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Insurance Account Executive Resume Samples
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0-5 years of experience
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.
6-10 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
- 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.
0-5 years of experience
- 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
0-5 years of experience
- 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
6-10 years of experience
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)
6-10 years of experience
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.
0-5 years of experience
Responsibilities included selling auto, home, life and other insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Prospecting customers using established lead methods, and meeting goals that qualify with business quota.
- Opening major corporate accounts which generate company revenues in the range $10Million dollars.
- Counseled and provide advice to policy holders and prospects on matters of protection and coverage.
- Develop and maintain business relationships with policy holders and community leaders.
- Make group presentations to decision makers in affinity organizations.
0-5 years of experience
Maintained weekly sales averages and surpass goals within strict deadlines
- Researched and tailored insurance coverage needs for prospective clients
- Resolved existing customer issues within timely fashion to retain client renewals
- Managed client database for existing payroll contacts
- Consulted with clients to ensure compliance with state regulations and law
- Licensed Property and Casualty Insurance Producer in FL, PA, CA, TX, AZ and NY
0-5 years of experience
Sold primarily workers compensation to small and mid-size businesses
- Established rapport with C-level executives and gatekeepers
- Led team meetings and training opportunities
- Exceeded sales quota in units (5 out of 6 months on quota)
0-5 years of experience
Recruited new and perspective clients by developing a network of perspective clientele.
- Monitored insurance claims to ensure they were settled equitably for both the client and the insurer.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Ensured fulfillment of policy requirements, including all examinations and the completion of required forms.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
0-5 years of experience
- Counseled, quoted, and completed life insurance applications in multiple states to diverse clientele.
- Responded to a very high volume of inbound telephone requests for life insurance.
- Managed the status of applications and followed up with customers daily.
- Represented several highly rated insurance companies and assisted clients in deciding which policy would meet their individual needs.
6-10 years of experience
Responsibilities include customer service, front-line underwriting and sales acquisitions of new clients while cross-selling the existing customer base.
- Consistently met sales goals, time availability and managed multi-facet duties of a call center environment.
- Multiple sales awards and certificates for excellent sales, customer service and superior attendance.
- Experienced in accessing client's needs, recommending coverage solutions, preparing formal written quotes and closing on opportunities.
- Highly accomplished Account Manager with extensive experience in sales, business development, underwriting, marketing and relationship management.
0-5 years of experience
- Won award for top sales performance known as "A-Team Member"
- Successfully handled over 100+ inbound/outbound calls per day.
- Generated over […] of paid premiums from life insurance applications.
- Daily completion of case management duties including the verification of application details and submitting them in good order.
0-5 years of experience
- Licensed in Property & Casualty in NJ, NY, PA, DE, MD, VA, & DC
- Analyze the individual risks of clients and advise on the best products and services to meet their business needs
- Assess clients and provide carrier partners with accurate information regarding their business risk characteristics
- Review state databases to insure that clients are compliant with the WC laws in the states in which they operate
- Coach, train, & partner with multiple field teams, upwards of 20 individuals, for all client insurance needs
- Sell, issue, & service all client policies
0-5 years of experience
Sold life insurance products over the phone including: term life, whole life, universal life, accidental death & dismemberment, long term care, disability, and fixed annuities
- Switched from subsidy to commission faster than any other trainee in the history of the company building a $200,000 pipeline in 4 months.
- Sold the most accidental death & dismemberment policies of any account executive in the company eight months running.
- Maintained an 80% resell rate
- Promoted to the Business Recovery division of the company where I was responsible for contacting customers that had already expressed disinterest to other account executives.
0-5 years of experience
Responsible for the sales of ADP's major insurance products to new and existing clients within Pennsylvania, Connecticut and California.
- Prospected each territory by maximizing the opportunity afforded by sales leads generated from a variety of resources.
- Obtained pertinent information from prospects.
- Applied to insurance carriers on behalf of prospective clients for desired insurance products.
0-5 years of experience
- Established a benefits sales division within an existing property & casualty agency. Provided life, health and other insurance products to existing and new clients.
- Responsible for marketing, sales, application processing and lead generation.
- Received endorsement from and provided coverage for a local 650 member association.
0-5 years of experience
Licensed property and casualty insurance agent in six states
- Worked with insurance carriers to produce workers compensation insurance quotes and secure new business
- Consistently met individual and team quotas
- Communicated with current ADP payroll clients to offer workers compensation and serve as a resource for existing and future needs
- Developed skills for thinking creatively to attract and secure new business
0-5 years of experience
Bring in new customer through sales of life, accident and health insurance products.
- Contact potential clients by telephone in order to secure appointments.
- Work with agents to optimize sales scripts and utilize multiple techniques to target individuals.
- Assist families with preparing home and personal budgets and utilize information to show benefits of life insurance.
- Review policy applications for error and omissions then work with insurance underwriters to facilitate completion of process.
- Help customers apply for policies in a manner that will optimize approval.
0-5 years of experience
Responsible for account / sales development and maintain an existing book of business which includes personal lines and commercial lines of insurance while providing quality customer service, and building customer relationships.
- Ensure customers are receiving excellent customer service at all times.
- Works in a team environment to ensure high quality service in all relationships with having a positive and supportive attitude.
- Provide appropriate reports to management as required.
- Handle day to day client's needs, including making coverage changes, handling claims, answering client's questions regarding policies, and processing policy changes.
- Maintain existing book of business by processing renewals and remarketing accounts when necessary, and ensure compliance with insurance company guidelines/underwriting.
- Assist producers with developing new business and rounding our existing accounts.
0-5 years of experience
Property and Casualty licensed agent specializing in worker's compensation.
- Exceeding sales quota in units and revenue goals.
- Managing over 1000 accounts of businesses ranging up to 50 employees.
- Selling payroll clients ADP worker's compensation service, and cross selling other lines of insurance.
- Broker between client and 12 A-rated insurance carriers.
- Prospecting new clients and building relationships with underwriters.
- Providing certificates of insurance and waivers of subrogation for clients.
0-5 years of experience
- Marketed ADP's workers' compensation solutions to small businesses
- Partnered with A-rated insurance carriers to accurately underwrite workers' compensation insurance policies.
- Prospected new clientele through a variety of channels
- Developed marketing email templates for Insurance Associates based on my strong writing background to use as an additional resource in the attempt to gain access to prospective clients.
0-5 years of experience
Upsold ancillary lines of [company name] services by providing benefits information
- Underwent extensive training and testing to get professionally licensed in PA
- Contacted insurance carriers to get property and casualty estimates for businesses
- Displayed excellent service by setting appointments and following up with small businesses
0-5 years of experience
- Sold worker's compensation insurance to current payroll clients and new business prospects
- Generated new business through cold calls, customer referrals, and new business leads
- Organized, analyzed and scheduled assignments to meet known priorities, sales activities, and critical work deadlines
0-5 years of experience
Assigned to a territory of ADP payroll clients to manage and assist with health benefits.
- Assist clients in the enrollment process through gathering an understanding of their needs, offering quotes, and assisting with the completion of applications for the insurance.
- Created new business with non ADP clients through cold calls
- Establish and strengthen relationships with other ADP business units such as payroll and workers compensation to generate sales
- Responsible for hitting monthly sales goals in a team setting.
0-5 years of experience
- Maintain licenses and/or registrations to market State Farm products, as requested
- Assist in developing an insurance and financial services marketing plan for the agency
- Develop qualified leads and set appointments for financial services products
- Create and facilitate insurance and financial services product presentations to potential and existing clients
- Conduct needs based marketing interviews within the office or client's home or business
- Accurately prepare forms, policies, endorsements when required
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