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Candidate Info
BA
Criminology And Criminal Justice
MA
Human Resources Management
Inside Insurance Sales Representative
Sold Medicare Advantage (MA) plans to seniors at least 65 years of age and to disabled persons.
- Reduced rapid disenrollment by coaching members on how to get to get their questions answered, explaining how to use their membership materials, and what to expect next.
- Increased enrollment in specific MA plans by assessing members' and prospects' current and predicting future needs.
- Assigned to team that contributed to persuade members to convert to new Medicare Advantage plan by presenting the plan to members on outbound campaigns.
- Followed up with prospects and members daily, in which resulted in increased enrollment in MA plans. Average 4 sales per day (call center environment).
- Managed daily tasks, book of business, member and prospect information using Salesforce to ensure tasks and deadlines were not missed.
Candidate Info
11
years in workforce
6
years at this job
HS
High School Diploma
Business Administration
English/arabic
Insurance Sales Representative
Provided value and advice to help customers succeed financially and achieve deep lifetime relationships.
- Helped customers identify services/products that best suited their needs.
- Participated proactively in all huddles and districts communications and meetings.
- Established and maintained key relationships and business contact within the community and targeted industries segments and strategic initiative to create opportunities for growth.
- Provided ongoing coaching to co-workers and new recruits to effectively identify referral opportunities.
- Cooperatively work with others to produce and deliver required work.
- Articulate and very effective working with people of different backgrounds and temperaments.
Candidate Info
6
years in workforce
2
years at this job
BBA
Marketing
Insurance Sales Representative
- Provided insurance quotes and information in a courteous and professional manner.
- Answered customer inquiries regarding coverage levels and informed them of policy enhancements to ensure customer satisfaction.
- Consistently exceeded sales goals. Averaged sales of 90 new policies each month.
Candidate Info
BS
Marketing, International Marketing
Insurance Sales Representative
- Achieved producer status with the Commonwealth of Virginia Bureau of Insurance for Life, Health, and Annuities.
- As an intern, competed with peers from all across the United States and finished in the top twenty. (Out of 157)
- Accrued over $5000 commission and stipends on part time basis.
- Trained five new field agents and proactively guided them during their sales meetings.
Candidate Info
10
years in workforce
8
years at this job
Insurance Sales Representative
Exhibited superior customer service by helping clients find suitable coverage according to their assets as well as following state guidelines.
- Counseled potential customers about [company name] products and services.
- Reviewed data on insurance applications to insure the proper rate is implemented.
- Supported company through quoting rates opening new accounts.
- Serviced policy holder accounts answering questions quickly and accurately.
- Declined policies that were considered an unacceptable risk.
- Coached and trained representatives for improvement of sales and customer service.
Candidate Info
5
years in workforce
2
years at this job
BS
Sociology
MS
Business
Insurance Sales Representative
Represented and informed all new clients with optimal health insurance plans
- Increased sales quota during pre and post open enrollment
- Maintained professional and dedicated relationship with clients to inform them with their best options
- Maintained top 10 salespersons consecutively over several months
Candidate Info
BS
Animal Science
Licensed Insurance Sales Representative
Calling on provided leads, and also cultivating leads through referrals.
- Acquiring appointments for the upcoming week by being upbeat, persuasive, and informative about all products for sale.
- Closing sales by meeting with clients within an organized time schedule, obtaining outstanding rapport, presenting the material with clarity, and enthusiasm.
- Achieved "bonus level" for sales every week, and was top ten in the state of Michigan within the company two weeks in a row in January.
