Top Licensed Sales Producer Skills

Below we've compiled a list of the most important skills for a Licensed Sales Producer. We ranked the top skills based on the percentage of Licensed Sales Producer resumes they appeared on. For example, 18.4% of Licensed Sales Producer resumes contained Customer Service as a skill. Let's find out what skills a Licensed Sales Producer actually needs in order to be successful in the workplace.

The six most common skills found on Licensed Sales 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 Sales Producer jobs:
  • Delivered attentive and excellent customer service to concerned customers, while capitalizing on cross-sell opportunities.
  • Provided attentive and excellent customer service to concerned customers, while growing referral networks.
  • Communicated with mortgage and lending bankers and processors to deliver superior customer service.
  • Developed relationships with customers and provided customer service on a daily basis.
  • Worked initially as Customer Service Representative while securing NYS Insurance Agent License.
  • Established good relationship with new customers by providing excellent customer service.
  • Provide expertise customer service to existing and prospecting customers.
  • Provide exceptional customer service to current and potential customers.
  • Provided quality customer service and support to customers.
  • Answered customer service questions regarding billing and coverage.
  • Train incoming Producers and Customer Service Representatives.
  • Executed Top-of-the-Line Customer Service and Client Management.
  • Provide excellent customer service and build relationships.
  • Retained existing clientele through customer service practices.
  • Earned recognition for exceptional customer service.
  • Handled customer service transactions via telephone.
  • Sell P&C, endorsements, customer service, Sell about 15000 in new business, and increase bundling percentage.
  • Oversee daily operations encouraging all employees to continuously practice high standards of customer service to meet or exceed sales goals.
  • Build rapport with each customer and provide excellent customer service Skills Used Computer, phone, typing, people skills.
  • Assist customer service with tasks like completing endorsements, billing and answering questions and offering advice about insurance products.

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2. Allstate

high Demand
Here's how Allstate is used in Licensed Sales Producer jobs:
  • Access the marketing site for Allstate and produce meaningful and effective material that has driven sales directly to our bottom line.
  • Managed Office for start up agency, developed office procedures per Allstate guidelines, and sales forms tailored to Agency goals.
  • Managed office, produced sales, marketed and prospected all lines of Property and Casualty Insurance offered by Allstate Insurance Company.
  • Worked closely with a scratch-agent, assisting in the outset and growth of an Allstate Insurance book of personal business.
  • Meet daily with the Agency owner to maintain retention and growth in property and casualty lines of business for Allstate.
  • Provide timely quotes for Allstate Insurance Agency that underwrites property and casualty insurance programs to licensed agents in Rhode Island.
  • Assisted agency to get top scores in Client Satisfaction and reaching Allstate Year End Bonus for production in 2014.
  • Experienced with current binding authority for Allstate in Property, Casualty, Life, Health, and Commercial Products
  • Worked with the sales staff and financial representatives to verify insurance coverage for customers and quote Allstate insurance.
  • General duties included generating quotes, cross-selling existing customers with other Allstate products and reviewing and updating policies.
  • Develop and maintain relationships with Allstate Insurance partners to maximize sales opportunities and achieve the highest sales standards.
  • Appointed with Allstate insurance, licensed in Property and Casualty and in the process of being Life licensed.
  • Develop leads, schedule appointments and market an entire of suite of products by Allstate Insurance Company.
  • Sell and market Allstate Insurance within my community via business relationships as well as through telemarketing campaigns.
  • Interacted with clients regarding new and existing insurance policies and claims through Allstate and affiliate companies.
  • Assist current Allstate clients with support if a loss has occurred in the client s household.
  • Invited to serve, speak and educate for Allstate's Forum panel in Property and Casualty.
  • Promote all Allstate products to customers in person, over the phone, or in writing
  • Enter information into the Allstate application and submit client s claims to the central office.
  • Service existing clients as well as walk-ins and or other Allstate clients if necessary.

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3. New Clients

high Demand
Here's how New Clients is used in Licensed Sales Producer jobs:
  • Created extensive relationships with new clients to analyze and pinpoint property and casualty, life and retirement planning needs.
  • Seek out new clients, obtain data about their financial resources and needs, and discuss current coverage.
  • Prospected for new clients using: telemarketing, cold calling, and email marketing.
  • Obtained new clients and prospects through telemarketing, networking, and cold calling.
  • Cross sell to current clients; quote new clients; marketing projects.
  • Serviced existing clients and new clients, banking duties
  • Identified new clients through networking and cold-calling.
  • Market insurance products to new clients New sales and additional sales to existing customers.
  • Created new ideas to help obtain new clients.

