Top Licensed Insurance Producer Skills

Below we've compiled a list of the most important skills for a Licensed Insurance Producer. We ranked the top skills based on the percentage of Licensed Insurance Producer resumes they appeared on. For example, 15.3% of Licensed Insurance Producer resumes contained Customer Service as a skill. Let's find out what skills a Licensed Insurance Producer actually needs in order to be successful in the workplace.

The six most common skills found on Licensed Insurance Producer 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 Producer jobs:
  • Proved customer service skills by retaining high percentage of customers who were involuntarily transferred by Nationwide to different insurance products.
  • Supervised and trained licensed customer service representatives to provide exemplary service while maintaining and performing at a high level.
  • Manage entrepreneurial insurance business; responsible for client acquisition, customer service, account management and accounting functions.
  • Provided exceptional customer service while obtaining information from individuals in order to make decisions.
  • Document the customer service representative and producer training process for future employee's utilization.
  • Provide assistance and superior customer service while determining coverage and administering transactions.
  • Experienced Commercial Middle Market Account Manager proving strong Customer Service, Multi-Tasking and
  • Communicated with customers to provide excellent customer service on their insurance policies.
  • Serviced customer accounts through policy endorsements and routine customer service duties.
  • Provide excellent customer service including researching & resolving customer inquiries.
  • Provided excellent customer service regarding health insurance needs and desires.
  • Provide stellar customer service to current customers and perspective customers.
  • Communicated with prospective clients; offered exemplary customer service.
  • Provided superior customer service in a high traffic environment.
  • Licensed insurance producer, office assistant, customer service
  • Processed payments, endorsements and provided customer service.
  • Provided excellent customer service; sales and service proficiency
  • Provide customer service to existing and potential customers
  • Provide quality assistance and customer service.
  • Provided customer service to insurance customers.

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2. Auto Insurance

high Demand
Here's how Auto Insurance is used in Licensed Insurance Producer jobs:
  • Licensed sales professional working within a team focused primarily on auto insurance
  • Quoted and wrote Homeowners, auto insurance, motor club, and extended warranties, and answered all customer service inquiries.
  • Handle inbound and outbound calls to establish, secure, and maintain clientele relationships for auto insurance business.
  • Sell, quote and bind all forms of fire and auto insurance and banking products.
  • Studied and received my Home and Auto Insurance License with the state of TX.
  • Licensed home and auto insurance producer across 9 states and 13 carriers.
  • Managed office procedures in one person office located inside Wal-Mart working with Notary procuring business for clients auto insurance needs.
  • Prepare quotes and MSB reports for homes and auto insurance and continue process thru to final sales of policies.
  • handled billing and claims issues while selling home and auto insurance to current and new clients.
  • worked in a fast paced office environment selling home and auto insurance policies.

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3. Financial Services

high Demand
Here's how Financial Services is used in Licensed Insurance Producer jobs:
  • PROFILE Results driven manager possessing deep operational expertise directing proprietary partnerships in the Insurance, Financial Services and Investment Management Industry.
  • Generated new business including financial services.
  • Develop new Financial Services opportunities.
  • Create profitable growth strategies for Property & Casualty and Life & Financial Services agencies.
  • Market, prospect and sell personal financial services through State Farm Insurance Co.
  • Market, prospect and sell personal financial services through New York Life Ins.

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4. New Clients

high Demand
Here's how New Clients is used in Licensed Insurance Producer jobs:
  • Organized business to business promotion events for generating new clients.
  • Seek new clients by utilizing mailings and phone solicitation as well as contact previous quoted individuals to ensure consistent possible business.
  • Educate and assist new clients in defining parameters and service protocols for policy terms and various coverage options.
  • Achieve maximum sales volume consistent with agency business plan by actively pursuing and self- generating new clients.
  • Assist current & new clients as they plan for their future.
  • Maintain records, prepare reports, and look for new clients.
  • Speak with new clients about their insurance needs.
  • Identify new clients and market products and services.
  • Attracted and processed new clients and issued policies.
  • Identified new clients for senior agents.
  • Seek out leads, prospects, and new clients.
  • Seeked out new leads and new clients, advice the clients on how to minimize risk and maintain contact with clients.
  • Secured and registered over 200 new clients for property and casualty insurance Created a 6 month sales campaign for this scratch agency
  • License Insurance Producer Acquired new clients by introducing them to the company's products and services.
  • Managed a book of cliental and assisted with recruiting new clients.
  • Provided superior customer service, and solicited new clients* Emailed clients, faxed documents, filing and general office duties

