Top Licensed Insurance Agent Skills

Below we've compiled a list of the most important skills for a Licensed Insurance Agent. We ranked the top skills based on the percentage of Licensed Insurance Agent resumes they appeared on. For example, 13.8% of Licensed Insurance Agent resumes contained Customer Service as a skill. Let's find out what skills a Licensed Insurance Agent actually needs in order to be successful in the workplace.

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

1. Customer Service

high Demand
Here's how Customer Service is used in Licensed Insurance Agent jobs:
  • Provided marketing support and customer service/administrative assistance to registered financial representative.
  • Led in outstanding customer/member relations that provided individualized customer service attention; respectable phone mannerisms inspired resolute product and sales solutions.
  • Licensed insurance agent serving seniors with Medicare and life insurance information and updates -Providing customer service for current clients
  • Communicate effectively with individuals/teams in the program to ensure high quality and timely expedition of customer service.
  • Rock Hill -Quoting personal insurance policies -Issuance of personal insurance policies -Customer service -Initial Claims servicing -Policy maintenance
  • Provide Customer Service to incoming callers from individuals qualifying for Medicare to assist in getting additional coverage.
  • Received 4 complimentary comments from customers for being professional and providing excellent customer service beyond company standards.
  • Provided superior customer service that was repeatedly noted by my customers and recognized by my management team.
  • Provide all aspects of excellent customer service including claims processing and handling complaints to a satisfactory conclusion.
  • Provided excellent customer service by answering customer inquiries, mitigating policy issues and explaining policy provisions.
  • Assisted with new hire classes by teaching our auditing process and explaining expectations of Customer Service Representatives
  • Perform customer service for existing members regarding plan benefits and coverage and insurance utilization and regulations.
  • Provide effective customer service by assisting clients with policy changes and answering questions concerning coverage.
  • Provided customers with insurance consultations, initiated insurance underwriting process, and performed customer service duties
  • Make suggestions and recommendations in an effort to continually improve customer service operations.
  • Maintained Pipeline and provided excellent customer service to all external and internal customers.
  • Provided exceptional customer service not only to delight but to retain existing customers.
  • Provided quality customer service to potential and existing customers seeking insurance products.
  • Performed daily customer service and administrative duties related to customers' accounts.
  • Demonstrated strong customer service skills to resolve inquires quickly and effectively.

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2. Insurance Products

high Demand
Here's how Insurance Products is used in Licensed Insurance Agent jobs:
  • Contracted producer, making direct sales/presentations of supplemental insurance products to union members in their homes.
  • Evaluated and accommodated current and prospective customer needs for personal and commercial insurance products and services.
  • Developed and presented needs analysis information to prospective clients regarding health and life insurance products.
  • Prospected business owners and individuals to market Florida Blue major medical insurance products.
  • Established and growing Insurance Agency pioneering and providing senior focused insurance products.
  • Network with other business professionals at community events to promote insurance products.
  • Educated customers on insurance products and services while identifying opportunities to X-sell.
  • Composed documentation detailing policy issuing procedures for new life insurance products.
  • Provided multiple insurance products, specifically to union workers and their families
  • Provided multiple insurance products to policyholders via their small business employer
  • Developed and implemented strategic plans to market various insurance products.
  • Extended offers for additional insurance products to willing customers.
  • Specialized in property & casualty insurance products.
  • Educated and advised customers on insurance products.
  • Developed marketing strategies to sell new insurance products to existing customers who could benefit by adding them to their insurance portfolio.
  • Furthered my knowledge of insurance products by continuing my education and obtaining my CISR designation (Certified Insurance Service Representative).
  • Presented and sold life insurance products, review and policy write up in accordance with state regulations on a face-to-face basis.
  • Sell various types of insurance products such as, auto, home/renters, motorcycle, RV, boat and life insurance.
  • Licensed Insurance Agent Responsible for developing new territory, finding prospective clients, selling individual life and supplemental health insurance products.
  • Prospect for customers for life, long term care, short term care, critical illness and other insurance products.

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3. Medicare Supplements

high Demand
Here's how Medicare Supplements is used in Licensed Insurance Agent jobs:
  • Licensed to sell Medicare supplements, long term care, life insurance, fixed annuities and health related products.
  • Sell Life Insurance, Health & Accident Insurance, Vision, Dental, Medicare Supplements and Medicare Advantage plans.
  • Specialized in Long term care insurance, Medicare supplements, and guaranteed life and critical care plans.
  • Deliver oral and written presentations regarding life insurance, annuities, Medicare supplements and long-term care insurance.
  • Sell Medicare Advantage PPO & HMO plans, Medicare Supplements and Part D Prescription Drug plans 2.
  • Advise on Medicare Supplements, Advantage Plans, Long-Term Care, Life Insurance, and Annuities.
  • Called and met with prospective clients to offer life insurance, Medicare supplements, and annuities.
  • Educated and sold products and services such as Medicare supplements, annuities, and life insurance.
  • Licensed to sale health care insurance, Medicare supplements in 50 states and all U.S. territories.
  • Assisted clients with Insurance needs and retirement planning such as final expenses and Medicare supplements.
  • Provide information on Medicare Supplements, Long Term Care, Life Insurance and Annuities.
  • Sell new Medicare Advantage plans and Medicare Supplements to Medicare eligible clients.
  • Assisted with enrolling seniors into a Medicare Supplements and Medicare Advantage Plans.
  • Call leads for health, life and Medicare supplements to set appointments.
  • Licensed to sell Life, Health, Medicare Supplements and Annuities.
  • Licensed in WI for Health and Life Insurance Specialized in Medicare Supplements, Long Term Care, Final Expenses, and Retirement
  • Provided healthcare advising to seniors concerning long-term care, life insurance, annuities, and Medicare supplements.
  • Sell whole and term life insurance, Medicare supplements, critical carecoverage, long-term care and annuities.
  • Performed open enrollment in a call center for Highmark Medicare Supplements.

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4. Financial Resources

high Demand
Here's how Financial Resources is used in Licensed Insurance Agent jobs:
  • Interviewed prospective clients to uncover needs, physical condition, existing coverage, and financial resources.
  • Set appointments to identify client s financial resources.
  • Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.
  • Interviewed prospective policyholders to obtain data about their financial resources and physical condition of property to be insured.
  • Interview prospective clients to perform detailed needs analysis including the review of existing coverage and obtain necessary financial resources.
  • Interviewed prospective clients to obtain data about their financial resources

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5. Life Insurance

high Demand
Here's how Life Insurance is used in Licensed Insurance Agent jobs:
  • Provided existing clients with pertinent information regarding supplemental benefit programs available through The American Income Life Insurance Company.
  • Worked part-time as a traveling licensed life insurance representative catering to union and association members state wide.
  • Sell Life insurance and associated products to specific demographics utilizing leads and referrals.
  • Educated prospects about life insurance, identified their needs and made professional recommendations.
  • Provided financial services through life insurance, disability insurance and annuities.
  • Advise survivors of benefit eligibility specifically life insurance coverage.
  • Present PowerPoint presentations about variable-life insurance benefits.
  • Submitted Life Insurance and Submitted Loan Information
  • Provided quality Life Insurance solutions.
  • Worked with people in retirement helping manage their health and life insurance, also helped structure their 401k's into annuities.
  • Run a comparison report on each lead to find the best Medicare Supplement or Life Insurance plan for the individual client.
  • Provide customer service, answer phone, write life insurance policies, provide services in the office and in the field.
  • Performed in-home financial analysis and sold life insurance and annuities o Responsible for generating leads via telephone, cold-calling, and referrals
  • Opened my own agency; marketing, selling and processing of Health, Life insurance, both for individuals and groups.
  • Meet with individuals to identify specific needs and, if able, provide accident, health, and life insurance.
  • Educated customers on claims process and connected to internal and external vendors for home, auto, and life insurance.
  • Assisted the owner with financial planning for clients including working with annuities, life insurance, and managed brokerage accounts.
  • Promoted, marketed and sold auto, home, commercial and life insurance policies to individuals or companies seeking coverage.
  • Sell: Life insurance, Medicare Supplement, Long Term Care, Short Term Care, and Critical Illness Policies.
  • Consulted and sold health insurance, life insurance, Medicare supplement, & annuities for Mutual of Omaha and Progressive.

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6. New Clients

high Demand
Here's how New Clients is used in Licensed Insurance Agent jobs:
  • Developed new clients and generated referrals by communicating effectively, building client rapport, identifying customer needs and providing targeted solutions.
  • Maintained existing relationships and regularly prospected for new clients.
  • Benefit examinations with potential new clients and enrollments.
  • Completed 90 day SNA period in 75 days; prospected new clients and discussed/sold products to suit their retirement needs.
  • Attract new clients and inform current clients of insurance policies they are in need of based on their particular situation.
  • Generated new sales and leads by calling both existing and potential new clients over the phone and in person.
  • Discussed and advised coverage and alternative carrier options with current and new clients applicable to their personal needs.
  • Prospected new clients to present insurance solutions to by phone calls, mailers and other marketing efforts.
  • Provided new clients with coverage options that suited their needs and suggested additional coverage when needed.
  • Quote and bind insurance policies for existing customers with hopes of getting referrals for new clients.
  • Acquired new clients through a combination of phone, first person contact, and referral strategies.
  • Assisted new clients to establish their insurance needs and pair them with the correct services.
  • Prospected and acquired new clients to present insurance solutions by phone and in person.
  • Leverage benefits and value to close leads and finalize policy sales to new clients.
  • Network to seek out new clients to develop clientele and build strong relationship.
  • Excelled in servicing and retaining existing clients and generating new clients by referral.
  • Secure appointments and enrollment new clients into policies that geared to their lifestyle.
  • Developed new clients through referrals and cold calling; and serviced existing accounts.
  • Set up marking functions to increase book of business and attract new clients.
  • Promote the company and the products offered to current and new clients.

