Top Sales Producer Skills

Below we've compiled a list of the most important skills for a Sales Producer. We ranked the top skills based on the percentage of Sales Producer resumes they appeared on. For example, 13.9% of Sales Producer resumes contained Customer Service as a skill. Let's find out what skills a Sales Producer actually needs in order to be successful in the workplace.

The six most common skills found on 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 Sales Producer jobs:
  • Provide excellent customer service for clients characterized by immediate thorough resolution of problems or questions.
  • Delivered exceptional customer service building relationships, resulting in higher retention rate with customers.
  • Processed policy modifications and renewal updates for insureds with a Customer Service Representative.
  • Provided exceptional customer service through responsive contact to ensure renewals.
  • Completed applications, endorsements, public relations through customer service.
  • Provided customer service; creating proposals/invoices for potential clients.
  • Delivered excellent customer service to current and prospective clients.
  • Trained administrative staff in software applications and customer service.
  • Provided excellent customer service, organizational and interpersonal skills.
  • Utilized persuasive sales techniques and provided excellent customer service.
  • Provide great customer service and look professional
  • General administrative duties and customer service.
  • Coached agents to be effective in customer service through the use of technology along with problem solving and follow-up techniques.
  • Trained new hires to become familiar with the duties in the produce department, such as cleanliness and customer service.
  • Licensed P&C and Life & Health Insurance sales, secretarial duties, Customer Service, agent sales.
  • Help process claims and maintain a high level of personal customer service in all areas while assisting the client.
  • Provide excellent customer service including answering customer questions, policy changes, claim submissions, and billing clarification.
  • Assisted and helped maintain excellent customer service levels and sales quotas for group auto and home insurance clients.
  • Manage a wide variety of customer service and administrative task including remittance reports for agency closing time.
  • Stocked produce, assisted customers with selections, provided excellent customer service and carried out purchases.

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2. Insurance Products

high Demand
Here's how Insurance Products is used in Sales Producer jobs:
  • Processed and provided insurance quotes for various property and casualty insurance products.
  • Gathered information for underwriting insurance products.
  • Performed detailed study of insurance products and sell those products according to the insurance policy and guidelines of the organization.
  • Provide families and the business community with insurance products to an independent licensed agent with over 5,000 clients.
  • Serve as an extension of State Farm's agent's offices by quoting and binding insurance products.
  • Specialized in the sale and servicing of commercial insurance products to new and existing agency customers.
  • Gained knowledge of principles and methods for showing, promoting, and selling insurance products.
  • Developed a menu of insurance products for multiple companies' employees and provided counsel.
  • Recommend and sell life, home, automotive, motorcycle, boat insurance products.
  • Quote and bind auto, home, life, umbrella and other insurance products.
  • State licensed to sell property, casualty, life, and health insurance products.
  • Prospect, market and sell personal and commercial property and casualty insurance products
  • Authorized to sell and service insurance products based on customer needs.
  • Followed up with existing clients to cross-sell other insurance products.
  • Develop insurance quotes, cross sell various insurance products.
  • Cross sell multiple insurance products in my portfolio.
  • Work with Independent Brokers to write Liability Insurance Products
  • Helped drive sales goals of insurance products.
  • Represent a full line of insurance products.
  • Sell appropriate life insurance products.

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3. Life Insurance

high Demand
Here's how Life Insurance is used in Sales Producer jobs:
  • Performed cross selling of investment products (mutual funds, 401k, retirement accounts, annuities and life insurance policies).
  • Designated as agency life insurance specialist, expanding agency presence in that market and increasing polices written by 300%.
  • Position includes outside sales and marketing to union members and their sponsors for American Income Life Insurance.
  • Explain to clients in person or over the phone the benefits of health and life insurance.
  • Assisted clients with purchasing of automobile, home and life insurance, congruent to clients needs.
  • Achieved company expected sales results for Life insurance in 2005, 2006, 2007 and 2008.
  • Performed cold calls to potential prospects.selling auto home and life insurance.managed current clients polices and service.
  • Generated quotes and sold policies for auto, home, flood, and life insurance.
  • Consulted with current property and casualty customers to determine further needs pertaining to life insurance.
  • Sell and service clients with all Life Insurance and Accident Insurance needs.
  • Provided clients with auto, fire, and life insurance policies.
  • Assist with Selling Homeowners, Auto and Life Insurance.
  • Offer and sale life insurance.
  • Obtained state licensure to sell auto/life insurance
  • Contacted new and existing customers by phone, email and in person to sell auto, home, and life Insurance.
  • Selected Achievements: Won multiple sales contests for auto, home, and life insurance new business production.