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4. Financial Products

high Demand
Here's how Financial Products is used in Licensed Sales Producer jobs:
  • Cross sold other lines of business such as life and financial products.
  • Introduce and sell the idea of financial products.
  • Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services
  • Developed and maintained relationships with a focus on protecting families and businesses with various financial products.
  • Marketed various financial products and services to small businesses and professionals
  • Determined specific insurance/financial products based on customer needs analysis.

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5. Sales Goals

high Demand
Here's how Sales Goals is used in Licensed Sales Producer jobs:
  • Worked with my employer and other staff member regarding sales goals and marketing ideas.
  • Assist in planning, measuring and implementation of sales goals for the office.
  • Meet sales goals and expectations based on weekly, quarterly and yearly scales.
  • Supervised interns and telemarketers, and created methods to meet monthly sales goals.
  • Exceed all sales goals and monitor on a quarterly basis.
  • Achieved or surpassed sales goals ten out of twelve months.
  • Set daily goals to meet and exceed sales goals.
  • Meet or exceed sales goals and expectations
  • Meet new business sales goals.
  • Meet sales goals and work as a team.
  • Regularlyexceeded agency sales goals and met all bonus opportunities.
  • Meet and exceed projected sales goals each quarter* Volunteered as Assistant to Activity Director at Hendersonville Health and Rehabilitation.

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6. Life Insurance

high Demand
Here's how Life Insurance is used in Licensed Sales Producer jobs:
  • Develop new Life insurance opportunities.
  • Educate potential clients and sell them Home, Auto, Renters, Boat, Umbrella, Motorcycle, and Life Insurance.
  • Sell new and existing customers Auto, Home, Umbrella, Commercial Auto, Business General Liability, and Life insurance.
  • Licensed sales producer challenged with selling and servicing insurance products that included auto, home, renters and life insurance.
  • Led the growth of auto, property and life insurance product line by motivating the team with incentives.
  • Refer Life insurance, Disability, and 401k Rollover benefits over to a Financial Adviser.
  • Maintain a strong sales record in property, casualty, and life insurance.
  • Educate current clients about life insurance and schedule appointments for financial products.
  • Obtained licenses in accident & health, life insurance and property casualty.
  • Licensed to sell Property & Casualty and Life Insurance products.
  • Created new revenue streams through up-selling and selling life insurance.
  • Quote and sell Property and casualty insurance and life insurance.
  • Meet monthly goals for policies sold and life insurance leads.
  • Recognized for drive in bringing in Life Insurance clients.
  • Worked directly with prospects and clients, assessing their personal property and life insurance needs (i.e.
  • Developed life insurance and commercial insurance leads to meet monthly sales targets.
  • Worked closely with financial advisor to prospect for life insurance leads.

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7. Insurance Companies

high Demand
Here's how Insurance Companies is used in Licensed Sales Producer jobs:
  • Worked with various insurance companies and determined the best company based upon customer's needs.
  • Sell various types of insurance policies to individuals and businesses on behalf of insurance companies.
  • Collaborate with insurance companies, wholesale houses, underwriters and service representatives to maintain effective rapport and ensure applications meet guidelines.
  • Liaised with various insurance companies on behalf of patients suffering from serious medical ailments to verify coverage for specialty medications.
  • Certified insurance service representative experienced in offering contracts for insurance for over forty (40) different insurance companies.
  • Acquired new business customers and serviced current policyholders for A+ rated international insurance companies State Farm and Combined Insurance.

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8. New Accounts

high Demand
Here's how New Accounts is used in Licensed Sales Producer jobs:
  • Make calls to establish new accounts and also try to pivot to other products and services when fielding incoming calls.
  • Rated and booked home and auto insurance policies; averaged 16 new accounts per month.
  • Produced new accounts and handled retention of existing accounts.
  • Solicited and produce new accounts while maintaining existing accounts.
  • Sell life insurance and open new accounts.
  • Rent equipment to customers*Run/manage inactive customer reports*Open new accounts*Manage profit after depreciation & expenses*Equipment manager*Monitor equipment PM s and inspections