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5. Life Insurance

high Demand
Here's how Life Insurance is used in Licensed Insurance Producer jobs:
  • Presented financial planning presentations and advised about life insurance policies and investments.
  • Generate a profitable revenue selling life insurance
  • Utilized Agency marketing systems developed to solicit and sell insurance and related products including Auto, Home, Life Insurance policies.
  • Customize group medical, life insurance, short-term disability (STD), and long-term disability (LTD) plans.
  • Obtain my state licenses and company certification for Auto, Home, Life insurances within 1months from initial start date.
  • Enrolled employees in products such as Whole Life Insurance, Long Term Disability and Accident Insurance during open enrollment.
  • Performed inspections on claim related damages Wrote policies for Homeowners, Auto, Flood, Life Insurance and Medical Insurance
  • Process quotes daily and set appointments to contact prospective home, auto, and life insurance customers.
  • Consult with individuals and families regarding Life Insurance, Mortgage Protection, Final Expense, and Annuity products
  • Sell insurance policies in the appointed lines of insurance of property, casualty and life insurance.
  • Issued: Auto, Home, Renters, Umbrella, and Life Insurance policies to members.
  • Received the top-producer award for the highest amount of life insurance policies sold in Utah.
  • Learned methods and strategies to negotiate life insurance products * Acquired finance and marketing training
  • Introduced and sold auto, home, and life insurance policies to clients.
  • Worked as an insurance producer in whole life and term life insurance.
  • Provide life insurance and annuity products to clients throughout the state.
  • Increased life insurance policy sales by 30% over prior years.
  • Provided leads on potential Life Insurance new policy prospects to agents.
  • Assist customers with property, casualty, and life insurance needs.
  • Assisted in meeting goals for life insurance policies in 2015.

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6. Health Insurance Products

high Demand
Here's how Health Insurance Products is used in Licensed Insurance Producer jobs:
  • Licensed in the State of Illinois to sell life and health insurance products.
  • Educated customers about available Auto, Homeowners, Life and Health Insurance products.
  • Sell Non-Exchange Health Insurance products and Term Life Insurance.
  • Presented and sold Health Insurance products via telephone.
  • Trained new hires on various health insurance products, guidelines and software applications.
  • Affiliated with a national brokerage company to sell life and health insurance products through a web-based virtual office in my home.

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7. Medicare

high Demand
Here's how Medicare is used in Licensed Insurance Producer jobs:
  • Provided information to Medicare eligible beneficiaries about various plan options whether Medicare Advantage, Prescription Drug, or Medicare Supplement plans.
  • Worked closely with Medicare Eligible Consumers to help them individually understand their options.
  • Licensed to assist with medicare education and retirement solutions.
  • Specialized in Medicare and Medicare related products and services.
  • Assisted Seniors/Medicare recipients with insurance decisions and enrollment.
  • Explained Medicare products and policies to eligible participants.
  • Obtained additional State Licensing and Medicare training/certification.
  • Specialize in Medicare Supplement and Advantage Plans, Long Term Care Planning, Life Insurance, and Retirement Income and Savings.
  • Assisted customers with choices in Medicare Part D plans, enroll prospects, managed current member accounts, and resolved issues.
  • Licensed agent in Medicare and all aspects of medical expenses, retirement living and long term care and claims process.
  • Created and maintained a book of Medicare Advantage, Supplemental, and Medicare Rx clients from 2007 - 2014.
  • Determine eligibility of caller for Medicare or Individual insurance Connect to the correct agent to handle the call.
  • Provide information on life and health insurance, medicare supplements, annuities, 401K rollovers and IRA's.
  • Sell Medicare Part D insurance policy that suits best and provides maximum coverage to the client.
  • Present and Sell Insurance Policies including Health Supplements, Medicare Supplements, Life Insurance and Annuities.
  • Trained in Medicare; and, certified to sell Medicare products for 2014 and 2015.
  • Act as outside sales agent for Medicare eligible clients in the Philadelphia metropolitan area.
  • Licensed in North Carolina and South Carolina for Medicare Supplement and Medicare Advantage sales.
  • Take inbound calls for United Health Care Consumers who are on Medicare.
  • Educated Medicare recipients on the value of obtaining a Medicare advantage plan.

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8. Casualty Insurance

high Demand
Here's how Casualty Insurance is used in Licensed Insurance Producer jobs:
  • Received incoming calls from prospective insureds seeking quotes on property and casualty insurance.
  • Obtained State of Michigan Property and Casualty Insurance certification.
  • Learned property and casualty insurance and became licensed.
  • Licensed producer in property and casualty insurance.
  • Licensed to offer property and casualty insurance; worked in Consumer credit, loan processing, and secured lending.
  • Specialized in personal Property & Casualty insurance, including fire, auto, life, and disability.
  • Licensed to sell and maintenance property and casualty insurance and health and life insurance policies.
  • Licensed Property & Casualty insurance agent who provides excellent and exceptional service to all clients.
  • Licensed to sell both Property & Casualty Insurance products within the State of Michigan.
  • Licensed in Property and Casualty Insurance in the states of North Carolina and Virginia.
  • Licensed in Property and Casualty Insurance as well as Life and Health Insurance.
  • Licensed Insurance Agent/Producer in the fields of property and casualty insurance products.
  • Licensed sales producer for life, health, property and casualty insurances.
  • Explained casualty insurance policy coverage to clients and wrote official policies.
  • Provide financial services, health/casualty insurance, and engage prospective leads.
  • Provided sales services in property and casualty insurance.
  • Utilize agency Allstar, Alliance and Impact computer systems to generate quotes, create and amend property and casualty insurance policies.
  • Provided sales services in property and casualty insurance Top salesperson of the year (2010)
  • Direct Sales Professional * Licensed in 30 States to produce Property & Casualty Insurance.