Candidate Info
Business Management
Insurance Sales Representative
Coordinated the sale of Supplemental Health Insurance
- Managed accounts with the Board of Education in various counties
- Provided presentations/training for private, local and state government agencies
- Established and maintained insurance accounts with HR departments
- Negotiated new accounts with CEOs and CFO for employee insurance coverage
Candidate Info
Computer Network Admin
Insurance Sales Representative
- Position and build confidence in products and services to earn the business of multi state clients
- Recognized and awarded top 10% sales within company in 2013
- Facilitate training while serving as mentor to peers
- Cold calling to prospective clients (75 a day)
Candidate Info
BS
Business Management
Insurance Sales Representative
- Built and developed client relationships within local and national communities selling a multitude of insurance products, including Auto, Home and Life insurance policies
- Effectively counseled and advised prospects and policyholders on matters of protection and proper coverage limitations
- Serviced and maintained renewal policies above and beyond customer expectations resulting in higher retention figures
- Participated in various incentive programs and contests designed to support achievement of productions goals
- Met goals for volume of quality new business quoted and written within company guidelines
Candidate Info
Economics
Insurance Sales Representative
- Provided life insurance products to groups and individuals
- Identified new business using proven sales techniques to meet personal production goals
- Developed and maintained client relationships
- Implemented client referral programs to generate new and consistent business
Candidate Info
Insurance Sales Representative
Planned new business groups and meetings to achieve sale goals
- Provided excellent customer service to new and current customers
- Communicated effectively throughout the day to customers while making 60 outbound calls a day
- Oversaw new employees while they attended training under the direction of myself
- Consistently met sales goals
- Effectively communicated the process of pivoting to ensure consistent sales and satisfaction
Candidate Info
BBA
Marketing
Life Insurance Sales Representative
Resolved customer concerns, generated new sales, and acquired referrals for potential new customers. Developed and maintained relationships with current customers and provided service and maintenance of renewal policies.
- Calculated and suggested an actual amount and type of coverage according to the analysis of client's age, gender, and lifestyle
- Offering advice to individuals and corporate clients in selecting appropriate insurance products
- Communicated with customers over the phone in a call-center setting
- Sold insurance policies to customers netting over $17,000 in monthly sales
- Skilled in interpreting and explaining insurance policies and insurance coverage to customers while providing excellent customer service
Candidate Info
3
years in workforce
3
years at this job
Business
Insurance License
Insurance Sales Representative
Sought out new clients, developed clientele through sales presentations and by networking to find new customers
- Explained various insurance policies and helped clients choose plans that suit them.
- Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Performed administrative tasks, such as maintaining records and handling policy renewals.
Candidate Info
BS
Business
Sales Training Programs
Insurance Sales Representative
Called on established business and personal accounts to grow and maintain a sizable book of personal lines business. Developed effective marketing and personal sales strategies that, in conjunction with extensive product knowledge, positioned products favorably and increased sales. Engaged new business clientele through sales presentations, hosted seminars, public events and maintaining an onsite presence.
- Winner of Liberty's National Award for Achievement in life insurance sales.
- Winner of 3 Pursuit of Excellence Awards for consistently exceeding sales goals (only given during the first 2 years of sales).
- Ranked in the top 10% of office sales team
Candidate Info
9
years in workforce
2
years at this job
BBA
Computer Information Systems
Bilingual Licensed Insurance Sales Representative
- Answered incoming calls and educate customers about insurance rates and policy coverage.
- Provided an exceptional buying experience by understanding and exceeding the customers' expectations.
- Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in order to provide a better buying experience to customers.
- Developed extensive knowledge of the product to compete with other individuals or companies who sell insurance.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage.
Candidate Info
Biology
Communication
Top Insurance Sales Representative
- Exceeded all goals set for agents, including cross-selling, metrics and quality assurance.
- Created scripts for cross-sales opportunities.
- Assisted current clients with customer service needs: billing, adding endorsements, and changes to policy.
- Conducted annual performance evaluations.
- Assisted management in making sure all agents were performing at the highest level by maintaining, implementing and teaching quality based initiatives.
Candidate Info
C
Hvac
Insurance Sales Representative
- Met with potential clients to help customize insurance programs to fit their individual needs.
- Knowledgeable and trained in various life insurance and health insurance products.
