Boosted existing revenue stream by cross-selling to existing clients on renewals. Earnestly produce and manage individual/group insurance policies. Involved in every aspect of establishing and organizing new office including the set up of systems and processes that were fundamental in structuring the office. Managed sales and administrative staff as well as daily production and commission reports making sure that production levels were exceeding expectations and that everyone got paid accordingly and on time. 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. This tells job seekers about the culture, attitude, and goals of the organization. 2) Update on new products and services in the insurance industry. Typical work activities highlighted on an Insurance Broker resume sample include assessing client insurance needs, attracting new clients, amending existing policies, developing customized insurance plans, and advising clients on how they can fill claims. All rights reserved. Organized marketing events at local grocery stores and swap meets to bring in new clients and increase brand awareness. Job Description: Insurance broker is responsible to find suitable insurance coverage for clients. Providing advice to clients on risk management and assist them to develop new ways to minimize risks. Maintained excellent client Retention Rates, Developed referrals accounting for over 70% of new business, Won business from competitors through Broker of Record Change, Wrote Small Group Business through the General Agencies LISI of San Diego and Group Health Solutions of NY. © 2020 Job Hero Limited. Use this professional created Insurance Agent job description example to gain some inspiration on how to best craft your job description. Whether you are an Underwriter who monitors premium pricing and coverage to ensure they're in line with exposures, an Insurance Broker with a solid track record of researching and recommending the most cost effective plans, or a Claims Adjuster who evaluates and settles reinsurance claims, a skillfully crafted resume will position you for success. Resume SamplesThis page provides you with Insurance Broker resume samples to use to create your own resume with our easy-to-use resume builder. An insurance broker is the ‘middleman’ in insurance-based transactions between insurance companies and individual or commercial customers. To seek employment as a broker at one of the country’s reputable brokerage firms; to work in a setting that will challenge me to grow as a professional by honing my skills and expanding my store of knowledge Job description: An insurance broker is an intermediary between the insurance companies and the clients. Auto Insurance Agent Job Description, Duties, and Responsibilities. 3) Ability to identify and provide customer centred products and services. Guide the recruiter to the conclusion that you are the best candidate for the life insurance job. Previous work experience in a similar job function or with similar processes is very strongly preferred, Demonstrated ability in conflict resolution and selling skills are a plus, Basic to Intermediate level Microsoft Office skills to include email, Word, Powerpoint and Excel, Word skills to include: formatting, Tables, Table of Contents, Headers, Footers and Review capabilities, Excel skill capabilities to include: data entry and formatting, Exposure to Excel formulas and Pivot table creation/manipulation a plus, Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. 4) Accuracy in mathematical calculations. Common duties listed on an Auto Insurance Agent resume sample are finding the best offer for their clients, identifying potential customers, offering information, adapting policies to client needs, updating records, and assisting with insurance claims. To give your client some variety, it’s likely you’ll be offering deals from more than one insurer, so it’s vital to be completely impartial throughout the process. You may also want to include a headline or summary statement that clearly communicates your goals and qualifications. Insurance Broker Job Description June 21, 2016 August 3, 2016 ~ Shaun Michels Use this optimised template for an insurance broker job description for posting on online job boards or careers pages and easy to customise for your company. Effectively manages prospect activity by completing all enrollment, administrative procedures and paperwork accurately and in a timely manner. - Instantly download in PDF format or share a custom link. - Choose from 10 Leading Templates. It’s actually very simple. Increased book of business to over $500,000 in 9 years. If you want to send out multiple job applications, that’s fine! They are tasked with interacting with current and potential clients, both to organize and process claims and to close sales for insurance policies. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Insurance agents work directly with clients to find the best coverage path the company can offer them. Client-facing experience in this space is strongly preferred. Insurance […] Anticipate the insurance needs of clients, such as policy renewals and appropriate changes in coverage. Creating and maintaining relationship with clients including planning and attending meetings and knowing the nature of the business along with life of the client. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Generated new sales for health and life insurance and acquired referrals for potential new customers. Acted as an intermediary between clients and insurance companies. Licensed Insurance Broker Resume Summary : Licensed Professional Insurance Agent who has provided valuable services to consumers in need of insurance coverage. It is customizable and ready to post to job boards. It’s actually very simple. The resume objective section in an insurance resume should target the specific job opening you’re applying for. Download Insurance Broker Resume Sample as Image file, Insurance Verification Specialist Resume Sample, Maintaining quality controls, checks work for accuracy, Exceed established sales and revenue targets, Analyzes customer inquiries by providing information on products/services, Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities, Analyzing customer inquiries by providing information on products/services, Meeting established sales and service targets, Provides information to customers in response to customer inquiries on products/services, converting a high percentage to sales, Create competition in and among the various insurance marketplaces in order to drive the best results for our clients, Provide consultation and advice to clients on matters related to property program, Review coverage wordings for each renewal and make enhancements where possible, Communicate market pressures on coverage and rate to Client and/or Service Teams, Coordinate the complete marketing process among Service Team and Broking Team, Negotiate broad terms and conditions on assigned accounts, Provide a thorough review and analysis of renewal information; including but not limited to, coverage, limits, loss history, and exposures, Bind coverage and create and submit carrier binders/documents, Provide thorough communication with all Willis Towers Watsonteam members, carriers, and/or wholesalers throughout the duration of each placement, Create innovative placement approaches to meet and exceed client expectations, Responsible for maintaining and building strong carrier and wholesaler relationships, Responsible for leading marketing strategy and proposal review meetings with Willis Towers Watson team members to correspond with client presentation dates, Aggressively negotiate premiums, coverage enhancements, commissions, and existing coverages with carriers, Demonstrated excellence in negotiation skills and influence skills are critical, Superior interpersonal skills for working with colleagues and clients in a collaborative team environment, Demonstrated ability in conflict resolution and selling skills are, Strong verbal and written communication skills to include phone conversation, email communication, and written presentations skills. Establishing and maintaining constant rapport with clients. Search 1,703 Insurance Broker jobs now available on Indeed.com, the world's largest job site. Crafting a Insurance Broker resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to help you stand out from the competition. No need to think about design details. Established relationships with clients and wrote policies to protect their assets. Guide the recruiter to the conclusion that you are the best candidate for the insurance broker job. Maintained and over-exceeded company minimums. Answer incoming calls from customers looking to buy insurance and customers with questions. Collecting insurance premiums and processing accounts. If already licensed, must be able to show valid confirmation of current licensing status, Must successfully complete the provided CISR course training and/or maintain this required designation by completing various Continuing Education activities as needed. Developed an in-depth knowledge of risks and the insurance market. Front line Underwriting prior to company submissions. See our sample Insurance Broker Cover Letter. Sold auto, homeowners, commercial & renters insurance. Below you'll find our how-to section that will guide you through each section of a Insurance Broker resume. Collecting necessary information from clients. Assist residents of CT County's including low income families enroll in Health Insurance. Insurance sales representatives are basically professionals who work for insurance companies to broker various insurance coverage to clients. Focused and dedicated insurance individual motivated to provide superior customer service to current and potential policy holders. This way, you can position yourself in the best way to get hired. Established working partnerships with local Mortgage Brokers. Insurance Assistants work alongside Insurance Agents are perform tasks such as gathering information from clients, maintaining insurance records, preparing documentation, handling mail and correspondence, calculating insurance premiums and awards, and recommending claim actions. - Select from thousands of pre-written bullet points. To be employed as an insurance agent at one of the largest insurance companies in the United States and to work in an environment conducive to the improvement of my skills and one that yields lucrative returns. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including medical, dental, life and critical illness insurance, Work with multiple insurance agencies to provide the best coverage, Contact car dealerships to acquire information for our clients, File claims for our clients when they're involved in accidents, Service and manage Commercial Lines accounts using Applied Systems, Process policy endorsements, certificates, cancellations and handle billing inquiries, Cross-sell insurance services to current clients, Exercise problem solving techniques through weekly team meetings, Enroll Medicare-eligible prospects after conducting full needs assessment, Enroll individuals and families into Covered California health plans, Assist Medicare beneficiaries to attain subsidy assistance, Aid clients in resolving any issues pertaining to their coverage, Recruit new agents that are currently offering other lines of insurance, Train new agents to understand Medicare market and help them attain new clients, Provide insurance products & loss prevention programs to commercial clients, Coordinate and direct new client transitions, Manage insurance and loss prevention needs of major accounts, Build, improve and maintain relationships with clients, Coordinate needed support services to effectively run the accounts, Maintain an existing customer base, and grow the base of business. Well organized, proficient in several computer programs; a quick study. Partnered with large San Diego Real Estate office as "In House Insurance Agent.". Insurance broker: job description Insurance brokers are responsible for identifying and organising suitable insurance cover for commercial organisations and private clients. Customize insurance programs to suit individual customers, often covering a variety of risks, Journalism & Communications For Online Media, Iv Therapy And Blood Withdrawal Certification. The following resume samples and examples will help you write a Insurance Agent resume that best highlights your experience and … Resolving customer concern/complaints within authority limits Maintaining general … An independent and unbiased link between the consumer and the large companies trying to attract them, brokers find the best policies for their clients and ensure they don’t get ripped off. Insurance Broker. Hiring Insurance Broker job description Post this Insurance Broker job description job ad to 18+ free job boards with one submission. Demonstrated capability in strong in person communication/presentation skills is advantageous, Technology acumen to adapt to multitude of technology based systems (Epic,carrier online rating systems, etc), Attention to detail and process orientation, Time Management and Organizational Skills in the face of changing deadlines and workloads, Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams, Problem solving abilities, including critical thinking, research, quantitative skills, creativity, Collaborating with Account Executive(s) to develop coverage strategy and marketing initiatives for renewal and prospective business, Analyzing client specific risk exposure and details coverage requirements; preparing and presenting marketing proposals for renewals and new business, Negotiating, establishing, and maintaining strong relationships with the underwriting community for the ultimate benefit of the client, Following up with insurer to confirm terms of negotiated contract are met, Approving documentation for new contracts, policy changes, additions, deletions and renewals, Providing leadership, mentoring and directing to the Associate Broker and Broking Coordinator, Leading by example by demonstrating and sharing with all lines of business the importance of best practices; and, Performing other related duties as assigned, Minimum of 5-7 years of insurance and/or commercial marketing, broking experience, Excellent interpersonal, communication and presentation skills, Minimum 3/4 years experience in Personal lines or 2/3 years in Commercial lines broking, Hold a relevant insurance qualification (min APA, but with CIP desirable), Be computer literate with experience of working on Open GI being advantageous but not essential, Have excellent customer service skills, internal and external, Be committed to assisting in the development of their colleagues, Have the ability to adapt to and embrace change, Have great attention to detail and the ability to work alone and within a team, Create and analyze comparisons of carrier quotes to demonstrate value and thoroughness for clients; make recommendations where needed, Deliver market intelligence for strategy meetings and utilize available resources throughout the marketing process, Address client needs by identifying coverage gaps and highlighting new coverage opportunities for comprehensive program placements, Keep informed of changing insurance and risk market conditions. Use it to save time, attract qualified candidates and hire best employees. Collaborated with colleagues to exchange information such as selling strategies and marketing information. Broker Job Description Brokers facilitate a variety of business transactions, such as real estate deals, by acting as an intermediary between the parties involved. Requirements – Qualities – Knowledge, Skills, and