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9. Insurance Companies

high Demand
Here's how Insurance Companies is used in Licensed Insurance Producer jobs:
  • Secured producer appointments with numerous insurance companies.
  • Work with multiple Insurance Companies, Clients, Insured's, Brokers and Prospects.
  • Retrieved claim details from insured to submit claims to insurance companies.
  • Compare and contrast top 25 a-rated insurance companies.
  • Worked with numerous insurance companies like Travelers, Safeco, Met Life across 14 different states selling property and casualty insurance.
  • Quote homeowners, dwelling fire, vacant property, renters & commercial insurance policies and rewrites thru different insurance companies.

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10. New Accounts

high Demand
Here's how New Accounts is used in Licensed Insurance Producer jobs:
  • Facilitate in procuring new accounts for the purpose of settlement and quoting and obtaining Title Insurance.
  • Developed new accounts and maintained the existing accounts.
  • Generate new accounts Servicing existing clients
  • Maintained existing accounts and developed new accounts through aggressive marketing and cold calling on individuals and businesses.
  • Facilitated in closing new accounts for the Property and Casualty insurance* Maintained the existing accounts and provided annual and semi-annual reviews
  • Developed customer management system, enhancing existing relationships and supporting growth of new accounts.

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11. Insurance Sales

high Demand
Here's how Insurance Sales is used in Licensed Insurance Producer jobs:
  • Compiled coverage and rating information, necessary paperwork to process insurance sales and renewals.
  • Organized and presented insurance sales presentations to area individuals, businesses and organizations.
  • Job Title: Licensed Insurance Sales Agent-CSR Daily duties consisted of opening main office and making the morning cash deposits.
  • Matched customer needs to current offered plans Insurance sales, Customer Communications, Call Center, Internet/Typing,
  • Licensed Insurance Sales of Auto/Home/Life and Health/Agent Draft authority to process claims.
  • Called on prospective clients from leads to generate new insurance sales.
  • Operated an independent life and health insurance sales practice.
  • Contract Position at HealthPartners Licensed insurance sales of health policies.

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12. Sales Goals

high Demand
Here's how Sales Goals is used in Licensed Insurance Producer jobs:
  • Collaborated as a team to meet sales goals and consistently place in the district top 3 performing agencies in the district.
  • Exceeded monthly sales goals in property/casualty grossing approximately $38,000 a month in new business premiums.
  • Discussed, quoted, and executed marketing techniques to exceed monthly agency sales goals.
  • Analyzed sales data for growth opportunities resulting in exceeding monthly sales goals.
  • Meet sales goals for new business quoted and written within company guidelines.
  • Meet and exceed sales goals for the company.
  • Exceeded sales goals on monthly movers.
  • Exceeded 2014 office sales goals.
  • Meet monthly sales goals of 20 Autos, 12 Fire, 2 Life and at least one financial product.
  • Achieved all sales goals in my first 6 months.
  • Achieved personal sales goals as well as officegoals.
  • Answered phones, collected premiums Assisted with handling of claims Required to maintain a monthly sales goals Assisted with training new staff

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13. Personal Lines

high Demand
Here's how Personal Lines is used in Licensed Insurance Producer jobs:
  • Team leader specializing in Recreational Vehicle insurance and personal lines.
  • Company was primarily personal lines insurance.
  • Performed all duties of an independent agency Account Manager in Personal Lines; some commercial sales outside of regular business hours.
  • Conduct service work for all personal lines, assist with phones when needed and performed general office duties.
  • Quote and sell on the spot all customers personal lines insurance for NY and Allstate Guidelines.
  • Licensed sales and customer support for Personal Lines Life & Health and Property & Casualty insurance.
  • Closed several large commercial accounts and maintained steady growth of personal lines for business.
  • Generated New Business Sales for Commercial and Personal Lines insurance carriers.
  • Acquire new clients for personal lines of insurance.
  • Assisted agency customers in all areas of insurance needs Personal Lines Producer
  • Cross selling of commercial lines clients with personal lines products Corresponding with customers, keeping communications and sale opportunities open.
  • Prepare quotes and bind coverage for personal lines coverages, life & health, property & casualty.