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9. Phone Calls

high Demand
Here's how Phone Calls is used in Licensed Sales Producer jobs:
  • Answer incoming phone calls to assist with servicing accounts, filing claims, writing new business, and retaining customers.
  • Assisted with policy changes from current members through various channels, including inbound phone calls, emails, and faxes.
  • Make courtesy telephone calls to customers concerning payments, increases in policy premiums, and insurance needs.
  • Managed incoming phone calls to service existing and prospective client accounts and address questions and concerns.
  • Prospected and retained customers through use of marketing materials and methods, and phone calls.
  • Established and exceeded office sales goals through outbound phone calls with prospective and current clients.
  • Respond in a prompt, professional manner to all incoming phone calls and emails.
  • Make outbound phone calls, take incoming warm leads and close the deal.
  • Field phone calls for the office and efficiently manage multiple tasks simultaneously.
  • Make phone calls to potential clients manually and with an automated caller.
  • Maintained client relationships with follow up phone calls.
  • Top twenty in telephone calls taken2.
  • Receive incoming and outgoing phone calls.
  • Completed all daily tasks from filing to telephone calls in a timely manner.
  • Welcomed/Greeted walk-in customers Managed payments and billing distribution Coordinated incoming phone calls Organized/Updated changes to any existing policies

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10. Policy Reviews

high Demand
Here's how Policy Reviews is used in Licensed Sales Producer jobs:
  • Prospect and generate new business through leads and referrals as well as verify coverage and conduct policy reviews.
  • Achieved 75% average policy bundling increase through successful completion of client policy reviews.
  • Seek opportunities daily to evaluate needs of current insureds through annual policy reviews.
  • Conducted policy reviews, updating policies as well as cross-selling existing clients.
  • Conduct annual policy reviews and evaluations of future insurance needs.
  • Conducted annual policy reviews to manage client's growing needs.
  • Conducted needs based policy reviews and updated policies.
  • Completed policy reviews to build client retention.
  • Conduct policy reviews & update policies.
  • Generate quotes * Conduct policy reviews, update policies, process payments and report claims.

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11. Current Customers

high Demand
Here's how Current Customers is used in Licensed Sales Producer jobs:
  • Reviewed new and current customers policies in all lines of business and referred within the company.
  • Prospect with current customers and generate new business through networking, leads, & referrals.
  • Review policies of current customers and help them make sure they have adequate coverage.
  • Work with leads and current customers, review and service existing customers.
  • Make warm calls to current customers for comparison savings and cross selling.
  • Serviced current customers and new customer s accounts.
  • Call current customers to cross-sell any insurance products.
  • Process changes to policies for current customers, ensure that all appropriate coverages are explained to customer.
  • Hold weekly meetings with sales team Conduct insurance reviews with current customers Devise marketing strategies for our agency.

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12. Credit Card Transactions

high Demand
Here's how Credit Card Transactions is used in Licensed Sales Producer jobs:
  • Processed cash deposits and credit card transactions efficiently.
  • Processed credit card transactions quickly and accurately.
  • Key responsibilities: - Sold tickets and maintained related ticket sales paperwork including cash and credit card transactions.
  • Operated a cash register receiving deposits, handling cash, checks and executing credit card transactions.
  • Completed rental contracts, collected cash payments, verified checks and authorized credit card transactions.
  • Processed cash, check and credit card transactions, deposits, and balanced cash drawer.

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13. Personal Lines

high Demand
Here's how Personal Lines is used in Licensed Sales Producer jobs:
  • Sell and retain personal lines of insurance including auto, home, life, health and commercial.
  • Provide insurance rate reviews for all personal lines and commercial lines through extensive outbound calling.
  • Prospected and acquired new personal lines business using fact finding and needs analysis.
  • Licensed by New York State to sell and produce personal lines insurance policies.
  • Trained in providing quotes and binding policies in all personal lines of insurance.
  • Sell personal lines of insurance such as auto, home, and life.
  • Obtained state mandated personal lines of insurance license.
  • Managed and retained personal lines book of business.
  • Quoted and sold personal lines insurance products.
  • Licensed Sales Producer for Personal lines policies.