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7. Health Insurance Plans

high Demand
Here's how Health Insurance Plans is used in Licensed Insurance Agent jobs:
  • Determine eligibility for prospects interested in Health Insurance plans.
  • Assist clients in the application process of ACA Health insurance plans and ensure that all required information is accurate and compliant.
  • Answer inbound sales calls from customers (individual health insurance market) and sell health insurance plans to qualified individuals.
  • Sell ACA Health Care Reform Health insurance plans on the Marketplace to clients during the open enrollment period.
  • Explain features, advantages, and disadvantages of various policies to promote sale of health insurance plans.
  • Answer consumer calls, listen to needs, position and enroll consumers into Medicare health insurance plans.
  • Advise and enroll qualified consumers into health insurance plans based on their needs and financial preferences.
  • Job Duties: Take in/outbound calls to answer inquiries/enroll customers regarding Medicare health insurance plans.
  • Help customers to implement new health insurance plans over the phone and in person.
  • Assisted consumers of our contracted company with questions about ACA complaint health insurance plans.
  • Confer with clients to obtain and provide information on health Insurance plans.
  • Assist customers apply for health insurance plans and translate complex health terms.
  • Sell health insurance plans to customers that best suit their needs.
  • Provide health insurance plans compliant with the Affordable Care Act.
  • Advise and enroll callers and members in health insurance plans.
  • Enrolled Medicare beneficiaries into new Humana Medicare Advantage health insurance plans.
  • Educated and sold health insurance plans to prospects.
  • Located prospective member's "hot points" and uses that knowledge to sell health insurance plans to potential members.
  • home office Dallas, Texas) I designed health insurance plans for the self-employed sector.

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8. Insurance Companies

high Demand
Here's how Insurance Companies is used in Licensed Insurance Agent jobs:
  • Work with nationally recognized insurance companies to provide quality and affordable insurance to consumers and businesses across Colorado.
  • Managed agency customers in obtaining and maintaining needed Surety and Fidelity / Crime insurance to Insurance Companies.
  • Received inbound calls from individuals responding to television or mail advertisements for major life insurance companies.
  • Specialized in selling home insurance and contacting insurance companies regarding policies and payments.
  • Assisted commercial insurance agents in reviewing and submitting applications to insurance companies.
  • Developed several marketing strategies to compete with other insurance companies and agents.
  • Sell automotive insurance policies to individuals on behalf of insurance companies.
  • Resolve insurance conflicts with different insurance agents and other insurance companies.
  • Provided information and documentation to insurance companies, as needed.
  • Enter endorsements into company and current insurance companies website.
  • Cultivated excellent long-term relationships with clients and insurance companies.
  • Write insurance applications and underwrite for various insurance companies.
  • Represented multiple insurance companies, including Travelers.
  • Represented 11 different insurance companies.
  • Processed payments from clients to the Insurance Companies, acting as a liaison, between the client and the home office.
  • Answered phones, wrote policies and submitted them to various insurance companies to get the best rate for the consumer.
  • Worked with various health insurance companies to provide affordable health and life insurance to individuals the self-employed and their families.
  • Represented multiple insurance companies in health, life, dental, vision, disability, FSA/HSA/HRA and various supplemental products.
  • Worked with Insurance Companies to obtain contracts in order to change our company from a brokered agency to independent agency.
  • Assisted with educating individuals on how health insurance function as well as Medicare and how it operates with insurance companies.

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9. Phone Calls

high Demand
Here's how Phone Calls is used in Licensed Insurance Agent jobs:
  • Answer and direct all phone calls, open repair orders, match estimates, enter time cards, receive all payments.
  • Printed daily reports for following up on accounts, claims, phone calls, and notice of cancellations.
  • Monitored inbound and outbound phone calls for quality analysis and provided coaching to CSR's as needed.
  • Leverage community and networking events, business-canvassing, direct mail and phone calls to maximize lead generation.
  • Answered heavy inbound telephone calls for new, renewal, quotes and changes in policy.
  • Make daily phone calls to remind clients of payments before cancellation or renewal information.
  • Answer benefits/enrollment phone calls and provide web assistance for Anthem Blue Cross Blue Shield.
  • Entered all correspondence (mail, phone calls, walk-in conversation, etc.)
  • Received up to 50-60 inbound telephone calls per day in a call center environment.
  • Answered all phone calls that came into the office offering quality customer assistance.
  • Answered phone calls, reviewed existing policies, suggested changes to existing policies.
  • Build clientele through phone calls, door knocking and other personal interaction.
  • Call to leads for potential appointments and answer phone calls to clients.
  • Provided exceptional customer service to members via inbound and outbound phone calls.
  • Answer daily phone calls about policies, payments or coverage questions.
  • Set consultation appointments & handled follow-up & reminder phone calls.
  • Take inbound phone calls for people signing up for Medicare.
  • Answer telephone calls and provide information during non business hours.
  • Quote insurance rates on inbound and outbound phone calls.
  • Take client phone calls and process their specific requests.

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10. Casualty Insurance

high Demand
Here's how Casualty Insurance is used in Licensed Insurance Agent jobs:
  • Issued property/casualty insurance policies and created electronic records in accordance with carrier and agency guidelines.
  • Licensed insurance agent specializing in customer account support for property and casualty insurance.
  • Review new or renewal property/casualty insurance accounts to determine appropriate rating classifications.
  • Licensed property and casualty insurance agent in Virginia and Maryland.
  • Maintained continuing education requirements for Property and Casualty Insurance license.
  • Provided excellent customer service while selling property and casualty insurance.
  • Identified needs of customer regarding personal property and casualty insurance.
  • Licensed General Lines Property and Casualty Insurance Agent
  • Marketed property and casualty insurance.
  • Service property/casualty insurance business with current customers to Include processing changes, claims, payments, reviewing renewals, cross-selling.
  • Provided knowledge in the Property and Casualty insurance for both commercial and personal markets thus increasing sales by 30%.
  • Market and sell auto, home, renters, and related property and casualty insurance coverage to individual buyers.
  • Started as a secretary/office manager; became licensed as a Property & Casualty Insurance Agent/Broker after 6 months.
  • Served as licensed Property & Casualty insurance agent, licensed in 33 states in an inbound call center.
  • Marketed and sold Life, Accident, Health and Property/Casualty Insurance to both individual and commercial consumers.
  • Licensed insurance agent overseeing the accounts of a mid-sized insurance agency for both property & casualty insurance.
  • Licensed in the state of Arizona and New Mexico for the sale of Property and Casualty Insurance.
  • Licensed Insurance Agent/Service Representative III: Property and Casualty Insurance License held in Connecticut and New York.
  • Licensed to sell life, health, and property and casualty insurance in the state of Arizona.
  • Quote and sell property and casualty insurance according to state specific regulations in call center environment.

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11. New Accounts

high Demand
Here's how New Accounts is used in Licensed Insurance Agent jobs:
  • Cultivated relationships with high-level decision-makers and influential parties of new accounts.
  • Ranked second in state for selling and opening new accounts, in areas of accident, health and sickness policies.
  • Established multiple new accounts by banking, factor/business liaisons, $850k+ in annual premiums.
  • Landed 600-plus new accounts throughout the Alabama region over a one year period.
  • Learn new skills and receive technical assistance in developing new accounts.
  • Gain new sales by opening new accounts and upgrading existing service.
  • Prospected to obtain new accounts while maintain relationships with existing accounts.
  • Educate customers about Allstate's products and closed new accounts.
  • Create new accounts and manage updates of current accounts.
  • Prospected new accounts through cold calling and canvassing.
  • Acquired new accounts for all insurance lines.
  • Opened new accounts for Municipal Credit Union.
  • Interact with customers to setup new accounts, or resolve issues with existing accounts.
  • Documented all processes and procedures for the new accounts department.
  • Create new accounts Personalize individual accounts according to customer needs Visit potential company locations to sell products

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12. Personal Lines

high Demand
Here's how Personal Lines is used in Licensed Insurance Agent jobs:
  • Worked with portfolio analysts and personal lines territory managers to mitigate or remove exposures which those personal lines carriers deemed unprofitable.
  • Licensed commercial coverage insurance agent in Maine, also managed personal lines sales operation.
  • Maintained personal lines insurance department issuing renewal and new business auto policies.
  • Complete personal lines insurance applications for prospect customers and provided quotes.
  • Assisted office manager with processing commercial and personal lines documents.
  • Managed and coordinated multiple Personal Lines Producer Appointments.
  • State of IL licensed insurance professional specializing in selling multiple personal lines of insurance products for a variety of insurance companies.
  • Involved in selling, reviewing, rating, underwriting, processing, and servicing the personal lines accounts.
  • Answer phones, transfer calls, Rate personal lines, Prep personal lines applications and upload to companies.
  • Full service, personal lines; Homeowners, auto, life, personal umbrella and general liability.
  • Received extensive University of Farmers' training, with an emphasis on personal lines.
  • Hold my residential Personal Lines P&C license in the state of TX.
  • Licensed in 25 states, and the District of Columbia in personal lines insurance.
  • Answer phones, take payments, quote and write personal lines & commercial insurance.
  • Developed new customer relationships in Personal Lines, Commercial Lines and Group Life.
  • Top producer company wide in sales and productivity for personal lines of insurance.
  • Help customers with their Personal Lines Insurance needs such as Home and Auto.
  • Licensed Insurance Agent - Property and Casualty - In charge of Personal Lines
  • Closed policy for auto, home, and other personal lines insurance.
  • Provided customer service to members with their personal lines insurance policies.

