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16 jobs that use Insurance Products the most

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Jobs that use insurance products the most include agency manager, front line agent, and branch account executive.

What jobs use Insurance Products the most?

1. Agency Manager

How agency manager uses Insurance Products:

  • Manage agency expenses, including conducting payroll and equipment/material purchases.
  • Confer with clients in order to provide marketing and technical advice to increase recognition, branding and ROI.
  • Specialize in life, health, and annuities.

Most common skills for agency manager:

  • Insurance Products
  • Training Programs
  • Lead Generation
  • Customer Satisfaction
  • Performance Reviews
  • Field Training

2. Front Line Agent

How front line agent uses Insurance Products:

  • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
  • Answer incoming calls to troubleshoot and assist the client in repairing their lap top computers.
  • Sell home, auto, life, long term care insurance as well as annuities.

Most common skills for front line agent:

  • Quality Customer Service
  • Insurance Products
  • Inbound Calls
  • Technical Assistance
  • Life Insurance
  • Troubleshoot

3. Branch Account Executive

How branch account executive uses Insurance Products:

  • Manage all aspects of tactical implementations, including creative and technical development, measurement, reporting and ROI analysis.
  • Utilize SalesForce automation to effectively generate accurate sales forecasting, develop territory planning strategy, and produce detail client reporting.
  • Focuse on portfolio growth, relationship management, product promotion and office management.

Most common skills for branch account executive:

  • Customer Service
  • Insurance Products
  • Administrative Tasks
  • Credit Worthiness
  • Real Estate Loans
  • Past Due Accounts

4. Insurance Consultant

How insurance consultant uses Insurance Products:

  • Manage civil litigation matters such as general and complex litigation.
  • Advise clients with financial planning using annuities and UL products.
  • Represent the office at Medicare and Medicaid meetings to be inform of any changes.

Most common skills for insurance consultant:

  • Insurance Products
  • PowerPoint
  • Term Care
  • Casualty Insurance
  • Customer Service
  • Health Insurance

5. Sales Producer

How sales producer uses Insurance Products:

  • Sell auto, home, boat, motorcycle and other specialty lines via leads, telemarketing, walk-ins, etc.
  • Generate production and leads through telemarketing sales.
  • Offer to clients annuities and other insurance products.

Most common skills for sales producer:

  • Insurance Products
  • Strong Work Ethic
  • Business Relationships
  • Insurance Sales
  • Cross-Selling
  • Lead Generation

6. Commercial Agent

How commercial agent uses Insurance Products:

  • Play a key role in retaining existing clients by remarketing their renewals and cross-selling other lines of business.
  • Operate remote telecommunications using applications and secure computer communications to troubleshoot and resolve issues on customer Samsung devices.
  • Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.

Most common skills for commercial agent:

  • Insurance Policies
  • Insurance Products
  • Real Estate
  • Inbound Calls
  • General Liability
  • Commercial Property

7. Finance And Insurance Manager

How finance and insurance manager uses Insurance Products:

  • Reorganize and lead the department from $600 PVR to $1400 PVR in 90 days.
  • Lead successful sales team and provide direct oversight on overall dealership business profitability.
  • Handle state and finance paperwork for a Toyota, Honda and Nissan dealership.

Most common skills for finance and insurance manager:

  • Customer Service
  • Insurance Products
  • Customer Satisfaction
  • DMV
  • Life Insurance
  • Health Insurance

8. Agent

How agent uses Insurance Products:

  • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
  • Verify documentation and coding using CPT and ICD-9 correct coding standards.
  • Assist TANF customers with obtaining employment.

Most common skills for agent:

  • Insurance Products
  • Customer Service
  • Life Insurance
  • HR
  • Inbound Calls
  • Financial Services

9. Wealth Management Advisor

How wealth management advisor uses Insurance Products:

  • Handle sales of permanent and term insurance, fix annuities, brokerage accounts, mutual funds, and manage money accounts.
  • Manage FINRA, NASD compliance, quality control and documentation for all stock, bond and option trades place by team.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.

Most common skills for wealth management advisor:

  • Customer Service
  • Insurance Products
  • Securities
  • Portfolio Management
  • Client Relationships
  • FINRA

10. Commercial Lines Manager

How commercial lines manager uses Insurance Products:

  • Analyze and manage export-import logistics for select Chilean products import to Spain.
  • Develop and execute marketing plan to drive new business, including in-person visits, telemarketing and distribution of marketing materials.
  • Process personal lines renewals or remarket as necessary.

Most common skills for commercial lines manager:

  • Risk Management
  • Insurance Policies
  • Insurance Products
  • Insurance Carriers
  • Workers Compensation
  • Commercial Property

11. Unemployment Insurance Director

How unemployment insurance director uses Insurance Products:

  • Direct staff, manage A/R and reconciliations, petty cash disbursements and tracking of all incoming claims and payments.
  • Advise and assist with the marketing, evaluation and negotiations of benefit and pension plan TPA's and financial contracts.
  • Maintain documentation for Medicare cost reports while adhering to compliance with government regulations, and in accordance with agency requirements.

Most common skills for unemployment insurance director:

  • Risk Management
  • Insurance Policies
  • Insurance Products
  • Insurance Coverage
  • Internal Audit
  • Financial Statements

12. Sales Agent

How sales agent uses Insurance Products:

  • Manage a CRM pipeline of hundreds of leads with different needs and qualifications.
  • Generate fresh leads through outbound telemarketing.
  • Achieve sales standards set for department by effectively communicating Humana campaigns to customers.

Most common skills for sales agent:

  • Customer Service
  • Customer Satisfaction
  • Life Insurance
  • Insurance Products
  • Work Ethic
  • Cold Calls

13. Broker

How broker uses Insurance Products:

  • Manage, lease and sell office condominiums on site.
  • Retail trader, fix income securities; manage client account activity; properly allocate client funds to appropriate investment options
  • Manage indexes, options, foreign equities, and short-selling positions that are compatible with clients' long-term investment goals.

Most common skills for broker:

  • Brokerage
  • Financial Services
  • Insurance Products
  • Risk Management
  • Client Relationships
  • Real Estate Transactions

14. Insurance Service Representative

How insurance service representative uses Insurance Products:

  • Cold-Cal to generate leads for individual life and disability insurance and annuities.
  • General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
  • Prepare and defend numerous cases from inception to trial, settlement, arbitration, mediation and declaratory judgments.

Most common skills for insurance service representative:

  • Customer Service
  • Data Entry
  • Life Insurance
  • Insurance Products
  • Inbound Calls
  • AAA

15. Benefits Advisor

How benefits advisor uses Insurance Products:

  • Manage broker and group accounts throughout the year administering qualify changes, terminations, and ACA compliance.
  • Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
  • Function as a liaison between the patient, hospital and governmental agencies to obtain documentation require for Medicaid eligibility determination.

Most common skills for benefits advisor:

  • Insurance Benefits
  • Patients
  • Inbound Calls
  • Medicare Advantage
  • Insurance Products
  • Medicaid

16. Branch Account Manager

How branch account manager uses Insurance Products:

  • Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
  • Close loans in accordance with NMLS policy and procedure.
  • Maintain detail sales and account information in corporate customer relationship management (CRM) system in support of cross-departmental business intelligence.

Most common skills for branch account manager:

  • Customer Service
  • Payroll
  • Loan Applications
  • Insurance Products
  • Business Development
  • Journal Entries

Other skills

Updated December 28, 2023