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14. Policy Changes

high Demand
Here's how Policy Changes is used in Licensed Sales Producer jobs:
  • Provide quotes and carry out policy changes for auto, home, and excess liability coverage's, and binding authority.
  • Managed existing accounts by making policy changes, reviewing renewals, taking payments, and helping clients file claims.
  • Served as liaison and advocate for customers during times of company and/or policy changes and ensured customer satisfaction.
  • Answer calls to assist multiple customers with billing and coverage questions as well as implement policy changes.
  • Manage and maintain policy changes as well as review and resolve billing inquiries for high end clients.
  • Transacted policy changes for clients, processed payments and answered customer inquiries.
  • Answer insurance related questions including billing, coverage, and policy changes.
  • Processed work order requests and customer policy changes.
  • Handled information regarding policy changes from clients.
  • Processed payments and policy changes.
  • Report policy changes and company conditions affecting customer satisfaction Conduct annual reviews of existing policies and update information accordingly.
  • Process endorsements/policy changes Knowledge of Alstar, Gateway, EPIC, AMS 360,Outlook, Microsoft Word and Internet Explorer.
  • Serviced existing customers by reviewing policies, explaining coverages, and addressing policy changes and concerns.
  • Generate sales Service new and existing customers build business referral relationships process policy changes Other administrative duties assigned by Agency owner/company

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15. Insurance Sales

average Demand
Here's how Insurance Sales is used in Licensed Sales Producer jobs:
  • Licensed by the state of Texas Automotive and Fire Insurance sales (TX Property and Casualty Insurance License Number 2006684).
  • Concentrated on personal and commercial insurance sales (auto, home, renters, business, financial, and life).
  • Licensed to sell Property and Casualty Insurance in Minnesota -Observed and assisted with insurance sales in an Allstate office.
  • Licensed insurance sales producer responsible for sales and service of all property & casualty lines.
  • Experience in insurance sales, Monthly goals, Commission based.
  • Tracked insurance sales details via a spreadsheet.
  • Licensed Insurance Sales Professional As a licensed insurance professional, I am able to deliver vital customer service and sales experience.

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16. Motorcycle

average Demand
Here's how Motorcycle is used in Licensed Sales Producer jobs:
  • Processed application on auto, homes, workers comp, trailer, motorcycle, commercial policies.
  • Sell auto, home, boat, motorcycle and other specialty lines insurance.
  • Sell various types of insurance policies including automobile, homeowners, landlords,renters, motorcycle, and life.
  • Quote and sell home, mobile home, renters, auto, and motorcycle policies.
  • Write new insurance policies (motorcycle, auto, homeowners, etc).

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17. Customer Relationships

average Demand
Here's how Customer Relationships is used in Licensed Sales Producer jobs:
  • Excelled in building customer relationships.
  • Build and develop customer relationships within the community to promote Allstate products including auto, home, and life insurance.
  • Drive customer retention, deepen and expand customer relationships, create value, up-sell and obtain referrals.
  • Provide complete customer satisfaction using personalized services, which results in building long-term customer relationships, referrals, and repeat business.
  • Strengthened my customer relationships and satisfied complaints by listening attentively to customer's requirements to ensure their demands were fulfilled.
  • Developed strong working relationship with Xerox Corporation Managers and created customer relationships that improved market share and customer satisfaction.

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18. Customer Retention

average Demand
Here's how Customer Retention is used in Licensed Sales Producer jobs:
  • Streamlined process for customer retention which resulted in 16% more retention compared to prior year
  • Work with agent to establish sales goals, marketing strategies, and customer retention.
  • Build relationships to earn loyal customer retention.
  • Help build a customer retention program semi-annually with appointments or over the phone transactions.
  • Complete coverage by delivering policy Customer retention & Follow ups Meet monthly sales goals Close out register & make deposits
  • Managed customer retention and marketing to existing customers.

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19. Insurance Quotes

average Demand
Here's how Insurance Quotes is used in Licensed Sales Producer jobs:
  • Handled all inbound new-business insurance quotes, generated new-business referrals, and cold-called potential new-business prospects.
  • Interview customers and process insurance quotes, for auto and homeowner insurance based on the guidelines provided by the insurance company.
  • Prepared insurance quotes and sold policies for personal and commercial lines, personalized to meet each prospects unique individual needs.
  • Develop and write insurance quotes, makes sales presentations, and closes sales for property and casualty policies.
  • Prepared life, auto and homeowners insurance quotes over the phone and in person.
  • Help customers over the phone with insurance quotes or with their current policies.
  • Offer auto Insurance quotes, bind auto insurance coverage.
  • Provide insurance quotes to qualified leads.
  • Provide car and homeowners insurance quotes.

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20. Data Entry

average Demand
Here's how Data Entry is used in Licensed Sales Producer jobs:
  • General Office Duties, Emails and Data Entry,.
  • Completed rigorous licensing and training program in insurance concepts, customer service, high quality data entry to management information system.
  • Process insurance policies-Produce needs analysis to coordinate with clients lifestyle-Contact future clients/Setup appointments -Data entry-Process paperwork for underwriting
  • Handled daily deposits Prepared and electronically filed tax returns Prepared outgoing mail Heavy data entry
  • Utilized proprietary software with proficient data entry skills, including departmental newsletters.
  • Audited data entry to verify applications were entered accurately.