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14. Policy Changes

high Demand
Here's how Policy Changes is used in Licensed Insurance Producer jobs:
  • Process policy changes and transactions for existing customers using a computerized system to track, gather, and answer all inquiries.
  • Handled all customer requests, policy changes, and claim filings in a timely, well documented manner.
  • Respond to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, and billing.
  • Answered phone calls regarding claim questions, educated clients of policy changes and processed policy changes.
  • Endorse policy changes to include cancellation notices, reinstatement notices, and bill payments.
  • Provide prompt policy changes, transfers, claim submissions, and billing clarification.
  • Advised policyholders of policy changes, applied endorsements to policies.
  • Serviced clients with policy changes, questions and claims.
  • Processed policy changes, answered billing and insurance questions.
  • Filed claims and assisted customers with policy changes.
  • Prepare form, policies, quotes, policy changes, etc.
  • Reported policy changes and company conditions affecting customer satisfaction Tracked the progress of all outstanding insurance claims.
  • Advised policyholders of policy changes, applied amendments/endorsements to policies/contracts of adhesions.
  • Process policy changes and file claims in a timely manner.
  • Communicate effectively with office team and underwriting to punctually process policy changes and issuances !
  • Take payments Answer phones, take messages Filing, collating, mailings Make policy changes, give quotes

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15. Phone Calls

average Demand
Here's how Phone Calls is used in Licensed Insurance Producer jobs:
  • Handled inbound telephone calls in the sales department for Anthem Blue Cross/Blue Shield.
  • Receive telephone calls from prospective and existing customers regarding insurance rates and policies.
  • Obtain client information by answering telephone calls; interviewing clients, verifying information.
  • Answer existing customer phone calls regarding current auto, home and life insurance.
  • Answered all inbound customer telephone calls pertaining to insurance policies and customer inquiries.
  • Field phone calls to appropriate agents and/or provide service to clients.
  • Answer incoming phone calls, data entry and front desk service.
  • Answer phone calls from potential new customers.
  • Key Results: Answer insurance questions from client phone calls and advise accordingly, based on client Insurance needs.
  • Make Phone calls to clients when there policy is about to renewal and when policy is in cancellation.
  • Update appointments and manage potential client follow-up phone calls utilizing the web-based bConnected database.

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16. Allstate

average Demand
Here's how Allstate is used in Licensed Insurance Producer jobs:
  • Sell and service auto, home and life insurance policies for the Allstate Insurance Company.
  • Assisted in the opening of a branch office for Allstate Insurance.
  • Involved myself in real estate investments and also purchased a partnership in independently owned Allstate Insurance offices located Northwest Montana.
  • Processed endorsements and cancellation of policies while servicing customers utilizing Allstate's Gateway and Alliance application procedures.
  • Followed Allstate training system to optimize customer experience.
  • Completed all necessary requirements to get binding authority with Allstate.

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17. State Farm

average Demand
Here's how State Farm is used in Licensed Insurance Producer jobs:
  • State Farm Bank Certified Long Term Care Certified Registered Representative
  • Answered questions from customers concerning auto, home, life insurance, and other lines of business that State Farm offers.
  • Promote within local communities State Farms products by using outstanding people skills.
  • State Farm Certified in Health, Bank, Property, Casualty, Life
  • Completed all required training to actively sell State Farm Banking products.
  • Completed auto loan applications and submitted to State Farm Bank.
  • Processed and reported claims through State Farm software.
  • Marketed State Farm Insurance products and financial services.
  • Have almost 3 years experience with State Farm.
  • Processed auto loans for State Farm Bank.
  • Marketed and service all State Farm products.
  • Certified in State Farm Banking Products.
  • Certified State Farm Bank representative.
  • Assisted State Farm customers with several of their financial needs in regards to their day-to-day lives.
  • See licensing) Sales Team Member Public relations/social media specialist for Ryan Wiley State Farm

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18. Client Relationships

average Demand
Here's how Client Relationships is used in Licensed Insurance Producer jobs:
  • Leveraged strong client relationships to generate follow-on sales through additional policies and services.
  • Cultivated profitable and trustworthy agent-client relationships.
  • Cultivate instant rapport, build, and maintain key client relationships to successfully sell home, auto, and business insurance.
  • Developed client relationships while earning a reputation for meeting customer's needs.
  • Establish & maintain client relationships.
  • Review current client contracts and enhance client relationships as their trusted personal insurance advisor in their home and/or office.
  • Build client relationships to establish an on-going insurance and future financial support.

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19. Data Entry

average Demand
Here's how Data Entry is used in Licensed Insurance Producer jobs:
  • Performed data entry, prepare sales packets, and managed files /records.
  • Schedule appointments, answering phones, data entry of personal information.
  • Completed rigorous licensing and training program in insurance concepts, customer service, high quality data entry to management information system.
  • Complete high volume of data entry by quickly and accurately processing loan-related task queues to meet productivity and quality requirements.
  • Process insurance policies-Produce needs analysis to coordinate with clients lifestyle-Contact future clients/Setup appointments -Data entry-Process paperwork for underwriting
  • Managed pending business while ensuring accurate data entry to reduce commission errors and improve client satisfaction.