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4. Auto Insurance

high Demand
Here's how Auto Insurance is used in Sales Producer jobs:
  • Specialized in commercial auto insurance and property policies.
  • Produce homeowner, life, flood, and auto insurance policies; process endorsements.
  • Managed two locations Handled incoming calls quoting, selling, and underwriting customer home and auto insurance policies.
  • Provided life and auto insurance to customers by contacting perspective clients, interviewing and gathering their confidential information.
  • Specialized in bringing in new business and providing individual services for personal and commercial auto insurance accounts.
  • Identified and analyzed complex rate filings to understand and explain significant auto insurance rating index.

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5. New Clients

high Demand
Here's how New Clients is used in Sales Producer jobs:
  • Prospected new clients and develop clientele by networking to find new customers and generate lists of potential clients.
  • Developed sales pipeline by prospecting and cold calling new clients as well as retaining existing clients.
  • Identify and acquire new clients through cold calls, referrals and vendor shows.
  • Promoted ancillary products to [50] existing and new clients each month.
  • Obtain new clients for multiple lines of insurance and service accounts.
  • Sourced new clients, made presentations and suggested appropriate coverage.
  • Expanded territory with new clients and corporate accounts.
  • Key Results: Maintain client relationships and prospect for new clients through basic telemarketing referrals and strategic marketing.
  • Secured numerous referrals for new business from new clients, as well as existing clients.
  • Developed new clients through referrals and cold calling; and serviced existing accounts.
  • Develop marketing strategies Seek out new clients and develop clientele through networking
  • Assist clients with questions regarding claims issues and policy questions Telemarket for new clients Recommend new products/services to existing customers.
  • Prepare reports and maintain records Prospect and seek new clients Maintain relationships with existing clients Work independently Procure new business

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6. Financial Resources

high Demand
Here's how Financial Resources is used in Sales Producer jobs:
  • Interview prospective clients to get the data about their financial resources and discuss existing coverage.
  • 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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7. Allstate

high Demand
Here's how Allstate is used in Sales Producer jobs:
  • Top salesman award during sales training program administered by Allstate Insurance
  • Established/maintained working partnerships with current Allstate agents.
  • Well informed and know my way around the Allstate system including figuring out premiums and billing issues.
  • Established critical partnerships between 3rd party mortgage lending institutions and Allstate for use within local markets.
  • Worked with outside brokers to place business that Allstate did not have a product for.
  • Contributed to this Allstate agency consistently ranking as highest producing Allstate agency in the Mid-South.
  • Lead Sales Producer for a medium-sized Allstate agency with a portfolio of over 2,200 families.
  • Developed an extensive knowledge of Allstate extended market in Florida through other Insurance Companies.
  • Promoted Allstate Insurance products to clients resulting in new and upgraded policy sales.
  • Utilized and became proficient with all Allstate computer programs and products.
  • Gained extensive knowledge of Allstate MSB Reconstruction Cost Estimating Software.
  • Promoted and processed sales of Allstate personal and commercial products.
  • Assisted by enrolling employees in Allstate's voluntary workplace benefits.
  • Cross sold existing customers with other Allstate products.
  • Conducted policy reviews to Cross-sell existing customers with other Allstate products and generate referrals.
  • Exceeded expectations for legal compliance, and all Quality Control guidelines set by Corporate Allstate.
  • Ececuted extensive clear communication and customer correspondence utilizing Allstate eAgent platform.

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8. New Accounts

high Demand
Here's how New Accounts is used in Sales Producer jobs:
  • Increased company sales and profitability by securing new accounts.
  • Establish new accounts per variable underwriting guidelines
  • Closed largest number of agreements in 1 year - 26 new accounts $3.36 million in new business annual revenue.
  • Worked with marketing specialists to develop innovative solutions for closing new accounts in a wide variety of industries.
  • Opened over 50 new accounts since starting in the industry.
  • Ranked #1 in Seasonal Sales-2003, 2004 Ranked #1 in Everyday Gift Sales-2002 Outstanding performance in developing new accounts-2001
  • Acquired new accounts while maintaining current accounts .

