Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, Secured appointments with key underwriters to insure adequate market appetite to place new business. Oversaw the production of new business from every phase including prospecting, applications, marketing, and proposals.
Skills : Customer Service, Commercial Insurance, Workers Compensation, Claims, Auditing, Financial Analysis, Financial Reporting, Risk Assessment, Excel, Powerpoint, Quickbooks.
Description :
- Increased market availability from one carrier to ten carriers. Managed the day to day activities of the commercial insurance book of business.
- Maximized growth and client retention through superior customer service. Developed accounts and cross sold available products and services.
- Generated and pursued new client opportunities. Presented our services and solutions at prospect meetings.
- Retained clients by maintaining solid business-to-business relationships. Created, maintained and worked list of potential clients through referrals, cold calls and advertising response.
- Developed and maintained relationships with all prospective clients for all insurance and risk management needs.
- Ensured compliance to all state insurance regulations for current clients. Facilitated increase in sales for existing clients through annual reviews, cross-sales and rounding of accounts.
- Maintained knowledge on all commercial products as well as continuing education for licenses and designations held.
Experience
2-5 Years
Level
Junior
Education
BBA
Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, monitored all insurance policies from inception to closing and kept open door policy with staff along with regular meetings to ensure exceptional customer service. Monitored and resolved all client issues and managed all claims.
Skills : Insurance, Management, Negotiation, Networking, Technology.
Description :
- Worked as liaison with client service team to accommodate client needs, retain and grow business. Demonstrated strategic thinking and innovation based on knowledge of the market.
- Actively participated in professional and community organizations and events to promote agency and insurance in the community.
- Identified new opportunities in mid-sized and large, complex accounts. Utilized a consultative, positive and resourceful approach to dealing with prospect, clients and employees.
- Prospected sectors or market areas by identifying business needs and proposing company products and services.
- Obtained prospects and actively pursue and created interest by telephone calls, writing letters, or making personal visits.
- Maintained currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
- Identified areas for continuous improvement and implement initiatives to increase cost savings, efficiency, or effectiveness.
Experience
2-5 Years
Level
Junior
Education
BBA
Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, designed insurance plans and recommends coverage to clients. Surveyed loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients. Delivered insurance proposals, makes sales presentations to prospective and existing clients on new or renewal business.
Skills : Sales, Knowledge of insurance products.
Description :
- Developed business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
- Built an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
- Solicited and built relationships with qualified prospects, schedule appointments, complete applications and present proposals to prospective clients.
- Worked with business clients and prospects to understand their needs and developed consultative business solutions.
- Developed and executed a business plan based on established sales and risk management objectives.
- Reviewed existing policy coverages and makes recommendations based on strategic understanding of client objectives.
- Collaboratively worked with all departments in the agency in both the production and servicing of client accounts.
Experience
2-5 Years
Level
Executive
Education
BBA
Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, developed and promoted strong relationships with prospects and clients. Achieved pre-determined sales goals. Identified and develops insurance prospects and appropriate markets.
Skills : Communication, Interpersonal.
Description :
- Developed, followed, and achieved sales objectives. Educated clients concerning agency payment expectations and cancellation procedures.
- Developed a book of business that is profitable for both the agency and carriers. Worked with clients to ensure limit and coverage adequacy.
- Provided needed information and clarifications about clients to company personnel, and documents system by transaction date.
- Created letters to clients offering coverage, and share information and advice regarding insurance matters. Used these to round out accounts fully.
- Worked with the Accounts team, reviews existing policy coverages in order to upgrade accounts and remarket if necessary.
- Assisted service staff in collecting client information in preparation for schedules of insurance, summaries, and renewal proposals. Reviewed appropriate policy change requests and other account activity.
- Documented automated file as appropriate. Used each client contact as an opportunity for coverage review and marketing of need covered.
Experience
2-5 Years
Level
Executive
Education
BBA
Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, prospected and sold commercial insurance to new clients, account-rounding and cross-selling additional coverages to clients and retaining existing accounts. Recommended and helped insureds carry out loss control programs, independently and with company loss control staff Retained assigned percentage of accounts at each renewal. Continued to develop relationships with insureds. Maintained a sense of urgency and ability to work with and meet deadlines. Demonstrated effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
Skills : Analytical, Problem Solving.
Description :
- Actively searched for commercial insurance prospects, schedule appointments, make sales presentations, and close new business accounts.
- Maintained prospect list of the insurance agencys targeted business in the agency prospect system.
- Completed insurance applications for Account Managers to submit to appropriate insurance companies.
- Arranged payment terms for all accounts in accordance with agency credit and collections policy.
- Cooperated in gathering information on assigned accounts for renewal marketing and handling per agency procedures. Delivered policies and/or binders on assigned accounts following agency guidelines and timeframes.
- Attended company sales meetings, sales seminars, and educational activities needed to improve sales techniques and stay up to date on the latest developments in the marketplace.
- Participated in/direct any special projects at leaderships request. Traveled will be required. Most travel will occur within 150 miles of our location in Wyalusing, PA, but situations may require longer travel occasionally.
Experience
2-5 Years
Level
Executive
Education
BBA
Commercial Insurance Producer Resume
Headline : As a Commercial Insurance Producer, engaged and developed new clientele for commercial lines throughout the region. Provided proper hand off to the Account Executive and assist in anticipating client needs and helping to respond to client questions and issues in a timely manner. Made necessary contacts both inside and outside of the organization in order to obtain client requested information and then relay information.
Skills : Organizational, Time Management.
