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Insurance Advisor Resume Samples
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Candidate Info
11
years in workforce
4
years at this job
BS
Finance, And Economics
Insurance Advisor
Designated as the life insurance sales specialist for two agencies, writing an average of 73 policies per year and generating $43,000 in annual premium.
- Developed networks with Mortgage Planners, Real Estate Advisor and Tax Advisors to aid in generating property and casualty business resulting in $245,000 in new premium annually.
- Cultivated relationships within the book of business to create more sales opportunities for financial services and advanced legacy planning.
- Implemented an onboarding process designed to maximize referrals and insure the highest level of customer service was received by each client.
- Focused many efforts on client retention and customer service by keeping our agency lapse cancellation at an area low of 9.3% on auto and 18.2% on fire business.
- Managed the day to day activities in the office. Oversaw production from each team member and implemented sales plans to help each office achieve its monthly, quarterly and annual goals.
- Trained new team members (7) and worked with them on a weekly basis to achieve sales skills necessary for success in the industry. Trained in product knowledge as well as sales techniques for each product line. Also, assisted in the 30, 60, 90 day reviews
- Participated in helping two State Farm Agencies produce company sales goals that enabled them to achieve agent select status and qualify for State Farm Travel Program
Candidate Info
8
years in workforce
3
years at this job
HS
High School Diploma
BA
Art History
Licensed Insurance Advisor
Held Property and Casualty Insurance licenses to sell policies in 48 states. Attended Continuing Education classes twice a year to maintain licenses. Assessed customers' insurance needs and customized policies to protect their financial stability.
- Advised customers of available personal insurance products.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Consistent monthly advancement in regional Quality Assurance (QA) rankings.
- Strict adherence to state laws and company policies regarding insurance premiums, claims, and policy declinations/non-renewals.
- Earned additional underwriting/risk-analyst authority and served as a peer underwriter when a Senior Underwriter was unavailable.
- Promoted to a specialized sales/advisory team for residents of U.S. states with atypical insurance laws.
Candidate Info
10
years in workforce
3
years at this job
BA
English
Agency Owner/insurance Advisor
Propose 54 different lines of insurance pertaining to life, health, business, home and auto insurance.
- Service a book of business encompassing over 315 property, casualty and business policies along with over 20 life policies on behalf of the [company name].
- Delegate and oversee the development and job duties of multiple employees to facilitate business growth.
- Implement marketing strategies such as sponsoring community events, calling campaigns and business meetings with the goal of conveying the advantages of doing business with the [company name].
- . Seek out new clientele by means of face to face contact with the goal of generating new prospective clients.
- Stay abreast of the ever-changing environment by attending meetings, seminars and programs to further education on new products and services.
Candidate Info
30
years in workforce
3
years at this job
Financial & Insurance Advisor
Developed & implemented prospecting strategies for appointments
- Developed materials for meetings and presentations
- Met with prospects to discuss financial strategies for their futures
- Focused in area of retirement planning & insurance planning
- Developed recommendations and created illustrations for follow-up appointments
- Wrote indexed annuities, life and health related insurance products
Candidate Info
4
years in workforce
4
years at this job
BA
Political Science
Licensed Insurance Advisor
Exceptional Sales and Customer Service
- Act as a trusted advisor helping clients manage the risks of their everyday life by educating them about potential gaps in their insurance coverage
- Round out client portfolio's with other insurance products and services that aren't currently bundled with the agency
- Refer prospects to our in-house financial specialist for life insurance and retirement needs
- Meet new business production goals by acquiring new business via telephone, networking, and working other lead sources
- Provide prompt, accurate, and friendly customer service which includes responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claims submissions, and billing clarification
Candidate Info
15
years in workforce
8
years at this job
C
Certificate
BS
Bachelor of Science
JD
Juris Doctor
Risk and Insurance Advisor/claims Manager - The Americas
Responsible for claims in the Americas
- Conducted Quality File Reviews/Audits - Liability/Workers Compensation/Pollution
- Managed Shell's Third Party Claims Administrator - REM
- Provided training on Claims Handling Best Practices
- Served as Claims Manager for Shell's U.S. Captive Insurer
- Handled complex liability claims
- Interfaced with insurance brokers, insurers, business stakeholders, external counsel, etc.
- Addressed insurance coverage issues
- Coordinated and managed Shell/Motiva's Catastrophe Claims Program
- Assisted with insurance tender/placement
- Other projects
Candidate Info
3
years in workforce
7
months at this job
Life, Accident and Health Insurance Advisor
Life auditing and putting policies into place for clients.
- Going over Medicare rights and options for people turning age 65+ and going over supplemental insurance.
- MMB / Electronics
- Setting up new merchandise (new release products).
- Ensuring that guests were assisted with any questions and concerns that they might have.
Candidate Info
11
years in workforce
4
years at this job
AS
Business Administration
BA
Business Administration
MBA
Leadership And Management
Customer Service Support and Insurance Advisor
- Handle outgoing/incoming calls from customers regarding insurance.
- Assists with maintenance of client policies and data entry of book of business in the paper unit.
- Cross trained for customer service, retention and paper unit department.
- Perform adjustments; maintain detailed records of policy transactions, complaints and data entry functions.
- Process client accounts in accordance with the departmental and institutional policies and procedures. Communicate via telephone, e-mails or written correspondence.
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