Licensed Insurance Agent Resume Samples

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Licensed Insurance Agents work either independently or for insurance companies. These professionals sell life, home, or auto insurance to consumers. Usual duties of a Licensed Insurance Agent include identifying customer needs, seeking clients, providing information, answering to inquiries, submitting applications, writing reports, and maintaining client records. Most resume samples highlight skills such as communication, the ability to sell, insurance products knowledge, and computer operation. A well-written example resume for the job should mention at least a high school diploma and license from the state where the candidate wants to operate.

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1

Licensed Insurance Agent

Presented insurance plans available through many of the major insurance carriers that met Affordable Care Act Standards (Humana, Cigna, Assurant, Coventry, United, and the Health Insurance Marketplace)

  • Advised and counseled customers through precise communication which insurance plans best suited their needs and budget
  • Aided clients with premiums, effective dates, policy terminations, and additional policy riders
  • Enrolled over 600 individuals in health insurance plans during open and special enrollment periods (November 15 - April 31)
Candidate Info
3
years in
workforce
9
months
at this job
BA
Business Administration
2

Licensed Insurance Agent

  • Developed client leads and implemented marketing strategies to retain new clients.
  • Established customer-focused, needs based review process to educate customers about insurance options.
  • Scheduled daily appointments for home services to market life insurance policies and collect premiums from home based clients.
Candidate Info
40
years in
workforce
2
years
at this job
HS
Business
Psychology
3

Licensed Insurance Agent

Met with prospective customers in their homes to calculate quotes and educate potential clients on insurance options.

  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Candidate Info
7
years in
workforce
1
month
at this job
BS
Finance
4

Licensed Insurance Agent

  • Handled high call volume of inbound/outbound calls in the range of 100+ calls a day.
  • Worked cold and warn leads to develop a large book of business.
  • Optimized Broker office to manage and convert quailed leads.
  • Converted 70-80% of all leads utilizing the sales technique of matching needs to the benefits for clients.
  • Encouraged add on (dental & vision) and explained all benefits for the consumer plan of choice.
  • Individually produced over 175 sales in the 2015 Annual Open Enrollment period.
Candidate Info
10
years in
workforce
6
months
at this job
Business Administrative
Medical Billing And Coding
5

Licensed Insurance Agent

Qualified clients and verified personal information to determine eligibility status for the Affordable Care Act program.

  • Advocated consumers through the process of selecting affordable health insurance and ancillary coverage on the Marketplace.
  • Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers.
  • Maintained full compliance with Go Health policies and Federal and State regulations.
  • Controlled customer complaints regarding sales and service.
  • Mentored trainees, preparing work stations and assigning specific duties.
Candidate Info
14
years in
workforce
9
months
at this job
AAS
Child Development
BA
Arts & Sciences
6

Licensed Insurance Agent

Business Development Specialist of Jones Family Insurance Services with [company name]

  • Utilize consultative sales to educate customers regarding their insurance options
  • Perform financial analyses for business and residential accounts and conduct monthly financial training seminars
  • Conduct all aspects of business operations including but not limited to, budgeting, sales, banking, marketing, training, payroll, and client services
  • Exceeded first quarter performance standards by 68% in sales
  • Keynote speaker at ABCAB Business Development Seminar, October 2011, March 2012, May 2012, and August 2012
Candidate Info
3
years in
workforce
1
year
at this job
BA
Bachelor of Arts
MBA
Business Management
7

Licensed Insurance Agent

  • Cultivated personal book of business by calling establishments and small businesses and coordinated appointments and presentations with human resource representatives as well as employees.
  • Identified sales trends to assist in developing a strategy to meet goals while working collaboratively with peers.
  • Educated and advised policy holders and potential clients on products available to resolve gaps in medical coverage.
  • Developed rapport within my book of business by assisting with filing claims, addressing questions or concerns, completing annual and semi-annual evaluations and explaining the policy benefits to existing policy holders and new employees.
Candidate Info
9
years in
workforce
2
years
at this job
BS
Biology
8

Assistant Vice-president/branch Manager / Licensed Insurance Agent

  • Successfully marketed and provided industry products and services to develop and maintain client relationships.
  • Cultivated small business and consumer clientele relationships.
  • Promoted team-building while achieving desired sales productivity levels.
  • Used best practices to produce proficient employee performance.
Candidate Info
13
years in
workforce
13
years
at this job
HS
High School Diploma
HS
Political Science
9

Licensed Insurance Agent

  • Made outgoing calls to customers utilizing a lead system in order provided expert guidance on life and health Insurance policies
  • Assisted clients on purchasing life policies to ensure financial security in case of long term care requirements or other relevant financial crises.
  • Accepted cash, checks, credit card payment from clients. Accurately balanced and reconciled daily remittance and upload electronically to central office.
Candidate Info
1
year in
workforce
1
year
at this job
BA
Business Administration
10

Licensed Insurance Agent

Assisted Medicare customers in enrolling in Medicare plans, and helped them choose the appropriate plan based on their personal situation and needs. Position required patience and understanding, as well as, the ability to explain complex medical plans in common terms so customers would understand their options.

  • Able to gain customer's trust in expertise and make them more comfortable and secure in their decision, helping this segment of the population with their insurance needs.
  • Exceeded monthly targets for enrollments and always maintained excellent quality standards in highly regulated field of insurance.
  • This position was seasonal and based on yearly open enrollment period for Medicare-eligible individuals.
Candidate Info
5
years in
workforce
1
year
at this job
AA
Business

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