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9. Casualty Insurance

high Demand
Here's how Casualty Insurance is used in Sales Producer jobs:
  • Owned and operated a Property and Casualty insurance agency.
  • Research and contact prospective clients to sell and close their Property and Casualty insurance contracts.
  • Job Duties: Prospect for customers to sale property and casualty insurance.
  • Learned 2 different software systems to sell property and casualty insurance.
  • Obtained property and casualty insurance producer license in 24 states.
  • Followed up on leads for property and casualty Insurance.
  • Obtained a license to sell Property and Casualty insurance.
  • Obtained Property and Casualty Insurance License.
  • Offer property and casualty insurance.

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10. Insurance Sales

high Demand
Here's how Insurance Sales is used in Sales Producer jobs:
  • Developed a book of insurance sales business through cold-calling new customers and expanding existing relationships.
  • Recognized by District Manager for exceeding Life insurance sales goal on a monthly basis.
  • Licensed P&C Life&Health insurance sales producer
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Licensed insurance agent * Insurance sales * Administrative duties as required
  • Created an annual process to manage renewals while building relationships that extended into additional commercial insurance sales.

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11. Client Relationships

high Demand
Here's how Client Relationships is used in Sales Producer jobs:
  • Demonstrated ability to grow account base & maintain existing client relationships.
  • Build client relationships by making calls and reaching out to clients provide outstanding transaction and cash management administrative duties (i.e.
  • Managed all client relationships with a focus on becoming a long term trusted financial advisor.
  • Developed and expanded client relationships through regular contact and recommendations resulting in achievement of production and profitability goals.
  • Generated new business by establishing effective client relationships and networking with industry peers in preferred lines of business.
  • Generated periodic group presentations, conducted applicant screening of field health underwriting, and expanded client relationships.

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12. Internet

high Demand
Here's how Internet is used in Sales Producer jobs:
  • Orchestrated and executed marketing, business development, and customer relationship management strategies for a start-up internet viral video marketing company.
  • Assisted with implementation of new internet marketing system for agency.
  • Quote prospective customers via phone/internet, write property/casualty insurance policies
  • Prepare the most accurate and beneficial quotes after processing and receiving information from multiple carriers to present transactions via internet program.
  • Worked in cooperation with other agents and prospective clients in person, over the phone, and via the internet.
  • Provide leadership and training to junior producers in order to fulfill start-up internet based company production goals.
  • Acquired new business through cold calling, b2b prospecting and utilized referrals and internet networking.
  • Secured on-line ticketing and cable internet access for WCP/BHCT offices.
  • Fulfilled internet, phone and fax orders.
  • Qualified and followed up on warm Internet leads regarding new and pre-owned vehicle availability, price, and options.
  • Quoted and bound policies via in person, telephonically, and via internet and email opportunities.
  • Network for prospects - Call warm internet leads for eligibility - Follow up and close prior quotes not closed by past agents

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13. Insurance Companies

high Demand
Here's how Insurance Companies is used in Sales Producer jobs:
  • Submitted applications to insurance companies and communicated with underwriters regarding policy questions.
  • Collaborate with insurance companies, wholesale houses, underwriters and service representatives to maintain effective rapport and ensure applications meet guidelines.
  • Established personal insurance policies for customers Worked closely with several reputable insurance companies Reinstated and endorsed policies; received payments for policies
  • 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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14. Personal Lines

high Demand
Here's how Personal Lines is used in Sales Producer jobs:
  • Provide continuing service and advice to existing personal lines accounts in conjunction with the assigned support staff on accounts.
  • Perform services and provide support for current and prospective clients in the selection of Personal Lines Insurance Products.
  • General Lines licensed in Colorado to issue home, auto and other personal lines insurance.
  • Produced outside sales in personal lines; cross selling other products.
  • Generate sales for Personal Lines, Commercial and Life Insurance.
  • Prepared quote proposals for personal lines insurance policies.
  • Served as interim Personal Lines Manager.
  • Quote & Service Personal Lines Accounts
  • Locked Licensed sales producer quoting and selling auto, home and other personal lines insurance.
  • Finalized and maintained all types of personal lines insurance policies within the agency.
  • Produced new auto, homeowner, business, flood and personal lines policies .

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15. Customer Base

average Demand
Here's how Customer Base is used in Sales Producer jobs:
  • Created a new customer base through networking including Chamber of Commerce and referrals.
  • Maintained and built strong and loyal customer base.
  • Doubled the 24HourFlex customer base in three years.
  • Provided excellent customerservice to maintain customer base.
  • Established customer base for principalagent.
  • Quote and sell auto and homeowners policies Prospect for new business and cross-sell existing customer base.
  • Prospect new clients and service existing customer base to grow and maintain business.Sales Associate

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16. Policy Reviews

average Demand
Here's how Policy Reviews is used in Sales Producer jobs:
  • Conducted policy reviews, contractual conditions and specifications.
  • Conduct Customer Policy Reviews and Policy Audits, Call screening and transfers.
  • Assured client needs were met by conducting policy reviews during renewal process.
  • Conduct annual policy reviews to manage client's growing needs.
  • Performed comprehensive policy reviews looking for cross selling opportunities.
  • Service clients by phone, email, and in person, by providing policy reviews and answering billing questions.

