Commercial Insurance Specialist Resume Samples

A Commercial Insurance Specialist is responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. Common work activities are listed on the Commercial Insurance Specialist Resume as – identifying risk management strategies, handling policy renewals, tracking claims, calculating dividends and creating payment methods; distributing policy proceeds after claims, recommending plans for personal risk profiles, presenting a detailed report on the progress of initiatives to management, completing administrative tasks, and tracking insurance claims to ensure client and company satisfaction.

Employers look for resumes denoting the following skills – highly analytical and professional, talented and sales-minded approach, knowledge of the insurance industry, persuasive skills, the ability to sell insurance plans, and strong communication skills. A degree is commonplace among job applicants.

Commercial Insurance Specialist Resume example

Commercial Insurance Specialist Resume

Objective : Seeking a Commercial Insurance Specialist position in the Sales or Marketing division of an innovative; growth oriented company. A job that enables a self-starter to work relentlessly towards the team's and company's overall goals. A profession that requires creative and innovative solutions to complex challenges each and every day.

Skills : B2B Sales, Graphic Design, Inbound Marketing, Account Management.

Commercial Insurance Specialist Resume Sample

Description :

  1. Developed and sell commercial insurance packages to privately-owned businesses in the Northeast Ohio footprint.
  2. Established rapport and instil trust with new accounts and prospects.
  3. Generated, prioritised and identified quality leads to pursue.
  4. Achieved and exceeded new business quota.
  5. Created drip marketing campaigns to stay visible and viable to prospects.
  6. Analysed client's incumbent policy for coverage gaps and errors.
  7. Nurtured vendor and carrier relationships to receive the best possible pricing and service on policy packages.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Management


Commercial Insurance Specialist Resume

Summary : Over 25 years of experience, expertise in visioning, strategic planning, volunteer development, stakeholder partnership building, and track record of management of fundraising, managing larger staff and volunteer teams, budget management, organising events. As a nonprofit leadership position focused on program, strategy, and revenue development.

Skills : Event Planning, Marketing, Sales, Office Management, Training, Team Building, Business Development, Customer Service, Human Resources.

Commercial Insurance Specialist Resume Model

Description :

  1. Managed PBX Board, Team member to manage problem solutions, and resolutions.
  2. Scheduled meetings, coordinated group meetings and events.
  3. Worked directly under CFO and VP projects manager.
  4. Trained for insurance claims underwriting.
  5. Oversaw commercial general liability and property lines of business.
  6. Prepared initial quote proposals and renewal packets Created surety bonds.
  7. Reviewed Insurance renewals for multi-million dollar commercial properties to ensure.
                                              Years of Experience
                                              Experience
                                              10+ Years
                                              Experience Level
                                              Level
                                              Senior
                                              Education
                                              Education
                                              GED


                                              Commercial Insurance Specialist Resume

                                              Objective : Devoted revenue cycle manager with over ten years experience in multiple specialities within the medical field. Hands on experience in both facility and professional billing tasks, .Serve as a subject matter expert in assisting and providing direction to internal departments with the implementation of approved health insurance contracts, policies, and related documents.

                                              Skills : CPT & ICD-9; Microsoft; Care tracker; HMX; Revenue Management; EMR; EHR; Electronic Claims Processing & Set Up; 835 Implementation.

                                              Commercial Insurance Specialist Resume Format

                                              Description :

                                              1. Assisted in transitioning 40 skilled nursing facilities to centralised billing at corporate office in Salt Lake.
                                              2. Led project to efficiently transition all facilities to full EFT/ERA; thus decreasing payment lapse by almost 50% -Decreased outstanding DSO by 30% overall in first quarter.
                                              3. Administered and directed facilities as to proper claims and authorisation process.
                                              4. Prepared proposals, action plans and schedules to identify specific prospects and follow up on new leads and referrals resulting from field activity.
                                              5. Maintained a variety of status reports, including activity, closings, follow-up and adherence to goals.
                                              6. Developed new product / service offerings with competitive pricing points and market penetration.
                                              7. Identified new markets, channels and competitors.
                                                                                              Years of Experience
                                                                                              Experience
                                                                                              2-5 Years
                                                                                              Experience Level
                                                                                              Level
                                                                                              Executive
                                                                                              Education
                                                                                              Education
                                                                                              MS

                                                                                              Commercial Insurance Specialist Resume

                                                                                              Summary : Seeking a Commercial Insurance Specialist position with an established firm where I can utilize my extensive experience and interpersonal skills to foster new business relationships,Develop a working relationship with state regulators to aid in filing and objection processes. .

