%
6
6
New Clients
New Clients
4.6%
4.6%
7
7
Phone Calls
Phone Calls
3.3%
3.3%
8
8
Insurance Companies
Insurance Companies
3.3%
3.3%
9
9
Health Insurance Plans
Health Insurance Plans
2%
2%
10
10
Sales Goals
Sales Goals
1.9%
1.9%
11
11
Prescription Drug Plans
Prescription Drug Plans
1.8%
1.8%
12
12
Outbound Calls
Outbound Calls
1.6%
1.6%
13
13
Personal Lines
Personal Lines
1.6%
1.6%
14
14
New Accounts
New Accounts
1.6%
1.6%
15
15
Real Estate
Real Estate
1.5%
1.5%
16
16
Policy Changes
Policy Changes
1.4%
1.4%
17
17
Business Owners
Business Owners
1.1%
1.1%
18
18
Casualty Insurance
Casualty Insurance
1.1%
1.1%
19
19
Data Entry
Data Entry
1.1%
1.1%
20
20
Open Enrollment
Open Enrollment
1%
1%
21
21
Health Care
Health Care
1%
1%
22
22
Part D
Part D
1%
1%
23
23
Policy Holders
Policy Holders
1%
1%
24
24
Humana
Humana
0.9%
0.9%
25
25
Payment Method
Payment Method
0.9%
0.9%
26
26
Medicaid
Medicaid
0.9%
0.9%
27
27
CMS
CMS
0.9%
0.9%
28
28
Financial Needs
Financial Needs
0.9%
0.9%
29
29
Client Relationships
Client Relationships
0.8%
0.8%
30
30
Potential Customers
Potential Customers
0.8%
0.8%
31
31
New Agents
New Agents
0.8%
0.8%
32
32
Analyze Insurance Program
Analyze Insurance Program
0.8%
0.8%
33
33
Annuity
Annuity
0.8%
0.8%
34
34
Insurance Options
Insurance Options
0.7%
0.7%
35
35
Marketplace
Marketplace
0.7%
0.7%
36
36
Financial Products
Financial Products
0.7%
0.7%
37
37
Financial Resources
Financial Resources
0.6%
0.6%
38
38
Administrative Tasks
Administrative Tasks
0.6%
0.6%
39
39
Prospective Customers
Prospective Customers
0.6%
0.6%
40
40
Cold Calls
Cold Calls
0.6%
0.6%
41
41
New Policies
New Policies
0.6%
0.6%
42
42
Health Agent
Health Agent
0.6%
0.6%
43
43
High Volume
High Volume
0.5%
0.5%
44
44
Allstate
Allstate
0.5%
0.5%
45
45
Bank Deposits
Bank Deposits
0.5%
0.5%
46
46
Retirement Planning
Retirement Planning
0.5%
0.5%
47
47
Policy Requirements
Policy Requirements
0.5%
0.5%
48
48
Hippa
Hippa
0.4%
0.4%
49
49
Aflac
Aflac
0.4%
0.4%
50
50
Small Business
Small Business
0.4%
0.4%

19,702 Licensed Agent Jobs

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