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17. Customer Retention

average Demand
Here's how Customer Retention is used in Sales Producer jobs:
  • Achieved successful customer retention by developing and collaborating a viable rate and frequency for Orkin's customers.
  • Maintained an extremely high percentage of customer retention throughout career.
  • Managed customer retention and marketing to existing customers.
  • Review of policies and recommendations of discounts available to improve customer retention.
  • Performed customer reviews by renewal month increasing policies per household and customer retention
  • Developed marketing packets for customer retention efforts.

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18. New Business Sales

average Demand
Here's how New Business Sales is used in Sales Producer jobs:
  • Produce new business sales of automobile, homeowners and life insurance policies.
  • Developed new business sales and relationships which exceeded production goals.

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19. Real Estate

average Demand
Here's how Real Estate is used in Sales Producer jobs:
  • Developed a clientele by networking and interacting with real estate agents and mortgage brokers in various professional organizations and settings.
  • Submit paperwork for home and/or land purchase while continuing to work with buyer and bank/finance facility to complete real estate sale.
  • Expanded company relationships into diversified industries including real estate development, oil and gas, investment services and health care.
  • Developed and presented new business proposals to potential new sponsors designed to increase Real Estate Essentials brand recognition.
  • Collaborate with Real Estate Agents, Rental Apartments and small businesses to complete their property and insurance needs.
  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Auto Dealers, etc.
  • Visited (out of the office marketing) various dealerships, mortgage companies and real estate offices
  • Purchased Real Estate: Bought real estate that needed work and remodeled for resale.
  • Focused sales efforts on existing real estate market trends and client needs.
  • Fill vacancies in both commercial and residential real estate.
  • Specialize in Commercial Real Estate Lending.
  • Assisted in Model Home Design and neighborhood Sales Strategy Marketed new homes in lifestyle communities at National Real Estate Expos
  • Broadcast Production Natchitoches, LA Voice work for radio & televisions Real Estate Sales

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20. Potential Customers

average Demand
Here's how Potential Customers is used in Sales Producer jobs:
  • Provided between 10 to 50 potential customers, daily with the best solutions to secure home and.
  • Place cold and follow up calls to prospects and potential customers.
  • Generated sales leads and prospected for new potential customers.
  • Researched potential customers, Casted photo shoot models.
  • Answered telephone calls from potential customers who were solicited through advertisements or other public communication avenues; explained services and prices.
  • Assure quality and accurate representation of products; represent the company professionally and ensure that potential customers have an exceptional experience.

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21. Analyze Insurance Program

average Demand
Here's how Analyze Insurance Program is used in Sales Producer jobs:
  • Call on policyholders to deliver and explain policy, to analyze insurance program.
  • 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
  • Call policyholders to analyze insurance program and suggest additional changes and upgrades.

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22. Outbound Calls

average Demand
Here's how Outbound Calls is used in Sales Producer jobs:
  • Handled both inbound and outbound calls from approximately 50 customers per day.
  • Placed outbound calls to initiate quotes, and new business applications.
  • Delivered 60 plus dailyoutbound calls to improve office revenue and book of business.
  • Solicited potential customers and provided information regarding various types of insurance by conducting outbound calls.
  • Placed proactive outbound calls within an assigned region to generate product awareness
  • Generate follow-up appointments Place outbound calls to customers in database

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23. Health Care

average Demand
Here's how Health Care is used in Sales Producer jobs:
  • Educated clients on products and Health Care Reform and employee benefits.
  • United Health Care, (AARP), Humana].
  • Provide assistance to consumers seeking health care coverage including providing information on financial assistance programs and public health care programs.
  • 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.

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24. Customer Relationships

average Demand
Here's how Customer Relationships is used in Sales Producer jobs:
  • Maintained customer relationships and improved overall customer retention via community outreach and personalized customer service.
  • Dedicated sales associate with impeccable work ethics and customer relationships.
  • Build and sustain effective customer relationships and service and any other duties required or asked to have the office run effectively.
  • Opened up 3-5 Kay Jewelers accounts a day as a means of building customer relationships
  • Develop customer relationships through cold calling and referral sources.
  • Provide complete customer satisfaction using personalized services, which results in building long-term customer relationships, referrals, and repeat business.