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20. Policy Holders

average Demand
Here's how Policy Holders is used in Licensed Insurance Producer jobs:
  • Developed marketing strategies to increase revenue from new customers while maintaining current policy holders.
  • Received 15-25 calls per day from Progressive policy holders to make changes to current auto, boat or motorcycle policy holders.
  • Call on policy holders to deliver and explain policy, to analyze insurance programs and suggest improvements.
  • Quote and complete closure of new policies and service requests for new and existing policy holders.
  • Maintained Agency's Facebook Page to recruit new clients and educate current policy holders.
  • Assisted policy holders and agents' clients in disaster recovery following 2005 hurricanes.
  • Created proposals and advised new and existing policy holders on insurance matters.
  • Maintained efficiency in policy holders' payment request to the finance department.
  • Assist policy holders over the phone with policy changes and billing inquiries.
  • Answered policy holders questions or concerns related to their insurance policy.
  • Solicit and inform potential policy holders through a variety of methods.
  • Assisted policy holders on setting up payment options and plans.
  • Educate policy holders on coverage.
  • Assisted and advised policy holders with their auto insurance by processing endorsements, payments and reviewing cancelled policies for potential reinstatement.
  • Sell and determine best alternatives to make sure Policy Holders are properly covered.
  • Educate policy holders on coverage.Solicit for new business through leads, and calls.
  • Process premium payments for all policy holders and Bind Insurance for legal purposes.

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21. Insurance Quotes

average Demand
Here's how Insurance Quotes is used in Licensed Insurance Producer jobs:
  • Provide insurance quotes for auto, home, renters, condominium, or life; work with leads or solicited prospects.
  • Compare insurance quotes with different companies to ensure customer receives the best quote based on their needs.
  • Provide auto, home, life and health insurance quotes for current and new customers.
  • Handled 20 to 25 inbound calls daily from Credit Union members requesting insurance quotes.
  • Customized insurance quotes to suit individual customers, often covering a variety of risks.
  • Create new business and round out established accounts with Insurance quotes when warranted.
  • Compiled information for insurance quotes and wrote policies.
  • Developed insurance quotes and made sales presentations.
  • Provide insurance quotes based on various factors.
  • Assist customers with their insurance quotes.
  • Completed weekly excel customer not seen reports to track car dealership sales compared to insurance quotes/sales.
  • Compiled information for insurance quotes and wrote policies Answered incoming phone lines.

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22. Insurance Plans

average Demand
Here's how Insurance Plans is used in Licensed Insurance Producer jobs:
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans in accordance to state guidelines.
  • Create and process various quotes for customers (supplemental insurance plans, life insurance, and disability income insurance).
  • Worked to meet the financial service needs of clients by helping to design insurance plans tailored to individual situations.
  • Assisted potential members in choosing insurance plans most suitable to their health needs.
  • Explain advantages and disadvantages of various policies and promote sales of insurance plans.
  • Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation

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23. Cold Calls

average Demand
Here's how Cold Calls is used in Licensed Insurance Producer jobs:
  • Prospected by cold calls and repeat follow up calls from cold calls, Developed relationships with customers.
  • Generated new client base growth through an average of 30 cold calls per day.
  • Developed leads of potential commercial contacts through cold calls and new business databases.
  • Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions.
  • Find and Qualify sales leads* Make cold calls on local business owners to educate and promote products* Employer / Employee presentations.
  • Direct sales to clients, telemarketing, offering clients the policies they need, cold calls, presentations, marketing.

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24. Payment Method

average Demand
Here's how Payment Method is used in Licensed Insurance Producer jobs:
  • Calculate premiums and process various payment methods.
  • Assess needs and provided coverage options Calculate premiums and established payment methods.
  • Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.
  • Calculated quotes and educated potential clients on insurance options and calculated premiums and established payment methods for sales.
  • Educate clients on our whole/term life policies*Making cold calls*Generating leads*Calculate premiums and establish payment method*Perform administrative task
  • Calculate premiums and establish payment method, explain advantages and disadvantages of different insurance products.

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25. Current Customers

average Demand
Here's how Current Customers is used in Licensed Insurance Producer jobs:
  • Engage with current customers to elucidate any questions or concerns about current or new polices.
  • Retained 2,000 current customers while increasing revenue by identifying and closing new customers.
  • Prescribed additional products to current customers based on need and benefit.
  • Service current customers in a prompt and professional manner.
  • Cross selling to current customers and/or new customers.
  • Surpassed customer and employer expectations while staying focused on closing new business and making sure current customers were always completely satisfied.

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26. Credit Card Transactions

average Demand
Here's how Credit Card Transactions is used in Licensed Insurance Producer jobs:
  • Conduct Customer Reviews Complete task assigned by Primary Agent Answer multi-line phone Handle cash and credit card transactions

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27. Outbound Calls

average Demand
Here's how Outbound Calls is used in Licensed Insurance Producer jobs:
  • Managed Inbound and Outbound calls for customer inquiries resulting in sales Recommended product based on customer needs and desires.
  • Handled inbound and outbound calls to prospect and sell insurance products to customers around Kansas City metro area.
  • Sourced new sales opportunities through inbound leads, follow-up, referrals, outbound calls, and emails.
  • Improved consultation and sales in high volume inbound / outbound calls within advanced call center environment.
  • Average of 45 outbound calls per day, resulting on average 50 new policies per month.
  • Maintained database for follow up on leads for inbound and outbound calls.