Description :
- Reviewed client exposures, loss experience, and current coverages, and recommend appropriate products and services on an annual basis.
- Created and presented proposals to prospective clients.
- Ensured that all regulatory requirements are met and complied with all internal policies and procedures.
- Met with the prospects to build a relationship, gather underwriting information, deliver proposals, and win the business.
- Served as a backup to administrative staff in meeting current customer needs. Developed and maintained a working relationship with team members and various carrier representatives as needed.
- Completed training and maintained licensing associated with job function.
- Met continuing education requirements to maintain all applicable licenses.
Experience
5-7 Years
Level
Executive
Education
Bachelor's In Finance
Commercial Insurance Producer Resume
Summary : As a Commercial Insurance Producer, prospected, solicited, quoted, and sold new Commercial/Personal Lines/Life and Benefits Accounts. Continued to counsel and market to existing clients professionally is another essential function of the position. Met service and sales standards of volume with timeliness and quality.
Skills : Planning, Quality Assistant.
Description :
- Identified and developed insurance prospects and appropriate markets. Responded to referrals quickly and effectively.
- Pre-qualified insurance prospects for insurability and quality of risk. Created and maintained client or prospected lists.
- Created insurance proposals; made sales presentations to prospective and existing clients on new and renewal business.
- Completed and submitted applications and related documentation to appropriate insurance markets. Developed, follows, and completes sales objectives.
- Prepared, requested, and delivered binders to insureds. Educated clients concerning agency payment expectations and cancellation procedures.
- Scheduled meetings with clients as appropriate. Actively supported and served as a role model for the company's mission and core values.
- Developed strong relationships with various company marketing representatives and underwriters.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Finance
Commercial Insurance Producer Resume
Summary : As a Commercial Insurance Producer, collected 30% down payments from insureds for purchases of new and upgraded coverage, and obtains signatures on all applications for insureds. Acknowledged non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures. Asked for referrals from insureds to help generate new business. Explained coverage and exclusions and documents explanations on automated file for future reference.
Skills : Documentational Skills, Business Assistant.
Description :
- Demonstrated excellent time management and prioritization skills. Multi tasked, prioritized, worked independently, and used discretion surrounding sensitive information
- Maintained a professional demeanor and positive attitude. Met new business production goals and objectives as established.
- Solicited new business via telephone, networking, and other lead sources. Developed insurance quotes, makes sales presentations, and closed sales.
- Answered incoming phone calls on the first ring. Prospected and generated new business through leads & referral sources.
- Met Annual Sales requirements. Used lead lists to establish contact and schedule appointments. Achieved new business sales goals on a monthly/quarterly/annual basis.
- Obtained referral leads from existing clients. Aggressively identified and pursued cross-selling opportunities.
- Planned and executed daily retention activities, calling brokers on high retention risk policies and walking them through the benefits of staying with Billy.
Experience
7-10 Years
Level
Management
Education
Bachelor's in Finance
Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, achieved objectives established in the annual producer sales plan. Learned and utilized Sinclair's proprietary sales process to prospect onboard new clients. Surveyed prospects to determine needs and review insurance strategy. Collected detailed risk and underwriting information, including survey data and loss history.
Skills : Risk Assistant, Maintenance.
Description :
- Coordinated with the marketing team to develop and delivered formal insurance proposals, including coverages, limits, deductibles, and other pertinent information.
- Coordinated with internal support, service, human resource, and risk management teams. Conducted client and prospect appointments, communicate proposals and renewals, explain details, and communicate the desire to conduct business.
- Embraced team-orientated sales servicing of clients & delegate accordingly. Maintained Pipedrive CRM and attend all sales meetings as required.
- Promoted agency and insurance industry in the community. Performed other specific duties and projects as assigned by agency management.
- Prospected for business based on networking, agency connections, and client trade groups/communities. Pursued new accounts and maintain client retention through strong customer service.
- Qualified eligibility of incoming commercial insurance submissions. Obtained new accounts by actively pursuing prospects and created interest through telephone calls, email, social media, and other advertising technologies.
- Worked within underwriting personnel to strive for a book of business with a loss ratio lower than 50%. Discussed quotes and coverage with clients in an effort to point out key selling points of our product(s).
Experience
2-5 Years
Level
Executive
Education
Bachelor's In Finance
Commercial Insurance Producer Resume
Objective : As a Commercial Insurance Producer, generated new revenue and grow your own book of business through consistent sales efforts; this includes, but is not limited to, soliciting business via telephone, networking, on-site visits, and other lead sources. Assessed potential clients needs and recommend products, while proactively cross-sell additional products as appropriate.
Skills : Sales, Networking.
Description :
- Advised clients regarding commercial risk and liability; explained complex policies and the technical aspects of various coverage options to help clients make informed decisions that meet and/or exceed their needs.
- Fostered and cultivated relationships with internal and external team members. Attended and actively participated in internal meetings as required (staff meetings, sales meetings, etc.).
- Negotiated with insurance companies on behalf of clients to obtain coverage for specific risks or claims. Reviewed insurance contracts to ensure that coverage meets legal requirements and terms are fair.
- Helped clients find the appropriate coverage for their needs by explaining different types of insurance policies, such as homeowners insurance or business owners policy (BOP).
- Coordinated with insurance companies to help clients file claims when they have been hurt or had their property damaged in a covered incident.
- Provided information to clients about various insurance policies, including coverage options and deductibles.
- Explained insurance policies to clients in plain language that they can understand. Referred clients to other insurance agents if they cannot meet their needs.
Experience
2-5 Years
Level
Executive
Education
Bachelor's In Finance