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21. Potential Customers

average Demand
Here's how Potential Customers is used in Licensed Sales Producer jobs:
  • Sell Property and Casualty insurance to potential customers as well as assist current customers with questions about their insurance policies.
  • Developed local marketing strategies and campaigns to seek out new and potential customers through various events.
  • Managed several cold calling campaigns that included both door knocking and phone calls to potential customers.
  • Prospect for potential customers and reach out to current customers to maintain strong relationships with customers.
  • Prospect and contact potential customers and work with them on their individual insurance needs.
  • Focus on sales and direct contact with current and potential customers.
  • Meet with potential customers to obtain information about their insurance needs.
  • Committed to building and maintaining good rapport with potential customers.
  • Manage a large pipeline of leads and potential customers.
  • Make outbound sales calls to potential customers.
  • Service current customers with active policies, quote potential customers on home and auto insurances, prospecting new business
  • Attend various networking events to expand business Cold Calling potential customers to promote insurance of goods and services.

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22. Client Relationships

average Demand
Here's how Client Relationships is used in Licensed Sales Producer jobs:
  • Establish and maintain new and/or existing client relationships through on-site company events.
  • Manage client relationships, and facilitate quotes and binding for all policies.
  • Establish client relationships and follow-up with customers as needed.
  • Developed and expanded client relationships through regular contact and recommendations resulting in achievement of production and profitability goals.
  • Generated periodic group presentations, conducted applicant screening of field health underwriting, and expanded client relationships.
  • Maintained client relationships and provided metrics to support upgrading advertising coverage in order to increase online presence.

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23. Outbound Calls

average Demand
Here's how Outbound Calls is used in Licensed Sales Producer jobs:
  • Make outbound calls through internet and referral leads to build book of business.
  • Perform an average of 400-450 outbound calls per week to prospect for customers.
  • Focused energy into making 100 outbound calls and emails per day.
  • Processed inbound/outbound calls to schedule appointments with existing and new customers.
  • Take inbound calls and make outbound calls to potential customers.
  • Provided rate quotes for customers via inbound and outbound calls.

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24. Cold Calls

average Demand
Here's how Cold Calls is used in Licensed Sales Producer jobs:
  • Started as Telemarketer with experience in cold calls to local community.
  • Make daily cold calls to prospect new leads.
  • Prospected and conducted cold calls to potential clients, evaluated individual needs and proposed customized solutions.
  • Developed and increased professional approach when performing cold calls.
  • 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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25. Bank Deposits

average Demand
Here's how Bank Deposits is used in Licensed Sales Producer jobs:
  • Maintained daily office processes, opening, closing, and 2007 bank deposits.
  • Collected premium and processed payments through both, management system and bank deposits.
  • Entrusted with handling customer payments and making daily bank deposits.
  • Answer phone calls, take payments, make bank deposits.
  • Processed payments & prepared bank deposits for agency.
  • Execute daily operations of all office functions (answering phones, filing, daily bank deposits).
  • Serviced existing accounts,processed and balanced daily cash counts and bank deposits.

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26. Payment Method

average Demand
Here's how Payment Method is used in Licensed Sales Producer jobs:
  • Called prospects/clients to offer products, calculated premiums, refunds and arranged payment methods.
  • Calculated premiums accurately and efficiently, & established a payment method for the customer.
  • Calculate client s premiums and help establish a payment method.
  • Helped customers choose the right insurance (auto or home) coverage Calculated premiums and established payment method
  • Calculated p remium established payment methods for sales.
  • Calculated premiums and established payment methods for sales while consulting customers on their options for different property/casualty products.

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27. Policy Holders

average Demand
Here's how Policy Holders is used in Licensed Sales Producer jobs:
  • Executed and delivered customer service and agency support to existing policy holders.
  • Provide exceptional customer service too all current policy holders and potential customers.
  • Expedited endorsements for policy holders and resolved customer complaints.
  • Communicate with third party companies such as lending institutions, Department of Motor Vehicle and FEMA on behalf of policy holders.
  • Handled agency's funds and was responsible for the daily balancing of checks and cash received from our policy holders.
  • Handle any question or concerns policy holders may have with regard to their insurance while providing world-class customer service.
  • Advised policy holders in selecting the optimal policy limits and deductible limits to meet their needs and budget.
  • Assisted policy holders settle insurance claims.
  • Interviewed prospective clients to obtain data about their financial resources and needs Telephoned policy holders to deliver and explain policy.

