Insurance Producer Resume Samples

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Insurance Producers are similar to Insurance Agents in that they are licensed representatives who sell, solicit, or negotiate insurance. Producers, however, do not work on behalf of a company or firm; they are individual businesspeople. A sample Insurance Producer resume will include such responsibilities as networking with both warm and cold markets via phone calls and meetings, and processing applications for insurance policies. Educational backgrounds typically found on Insurance Producer resumes are Bachelor's degrees in majors concerning business, economics, or finance. Insurance Producers will also have to apply for a license, which they can earn by passing an examination.

For more information on what it takes to be a Insurance Producer, check out our complete Insurance Producer Job Description.

1

Insurance Producer

Assisted one agent and up to 30 clients a day

  • Developed marketing and sale plans to generate sale opportunities
  • Performed detail study of insurance products, provided excellent customer service by identifying also understanding client inquires, service request and educating insurance coverage's
  • Called prospects/clients to offer products, calculated premiums, refunds and arranged payment methods
  • Scheduled up to 5 insurance financial reviews a day for agent
Candidate Info
6
years in
workforce
5
years
at this job
C
Certificate
2

Insurance Producer

Calculated premiums and established payment methods for sales.

  • Identified and solicited sales prospects in agency databases.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Met with 10 existing and prospective clients each week to select appropriate insurance policies.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Negotiated new and renewal production goals with business development manager.
Candidate Info
10
years in
workforce
4
years
at this job
HS
Design
3

Insurance Producer and Csr

Customer service in an insurance agency writing auto and home insurance policies.

  • Phone to and from insureds as well as working with insurance companies.
  • Wrote insurance and maintained, files for a customer base of 250-300 insureds.
  • Solved problems of insured with a professional attitude.
  • Supervised a group of 7-10 employees in the personal line department.
Candidate Info
28
years in
workforce
17
years
at this job
HS
High School Diploma
AS
Associate of Science
4

Office Manager / Insurance Producer

Provided comprehensive administrative support to agent including conducting meetings, creating productivity reports and ensuring compliance with office procedures.

  • Supervised five other employees, ensuring all duties are appropriately delegated and projects completed on time and within budget.
  • Recognized for providing excellent customer service to clients.
  • Trained new employees on proprietary computer programs and overall office procedures.
  • Marketed several types of insurance policies including auto, life, home and some bank products to prospective clients.
Candidate Info
14
years in
workforce
6
years
at this job
C
Computer Science
Business Administration
5

Benefits Specialist/licensed Life Insurance Producer

Excellent with prospecting on the phone

  • Analyzed and provided clients' family protection needs (final expense protection, income protection, children's education protection, mortgage protection)
  • Makes sales presentation to labor union members across Massachusetts with a sales closing ratio of 3:4
  • Consistently achieved a weekly sales target of $4,000 Annualize Life Plans
  • Conduct policy owner review sessions to deepen client relationship, review clients other life insurance needs and cross sell company products
  • Participated in hiring and training the sales team
  • Coordinated business development and lead generation for the team
Candidate Info
7
years in
workforce
7
months
at this job
BA
Crop And Soil Science, Agricultural Economics
MS
Genetics And Plant Breeding
MA
Marketing
6

Insurance Producer

Sought out new clients and developed clientele by networking to find new customers and generated lists of prospective clients.

  • Attended meetings, seminars and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions and changes, and to change beneficiaries.
  • Planned and oversaw incorporation of insurance program into company's bookkeeping system.
Candidate Info
9
years in
workforce
2
years
at this job
HS
High School Diploma
AAS
Computer Information Systems
7

Customer Service Representative/licensed Insurance Producer

Office Manage-Inside Sales Representative/Licensed Producer-LSA4

  • Help individuals to understand and assess their insurance needs, explained options available and assisted them in selecting the best policies at the best price.
  • Managed current clients records, updated current information.
  • Cold and warm calling processed qualified potential clients.
  • Individually Produced 62 life sales 2013, 63 life sales 2012, 45 life sales in 2011 38 life sales in 2009 & 2010, 20 life sales in 2008
  • Optimized the Internet to identify potential clients.
Candidate Info
12
years in
workforce
7
years
at this job
Social Services
8

Insurance Producer/assistant Manager

Performed all duties related to insurance.

  • Composed new business insurance in both personal and commercial lines
  • Managed existing accounts.
  • Secured business relationship with many mortgage companies, realtors, and bankers to improve the current referral program in place.
  • Composed homeowners, dwellings and commercial packages policies for closings.
  • Increased the percentage of Hispanic clientele from 10% to 40% of the total agency volume in three years.
Candidate Info
6
years in
workforce
6
years
at this job
9

Insurance Producer

Insurance Producer Commercial Lines

  • Reviewed client's insurance policies and made recommendations
  • Used obtained information from clients to generate leads
  • Established strong rapport with insured's by demonstrating strong communication skills
  • Designed policies and recommended insurance coverage's to meet specific policy holder needs
Candidate Info
5
years in
workforce
1
year
at this job
10

Licensed Insurance Producer

Developed client base by using referrals, phone solicitation, and advertising

  • Met with clients to determine financial situation and insurance needs to assist clients in meeting long term financial goals
  • Completed contracts with clients, detailed coverage, and planned follow-up meetings to evaluate customers ever-changing needs
  • Maintained required education and licensing
Candidate Info
3
months in
workforce
1
month
at this job
BA
English

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