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13. Insurance Sales

high Demand
Here's how Insurance Sales is used in Licensed Insurance Agent jobs:
  • Become a licensed insurance sales professional and receive inbound calls from highly interested potential policyholders.
  • Focused on achieving the organizational mission and increasing our insurance sales portfolio.
  • Prepare necessary paperwork to process insurance sales and renewals.
  • Compile monthly reports detailing insurance sales and penetration.
  • Conduct Insurance Sales (auto, home owners, water craft and personal umbrella) process and underwrite insurance policies.
  • Answered phone calls from clients and potential clients and worked with insurance producers quoting and finalizing property casualty insurance sales.
  • Marketed and worked as an independent insurance agent educating customers on products and service in the insurance sales industry.
  • Completed sales training and passed the VA State Licensing exam and became a licensed insurance sales professional.
  • Top producer in life insurance sales in 2009, earning a trip to Europe for the agent.
  • Ensured that insurance sales policies and procedures were followed in accordance with audit and compliance guidelines.
  • Led The South District of Wyoming in Career program life insurance sales for farmers insurance.
  • Earned & held Georgia, South Carolina & Tennessee health and life insurance sales license
  • Licensed in the State of Illinois for Auto, Life and Health insurance sales.
  • Placed & received outbound & inbound calls related to insurance sales & sales support.
  • Developed expertise in insurance sales focusing on Commercial, Property/Casualty, Life and Health.
  • Licensed Life Insurance sales, from prospecting all the way to presentation for client
  • Pursued and achieved the necessary education to become licensed for insurance sales.
  • Obtained and maintained a Michigan Property and Casualty Insurance Sales License.
  • Licensed Insurance Sales Agents: Sold health and accident insurance.
  • Prepared and processed all forms for insurance sales and renewals.

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14. Sales Goals

high Demand
Here's how Sales Goals is used in Licensed Insurance Agent jobs:
  • Received various awards and recognition for exceeding sales goals and customer satisfaction.
  • Participated in business-to-business marketing to help obtain sales goals.
  • Recognized with the Chairman s Club Award for exceeding sales goals, including achieving the highest sales of homeowner insurance policies.
  • Promote health/Life and long-term policies;meet sales goals and quotes by demonstrating sales skills and overcoming objectives.
  • Provided excellent customer service to clients, companies and associates in an effort to produce exceptional sales goals.
  • Promote property and casualty policies; meet sales goals and quotas by demonstrating sales skills and overcoming objections.
  • Meet and exceed internal and external sales goals set on a daily, weekly and monthly basis.
  • Exceeded all sales goals and won many sales contests and maintained an excellent rating in all metrics.
  • Establish personalized performance improvement plans to meet agent, section and company customer service and sales goals.
  • Continue to exceed sales goals for volume of quality new business quoted and written within company guidelines
  • Required to meet certain sales goals as well as service the customer on general inquires.
  • Increase production to meet sales goals through selling of policies to new & renewal clients.
  • Achieved 3 new agent record sales goals within the first 13 week time period.
  • Exceeded quarterly sales goals with specific attention on B2B marketing for commercial insurance clients.
  • Achieved monthly sales goals in order to reach monthly commission set by Operating Director.
  • Attained and often exceeded sales goals resulting in increased revenue for the company.
  • Worked in a team environment to reach or exceed monthly sales goals.
  • Achieved sales goals; formulated marketing strategies; presented features/benefits to clients.
  • Work with the agent to establish and meet marketing and sales goals.
  • Defined and implemented weekly sales goals based on company and personal standards.

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15. Policy Holders

average Demand
Here's how Policy Holders is used in Licensed Insurance Agent jobs:
  • Provided exceptional customer service to licensed Insurance Producers and Policy Holders in a fast paced environment.
  • Assisted policy holders and exclusive insurance agents with auto and homeowner insurance policies.
  • Counseled and advised prospects and current policy holders on proper insurance protection.
  • Educated policy holders to ensure proper understanding of policy terms and conditions.
  • Serviced policy holders by delivering policies and assisted with policy changes.
  • Follow up with policy holders to maintain communication and customer relationships.
  • Explained insurance perils and qualifying claim information to policy holders.
  • Develop and maintain business relationships with policy holders.
  • Provided policy holders with information regarding policy options.
  • Counseled policy holders while maintaining policy changes
  • Explain to policy holders, internal employees, and third parties regarding coverage details, company rules, and service changes.
  • Performed regular call backs to clients and policy holders who were interested in other insurance products that Farmers Insurance offers.
  • Tailored policies to fit the needs and desires of individual policy holders at their or their exclusive agent's request.
  • Handled routine and complex policy holders inquiries, regarding signature authorization, benefits, claims, and general assistance.
  • Licensed Insurance agent, engaged professional sales tactics with non policy holders offering products, quotes and consultation.
  • Engaged with mortgage companies and policy holders to ensure accuracy with documents and assist in home closing process.
  • Assist policy holders with transferring their auto and home policies to their new state of residence upon relocation.
  • Created a pleasant experience for new and existing policy holders by employing personable and professional phone etiquette.
  • Update policies and explain insurance coverage and aid the policy holders in every way they may need.
  • Answer phones in a high volume call center environment to assist policy holders with request and/or questions.

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16. Analyze Insurance Program

average Demand
Here's how Analyze Insurance Program is used in Licensed Insurance Agent jobs:
  • Deliver and explain policy, to analyze insurance program and suggest additions or changes to customers.
  • Analyze insurance programs and suggested additions or changes, or to change beneficiaries.
  • Conduct information-gathering meeting with potential clients; analyze insurance programs and present potential solutions that match their financial needs.
  • Customize insurance programs and consistently review and analyze insurance programs to provide clients with guidance regarding modifications to selected policies.
  • 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.

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17. Policy Changes

average Demand
Here's how Policy Changes is used in Licensed Insurance Agent jobs:
  • Assisted Policy Holder's with coverage counseling-Assisted Policy Holder's with policy changes-Processed Payments-Accepted Inbound calls
  • Assisted existing customers with a variety of matters including policy changes and policy reinstatement.
  • Implemented requested policy changes and explained necessary billing questions.
  • Work with 7 agents, manager and Board president to process policy changes, claims, and maintenance aspects of policies.
  • Manage policies, send communications to DMV, complete policy changes, accept payments, give professional insurance advice, etc.
  • Assist customers with everything from billing issues, coverage questions, policy changes, and claims information on their policies.
  • Assist insureds with policy changes, single item adds, scheduled coverage changes, quotes, and rate adjustments.
  • Assisted current customers with policy changes, guided new and existing customers regarding insurance coverage, and processed payments.
  • Quoted and sold auto and property insurance, documented claims, implemented policy changes to retain customer satisfaction.
  • Service existing book of business to include renewals, policy changes, and the handling of customer payments.
  • Underwrite policies for liability updates and policy changes, explain changes in premium and coverage to brokers.
  • Explained and updated insurance policies for customers; continuously adapted to new policy changes for 49 states.
  • Handle customer service tasks such as claims, policy changes and policy concerns on a daily basis.
  • Serviced existing policies for clients by making policy changes, adjusting coverage, and processing payments.
  • Manage client accounts related to policy changes, verification of coverage on applications and policy changes.
  • Processed policy changes, made coverage recommendations, processed payments, and provided certificates of insurance.
  • Process all policy changes and follow up on all changes in order to resolve problems.
  • Provide customer support to existing customers in billing, certificates of insurance and policy changes.
  • Process policy changes as requested by customers and follow up with company requested information.
  • Serviced existing clients in person and via phone with any claims or policy changes.