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28. Potential Customers

average Demand
Here's how Potential Customers is used in Licensed Insurance Producer jobs:
  • Explained highly technical health insurance concepts to potential customers and all stakeholders.
  • Licensed Insurance Producer* Interview potential customers and gather information for insurance.
  • Developed relationships with potential customers within school systems.
  • Develop lead lists, follow up by making calls to potential customers on a daily basis.
  • Generate new business by contacting potential customers by phone, mail, and email.
  • Provided potential customers with accurate knowledge regarding insurance coverage Responsible for accurate billing and insurance claims

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29. Bank Deposits

average Demand
Here's how Bank Deposits is used in Licensed Insurance Producer jobs:
  • Assisted agent with office tasks, process policy payments, daily bank deposits, and learned to write insurance policies.
  • Processed and supervised premium fund account including entry of daily premiums, bank deposits and reconciliation.
  • Order of office supplies, daily bank deposits, open and close of office.
  • Operated computer programs, scanner and other office equipment; daily bank deposits.
  • Maintained a cash drawer and completed daily bank deposits.
  • Collected insurance premiums, made daily bank deposits.
  • Research, Quote and write property and casualty policies Service Policies Collect & post payments/prepare daily bank deposits
  • prepared daily bank deposits, processed incoming and outgoing company mail, telephone reception - Trained employees perform all of the above

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30. Analyze Insurance Program

low Demand
Here's how Analyze Insurance Program is used in Licensed Insurance Producer jobs:
  • Call policyholders to deliver and explain policy, to analyze insurance program and suggest changes, or to change beneficiaries.
  • 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.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.
  • Deliver policies and analyze insurance program and suggest additions to ensure full coverage

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31. Financial Products

low Demand
Here's how Financial Products is used in Licensed Insurance Producer jobs:
  • Licensed as a Property and Casualty insurance producer for the leading provider of financial products and services for the military community.
  • Market available personal line and financial products, via mail, social media, E-mail, and social events.
  • Provide Life, Disability, Long Term Care, & Financial Products referrals to our Agency Financial Specialist
  • Provided clients with comprehensive knowledge of insurance and financial products.
  • Offer insurance and financial products to potential and current customers.
  • Represented a full line of insurance and financial products, serving as a trusted advisor to clientele.
  • Obtain Property and Casualty Insurance License Made sure customers were adequately protected Sold insurance and obtained leads for other financial products

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32. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Licensed Insurance Producer jobs:
  • Perform administrative tasks, such as maintaining records, handling policy renewals, processing payments, bank deposits, and customer service
  • Performed administrative tasks such as maintaining records, typing memos, customer service and handling policy renewals.
  • Perform all administrative tasks, such as maintaining records and handling policy renewals.
  • Assist with a variety of administrative tasks and data entry as needed
  • Called policyholders to notify of payments due, upcoming renewals and cancellations while performing administrative tasks such as maintaining record.
  • Perform administrative tasks, such as maintaining records and handling policy renewals and documenting ongoing conversations between clients

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33. Insurance Options

low Demand
Here's how Insurance Options is used in Licensed Insurance Producer jobs:
  • Use a customer focused, needs based review process to educate customers about insurance options.
  • Explained different insurance options, up-sold, cross-sold to meet customer's insurance needs.
  • Present customers with insurance options.
  • Present health and life insurance options to customers through pre-arranged appointments at client residence.
  • Provided existing and prospective clients insurance options that best suited their needs.
  • Used a customer-focused, needs-based review process to educate customers about insurance options.

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34. Business Owners

low Demand
Here's how Business Owners is used in Licensed Insurance Producer jobs:
  • Consult with business owners and associates on procedures to follow in case of injury regarding their business and workers compensation policies.
  • Acquired in depth knowledge of Insurance products offered and presenting product information to business owners for sales consideration to their employees.
  • Network to reach CEO's, business owners and HR managers to determine which voluntary benefit programs suit their employees needs.
  • Licensed to sell life and health insurance* Prospected and scheduled appointments with business owners who would benefit from Colonial Life products.
  • Communicated possible insurance risks and pointed out gaps in coverage to business owners.
  • Negotiate and close new business and coordinate meetings with business owners.
  • Licensed property & casualty insurance producer specializing in workers compensation insurance and assisting with business owners policies in 11 States.

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35. Customer Relationships

low Demand
Here's how Customer Relationships is used in Licensed Insurance Producer jobs:
  • Conducted IFR's to grow the book of business and build customer relationships.
  • Establish customer relationships with existing clients and new prospects.
  • Grow business by developing customer relationships and engaging in value-based conversations to provide a remarkable client experience.
  • Established new contacts and cultivated existing business and customer relationships in order to increase referral business.
  • Provide excellent customer service while building long-term customer relationships.
  • Develop excellent customer relationships to retain business.

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36. Scheduling Appointments

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

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37. New Policies

low Demand
Here's how New Policies is used in Licensed Insurance Producer jobs:
  • Produced new policies by strategically cross-selling to insure additional loss exposures for our clients.
  • Performed a variety of tasks, such as providing quotes and issue new policies.
  • Performed underwriting for new policies and endorsements on current ones.
  • Contacted current clients to renew policies on renewal date.
  • Write new Policies and maintain old Policies.
  • Quote and complete closure of new policies.
  • Work with clients to schedule appointments, make policy changes, write new policies and receive payments.
  • Exceeded goals of selling two multi-line policies per week and 20 new policies per month.