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25. Policy Changes

average Demand
Here's how Policy Changes is used in Sales Producer jobs:
  • Learned how to operate Gateway system to processing various information; update, payments and policy changes.
  • Filed personal home & auto claims, processed policy changes and handled billing matters for clients.
  • Handled policy changes and payments, as well as solicited for possible new insurance customers.
  • Process all policy changes, payments, and claims called into the office.
  • Provided professional friendly customer service while responding to customer requests such as billing, policy changes and eligibility.
  • Followed up with customers on unresolved issues, reported policy changes and company conditions affecting customer satisfaction.

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26. Business Owners

average Demand
Here's how Business Owners is used in Sales Producer jobs:
  • Visit with business owners and families to produce policies suitable for commercial, property and personal lines of insurance.
  • Present products & services to business owners.
  • Review areas of liability with business owners.
  • Analyzed life insurance needs and financial goals for individuals and business owners and provided customized solutions that addressed their specific needs.
  • Consulted with business owners and key decision makers regarding their insurance needs and completed cost analysis to determine competitive market trends.
  • Pursued lead-generation activities with business owners and decision makers to build client base for provider of voluntary employee insurance benefits.

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27. Phone Calls

average Demand
Here's how Phone Calls is used in Sales Producer jobs:
  • Receive visitors and phone calls, determine the nature of request, and provide routine information.
  • Open and closed office, answered phone calls; helped insures with question regarding their policies.
  • Answer phone calls regarding auto, home and boat policy changes in coverage.
  • Answer phone calls, Spanish translator, fax and make copies of paper work
  • Provide front desk duties and answer telephone calls.
  • Received incoming telephone calls from prospective and existing Progressive customers regarding insurance rates and policies.

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28. Payment Method

average Demand
Here's how Payment Method is used in Sales Producer jobs:
  • 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.
  • Called on policyholders to delivered and explained policy, calculated premiums and established payment methods.
  • Calculated premiums and established payment methods for sales, finalized sales and collected necessary deposits.

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29. New Policies

average Demand
Here's how New Policies is used in Sales Producer jobs:
  • Exceeded industry average for new policies written and existing customer retention with exceptional customer service and support.
  • Processed automobile and life insurance policies including writing new policies and renewing existing policies.
  • Reviewed and reconciled under-writing factors before drafting new policies.
  • Monitored current accounts and executed new policies.
  • Field underwriting new policies and managing customer/client relationships.
  • Supervised company retention while assisting clients with their current policies, issuing new policies and helped with underwriting and claims processing.

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30. State Farm

low Demand
Here's how State Farm is used in Sales Producer jobs:
  • Reduced lapse cancellations, increased office efficiency and solidified the success of a new pilot at State Farm.
  • Applied State Farm underwriting and eligibility guidelines to correctly price and bind policies.
  • Worked to sell auto, life, health, and fire insurance for Reiter Marshall State Farm.
  • Applied state farm underwriting and eligibility guidelines to correctly price and bind policies according to established procedures.
  • Learned and applied State Farm underwriting and eligibility guidelines.
  • Hold State Farm certifications for banking products, excluding security-based products.

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31. Cold Calls

low Demand
Here's how Cold Calls is used in Sales Producer jobs:
  • Do cold calls, binding auto home answer calls and help customer with any question or concern
  • Performed cold calls in person and by phone.
  • Averaged 500 outbound cold calls per week.
  • Quote and sell auto, home, life policies, cold calls, prospecting, marketing, close rate 70%
  • Work on leads, make cold calls, meet with customers, explain the products we offer.
  • Answer phone and make cold calls.Organize and keep files in order.

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32. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Sales Producer jobs:
  • Assessed client needs and provided options for insurance coverages Performed administrative tasks, such as maintaining records and handling renewals.
  • 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.
  • Perform administrative tasks such as maintaining records and handling policy renewals Calculate rates for organization products and services.
  • Perform with enthusiasm administrative tasks to include; maintaining vital customer records and policy renewals ensuring customer satisfaction and loyalty.