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18. Outbound Calls

average Demand
Here's how Outbound Calls is used in Licensed Insurance Agent jobs:
  • Managed daily reports of all inbound/outbound calls regarding claims
  • Make outbound calls on brand new leads when given in order to close the sale and build the book of business.
  • Mass handling of inbound and outbound calls, customer service, insurance proposals all while cross selling with supplemental applications.
  • Experienced with prospecting for new business internally and externally as far as making outbound calls and prospecting with local businesses.
  • Researched the website in order to obtain information-----documented accounts----Performed outbound calls to resolved complaints.
  • Make outbound calls to potential clients to try to find them health insurance policies that fit their needs and budget.
  • Place outbound calls to customers in our database Support Insurance and/or Prescription Drug Plans Educate customers on plans and processes.
  • Supported both inbound and outbound calls to Consumer prospects through market driven and BCBSF campaigns, via SalesForce.
  • Conducted outbound calls for various campaigns utilizing a third party company for members with a language barrier.
  • Handled inbound and outbound calls with a 100% quality rating with 3-6 enrollments per day.
  • Complete enrollment according to CMS guidelines Perform outbound calls to inform members of possible plan termination.
  • Provided excellent sales and customer service during inbound and outbound calls while generating auto policy quotes.
  • Handled high call volume of inbound/outbound calls in the range of 100+ calls a day.
  • Perform outbound calls to members and potential member regarding Horizon BCBSNJ Medicare products and services.
  • Experienced in inside sales, making inbound and outbound calls in a high-volume call center.
  • Make outbound calls to previous and current members to solicit Insurance and Roadside Services.
  • Take inbound and make outbound calls from potential clients looking to renew their policies.
  • Handle inbound and outbound calls, handling customer needs by operating within established processes.
  • Receive inbound and make outbound calls to sell automobile and homeowners insurance policies.
  • Utilize inbound and outbound calls to collect funds owed and make payment arrangements.

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19. Data Entry

average Demand
Here's how Data Entry is used in Licensed Insurance Agent jobs:
  • Maintained timely and accurate data entry processing of high volume service requests and policy maintenance documents.
  • Resolved billing questions and disputes, initiated customer calls, and performed data entry while conversing with members over the phone.
  • Performed administrative duties such as mailing, faxing, scanning, data entry, copying and emailing of documents.
  • Provide accurate data entry of customer s information for processing of sales orders, follow up and literature requests.
  • Assisted in administrative duties such as filing, data entry, and phone calls.
  • Use of appropriate telephone etiquette, word processing, ten key data entry.
  • Performed data entry and used insurance software programs.
  • Complete data entry with high accuracy.
  • Conduct Billing and Data Entry!
  • Assisted in all areas of administrative work including data entry, receptionist duties, file organization, research and development.
  • Performed data entry of client information into MOCHA (DOS) desktop based network system.
  • Answer multi-line phone, data entry using Word and Excel.
  • Detailed IMS, faxing, emailing,data entry.
  • Licensed Insurance Agent/50 states Data entry Customer service rep Revisions to policies in accordance with federal, state and agency guidelines
  • Process and issuance of insurance agent licenses Data entry, multi-line phone Other aspects of office as assigned by director
  • Answer multi-line phone calls from customers Assist customers with insurance policies Data Entry Processing paperwork

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20. Payment Method

average Demand
Here's how Payment Method is used in Licensed Insurance Agent jobs:
  • Called on policyholders to delivered and explained policy, calculated premiums and established payment methods.
  • Calculated premiums and established payment methods for sales, finalized sales and collected necessary deposits.
  • Calculated premiums, finalized sales, collected necessary premiums or established other payment methods.
  • Set payment methods and thoroughly covered discussed disclosures/agreements to inhibit client comprehension.
  • Provide assistance to individuals and companies in choosing policies suitable to their needs, calculate premiums and establish payment method.
  • Calculated premiums and established payment methods, processed payments and reported and followed up on insurance claims.
  • Face to Face interaction with patients regarding their payment plans; Calculate premiums and establish payment method.
  • Assessed needs and provided coverage options; calculated premium amounts and set payment methods and options.
  • Calculate premiums and establish payment methods that were the most expedient and convenient for the client.
  • Responded to questions related to eligibility, coverage, pricing, and payment methods.
  • Calculate premiums and establish payment method to suit the customer's needs.
  • Calculated premiums and establish payment method for businesses, and direct services.
  • Calculate premiums that will fit into clients budget and establish payment method.
  • Set payment methods and options.
  • Assess client needs and provide options for coverage, calculate premiums and set-up payment methods.
  • Calculated premium amounts and set payment methods and option Assisted customers with claims
  • Calculated quotes and educated potential clients on insurance options.Calculated premiums and established payment methods for sales.Finalized sales and collected necessary deposits.
  • Customize insurance programs to suit customers Calculate premiums & establish payment method Contact underwriter & submit forms to obtain binder coverage.
  • Calculated premiums and settled payment methods * Marketed new prospective clients * Identified and solicited sales prospects in agency databases.

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21. Administrative Tasks

average Demand
Here's how Administrative Tasks is used in Licensed Insurance Agent jobs:
  • Performed administrative tasks, monitored customer service, maintained records, and policy renewals.
  • Executed policy endorsements and other administrative tasks.
  • Performed administrative tasks, such as maintaining records, answering the phone, scheduling appointments and inputting data.
  • Perform administrative tasks such as data entry, policy tracking and clear communication with department leads and customers.
  • Performed administrative tasks, such as maintaining applicant records and data entry.
  • Performed administrative tasks; from maintaining records to handling the policy renewals.
  • Performed standard administrative tasks including internal and external communications, maintaining documents in electronic filing system, and endorsing policies.
  • Do administrative tasks, such as keeping records and handling renewals Call potential clients to expand their customer base.
  • Perform administrative tasks, such as maintaining records and handling policy renewals Accomplishments Learned selling aspect of agency.

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22. Prescription Drug Plans

average Demand
Here's how Prescription Drug Plans is used in Licensed Insurance Agent jobs:
  • Enrolled Medicare eligible members into Medicare Advantage and Prescription Drug Plans
  • Placed at Corporate Call Center selling both Medicare prescription drug plans and individual medical plans in an inbound call center environment.
  • Sell Medicare plans to individuals and Group retirees including Medicare Advantage Plans, prescription drug plans, and Medicare supplement plans.
  • Explained the features and benefits of the UHC Medicare Advantage and Prescription Drug Plans available in the consumer's area.
  • Work with Medicare beneficiaries to find health and prescription drug plans to best fit their personal needs.
  • Help the consumer understand Medicare and the additional plans such as Medicare Advantage and Prescription drug plans.
  • Answer incoming calls from customers on Medicare regarding Medicare Advantage Plans and/or Medicare prescription drug plans.
  • Assisted Medicare Beneficiaries with the enrollment process into Medicare Advantage and Prescription Drug Plans.
  • Assisted medicare beneficiaries with available medicare advantage or prescription drug plans in the area.
  • Write and enroll health, accident & sickness policies, prescription drug plans.
  • Explained the features of Medicare prescription drug plans to potential members.
  • Explained features advantages and disadvantages of various prescription drug plans.
  • License in all 50 states Sailing Medicare Advantage, Prescription Drug plans, Medicare Supplement plans for UnitedHealthcare Insurance company
  • Completed at least seven daily enrollments into Qualified Health Plans and Medicare Prescription Drug Plans (PDPs).
  • Complete sales and enrollments into healthcare and prescription drug plans, following all federal and company compliance guidelines.
  • Recieved calls from Medicare eligible consumers looking into Medicare Prescription Drug Plans and Medicare Advantage Plans.
  • Educated customers in regards to Medicare Advantage and Prescription Drug Plans.
  • Explained and enrolled new and existing members in Prescription Drug Plans Answered benefits questions and inquiries about plans Assisted agents in enrollments
  • Contracted at Convergy's through United Healthcare Insurance to sell Medicare Advantage Plans and Prescription Drug Plans to those eligible.

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23. New Policies

average Demand
Here's how New Policies is used in Licensed Insurance Agent jobs:
  • Field underwriting new policies and managing customer/client relationships.
  • Provided service to clients with phone or face-to-face meetings where new policies were delivered and future evaluations were planned.
  • Created new policies and adjusted existing policies to customer preferences while producing new price quotes on demand.
  • Write 70% of all new policies within the office averaging $20,000 in premium a month.
  • Serviced existing customer s policy as well as set up new policies for USAA eligible consumers.
  • Increased the amount of information gathered to assist underwriting in the issuance of new policies.
  • Identified and qualified customer needs, developed sales strategies and contacted customers to renew policies.
  • Rated and wrote new policies and serviced book of business ensuring total customer satisfaction.
  • Participated in ongoing professional development to stay in compliance with new policies and laws.
  • Answer office phones, issue customer quotes, fax any new policies to DMV.
  • Assisted with issuing new policies, updating policy information, and answering billing inquires.
  • Assisted customers with payments, endorsements, changes, new policies and claims.
  • Collect Debits, complete daily reports, write new policies, manage 400 accounts
  • Assisted customers with questions on coverage and set up of new policies.
  • Reviewed potential member needs, recommended coverage, and bound new policies.
  • Field Underwriter for new policies and responsible for issuance and servicing policies.
  • Front line underwriter of new policies and adjustments requested by policyholders.
  • Up sold additional coverage and new policies to existing customers.
  • Scanned in and filed new policies electronically using Easy File.
  • Assisted Medicare recipients with new policies for enrollment periods.