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28. Prospective Customers

average Demand
Here's how Prospective Customers is used in Licensed Sales Producer jobs:
  • Developed a follow-up system for leads, which rendered an average 80-house touch per week for prospective customers.
  • Recognized prospective customers using lead generating methods and made at least of 60 cold calls per day.
  • Explain, compare/evaluations of different PDP plans available to prospective customers.
  • Persuaded prospective customers to switch insurance company's.
  • Used establish lead methods for prospective customers.
  • Set appointments and meeting with prospective customers.
  • Perform outbound calls to prospective customers.
  • Provide insurance quotes to existing and prospective customers Service client accounts concerning home, auto, and recreational vehicle insurance.

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29. New Policies

average Demand
Here's how New Policies is used in Licensed Sales Producer jobs:
  • Sell new policies to supplement Agent's existing book of business with new clients through leads and existing policies
  • Created and implemented marketing strategies which generated an average of 35 new policies per month.
  • Assisted with policy changes, claims, writing new policies, and met monthly sales quotas
  • Gather, review and process documents that support new policies.
  • Achieved sales quota of 20 new policies a month.
  • Handle New Policies Over the phone.
  • Date Service Existing Clients Writing New Policies Helping assist with Claims Process

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30. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Licensed Sales Producer jobs:
  • Perform administrative tasks, such as maintaining records and handling policy renewals, endorsement changes, accepting payments in various forms.
  • Experience training new hires in sales, customer service, policies, procedures and administrative tasks.
  • Perform administrative tasks, such as maintaining records and handling policy renewals and documenting ongoing conversations between clients
  • Perform administrative tasks such as maintaining records, making any necessary policy changes and managing agency producers.
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
  • Performed administrative tasks such as maintaining records, managing renewals and collecting payments.

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31. Customer Base

low Demand
Here's how Customer Base is used in Licensed Sales Producer jobs:
  • Generate new sales and build customer base Provide excellent customer service Handle bank reconciliation and bank deposits Process client claims
  • Conduct daily cold-calling campaigns in order to expand the customer base.
  • Established a very loyal customer base.
  • Interact daily with agency customer base.
  • Developed customer base for commercial/industrial electricity deregulation.
  • Focus on contacting old customer base in our operating region to re-establish business relationships regarding their telecommunications needs & requirements.

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32. Health Care

low Demand
Here's how Health Care is used in Licensed Sales Producer jobs:
  • Licensed Health Care producer in 22 states with CMS (Centers for Medicare and Medicaid).
  • Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired health care.
  • Provide Financial and personal consultation regarding one-on-one health care enrollment options.
  • Provided Health Care data to subscribers and providers requesting information.
  • Licensed insurance agent/producer- Telesales agent for United Health Care.
  • Managed and grew accounts in the areas of property, casualty, health care, life insurance, long term care.

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33. Scheduling Appointments

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

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34. Customer Accounts

low Demand
Here's how Customer Accounts is used in Licensed Sales Producer jobs:
  • Provided service to customer accounts selling new business & maintaining existing business.
  • Manage incoming calls and e-mails regarding customer accounts, billing, and coverage while educating clients about products and available services.
  • Manage the agency in Hickory, NC, produce sales and quotes, managing policies and customer accounts.
  • Managed customer accounts and resolved billing issues.
  • Manage and service current customer accounts.
  • Serviced customer accounts and performed annual policy assessments to assure all policyholders maintained adequate coverage to suit their needs.
  • Answer Phones - Manage customer accounts including payment, policy changes - Operation of computer systems (Microsoft Word and Excel)

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35. Insurance Policy Options

low Demand
Here's how Insurance Policy Options is used in Licensed Sales Producer jobs:
  • Presented and explained insurance policy options based upon prospective client needs and goals.
  • Scheduled appointments to present insurance policy options.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Explained insurance policy options based upon prospective clients needs and goals with exceptional customer service.
  • Presented and clearly explained insurance policy options and supplied clients with the best coverage available.
  • Presented and explained insurance policy options based on the needs and goals of potential customers.

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36. Appropriate Products

low Demand
Here's how Appropriate Products is used in Licensed Sales Producer jobs:
  • 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.
  • Return for second visit to market appropriate products that fit the need.
  • Analyze customers' financial need and propose the appropriate products & services.