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33. Insurance Plans

low Demand
Here's how Insurance Plans is used in Sales Producer jobs:
  • Sell and Manage Insurance Plans (Life, Health, Property and Auto).
  • 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.
  • Developed coordinated protection and insurance plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • 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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34. Current Customers

low Demand
Here's how Current Customers is used in Sales Producer jobs:
  • Serviced current customers with their needs and goals as well as working with underwriting for their needs.
  • Cross sell current customers using a customer-focused, needs based review process.
  • Helped bridge the gap between current customers and the home office.
  • Formed relationships with current customers and guided them through claims process.
  • Handle inbound phone calls helping current customers with questions.
  • manage new and current customers/policies.

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35. Individual Customers

low Demand
Here's how Individual Customers is used in Sales Producer jobs:
  • 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
  • Established a successful book of business which included over 200 additional small businesses and individual customers.
  • Customized insurance programs to suit individual customers, also performed underwriting within the state provided guidelines
  • Customized insurance programs to suit individual customers, then called on policyholders to deliver and explain policy.
  • Customized insurance programs to suit individual customers, explained features, advantages and disadvantages of various policies.
  • Ensured each individual at the location received customize insurance programs to suit individual customers.

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36. Sales Presentations

low Demand
Here's how Sales Presentations is used in Sales Producer jobs:
  • Designed graphic packages and produced corporate sales presentations.
  • Achieved a 100% performance rating and maintained a 97% average rating during mystery shop sales presentations.
  • Excel and effective in sales presentations and following up on a regular basis with existing client base.
  • Provided sales support to existing customers, solicited new customers, and made sales presentations.
  • Produced Sales presentations, write scripts based on concepts Produced Tagged tune-in promos.
  • Led sales training on professional website image use in sales presentations
  • Conducted sales presentations over the phone and in person.
  • Make sales presentations to new and existing clients.
  • Assist agents with marketing and sales presentations.

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37. Sales Goals

low Demand
Here's how Sales Goals is used in Sales Producer jobs:
  • Implemented, monitored and achieved department and/or company sales goals, strategies, programs, plans and services.
  • Network with associates in different fields and work with other team members to accomplish sales goals.
  • Quote, educate, advise, & sell insurance policies to meet monthly sales goals.
  • Succeeded and surpassed sales goals for suite of products - medical, dental and vision.
  • Limited lines license, managing multiple accounts, meeting sales goals and handling payments.
  • Earned performance bonus in first month eligible and consistently exceeded sales goals.
  • Design individual prospect sales strategies to achieve sales goals of the agency.
  • Achieved 125% of monthly sales goals set by management.
  • Managed monthly sales production and ensured sales goals were achieved.
  • Exceeded monthly sales goals and referrals.
  • Surpassed sales goals by 19% in 2010 and 14% in 2011.
  • Exceeded all sales goals by 20% in 2013.
  • Surpassed sales goals year after year, winning Chairman's Challenge and earning Rookie Fast-Start promotion.
  • Exceeded monthly sales goals Built territory from ground zero
  • Promoted to primetime sales slot after first year of employment by consistently surpassing multi-million dollar sales goals.

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38. Prospective Customers

low Demand
Here's how Prospective Customers is used in Sales Producer jobs:
  • Programmed appointments for sales representatives to meet with prospective customers.
  • Identified prospective customers using lead generating methods and placing an average of 60 cold calls per day.
  • Identify prospective customers through leads and cold calling.
  • Use established lead methods for prospective customers.
  • Achieved sales goals through leads and referrals Evaluated prospective customers homeowners insurance needs to determine eligibility and recommend proper coverage options.
  • Provide excellent customer service to existing clients and produced new business by promoting insurance services offered to prospective customers.

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39. Medicare

low Demand
Here's how Medicare is used in Sales Producer jobs:
  • Helped explain to potential prospects there rights and entitlements when electing a Medicare supplement.
  • Learned and sold diverse health, life and Medicare insurance product line
  • Work directly with senior citizens in evaluating their specific Medicare/Medicaid needs and suggesting appropriate next steps including insurance solutions and enrollment.
  • Schedule and meet individuals\groups for assigned or self-generated leads, assist and enroll eligible individuals in suitable Medicare product.
  • Advised and assisted the public with Medicare, Medicaid and federally qualified community health center qualification and navigation.
  • Achieve Medicare monthly sales/enrollment goals through self-generated marketing activities in compliance with all Federal and State mandated guidelines.

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40. Product Knowledge

low Demand
Here's how Product Knowledge is used in Sales Producer jobs:
  • Provided a friendly environment, greeted and acknowledged every customer, maintained product knowledge and all other aspects of customer service.
  • Provide excellent customer service by ensuring great product knowledge and also cross selling multiple insurance products.
  • Assisted in mentoring new sales reps in training programs, product knowledge, territory management, ride-alongs and product/solution introduction.
  • Produce sales * Customer service * Product knowledge
  • Demonstrated keen product knowledge of offerings and understanding of all business requirements for safe, profitable, and regulatory compliant operations.
  • Promoted to Senior Sales Representative after successfully completing comprehensive sales training, including product knowledge, salesmanship & software systems.