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24. Business Owners

average Demand
Here's how Business Owners is used in Licensed Insurance Agent jobs:
  • Developed a unique marketing relationship with business owners to provide individually structured risk management solutions.
  • Conducted sales presentations to prospective small business owners.
  • Delivered meetings directly with business owners.
  • Set up meetings with Business Owners and commercial property owners to sale and advise them on different aspects of commercial insurance.
  • Acted as main point of contact for all clients, business owners and business employees at all times of the day.
  • Offer a variety of products to help meet insurance and financial needs of individuals, families, seniors and business owners.
  • Job duties include selling Workers Compensation, General Liability, E&O, Business Owners Policies, Umbrella policies.
  • Market to Small Business owners in person, Use an Internet lead system to market new business.
  • Helped individuals and business owners to build, preserve, and transfer wealth in tax efficient ways.
  • Direct sales of insurance coverage to residential costumers, business owners and employees in Indiana and Ohio.
  • Consulted, Advised and prepared small business owners with the group insurance and retirement funds for employees.
  • Work with small business owners and self employed individuals providing health insurance and business benefits.
  • Assist Businesses in creating benefit packages for their employees as well as small business owners.
  • Developed strong client relations with individuals and small business owners in Kentucky and Indiana.
  • Called on individual business owners on a daily basis to market the product.
  • Meet with homeowners and/or business owners to evaluate and assess the project.
  • Listened to the needs of business owners to formulate insurance plans.
  • Worked with individuals and business owners to create custom financial plans.
  • Coordinate meetings with business owners and employees.
  • Make and attend appointments with business owners.

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25. Individual Customers

average Demand
Here's how Individual Customers is used in Licensed Insurance Agent jobs:
  • Customized insurance programs to suit individual customers, explained features, advantages and disadvantages of various policies.
  • Licensed insurance sales for personal life, medical and investment insurance to individual customers.
  • Customize and sell various types of insurance policies to suit individual customers, often covering a variety of risks.
  • Tailor insurance programs to suit individual customers, catering the insurance plan to the customer s specific.
  • Customized insurance programs to suit individual customers ensuring they were covered for a variety of risks.
  • Customize insurance plans to suit individual customers needs, working with several different insurance companies.

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26. Potential Customers

average Demand
Here's how Potential Customers is used in Licensed Insurance Agent jobs:
  • Enrolled potential customers into Medicare Advantage Plans Explained plan benefits Performed Needs Assessments by means of Telesales
  • Generated new business developing leads and promoting products to potential customers.
  • Educated potential customers on Medicare Advantage/Prescription Drug Plans.
  • Canvassed communities for potential customers.
  • Received 75+ incoming phone calls per day from potential customers regarding information and enrollment in the Affordable Care Act health plan.
  • Provided expert guidance to potential customers in sales-based environment, utilizing PC-based software as well as emulator-based software (MS-DOS).
  • Developed and managed customer relationships and serve as a resource to customers and potential customers on all products and services.
  • Establish a rapport with potential customers by using a kindhearted yet persuasive approach as well as non-pressurized negotiation skills.
  • Educated potential customers about Medicare, reviewed their coverage, & selected ideal plan for medical needs & budget.
  • Provide potential customers with competitive rate quotes and work with each unique situation to win their business.
  • Filed paperwork, called on follow ups for potential customers, and updated policies in our system.
  • Assisted current and potential customers with insurance needs and inquiries, supporting a client base of 1,000+.
  • Followed up with prospect visits where I presented to the potential customers with different financial planning strategies.
  • Assist potential customers with health insurance quote depending on their needs, enrollment in short term plans
  • Assisted with contacting potential customers as well as servicing established accounts with different changes.
  • Prepared and presented PowerPoint presentations for groups with up to 30 potential customers.
  • Provide great customer service while educating customers and potential customers on our products.
  • Contacted potential customers, performed needs assessment, and provided coverage quote.
  • Analyze all potential customers to find the products that fit them best.
  • Address inbound and outbound sales inquiries for potential customers and existing members.

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27. Insurance Quotes

average Demand
Here's how Insurance Quotes is used in Licensed Insurance Agent jobs:
  • Provided professional customer services, responsible to assist providing customers insurance quotes, answered customers insurance needs, organized company files.
  • Provided prompt and accurate insurance quotes based on client-provided information.
  • Provided customers with accurate insurance quotes.
  • Answered phones; prepared insurance quotes for customers; made requested policy changes; solved problems; processed payments.
  • Submitted insurance claims, performed telemarketing, collected premiums, deposited funds, and distributed insurance quotes.
  • Counseled members regarding coverage expectations and limits, as well as, comparison shopping for insurance quotes.
  • Assisted inbound calling customers with website, provided Auto and Property insurance quotes and bound insurance contracts.
  • Determined and provided insurance quotes and options for home, automobiles and life insurance policies.
  • Utilized SaaS quoting system to provide personal insurance quotes, complete sales and bind policies.
  • Developed insurance quotes, made sales presentations, and closed a few sales.
  • Completed auto, home owners, and umbrella insurance quotes over the phone.
  • Prepared insurance quotes for potential customers; wrote policies for new customers.
  • Obtain all relevant client information in order to provide accurate insurance quotes.
  • Provide home, auto, and life insurance quotes upon request.
  • Handle insurance quotes and queries from customers both new and existing.
  • Prepared and processed auto/ home insurance quotes, contracts and revisions.
  • Provided clients with insurance quotes to help them save money.
  • Gather information and provide accurate insurance quotes to prospective clients.
  • Used computer programs to calculate insurance quotes for clients.
  • Provided insurance quotes and sales for preferred group members.

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28. Client Relationships

average Demand
Here's how Client Relationships is used in Licensed Insurance Agent jobs:
  • Developed and maintained strong client relationships to encourage referrals and impeccable retention rates.
  • Build lasting client relationships by addressing concerns and educating customers.
  • Maintained positive client relationships through follow-up counseling and assistance.
  • Insured and developed empathetic client relationships.
  • Worked closely with primary agent to achieve corporate goals of maximizing client relationships to benefit of both company and client.
  • Maintained client relationships and participated in sales through all phases of service and maintenance of records and accounts.
  • Forged client relationships using my strong interpersonal skills to qualify customers and meet their insurance needs.
  • Address client concerns and questions, cultivate agent- client relationships and client retention.
  • Establish and build client relationships and timely follow-up with customers as needed.
  • Established and improved new client relationships as well as maintaining ongoing relationships.
  • Build client relationships within local communities to promote Liberty Mutual products.
  • Serviced an existing client base while expanding new client relationships.
  • Build client relationships within local communities to promote Peoples Insurance.
  • Build client relationships and determines their specific needs.
  • Work to build client relationships.
  • Promote account retention by maintaining strong client relationships and providing superior customer service.

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29. Insurance Options

low Demand
Here's how Insurance Options is used in Licensed Insurance Agent jobs:
  • Established customer-focused, needs based review process to educate customers about insurance options.
  • Advised potential clients regarding insurance options and assisted them in completing applications.
  • Provide individuals and business owners with various insurance options.
  • Presented & educated individuals on the proper insurance options available for the financial security of themselves & their family's security.
  • Set in home appointments to meet with customer and review current health policies and make suggestions on better insurance options.
  • Telephoned over 100-200 Prospects/Customer Leads directly, and proposed & secured Home, Auto, & Life Insurance Options.
  • Network with local businesses to provide seminars or educations on several types of insurance options.
  • Communicate insurance options to potential customers based on their financial status, requirements and needs.
  • Presented and clearly explained insurance options to clients based on their needs and goals.
  • Consulted with clients on various insurance options including car, homeowners, and renters
  • Assisted customers find insurance options to fit their individual or family needs.
  • Advised prospective clients on various insurance options available in their region.
  • Secured appointments and presented clients with various insurance options.
  • Educated potential clients on insurance options.
  • Advised clients on insurance options.
  • Presented insurance options to clients.
  • Prepare and present affordable and relevant insurance options to clients Maintain a professional demeanor and proactive attitude
  • Enjoyed helping first-time homebuyers understand their insurance options.
  • Proposed life insurance options to clients Proposed home mortgage options to clients Conducted monthly meeting with new personnel.

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30. Open Enrollment

low Demand
Here's how Open Enrollment is used in Licensed Insurance Agent jobs:
  • Trained Medicare Specialist in Open Enrollment Procedures and Medicare Supplement Products.
  • Maintained access to all computer systems provided during open enrollment.
  • Conducted employer/employee presentations and open enrollments.
  • Open Enrollment backlog State of Massachusetts and State of Vermont Insurance Exchanges - Application processing for qualification of insurance premium subsidies.
  • Work in the open enrollment period with supplemental plans, Medicare advantage plans, and prescription drug plans.
  • Provided health insurance advice and enrollment over the phone to numerous clients during 2015 open enrollment period.
  • Contracted to work as a Licensed Health Agent with AVMED Health, during the open enrollment season.
  • Provide administration, customer service, and policy sales during open enrollment process for over 15 states.
  • Looked up seminars for prospect Florida Blue customers and enrolled the customers into plans for open enrollment.
  • Answered inquires for clients enrolled in group plans concerning retiree health benefits and open enrollment periods.
  • Exceeded company's monthly goals consistently and finished 2012 Open Enrollment Period with 100+ enrollments.
  • Performed all aspects of sales and customer service during health insurance open enrollment 2015 season.
  • Insured members within United Health Care during open enrollment into Medicare Managed Care programs.
  • Assisted Medicare members enroll health plans during the annual open enrollment period.
  • Open enrollment I can average 30 sales a week.
  • Provide employee open enrollment meetings and document processing.
  • Implemented process and procedures to increase sales revenue during open enrollment Consistently exceeded compliance expectation for 8 consecutive quarters.
  • Licensed in Life and Health Insurance Sold Medicare plans during open enrollment period
  • Handled inbound calls assisting Cigna healthcare members during open enrollment with plan changes and explanations.
  • Open Enrollment Answered incoming calls concerning healthcare policies.