Abilities for the Position of Insurance Sales Agent There are plenty of opportunities to land a Insurance Broker position, but it won’t just be handed to you. Solicited businesses to allow me to shop their insurance. Independently contracted with leading Insurance Carriers including Blue Cross, Blue Shield, Aetna and Health Net. Arduously recruit and support licensed life insurance agents to produce Cigna's supplemental life insurance policies. This Insurance Broker job description template includes the list of most important Insurance Broker's duties and responsibilities. Clients may be individuals, organisations or commercial businesses. To find a great Insurance Agent, consider including some of these common skills and qualifications in your Insurance Agent job description: A valid state-issued insurance license Strong sales skills to meet sales goals, increase your customer base and cross-sell related insurance packages Excellent written and verbal communication skills Key Insurance Broker Skills An insurance agent resume must show skills in … Planned, coordinated and implemented recruiting and sales efforts for brand new insurance office that lead to new agents and increased sales. They may work in property, health, or life insurance, guiding customers to make the best decisions. View All Agent Resumes Qualifications such as good communication and negotiation skills, customer service orientation, research and attention to details are common experience in Insurance Assistant resume examples. Marketed policies with 18 major carriers. What Does an Auto Insurance Agent Do? This way, you can position yourself in the best way to get hired. If already carrying the CISR designation, must be able to show valid confirmation of current active status, Insurance designations such as CPCU, CIC and ARM are advantageous, Provide prospective clients with quotes and places them with the appropriate market, Proactively performs outbound initiatives to enhance growth and enhance the client experience, Maintains a strong level of market awareness and understanding of the products which are offered from the numerous insurer markets, Proficient in MS Word, Excel ,Powerpoint, & MS Outlook, Knowledge of company policies and procedures, Resolving customer concern/complaints within authority limits, Maintaining general knowledge and understanding of all personal property and auto insurance products/services, Providing telephone coverage support (as directed), Performing other related duties as required, Minimum two (2) to three (3) years of personal property and auto insurance experience required, Previous experience placing policies with multiple insurers and markets required, Experience working in an inbound and outbound call center type environment, Ability to establish a rapport, assess and identify cross selling opportunities over the phone, Excellent interpersonal, communication and presentation skills, both verbally and written, Ability to work collaboratively as a key member of a team and independently with minimum supervision, Meticulous attention to detail, refined organizational skills and the ability to multi-task, Proven ability to prioritize competing requirements and deadlines under pressure, Three (3) to five (5) years of personal property and auto insurance is preferred, Experience working with multiple insurers an asset, Previous experience working in a high volume; production based environment an asset, Functional knowledge of TAM systems is an asset, Communicate (and Present) Property Team resources and deliverables, Represent WTW Property with the utmost professionalism in the market, Develop and design program alternatives, provide advice on marketplace trends, insurance carrier capabilities, strategic market access points, benchmarking and creative program alternatives, Technical knowledge of property insurance contracts/structure, Knowledge and understanding of global property insurance marketplace, Computer skills, including Excel, Word, PowerPoint, Outlook, Computer system skills; ability to work within agency management systems, Ability to provide expertise and in depth advice to clients resulting in overall client satisfaction, Support nationally based relationships with carriers and clients, Understanding of RMS and AIR Analytical Systems, In-depth understanding of property coverage wordings, Build and maintain relationships with the M&A community, including financial sponsors, corporates, law firms and the wider transaction advisory community, Undertake in-depth analysis on each client transaction to understand all potential risks associated with the deal and advise on possible M&A insurance solutions, Provide strategic advice to clients on how M&A insurance products can be introduced to a transaction process enabling them to achieve their objectives, Lead negotiations with Insurers, in line with the commercial transaction strategy, to develop enhanced and bespoke policy wordings and coverage positions, Manage the policy and coverage negotiation process to ensure that the client’s commercial objectives are achieved, Work with colleagues across the PEMA division to ensure all available M&A services are introduced to the transaction. 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