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38. Financial Situations

low Demand
Here's how Financial Situations is used in Licensed Insurance Producer jobs:
  • Customize insurance to suit individual needs, financial situations, and coverages by fact-finding and reviewing their current coverage.
  • Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determined extent of present coverage and investments.
  • Collaborate with clients and Senior Citizens to assess individual financial situations and develop strategic financial planning and health solutions.
  • Determine client's particular needs and financial situations by scheduling fact-finding appointments.
  • Determine potential clients' particular needs and financial situations and customize a coordinated protection plan.
  • Conduct client interviews to determine their specific requirements based on personal and financial situations.

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39. Customer Retention

low Demand
Here's how Customer Retention is used in Licensed Insurance Producer jobs:
  • Maintained customer retention and positive rapport.
  • Maintained customer retention by collaborating with a team of producers to manage customer issues and mitigate problem inquiries.
  • Perform customer retention by cross selling a variety of products; responsible for filing and office organization.
  • Apply knowledge to the best of my ability and above all ensure customer satisfaction for customer retention.
  • Identified and acted on cross-selling opportunities in order to increase household reach and improve customer retention.
  • Played a key role in increasing customer retention and satisfaction in team environment

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40. Present Coverage

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

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41. Particular Needs

low Demand
Here's how Particular Needs is used in Licensed Insurance Producer jobs:
  • 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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42. Customer Base

low Demand
Here's how Customer Base is used in Licensed Insurance Producer jobs:
  • Retained customer base through periodical phone and email consultations.
  • Marketed wide range of insurance products and services to a diverse customer base offering solutions catered to their specific needs.
  • Achieved sales objectives by working with current customer base as well as prospecting and developing new business.
  • Scheduled weekly meetings with current and prospective customers to grow customer base and build customer relationships.
  • Recommend additional products and services to customer based on results of thorough reviews and interviews.
  • Advised current and new customer base with decisions in relation to their insurance policies.
  • Retained 90% of customer base from former agency.
  • Process routine policy changes for our diverse customer base.
  • Licensed Agency Producer and business Marketing Coordinator selling all lines of insurance while developing effective marketing plans to grow customer base.

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43. Phone Solicitation

low Demand
Here's how Phone Solicitation is used in Licensed Insurance Producer jobs:
  • Approach potential clients by utilizing mailings and phone solicitation; making presentations to on the subject of financial well-being.
  • Approached potential clients by utilizing mailings and phone solicitation and making presentations to groups at company-sponsored gatherings.
  • Approach potential clients by utilizing mailings and phone solicitations and making presentations.
  • Approached potential clients by utilizing mailings, phone solicitation and company gatherings.
  • Approach potential clients by utilizing computer programs and phone solicitation.
  • Approached potential clients by utilizing phone solicitation.

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44. Policy Requirements

low Demand
Here's how Policy Requirements is used in Licensed Insurance Producer jobs:
  • Consulted with clients to assess needs and determine appropriate insurance products to meet customers' insurance policy requirements.
  • Worked one-on-one with clients to complete their policy requirements.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Service and initiate new and existing auto policies ensuring that policy requirements are fulfilled including completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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45. Underwriting Approval

low Demand
Here's how Underwriting Approval is used in Licensed Insurance Producer jobs:
  • Obtain underwriting approval, upon approval deliver policy planning future follow u visits and evaluation of needs.
  • Obtained underwriting approval by completing application for coverage.Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Obtain underwriting approval and complete coverage by delivering policy and planning future follow-up visits to evaluate needs.
  • Obtain underwriting approval by completing application for coverage, and developing as strong relationship with underwriters.
  • Gather client demographics and health history to complete application for underwriting approval.
  • Assist with completion of application and obtain underwriting approval for coverage.

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46. Bank Products

low Demand
Here's how Bank Products is used in Licensed Insurance Producer jobs:
  • Sell Property, Casualty, Life and Health insurance while also promoting Auto Loans and other Bank products.
  • Required extensive knowledge of all bank products and assisted customers through their financial decisions.
  • Educated potential clients on all insurance and bank products.
  • Develop leads and look for opportunities to sell life and health insurance as well as bank products.
  • Applied customers for loans and other bank products while following state, federal and company guidelines.
  • Developed effective scripts and flows for cross-selling insurance and bank products.

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47. Underwriting Guidelines

low Demand
Here's how Underwriting Guidelines is used in Licensed Insurance Producer jobs:
  • Developed familiarity with multiple product underwriting guidelines and requirements.
  • Performed preliminary home inspections per underwriting guidelines.
  • Produced new business through prospecting and cross-selling; utilizing current factors, underwriting guidelines, and products available.
  • Obtained all quoting information and made sure all field underwriting guidelines were met.
  • Maintained underwriting guidelines, minimum liability and coverage with the ability to comprehend and evaluate different insurance companies.
  • Developed, implemented and monitored underwriting guidelines for the agency.