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31. Policy Requirements

low Demand
Here's how Policy Requirements is used in Licensed Insurance Agent jobs:
  • Ensured that all policy requirements were fulfilled, including submission of necessary documentation.
  • Ensured appropriate forms, medical examinations and other policy requirements were met.
  • Ensured all policy requirements are fulfilled.
  • Ensured that policy requirements were fulfilled.
  • Ensured required documentation met policy requirements for SR22 filings and lien holder to ensure compliance with state laws.
  • Ensured all policy requirements are fulfilled and also checked the need for any medical examination.
  • Ensured that all policy requirements are fulfilled, such as completion of appropriate forms.
  • Ensured that clients met policy requirements and upholding the laws of indemnity.
  • Ensured that policy requirements were fulfilled, including completion of appropriate forms.

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32. Humana

low Demand
Here's how Humana is used in Licensed Insurance Agent jobs:
  • Contracted with Humana to enroll eligible members for insurance and provide current members with information concerning Health policies
  • Contracted with Humana Insurance Company.
  • Explain features, advantages and disadvantages of various policies to promote sale of Medicare Part D Prescription insurance plans with Humana.
  • Enrolled prospects in prescription drug plan of their choice, while also providing member services to existing Humana members.
  • Enroll Medicare eligible seniors in Medicare Advantage Prescription Drug Plans according to the Humana NEADS Analysis model.
  • Provided general information about Humana's Dental and Medicare products, coverage plans and rates to prospects.
  • Enrolled hundreds of Medicare members during the first Initial Enrollment Period for Humana Medicare Prescription Drug Plans.
  • Conducted analysis to sale Humana One Individual medical plans and Off-Market, Dental and Vision policies.
  • Call center insurance agent employed by an enrollment agency certified to sell Humana Medicare Advantage plans.
  • Assist Medicare customers in Humana's Prescription Drug Plans during the Annual Election Period.
  • Certificate of Appreciation: 03/11/14- Kudos Call Humana Member, customer service satisfaction and expertise
  • Build value and brand name Humana to close sales and oversee smaller competition.
  • Receive incoming calls from potential clients inquiring about Humana's Medicare plans.
  • Worked for Humana selling Medicare Prescription Drug Plans.
  • License insurance agent for Humana.
  • United of Omaha Insurance Company/John Alden Insurance Company *United World Insurance Company/HumanaOne Insurance Company *United American Insurance Company
  • Offered assistance in locating Medicare Advantage plans and Supplements throughout the United States for Humana, United Healthcare, and WellPoint.
  • Provide general information about Humana's products, coverage plans and rates to prospective customers and brokers over the telephone.
  • Appointed with carriers such as United HealthCare, World Insurance, Assurant, United American, and Humana.
  • Certified Medicare specialist also certified with the following contractors: Aetna, Coventry and Humana.

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33. Financial Needs

low Demand
Here's how Financial Needs is used in Licensed Insurance Agent jobs:
  • Recommended policies based on the product features pertinent to the financial needs, risk, and lifestyle of each applicant.
  • Helped clients manage their unique insurance and financial needs by using multiple carriers and multiple computer system platforms.
  • Worked with individuals to meet their life and health insurance needs, as well as their financial needs.
  • Seek to find the best possible solutions to assist mid to prime level clients with their financial needs.
  • Develop and cultivate client relationship to serve as a trusted resource for their life insurance and financial needs.
  • Adjusted coverage limits by state specific guidelines to provide policyholders with premiums that fit their financial needs.
  • Educate, advise and provide products and solutions helping clients achieve their financial needs and goals.
  • Clarified and explained coverage to customers ensuring adequate coverage based on the client's financial needs.
  • Assist customers in effectively choosing the correct plans to fit their health and financial needs.
  • Supported High Net Worth clients with personal attention to diverse financial needs and product education.
  • Worked closely with the financial planner to ensure clients financial needs were met.
  • Retail Responsible for customizing loan programs to meet the financial needs of clients.
  • Assisted clients in protecting their assets and determined their future financial needs.
  • Evaluated client's financial needs to develop and sell solutions.
  • Take potential clients through a Financial Needs Analysis to help determine and educate them regarding their financial goals.
  • Provide customers the appropriate level of coverages to meet their overall health and financial needs.
  • Provide Customers help with Issuance and Financial needs Work together to be a strong team.
  • Officiate financial needs analysis planning, savings plans and debt management solutions.

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34. New Agents

low Demand
Here's how New Agents is used in Licensed Insurance Agent jobs:
  • Started growing team to 4 new agents after just 4 months of own production using field recruiting and training.
  • Advised new agents on sales training, cold calling, appointment setting, recruiting, and selling supplemental insurance.
  • Mentored new agents, helped seasoned agents with issues or questions researched independently, and was on management track.
  • Mentored and trained new agents in direct sales techniques and comprehension of available product lines and company guidelines.
  • Set up accounts for new agents by guiding them through the qualification process and negotiating sales commissions.
  • Recruited, interviewed, and trained new agents on software, sales techniques, and financial services.
  • Trained employees about different products offered and also assisted with some licensing training for potential new agents.
  • Train new agents, provides goals, expectations, incentives, games to increase productivity.
  • Maintained monthly sales, Customer Experience and provided help and training for new agents.
  • Trained and mentored new agents on company standards and NC Department of Insurance rules.
  • Maintain client base, outside sales, customer service, train new agents.
  • Conducted training sessions daily with new agents and monthly sessions with seasoned agents.
  • Train new agents in underwriting procedures, computer systems, and servicing techniques.
  • Field trainer of new agents, surpassing 90 day new agent requirements.
  • Developed and participated in training programs for new agents and staff.
  • Achieved all sales goals and quotas set for new agents.
  • Assist in the development and training of new agents.
  • Helped assist in coaching and training of new agents.
  • Interviewed, hired and trained all new agents.
  • Conduct in-house and field training for new agents.

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35. Prospective Customers

low Demand
Here's how Prospective Customers is used in Licensed Insurance Agent jobs:
  • Delivered excellent customer service to existing policyholders and prospective customers' inquiries and/or concerns over the phone daily.
  • Gather all necessary information to asses if prospective customers meet underwriting guidelines.
  • Identified prospective customers using business directories and leads from existing clients.
  • Developed clientele by networking and generated lists of prospective customers.
  • Identify prospective customers using established lead methodologies for new business.
  • Assisted current and prospective customers regarding supplemental insurance policies.
  • Marketed services to prospective customers.
  • Answered calls from prospective customers, assessing their needs and desires to find a health insurance plan which best met those.
  • Identify prospective customers by following leads from existing clients, participating in organization, clubs and attended trade shows and conferences.
  • Seek to understand prospective customers' current station in life and help explain State Farm's products that suit their needs.
  • Set up booths and discussed insurance with prospective customers at the Albany Auto Show and the JCC Community Day.
  • Manage prospective customers within sales queue by maintaining contact through email and personal correspondence to build relationships and trust.
  • Acted as an adviser to prospective customers to answer questions regarding insurance coverage and rates.
  • Educate prospective customers on client specific insurance plans and products for which they are eligible.
  • Meet with prospective customers and provide information concerning health and life insurance.
  • Qualify leads; set appointments and meet with prospective customers.
  • Reviewed claim history of current and prospective customers.
  • Follow leads to identify and target prospective customers.
  • Provide prospective customers with information regarding policies Calculated quotes and educated potential clients on insurance options.
  • Educate prospective customers about the plans and answered any questions in regards to the different types of insurance plans.

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36. High Volume

low Demand
Here's how High Volume is used in Licensed Insurance Agent jobs:
  • Managed incoming calls and provided excellent customer service in a high volume call center while working independently with minimal direction.
  • Handled high volume of incoming calls, overcoming customer objections/concerns.
  • Answer high volume of phone calls and discuss benefits and features of different Medicare and State Health Plans.
  • Provide a high level of customer-focused sales in a high volume, fast paced call center environment.
  • Responded to a high volume of telephone and walk in inquiries with friendliness and professionalism.
  • Supported high volume calls with the intention of efficiently serving the client's needs.
  • Work conducted in a high volume call center using multiple computer programs simultaneously.
  • Provided excellent customer service in high volume call center while handling multiple tasks.
  • Manage high volume customer accounts, cash postings, and recording all transactions.
  • Assisted and managed customer accounts in high volume in-bound call center.
  • Handled a high volume of Inbound/Outbound Sales and Customer Service calls.
  • Answer a high volume of calls in a call center environment.
  • Received high volume inbound calls and educated seniors on the Original Medicare, Medicare Advantage Plans, and Medicare Supplements.
  • Handled high volume incoming and outgoing calls Call hot leads provided and enroll clients in Medicare plans
  • Deliver customer centric service in high volume fast paced call center Provide one call resolution to customer issues.
  • team lead FCA- charlotte nc resolved a high volume of customer complaints accurately and efficiently.