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41. Sales Process

low Demand
Here's how Sales Process is used in Sales Producer jobs:
  • Developed and utilized a unique relationship-bases sales process resulting in high client retention and a consistent referral base.
  • Created and implemented sales processes and procedures.
  • Underwrite new business and complete the sales process along with servicing clients accounts Use of sales leads to generate new customers.
  • Followed consistent sales process for all prospects for: prescreening, quoting, application completion, and follow-ups.
  • Consulted buyers in properly insuring themselves against any unexpected and unforseen losses using corporate sales processes and practices.
  • Awarded Commercial sales award in 1999.Selected Achievements: Helped owner develop sales process to increase cross-selling and retention within the agency.

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42. Sales Floor

low Demand
Here's how Sales Floor is used in Sales Producer jobs:
  • Help clean and fill up sales floor, complete daily tasks in the department.
  • Answer all customers questions, and stock produce on sales floor.
  • Answered questions about the products on the sales floor.
  • Stock and put produce on sales floor also restock sales floor through out the day
  • Remove bad produce from sales floor Change features Use pallet jacks

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43. Physical Condition

low Demand
Here's how Physical Condition is used in Sales Producer jobs:
  • Interview prospective clients to obtain financial and physical condition data and discuss any existing insurance.
  • Interviewed prospective clients to obtained data about their financial matters and needs, physical conditions and discussed current coverage.
  • Interview prospective clients to obtain data about the physical condition of the person or property to be insured.
  • Analyze physical condition of the person or property to be insured, and review any existing coverage.
  • Interviewed Prospective Clients on Resources, Needs, and physical condition of the Person to be Insured.
  • Interviewed prospective clients to obtain data about the client's needs and their physical condition.

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44. Billing Questions

low Demand
Here's how Billing Questions is used in Sales Producer jobs:
  • Handle customer requests for endorsements, billing questions and various services.
  • Service existing policies, answer billing questions.
  • Resolved billing questions and disputes, initiated customer calls, and performed data entry.

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45. Financial Products

low Demand
Here's how Financial Products is used in Sales Producer jobs:
  • Major Functions: Responsible for the sale of all types of insurance and financial products.
  • Discussed financial concerns and needs of individuals followed by presenting potential solutions using financial products and services
  • Licensed in Mississippi, Louisiana and Alabama representing a full line of insurance and financial products
  • Maintained in-depth knowledge of financial products/services to provide high standards of client service/support.
  • 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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46. Data Entry

low Demand
Here's how Data Entry is used in Sales Producer jobs:
  • Used online data entry programs.
  • 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
  • Managed pending business while ensuring accurate data entry to reduce commission errors and improve client satisfaction.
  • Handled daily deposits Prepared and electronically filed tax returns Prepared outgoing mail Heavy data entry
  • Maintained timely and accurate data entry processing of high volume service requests and policy maintenance documents.

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47. Business Insurance

low Demand
Here's how Business Insurance is used in Sales Producer jobs:
  • Market and packaged Business Insurance Policy Portfolio for sale of new business through power point or other forms of presentations.
  • Service clients' insurance needs, selling auto, home, and business insurance.
  • Specialized in Workers Compensation and Business Insurance for Restaurants, Wholesale, and Manufacturing businesses.

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48. Trade Shows

low Demand
Here's how Trade Shows is used in Sales Producer jobs:
  • Managed multiple accounts simultaneously domestically and internationally, traveled extensively working trade shows.
  • Solicit new leads by telephone or by attending trade shows in the local area.
  • Represented TRG at nationwide trade shows.
  • Attend trade shows and conferences, representing the company and developing strong and sustainable business relations with potential customers.
  • Attend and work trade shows.

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49. Bank Deposits

low Demand
Here's how Bank Deposits is used in Sales Producer jobs:
  • Closed out end of day payments & processed bank deposits.
  • Reconciled premium fund accounts and make all bank deposits.
  • General office work to include bank deposits, input of new client information and all phonecalls.
  • Collected insurance premiums from policyholders and made daily bank deposits.
  • Process daily bank deposits ensuring cash control and reconciliation procedures are followed.
  • Service customers policies, take payments, make bank deposits and run to the post office.

