Insurance Account Executive Resume Samples

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Insurance Account Managers are responsible for promoting insurance products to brokers and financial advisers. Their role includes identifying new business opportunities, cultivating relationships with clients, presenting new products, providing customer service, and monitoring competition. Based on our collection of example resumes, the most sought-after skills in an Insurance Account Manager are insurance laws knowledge, the ability to sell, networking, communication, business acumen, and teamwork. Most resumes make display of a degree in corporate insurance or a similar area.

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1

Insurance Account Executive

Analyzed prospect's risk characteristics to recommend amount and types of insurance coverage.

  • Assisted clients in the enrollment process through documentation reviews, which increased enthusiasm and commitment to ADP services.
  • Facilitated a Client Management role by continuously meeting the needs of clients through the analysis of their current health platform, and by providing recommendations on solutions that would be more in-line with budget requirements.
  • Oversaw sales of ADP's Group Health & Benefits insurance products to new and existing clients of Small Business Services within a defined geographical territory.
  • Established and strengthened relationships with other ADP business units to better penetrate market segment, resulting in 15% increased lead flow 5% increase in successful sales.
  • Prepared and presented sales proposals to upper management while negotiating purchase agreement.
Candidate Info
4
years in
workforce
1
year
at this job
MBA
Master Of Business Administration
Business Administration - Marketing
2

Commercial Insurance Account Executive

Exceeded 150 new accounts annually with a closing ratio of 75% through strategic sales techniques

  • Performed extensive client needs and requirements analysis to develop customized solutions.
  • Recognized and capitalized on opportunity to move into lucrative transportation sector.
  • Directed team of customer service associates achieving highest customer satisfaction and retention.
Candidate Info
41
years in
workforce
6
years
at this job
3

Business Insurance Account Executive B-to-b Sales

Captured the banking market niche for "Quick Close" life insurance that secured 7A and 8A small business loans through the Small Business Administration (SBA).

  • Direct sales business to business particularly in the SBA and Banking markets.
  • Sold revenue of $375,000 in life insurance premium in 24 months, long-term care, disability, key man insurance and buy sell agreement insurance in 2009.
  • Partnered with firm's Certified Financial Planner (CPA) senior partners to ensure the close of high level investment and insurance accounts.
  • Super Star achiever in "Quota Buster" and Pace Setters contests with production numbers over 150% in annual quota which exceeded sales objectives.
Candidate Info
8
years in
workforce
4
years
at this job
BS
Communications
4

Insurance Account Executive

Marketed and sold personal and commercial lines of insurance such as Auto, Home, and Life.

  • Trained and managed a team of sales representatives
  • Developed a client base by personal networking and contacting company leads.
  • Arranged appointments with prospective clients by meeting them in person or via telephone.
  • Administered contact management software to maintain accurate policy updates and renewals.
  • Participated in community events via chamber of commerce and other local divisions.
Candidate Info
4
years in
workforce
3
years
at this job
5

Insurance Account Executive

Introduced the firm to customers and explained the objectives and benefits of various insurance programs

  • Analyzed the insurance policies and explained the breakup of the amount to the insured
  • Sold policies on behalf of the firm and achieved decied sales targets
  • Assessed the requirements of the clients and customers and recommended them policies as per their needs and budget.
  • Researched the insurance market to gain information about the position of firm and its competitors and develop new strategies accordingly
  • Maintained the records of the policies sold and customer details for future references
Candidate Info
40
years in
workforce
2
years
at this job
C
Air Force
Management, Supervision
Business Management
6

Commercial Insurance Account Executive

  • Developed and maintained a book of business (commercial general liability insurance) while satisfying a renewal rate of 85% or higher on a monthly basis.
  • Specializing in contractors insurance and various markets. Continuously met and exceeded sales goals.
  • Provided additional lines of coverage to existing clients.
  • Prepared new business proposals and renewals in a timely manner. Closed minimum 15 new accounts per month and 20 plus house accounts per month.
Candidate Info
4
years in
workforce
1
year
at this job
7

Licensed Insurance Account Executive

  • Top producer averaging $80,000 annualized premium per month in sales revenue
  • Delivered informational sales presentations to potential clients and assisted throughout the application process while strengthening client relationship
  • Conducted needs analysis through critical thinking and recommended appropriate products to meet client's needs
Candidate Info
8
years in
workforce
1
year
at this job
BBA
Accounting
8

Insurance Account Executive

  • Maintained high outbound calling volume to generate sales of Workers Compensation insurance
  • Assessed needs of clients to ensure they were in compliance with state laws
  • Continuously developed future sales pipeline through cold calling prospective clients
  • Achieved a minimum of 100% of sales quota monthly
  • Excellent customer service and communication skills
Candidate Info
9
years in
workforce
3
years
at this job
BA
Psychology
9

Insurance Account Executive

Managed 60-80 accounts per month in the aspects of renewing, up selling, and retaining

  • Set appointments for agents to do renewal reviews/presentations with clients
  • Marketed various accounts based on their needs to multiple carriers such as Golden Eagle, The Hartford, and others
  • Set up new clients and updated existing clients in AMS as needed
  • Created proposals and marketing files for new and renewal business
  • Set up finance agreements with the agency's finance company
  • Handled customer calls (ranging from collecting renewal information to complaints)
Candidate Info
7
years in
workforce
7
years
at this job
BS
Business Administration
10

Commercial Insurance Account Executive

Launched and manage a Property & Casualty Division offering clients once source for all of their insurance
needs.

  • Coordinate placement of comprehensive benefit plans for small and large group employers.
  • Established a general liability "Ez 2 Pay" insurance program allowing employers to have greater cash flow while eliminating policy term audits.
  • Work in unison with Progressive Employer Management's benefits administrative team to identify areas of concern and develop strategies that would save clients time and money.
  • Preferred agency status recognition awarded by health insurance carriers for production achievements.
Candidate Info
18
years in
workforce
8
years
at this job

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