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37. Allstate

low Demand
Here's how Allstate is used in Licensed Insurance Agent jobs:
  • Involved myself in real estate investments and also purchased a partnership in independently owned Allstate Insurance offices located Northwest Montana.
  • Followed Allstate training system to optimize customer experience.
  • Awarded Allstate Auto Acquisition Specialist Certification.
  • Experience writing business for Allstate, State Farm, Nationwide, Liberty Mutual, Hartford, Met Life and Encompass.
  • Worked in new growing local Allstate Insurance branch as a licensed Property and Casualty and Life and Health Insurance Agent//CSR.
  • Licensed Insurance Agent for the State of Nebraska and Iowa as an Allstate Agent for Homeowners and Auto Lines.
  • Contacted existing and prospective Allstate customers who have expressed an interest in new or additional insurance products and services.
  • Explain and advice the customers about the insurance needs, handle objections and sale the Allstate company advantage.
  • Licensed Insurance Agent representing approximately 20 various carriers for Answer Financial, Inc., an Allstate company.
  • Handle all the daily billing/payments for our current Allstate customers along with all of our broker companies.
  • Work in the Allstate Customer Care Center as a licensed bilingual service insurance agent.
  • Appointed with NCJUA, GMAC, Allstate, and numerous other insurance companies.
  • Certificate of completion in commercial insurance from the Allstate Business Academy in Chicago.
  • Assisted customers with making changes to their policies in Allstate's Mainframe system.
  • Answered incoming and made cold calls to service and sale Allstate services.
  • Engaged with customers to discuss Allstate benefits over other insurance competitors.
  • Trained on several different computer applications and Commercial Certified through Allstate.
  • 03/1998Licensed Insurance Agent and Office Manager Allstate Insurance (Agent Kerri DeGraff) - 8400 S Kyrene Rd Ste.
  • Educate new and existing clients on the Allstate products.AccomplishmentsI contributed in meeting monthly sales goal.
  • Present and Sell Allstate products Help assist Agency Owner with day to day operations

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38. Product Knowledge

low Demand
Here's how Product Knowledge is used in Licensed Insurance Agent jobs:
  • Focused on customer service with strong product knowledge and attention exceeding customer expectations.
  • Assisted new and existing customers with product information utilizing product knowledge.
  • Demonstrated product knowledge on demand while exercising patience and empathy.
  • Mastered specific script language and product knowledge to schedule appointments with prospects and presented available products to fulfill their insurance needs.
  • Demonstrate enthusiasm and product knowledge for range of life insurance benefits for diverse client base to drive sales and retention.
  • Specialized in sales of complex, intricately detailed products that required expert product knowledge and sales techniques.
  • Applied product knowledge while utilizing strong sales skills to successfully exceed annual sales targets 3 years running.
  • Established a sales team that I continuously developed and trained in areas of product knowledge and sales.
  • Provided clients with product knowledge that pertained to the needs of the client whilst incorporating added features.
  • Collaborated with Agents and Managers to improve product knowledge, sales skills, and overall productivity.
  • Tested on product knowledge, both internal to the corporation and the State of Nevada
  • Utilized product knowledge and sales expertise to increase revenue along all lines of business.
  • Served as a mentor to new associates coaching selling strategies and technical product knowledge.
  • Possess product knowledge includes Auto Issue, Renters, and Valuable Personal Property.
  • Gained high level product knowledge of Health Insurance plans represented and sold.
  • Oriented newly hired associates by training on product knowledge and procedures.
  • Required to be well versed in product knowledge and training.
  • Maintain and implement superior product knowledge to meet sales objectives.
  • Secured proper licensing Developed product knowledge of policies to be sold Customer service and support

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39. Medicaid

low Demand
Here's how Medicaid is used in Licensed Insurance Agent jobs:
  • Trained in the organizational and regulatory mechanisms of Medicare and Medicaid and complying with enrollment regulations and HIPPA
  • Address any concerns or questions Medicare beneficiaries may have about Medicare products and Medicaid eligibility.
  • Qualified prospects based on Medicare/Medicaid and Federal Marketplace eligibility, demographics and special needs programs.
  • Provided education to the senior population as to Medicare/Medicaid rules regarding long-term nursing care.
  • Verified Medicare / Medicaid eligibility and Medicaid levels to enrollment into Special Needs Plans.
  • Consulted with senior citizens about Medicare/Medicaid benefits.
  • Work with clients on both Medicare and Medicaid to ensure they receive additional benefits for health care.
  • Answered questions for Medicaid recipients and assisted them to find a plan in accordance with Medicare/Medicaid.
  • Assist clients with enrollment in Medicare and Medicaid, as well as answering any insurance questions.
  • Licensed and required to follow laws governing standards for the Center for Medicare and Medicaid Services.
  • Work as a licensed agent with Medicare and Medicaid in the call center for three years.
  • Help Medicare and Medicaid eligible people find affordable solutions to their medical and prescription needs.
  • Provided guidance to clients who were unsure wither or not they qualified for Medicaid.
  • Verified Medicare card status, Medicaid level for enrollment into Special Needs Plans.
  • Included on many special projects, including Medicare and Medicaid appeals.
  • Distinguished Center for Medicare and Medicaid Services (CMS) certified.
  • Take applications for the state of Arkansas medicaid plans for processing.
  • Maintained strong knowledge on Medicare/Medicaid and HIPAA rules and regulations.
  • Familiarize clients on the Medicare and Medicaid programs.
  • Enroll individuals into a third party Medicaid provider.

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40. Physical Condition

low Demand
Here's how Physical Condition is used in Licensed Insurance Agent jobs:
  • Interview prospective clients to obtain financial and physical condition data and discuss any existing insurance.
  • Suggested policies which would optimize prospective clientele's coverage based on their current financial and physical condition.
  • Ascertain the physical condition of the person to be insured, and discuss any existing coverage.
  • Determine the physical condition of person or property to be insured.
  • Interviewed prospective clients to obtained data about their financial matters and needs, physical conditions and discussed current coverage.
  • Interview prospective clients to obtain data about the physical condition of the person or property to be insured.

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41. Cold Calls

low Demand
Here's how Cold Calls is used in Licensed Insurance Agent jobs:
  • Work also included cold calls, filing, answering the phone, deposits, faxing and all other office requirements.
  • Make 85-100 calls daily from warm leads and cold calls to qualify is people for health insurance and ancillaries.
  • Lead generation, cold calls and follow up as needed to close business to business and individual accounts.
  • Marketed products using local chamber resources, advertisements, cold calls, networking and various correspondence processes.
  • Prospected aggressively and presented products to key decision-makers during cold calls and leads calls.
  • Make cold calls to businesses regarding different insurance plans for their company.
  • Performed cold calls and made appointments throughout the Treasure Valley area.
  • Pursue leads and cold calls in order to set appointments.
  • Make cold calls for new business and service old clients.
  • Conducted cold calls in order to develop new business.
  • Make cold calls for marketing new business.
  • Make cold calls to solicit new business.
  • Make Cold calls to potential clients.
  • Ask for referrals, prospect by knocking doors, making cold calls, and sending out flyers.
  • Solicit new sales via cold calls, referrals, leads, and add-ons to existing policyholders.
  • worked with individual and businesses and cold calls
  • Worked answering calls Performed customer serviceMade cold callsQuoted insurance

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42. Financial Situations

low Demand
Here's how Financial Situations is used in Licensed Insurance Agent jobs:
  • Determine potential clients' particular needs and financial situations and customize a coordinated protection plan.
  • Determined clients particular needs and financial situations by conducting fact finding appointments.
  • Determined clients' specific needs and financial situations by scheduling fact-finding appointments.
  • Create and evaluate auto, renters and value personal property policies through building rapport to determine member needs and financial situations.
  • Consult with clients to delineate and analyze their financial situations and develop strategic solutions to further their financial planning goals.
  • Determined client's particular needs and financial situations by scheduling fact-finding appointments; ascertained long term goals.

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43. Particular Needs

low Demand
Here's how Particular Needs is used in Licensed Insurance Agent jobs:
  • Handle claims and work with families on other particular needs.
  • Network and obtain new clients advising about the appropriate amounts of insurance and coverage for their particular needs.
  • Determined client particular needs by scheduling appointments to further understand needs and wants to offer the best service.
  • Determined clients' particular needs and sold additional insurance products to fill gaps in policy.