                                                                                              Skills : Property & Casualty Underwriting, Property & Casualty Sales.

                                                                                              Commercial Insurance Specialist Resume Model

                                                                                              Description :

                                                                                              1. Managed insurance claims and compliance.
                                                                                              2. Contributed to overall financial management by obtaining and analysing data on business performance, staff levels, operating costs, internal controls, etc., to identify areas where improvements can be made to the companys operations.
                                                                                              3. Developed a strategy to improve profitability through improved risk assessment of potential claims, reduced operational costs through improved operational efficiency, and reducing losses through improved underwriting standards.
                                                                                              4. Created competitive pricing points for products targeted at those markets.
                                                                                              5. Ensured that all marketing materials reflect the companys positioning and brand identity.
                                                                                              6. Identified all existing (and potential) customers with specific insurance needs.
                                                                                              7. Developed strategies to address these needs.
                                                                                                                            Years of Experience
                                                                                                                            Experience
                                                                                                                            10+ Years
                                                                                                                            Experience Level
                                                                                                                            Level
                                                                                                                            Senior
                                                                                                                            Education
                                                                                                                            Education
                                                                                                                            BA In Sociology

                                                                                                                            Commercial Insurance Specialist Resume

                                                                                                                            Summary : Commercial Insurance Specialist with 8+ years of experience in Leading cross functional team meetings throughout the filing process to ensure regulatory inquires meet state required timelines, Facilitating the form and binder filing process for objections received from state regulators with internal departments, write and submit responses within required timelines, Collaborating with internal departments to ensure benchmark requirements are met, collect and submit templates and supporting documentation required for QHP binder filings.

                                                                                                                            Skills : Payroll Management, End Of Month Process, Banking, HR, Contract Negotiation.

                                                                                                                            Commercial Insurance Specialist Resume Model

                                                                                                                            Description :

                                                                                                                            1. Drove the companys growth by establishing new markets or expanding existing ones with strategic planning for future growth.
                                                                                                                            2. Ensured that all services offered meet customer needs in a timely manner.
                                                                                                                            3. Managed the commercial insurance product lines including underwriting, claims processing, and customer service.
                                                                                                                            4. Coordinated with other departments to ensure compliance with regulatory requirements.
                                                                                                                            5. Analysed risk in the commercial insurance product lines.
                                                                                                                            6. Provided accurate information to clients.
                                                                                                                            7. Provided customer service to customers and policyholders.
                                                                                                                                                            Years of Experience
                                                                                                                                                            Experience
                                                                                                                                                            7-10 Years
                                                                                                                                                            Experience Level
                                                                                                                                                            Level
                                                                                                                                                            Management
                                                                                                                                                            Education
                                                                                                                                                            Education
                                                                                                                                                            GED

                                                                                                                                                            Commercial Insurance Specialist Resume

                                                                                                                                                            Summary : Commercial Insurance Specialist is responsible for Coordinating, as the subject matter expert, and facilitate internal review of new and revised health insurance documents to ensure compliance with current state and federal laws and regulations, Preparing state and federally compliant forms, submit health insurance contracts, policies, and related documents to respective state and/or federal regulators, Coordinating, prepare and file client specific documents as required by the state.

                                                                                                                                                            Skills : Workers Compensation; Commercial Insurance; Medicaid; Medicare; Networking; New Business Development; Recruiting; Relationship Management.