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48. Financial Resources

low Demand
Here's how Financial Resources is used in Licensed Insurance Producer jobs:
  • Interview prospective clients to perform detailed needs analysis including the review of existing coverage and obtain necessary financial resources.
  • Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.
  • Assessed prospective clients by obtaining information about their financial resources and deficiencies.
  • Interview prospective clients to gather data about their financial resources, needs and physical condition of the client to be insured.
  • Interview prospective clients; identifying financial resources and needs to create customized insurance solutions covering a variety of risks within budget.
  • Identify prospective client s financial resources and needs, offer insurance policy recommendations, provide continuous customer service to client base.

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49. Appropriate Products

low Demand
Here's how Appropriate Products is used in Licensed Insurance Producer jobs:
  • Assess individual client needs and recommends appropriate products from company portfolio to meet or exceed client needs and expectations.
  • Developed leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Performed suitability analyses to ensure clients purchased financially appropriate products.
  • Scheduled appointments, identified customer needs, and marketed appropriate products and services to walk-in or over-the-phone customers.
  • Developed leads, scheduled appointments, identified customer needs, and marketed appropriate products and services.
  • Identify customer needs and market appropriate products and services.

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20 Most Common Skill for a Licensed Insurance Producer

Customer Service19.8%
Auto Insurance12.1%
Financial Services8.7%
New Clients8.4%
Life Insurance7.3%
Health Insurance Products4.9%
Medicare4%
Casualty Insurance3.9%

Typical Skill-Sets Required For A Licensed Insurance Producer

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
15.3%
15.3%
2
2
Auto Insurance
Auto Insurance
9.4%
9.4%
3
3
Financial Services
Financial Services
6.7%
6.7%
4
4
New Clients
New Clients
6.5%
6.5%
5
5
Life Insurance
Life Insurance
5.6%
5.6%
6
6
Health Insurance Products
Health Insurance Products
3.8%
3.8%
7
7
Medicare
Medicare
3.1%
3.1%
8
8
Casualty Insurance
Casualty Insurance
3%
3%
9
9
Insurance Companies
Insurance Companies
3%
3%
10
10
New Accounts
New Accounts
2.5%
2.5%
11
11
Insurance Sales
Insurance Sales
2.3%
2.3%
12
12
Sales Goals
Sales Goals
2.2%
2.2%
13
13
Personal Lines
Personal Lines
2.1%
2.1%
14
14
Policy Changes
Policy Changes
1.9%
1.9%
15
15
Phone Calls
Phone Calls
1.9%
1.9%
16
16
Allstate
Allstate
1.8%
1.8%
17
17
State Farm
State Farm
1.7%
1.7%
18
18
Client Relationships
Client Relationships
1.7%
1.7%
19
19
Data Entry
Data Entry
1.4%
1.4%
20
20
Policy Holders
Policy Holders
1.3%
1.3%
21
21
Insurance Quotes
Insurance Quotes
1.3%
1.3%
22
22
Insurance Plans
Insurance Plans
1.2%
1.2%
23
23
Cold Calls
Cold Calls
1.2%
1.2%
24
24
Payment Method
Payment Method
1.1%
1.1%
25
25
Current Customers
Current Customers
1%
1%
26
26
Credit Card Transactions
Credit Card Transactions
1%
1%
27
27
Outbound Calls
Outbound Calls
1%
1%
28
28
Potential Customers
Potential Customers
0.9%
0.9%
29
29
Bank Deposits
Bank Deposits
0.9%
0.9%
30
30
Analyze Insurance Program
Analyze Insurance Program
0.8%
0.8%
31
31
Financial Products
Financial Products
0.8%
0.8%
32
32
Administrative Tasks
Administrative Tasks
0.8%
0.8%
33
33
Insurance Options
Insurance Options
0.8%
0.8%
34
34
Business Owners
Business Owners
0.7%
0.7%
35
35
Customer Relationships
Customer Relationships
0.7%
0.7%
36
36
Scheduling Appointments
Scheduling Appointments
0.7%
0.7%
37
37
New Policies
New Policies
0.7%
0.7%
38
38
Financial Situations
Financial Situations
0.7%
0.7%
39
39
Customer Retention
Customer Retention
0.7%
0.7%
40
40
Present Coverage
Present Coverage
0.6%
0.6%
41
41
Particular Needs
Particular Needs
0.6%
0.6%
42
42
Customer Base
Customer Base
0.6%
0.6%
43
43
Phone Solicitation
Phone Solicitation
0.6%
0.6%
44
44
Policy Requirements
Policy Requirements
0.6%
0.6%
45
45
Underwriting Approval
Underwriting Approval
0.6%
0.6%
46
46
Bank Products
Bank Products
0.6%
0.6%
47
47
Underwriting Guidelines
Underwriting Guidelines
0.6%
0.6%
48
48
Financial Resources
Financial Resources
0.5%
0.5%
49
49
Appropriate Products
Appropriate Products
0.5%
0.5%

13,303 Licensed Insurance Producer Jobs

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