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37. Product Knowledge

low Demand
Here's how Product Knowledge is used in Licensed Sales Producer jobs:
  • Provided mentor-ship to many of the new agents, based on my prior performance thorough industry product knowledge and experience.
  • Attend periodic training seminars to achieve the highest level of product knowledge.
  • Generate sales and product knowledge to current and potential clients.
  • Gained excellent understanding of Allstate product knowledge and sales processes.
  • Provided training on product knowledge and policy binding.
  • Demonstrated keen product knowledge of offerings and understanding of all business requirements for safe, profitable, and regulatory compliant operations.

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38. Individual Customers

low Demand
Here's how Individual Customers is used in Licensed Sales Producer jobs:
  • Customized insurance policies to truly suit individual customers, covering a variation of risks.
  • Established a successful book of business which included over 200 additional small businesses and individual customers.
  • Explain advantages/disadvantages of various policies to promote sales-Develop and reconcile accidents or losses to determine fault-Customize insurance programs to suit individual customers
  • Customized insurance programs to suit individual customers, also performed underwriting within the state provided guidelines
  • Ensured each individual at the location received customize insurance programs to suit individual customers.
  • Customize insurance programs to suit individual customers, often covering final expenses.

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39. Insurance Plans

low Demand
Here's how Insurance Plans is used in Licensed Sales Producer jobs:
  • Customized insurance plans to fit each client's needs.
  • Maintain knowledge on all underwriting and rating insurance plans.
  • Educated clients on specific life insurance plans and coverage, scheduled and conducted meetings with prospective customers and completed requisite documentation
  • Created insurance plans to meet individual needs of customers by analyzing and interpreting individual risk levels.
  • Worked as independent contractor marketing individual health insurance plans throughout Southeast Michigan on 100% commission
  • Performed administrative duties, reviewed policy invoices, verified insurance plans and completed data- entry.

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40. Analyze Insurance Program

low Demand
Here's how Analyze Insurance Program is used in Licensed Sales Producer jobs:
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.
  • Customize insurance programs and consistently review and analyze insurance programs to provide clients with guidance regarding modifications to selected policies.
  • 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
  • Call policyholders to analyze insurance program and suggest additional changes and upgrades.

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41. Sales Presentations

low Demand
Here's how Sales Presentations is used in Licensed Sales Producer jobs:
  • Created and delivered sales presentations to prospective businesses.
  • Develop new sales opportunities, makes sales presentations, and close sales.
  • Developed quotes, made sales presentations, and closed sales.
  • Delivered informational sales presentations to potential clients and assisted throughout completion of application process while strengthening relationship with client.
  • Collaborated with product development to develop marketing materials for use in client meetings and sales presentations.
  • Solicited area businesses for supplemental insurance for their employees by presenting engaging and informative sales presentations.

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42. Identify Customer

low Demand
Here's how Identify Customer is used in Licensed Sales Producer jobs:
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

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43. Educate Customers

low Demand
Here's how Educate Customers is used in Licensed Sales Producer jobs:
  • Assist customers with payments, file claims, and educate customers on all lines of insurance.
  • Educate customers on self-serve options and the completion of appropriate forms.
  • Educate customers to ensure they fully understand insurance products.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.

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44. Underwriting Guidelines

low Demand
Here's how Underwriting Guidelines is used in Licensed Sales Producer jobs:
  • Showed Knowledge of underwriting guidelines and procedures.
  • Worked within underwriting guidelines to establish whether coverage would be offered on a reinstatement or new application we had received.
  • Followed underwriting guidelines and collaborated with Underwriters to better serve the customer and the business.
  • Recommend coverage and policies to fit their needs as they qualify per underwriting guidelines
  • Verify policies meet underwriting guidelines, prior to issuing.
  • Learned computer system, underwriting guidelines and processes.
  • Educate clients on rules and regulations of one's policy, coverages and company underwriting guidelines.

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45. Financial Resources

low Demand
Here's how Financial Resources is used in Licensed Sales 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.
  • Interviewed prospective policyholders to obtain data about their financial resources and physical condition of property to be insured.
  • 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.

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46. Total Commitment

low Demand
Here's how Total Commitment is used in Licensed Sales Producer jobs:
  • Maintain a strong work ethic with a total commitment to success each day.