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50. Insurance Quotes

low Demand
Here's how Insurance Quotes is used in Sales Producer jobs:
  • Answered inbound calls to complete new or revised insurance quotes.
  • Create, explain and sell personalized insurance quotes.
  • Provided professional customer services, responsible to assist providing customers insurance quotes, answered customers insurance needs, organized company files.
  • Prepared competitive insurance quotes and reviewed with client to answer questions and offer further recommendations.
  • Develop insurance quotes and provide customers with information necessary to educate them on insurance options.
  • Calculate and provide Auto Insurance quotes to potential customers*Advise and counsel customers on Auto Insurance

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20 Most Common Skill for a Sales Producer

Customer Service18.1%
Insurance Products15.8%
Life Insurance10.2%
Auto Insurance9.7%
New Clients7.1%
Financial Resources6.1%
Allstate3.9%
New Accounts3.8%

Typical Skill-Sets Required For A Sales Producer

RankSkillPercentage of ResumesPercentage
1
1
Customer Service
Customer Service
13.9%
13.9%
2
2
Insurance Products
Insurance Products
12.1%
12.1%
3
3
Life Insurance
Life Insurance
7.8%
7.8%
4
4
Auto Insurance
Auto Insurance
7.4%
7.4%
5
5
New Clients
New Clients
5.4%
5.4%
6
6
Financial Resources
Financial Resources
4.7%
4.7%
7
7
Allstate
Allstate
3%
3%
8
8
New Accounts
New Accounts
2.9%
2.9%
9
9
Casualty Insurance
Casualty Insurance
2.5%
2.5%
10
10
Insurance Sales
Insurance Sales
2.4%
2.4%
11
11
Client Relationships
Client Relationships
2.2%
2.2%
12
12
Internet
Internet
1.8%
1.8%
13
13
Insurance Companies
Insurance Companies
1.7%
1.7%
14
14
Personal Lines
Personal Lines
1.7%
1.7%
15
15
Customer Base
Customer Base
1.2%
1.2%
16
16
Policy Reviews
Policy Reviews
1.2%
1.2%
17
17
Customer Retention
Customer Retention
1.2%
1.2%
18
18
New Business Sales
New Business Sales
1.2%
1.2%
19
19
Real Estate
Real Estate
1.1%
1.1%
20
20
Potential Customers
Potential Customers
1.1%
1.1%
21
21
Analyze Insurance Program
Analyze Insurance Program
1.1%
1.1%
22
22
Outbound Calls
Outbound Calls
1.1%
1.1%
23
23
Health Care
Health Care
1.1%
1.1%
24
24
Customer Relationships
Customer Relationships
1.1%
1.1%
25
25
Policy Changes
Policy Changes
1%
1%
26
26
Business Owners
Business Owners
1%
1%
27
27
Phone Calls
Phone Calls
1%
1%
28
28
Payment Method
Payment Method
0.9%
0.9%
29
29
New Policies
New Policies
0.9%
0.9%
30
30
State Farm
State Farm
0.9%
0.9%
31
31
Cold Calls
Cold Calls
0.9%
0.9%
32
32
Administrative Tasks
Administrative Tasks
0.8%
0.8%
33
33
Insurance Plans
Insurance Plans
0.8%
0.8%
34
34
Current Customers
Current Customers
0.8%
0.8%
35
35
Individual Customers
Individual Customers
0.8%
0.8%
36
36
Sales Presentations
Sales Presentations
0.7%
0.7%
37
37
Sales Goals
Sales Goals
0.7%
0.7%
38
38
Prospective Customers
Prospective Customers
0.7%
0.7%
39
39
Medicare
Medicare
0.7%
0.7%
40
40
Product Knowledge
Product Knowledge
0.7%
0.7%
41
41
Sales Process
Sales Process
0.7%
0.7%
42
42
Sales Floor
Sales Floor
0.6%
0.6%
43
43
Physical Condition
Physical Condition
0.6%
0.6%
44
44
Billing Questions
Billing Questions
0.6%
0.6%
45
45
Financial Products
Financial Products
0.6%
0.6%
46
46
Data Entry
Data Entry
0.5%
0.5%
47
47
Business Insurance
Business Insurance
0.5%
0.5%
48
48
Trade Shows
Trade Shows
0.5%
0.5%
49
49
Bank Deposits
Bank Deposits
0.5%
0.5%
50
50
Insurance Quotes
Insurance Quotes
0.5%
0.5%

4,229 Sales Producer Jobs

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