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44. Auto Insurance

low Demand
Here's how Auto Insurance is used in Licensed Insurance Agent jobs:
  • Provided auto insurance quotes for potential policyholders; policy conversion and licensed issuer of temporary proof of coverage
  • Provide outstanding customer service Write / Sell auto insurance polices Educate customers on insurance by providing professional advice
  • Provided customers information on various insurance products, claim procedures and serviced existing auto insurance policies.
  • Packaged auto insurance coverage limits/protection to meet customers' needs/wants.
  • Performed all the requirements necessary to complete auto insurance policies.
  • Educated policyholders regarding their home and auto insurance policies.
  • Processed customer requested changes on auto insurance policies.
  • Familiarized customers with basic auto insurance practices.
  • Created tailored home/auto insurance policies for customers.
  • Handle calls from customers all over the United States who were calling in to get quotes for home and auto insurance.
  • Provided customers with auto insurance quotes, updated policies in accordance with state regulations, and ensured legal compliance was maintained.
  • Completed all company insurance renewals including property, Worker's Compensation, general liability, livestock, and auto insurance.
  • Quote, sell and service home, life, health, auto insurance policies along with financial and bank products.
  • Identified and discussed coverage needs for prospective buyers in personal lines of auto insurance, in a call center environment.
  • Licensed Auto Insurance agent for the States of Connecticut, New York, New Jersey, Massachusetts and New Hampshire.
  • Licensed Auto Insurance Agent for Indiana, Ohio, New York, and Missouri in a high-paced call center environment.
  • Obtain existing home and auto insurance information, run motor vehicle record and claim report in order to determine eligibility.
  • Job duties included but not limited to inbound/outbound calls relating to auto insurance, underwriting and billing inquiries.
  • Answered calls from prospective members to walk through the application process and sell them an auto insurance policy.
  • Handle incoming customer calls for sales of new auto insurance policies, facilitate requests for existing policyholders.

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45. Present Coverage

low Demand
Here's how Present Coverage is used in Licensed Insurance Agent jobs:
  • Determine clients' particular needs, determine extent of present coverage, and ascertain long term goals.
  • Determine the extent of present coverage and investments and ascertaining long-term goals.
  • Accessed extent of present coverage and investments ascertaining any gaps in protection to up-sell additional insurance products.
  • Scheduled fact-finding appointments; determining extent of present coverage and investments to cross-sell products.
  • Determined clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage ascertaining protection goals and financial commitments.
  • Determine clients' needs and financial situations by scheduling fact-finding appointments determining extent of present coverage and investments.

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46. Geico

low Demand
Here's how Geico is used in Licensed Insurance Agent jobs:
  • Provided excellent customer service by demonstrating GEICO established values and expectations.
  • Delivered on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.
  • Gather information and close on product sales, demonstrating intermediate skills and knowledge of GEICO products and benefits.
  • Assisted in a larger marginal profit and higher profit sharing bonuses to employees throughout GEICO.
  • Worked on special projects such as data reconciliation in conjunction with other GEICO departments.
  • Utilize all materials given to perform and succeed as a GEICO agent.
  • Attended industry leading sales training within GEICO s property division.
  • Service GEICO policies in a high volume call center.
  • Determine need and demonstrate how GEICO accommodates stated/unstated need.
  • Worked solely in the Homeowners department within GEICO Interviewed clients to assess needed coverage in rebuild of their homes and properties.
  • Exceeded monthly sales goals leading to recognition from the Geico Chairman's Club and receiving honors three years in a row.
  • Serve military insureds and potential clients at GEICO Military Service Center Support payments processing, corrections and endorsements process.
  • Navigated through Geico's systems to find answers to questions I did not know the answer to.
  • Licensed Insurance Agent qualified to write policies for forty-two states in the United States for Geico.
  • Attended events to promote and make the public aware of Geico and their products.
  • Coordinate, update, and maintain information on Geico's National database.
  • Served as a primary contact or advocate for Geico policyholders.
  • Obtained information from current Geico policyholders via telephone regarding insurance or service needs and entered information via pc or paper documents.
  • Redesigned Geico training manual integrated into the entire Region 4 training plan.

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47. Appropriate Forms

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

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48. Bank Deposits

low Demand
Here's how Bank Deposits is used in Licensed Insurance Agent jobs:
  • Collected insurance premiums from policyholders and made daily bank deposits.
  • Service customers policies, take payments, make bank deposits and run to the post office.
  • Manage client sensitive information, make bank deposits, and manage the agency's employees.
  • Processed daily and weekly bank deposits & processed the incoming and outgoing mail daily.
  • Accepted and processed insurance premiums and completed daily balance totals for bank deposits.
  • Handled accounts receivable for agency and billed policies; completed agency bank deposits.
  • Maintain operation of daily office work, order supplies and bank deposits.
  • Handled cash payments; balanced drawer and made bank deposits daily.
  • Logged all business financial transactions and made daily bank deposits.
  • Bank deposits and post office when Office Manager was absent.
  • Prepare and post bank deposits for all agency accounts.
  • Bank deposits, collections, invoicing, bill payments.
  • Maintained, verified and reconciled daily bank deposits.
  • Prepare bank deposits and process credit card payments.
  • Performed daily bookkeeping tasks and bank deposits.
  • Collected premiums and made bank deposits.
  • Prepared bank deposits on daily basis.
  • Performed banking skills, handled monies transactions, prepared and made bank deposits and checkreconciliation.
  • Processed daily billing, payment transactions, and bank deposits of extensive clientele' "Book of Business.
  • Full Office Operation * Bank Deposits, Report Tracking, Sales * Hiring/training new personel * (Reference letter attached)

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20 Most Common Skill for a Licensed Insurance Agent

Customer Service17.1%
Insurance Products13.8%
Medicare Supplements9.7%
Financial Resources7.5%
Life Insurance7.3%
New Clients6.8%
Health Insurance Plans6.6%
Insurance Companies6.1%

Typical Skill-Sets Required For A Licensed Insurance Agent

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
13.8%
13.8%
2
2
Insurance Products
Insurance Products
11.1%
11.1%
3
3
Medicare Supplements
Medicare Supplements
7.8%
7.8%
4
4
Financial Resources
Financial Resources
6%
6%
5
5
Life Insurance
Life Insurance
5.9%
5.9%
6
6
New Clients
New Clients
5.5%
5.5%
7
7
Health Insurance Plans
Health Insurance Plans
5.3%
5.3%
8
8
Insurance Companies
Insurance Companies
4.9%
4.9%
9
9
Phone Calls
Phone Calls
3.4%
3.4%
10
10
Casualty Insurance
Casualty Insurance
2.1%
2.1%
11
11
New Accounts
New Accounts
2%
2%
12
12
Personal Lines
Personal Lines
1.8%
1.8%
13
13
Insurance Sales
Insurance Sales
1.8%
1.8%
14
14
Sales Goals
Sales Goals
1.5%
1.5%
15
15
Policy Holders
Policy Holders
1.3%
1.3%
16
16
Analyze Insurance Program
Analyze Insurance Program
1.3%
1.3%
17
17
Policy Changes
Policy Changes
1.3%
1.3%
18
18
Outbound Calls
Outbound Calls
1.2%
1.2%
19
19
Data Entry
Data Entry
1.2%
1.2%
20
20
Payment Method
Payment Method
1.2%
1.2%
21
21
Administrative Tasks
Administrative Tasks
1%
1%
22
22
Prescription Drug Plans
Prescription Drug Plans
0.9%
0.9%
23
23
New Policies
New Policies
0.9%
0.9%
24
24
Business Owners
Business Owners
0.9%
0.9%
25
25
Individual Customers
Individual Customers
0.9%
0.9%
26
26
Potential Customers
Potential Customers
0.9%
0.9%
27
27
Insurance Quotes
Insurance Quotes
0.8%
0.8%
28
28
Client Relationships
Client Relationships
0.8%
0.8%
29
29
Insurance Options
Insurance Options
0.8%
0.8%
30
30
Open Enrollment
Open Enrollment
0.7%
0.7%
31
31
Policy Requirements
Policy Requirements
0.7%
0.7%
32
32
Humana
Humana
0.7%
0.7%
33
33
Financial Needs
Financial Needs
0.7%
0.7%
34
34
New Agents
New Agents
0.7%
0.7%
35
35
Prospective Customers
Prospective Customers
0.7%
0.7%
36
36
High Volume
High Volume
0.7%
0.7%
37
37
Allstate
Allstate
0.6%
0.6%
38
38
Product Knowledge
Product Knowledge
0.6%
0.6%
39
39
Medicaid
Medicaid
0.6%
0.6%
40
40
Physical Condition
Physical Condition
0.6%
0.6%
41
41
Cold Calls
Cold Calls
0.6%
0.6%
42
42
Financial Situations
Financial Situations
0.6%
0.6%
43
43
Particular Needs
Particular Needs
0.6%
0.6%
44
44
Auto Insurance
Auto Insurance
0.5%
0.5%
45
45
Present Coverage
Present Coverage
0.5%
0.5%
46
46
Geico
Geico
0.5%
0.5%
47
47
Appropriate Forms
Appropriate Forms
0.5%
0.5%
48
48
Bank Deposits
Bank Deposits
0.5%
0.5%

21,554 Licensed Insurance Agent Jobs

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