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47. Personal Umbrella

low Demand
Here's how Personal Umbrella is used in Licensed Sales Producer jobs:
  • Solicit and sell personal lines Property & Casualty insurance including: Auto, Homeowners, Personal Umbrella, Motorcycle, etc.
  • Sell auto, renters, condo, personal umbrella insurance.
  • Evaluated new insurance risks through application quotes for Auto, Home, Life, Personal Umbrella policies, etc.

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48. Current Book

low Demand
Here's how Current Book is used in Licensed Sales Producer jobs:
  • Managed 2 personnel and to grow current book of business from $120K to over $240K.
  • Cross selling to current book of business, working with internet leads, using web sites to develop leads.

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49. Prospective Sales

low Demand
Here's how Prospective Sales is used in Licensed Sales Producer jobs:
  • Prepare quotes and perform closing of all prospective sales leads.

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20 Most Common Skill for a Licensed Sales Producer

Customer Service24.2%
Allstate11.6%
New Clients8%
Financial Products6.7%
Sales Goals5.3%
Life Insurance4.7%
Insurance Companies4.2%
New Accounts4%

Typical Skill-Sets Required For A Licensed Sales Producer

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
18.4%
18.4%
2
2
Allstate
Allstate
8.8%
8.8%
3
3
New Clients
New Clients
6.1%
6.1%
4
4
Financial Products
Financial Products
5.1%
5.1%
5
5
Sales Goals
Sales Goals
4%
4%
6
6
Life Insurance
Life Insurance
3.6%
3.6%
7
7
Insurance Companies
Insurance Companies
3.2%
3.2%
8
8
New Accounts
New Accounts
3%
3%
9
9
Phone Calls
Phone Calls
2.5%
2.5%
10
10
Policy Reviews
Policy Reviews
2.4%
2.4%
11
11
Current Customers
Current Customers
2.4%
2.4%
12
12
Credit Card Transactions
Credit Card Transactions
2.2%
2.2%
13
13
Personal Lines
Personal Lines
2.1%
2.1%
14
14
Policy Changes
Policy Changes
2%
2%
15
15
Insurance Sales
Insurance Sales
1.9%
1.9%
16
16
Motorcycle
Motorcycle
1.7%
1.7%
17
17
Customer Relationships
Customer Relationships
1.7%
1.7%
18
18
Customer Retention
Customer Retention
1.7%
1.7%
19
19
Insurance Quotes
Insurance Quotes
1.6%
1.6%
20
20
Data Entry
Data Entry
1.5%
1.5%
21
21
Potential Customers
Potential Customers
1.3%
1.3%
22
22
Client Relationships
Client Relationships
1.2%
1.2%
23
23
Outbound Calls
Outbound Calls
1.2%
1.2%
24
24
Cold Calls
Cold Calls
1.1%
1.1%
25
25
Bank Deposits
Bank Deposits
1.1%
1.1%
26
26
Payment Method
Payment Method
1%
1%
27
27
Policy Holders
Policy Holders
1%
1%
28
28
Prospective Customers
Prospective Customers
1%
1%
29
29
New Policies
New Policies
1%
1%
30
30
Administrative Tasks
Administrative Tasks
1%
1%
31
31
Customer Base
Customer Base
0.9%
0.9%
32
32
Health Care
Health Care
0.9%
0.9%
33
33
Scheduling Appointments
Scheduling Appointments
0.8%
0.8%
34
34
Customer Accounts
Customer Accounts
0.8%
0.8%
35
35
Insurance Policy Options
Insurance Policy Options
0.8%
0.8%
36
36
Appropriate Products
Appropriate Products
0.7%
0.7%
37
37
Product Knowledge
Product Knowledge
0.7%
0.7%
38
38
Individual Customers
Individual Customers
0.7%
0.7%
39
39
Insurance Plans
Insurance Plans
0.7%
0.7%
40
40
Analyze Insurance Program
Analyze Insurance Program
0.7%
0.7%
41
41
Sales Presentations
Sales Presentations
0.7%
0.7%
42
42
Identify Customer
Identify Customer
0.7%
0.7%
43
43
Educate Customers
Educate Customers
0.7%
0.7%
44
44
Underwriting Guidelines
Underwriting Guidelines
0.6%
0.6%
45
45
Financial Resources
Financial Resources
0.6%
0.6%
46
46
Total Commitment
Total Commitment
0.6%
0.6%
47
47
Personal Umbrella
Personal Umbrella
0.6%
0.6%
48
48
Current Book
Current Book
0.5%
0.5%
49
49
Prospective Sales
Prospective Sales
0.5%
0.5%

27,235 Licensed Sales Producer Jobs

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