- Explain features and benefits of different insurance programs to clients.
- Consistently exceeded my sales goal with closing my insurance sales.
- Maintained a high level of customer relations by continuing to follow up with the clients, even after the sale is made
Candidate Info
BA
Public Relations
Life Insurance
Insurance Sales Representative
- Developed new business leads using web research and cold calling techniques
- Offered supplemental health insurance to employees through the employers
- Managed accounts with frequent follow up calls, diligent record keeping, and personal visits. Worked with Human Resource groups to ensure that accounts were properly administered.
Candidate Info
AA
Education
Communications
Insurance Sales Representative
Sell various types of insurance policies to businesses and individuals on behalf of [company name]. Policies include accident, life, cancer, critical care and dental insurance.
- Call policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Plan and conduct open enrollments working closely with Human Resources
- Meet goals for volume of quality new business quoted and written within company guidelines.
- Service and maintain renewal policies
Candidate Info
BS
Business Administration
Insurance Sales Representative
Gather individual and site wide metrics to evaluate current standings and projections
- Initiating new business sales and cross-selling opportunities.
- Coordinating activities with other departments to ensure quality customer service.
- Recognizing and satisfying customer needs through daily communication.
- Working to renew quality accounts and analyzing customers' insurance needs.
- Processing new business and contacting customers to finalize sales/service transactions.
- Identifying Mass Marketing prospects, utilizing existing book of business.
Candidate Info
Insurance Sales Representative
Contact policyholders to deliver and explain policy, analyze insurance programs and suggest additional changes.
- Explain features, advantages and disadvantages of various policies to promote sales of the insurance plan.
- Customize insurance policies to suit the needs of the client.
- Ensure the appropriate forms are completed accurately.
- Calculate premiums and establish payment method.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Seek out new clients by networking and generating lists of prospective clients.
- Perform administrative tasks maintaining client records and handling policy renewals.
Candidate Info
4
years in workforce
1
year at this job
BBA
Accounting, Management, And Management Information Systems
Insurance Sales Representative
- Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
- Accountable for over 50% of sales for the agency.
- Leverage consultative-sales strengths to identify opportunities, nurture relationships and close deals.
- Responsible for maintaining good relationships and maintaining contact with potential and current clients.
- State licensed in Property, Casualty, Life, Health, and Long Term Care.
- Worked toward Mortgage Loan Originator and Series 6.
Candidate Info
Political Science
Insurance Sales Representative
Manage team of outside sales professionals, through training, motivation, and leading by example
- Door to door sales of insurance products for seniors and family policies
- Telemarketing, prospecting, and networking to develop leads and locate interested prospects
- Complete detailed paperwork, determining eligibility, and closing on contracts
- Maintain computer crm system to track clients and effective networking to build client base
Candidate Info
Insurance Sales Representative
Responsible for appropriately recording and filing client insurance policy documents.
- Accountable for receiving client payments and making daily company deposits.
- Engages in friendly and personable customer service, utilizing effective communication skills via phone and in person, ultimately generating recurring sales.
- Utilizes well developed multi-tasking and time management skills to enhance sales team productivity
Candidate Info
AS
Science
Customer Service Representative
Insurance Sales Representative
Work with 6 sales professionals covering 3 cities (Fort myers, Cape Coral and Lehigh Acres), responsible for more than 3,800 individual and corporate accounts.
- Support sales reps in opening new accounts and upgrading existing service.
- Quickly and effectively solve customer challenges.
- Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.
Candidate Info
HS
High School Diploma
Insurance Sales Representative
- Make convincing presentations at events organized to showcase insurance company and their products and services.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance company, including accident, cancer, short or long term disability, vision, dental, hospital or a critical illness.
- Customize insurance programs to suit individual's specific wants and needs, and thoroughly discuss advantages and well educated on coverage and how to use policies.
- Exercise precise and complete documentation to ensure quick and easy disbursement of financial obligations regarding both parties.