                                                                                                                                                            Commercial Insurance Specialist Resume Template

                                                                                                                                                            Description :

                                                                                                                                                            1. Developed marketing plans for new products or services.
                                                                                                                                                            2. Developed business intelligence to improve risk management.
                                                                                                                                                            3. Achieved a high level of customer satisfaction with an annual sales target, and meeting this target on time, every month.
                                                                                                                                                            4. Managed change and rapid customer needs.
                                                                                                                                                            5. Interpreted data from multiple sources, including financial, statistical and other industry research tools.
                                                                                                                                                            6. Developed relationships with decision makers within the field (e.g., senior management).
                                                                                                                                                            7. Established commercial insurance programs to meet regulatory requirements.
                                                                                                                                                                                                        Years of Experience
                                                                                                                                                                                                        Experience
                                                                                                                                                                                                        7-10 Years
                                                                                                                                                                                                        Experience Level
                                                                                                                                                                                                        Level
                                                                                                                                                                                                        Management
                                                                                                                                                                                                        Education
                                                                                                                                                                                                        Education
                                                                                                                                                                                                        MS

                                                                                                                                                                                                        Commercial Insurance Specialist Resume

                                                                                                                                                                                                        Summary : To obtain a Commercial Insurance Specialist, responsible for Analyzing and recommending insurance products to clients based on client needs and risk profile, Providing technical support to commercial insurers, including reviewing pricing, quoting, documentation, and claims handling, Providing information on product performance to clients and assist in product development.

                                                                                                                                                                                                        Skills : Developing, Interpersonal Skills, Banking, Communication.

                                                                                                                                                                                                        Commercial Insurance Specialist Resume Sample

                                                                                                                                                                                                        Description :

                                                                                                                                                                                                        1. Developed pricing strategies and pricing models in consultation with Commercial Banking team.
                                                                                                                                                                                                        2. Reviewed claims and managing the claims process.
                                                                                                                                                                                                        3. Developed an understanding of the risks associated with commercial insurance products and services offered by the company.
                                                                                                                                                                                                        4. Developed a commercial risk assessment methodology used to assess risk exposure for new product launches, acquisitions, mergers and partnerships, joint ventures and other business activities (including those involving a sister company).
                                                                                                                                                                                                        5. Worked closely with Commercial Banking team to develop appropriate coverage for client accounts.
                                                                                                                                                                                                        6. Worked with the Human Resources team to identify potential candidates for employment within the company.
                                                                                                                                                                                                        7. Analysed data from key metrics to determine the potential impact that a potential buyout or takeover is likely to have on overall performance in the company.
                                                                                                                                                                                                                                                    Years of Experience
                                                                                                                                                                                                                                                    Experience
                                                                                                                                                                                                                                                    7-10 Years
                                                                                                                                                                                                                                                    Experience Level
                                                                                                                                                                                                                                                    Level
                                                                                                                                                                                                                                                    Management
                                                                                                                                                                                                                                                    Education
                                                                                                                                                                                                                                                    Education
                                                                                                                                                                                                                                                    GED

                                                                                                                                                                                                                                                    Commercial Insurance Specialist Resume

                                                                                                                                                                                                                                                    Summary : Commercial Insurance Specialist with 10 years of experience in reviewing and analyzing preapplications, applications and all supporting documents to determine loan or grant eligibility and inputs data into appropriate automated database system, Analyzing financial and credit data documents to make sound eligibility, feasibility, and credit-worthiness determinations and takes appropriate action for orderly processing of the loan and/or grant.

                                                                                                                                                                                                                                                    Skills : Insurance Management, Billing, Market Management.

                                                                                                                                                                                                                                                    Commercial Insurance Specialist Resume Format

                                                                                                                                                                                                                                                    Description :

                                                                                                                                                                                                                                                    1. Identified trends in risk profiles and make recommendations for mitigation strategies.
                                                                                                                                                                                                                                                    2. Maintained a black (non-negotiable) list of clients that are under competitive pressure; this list is used to provide competitive intelligence.
                                                                                                                                                                                                                                                    3. Defined data needs and create appropriate solutions based on financial and operational requirements.
                                                                                                                                                                                                                                                    4. Generated reports that support corporate objectives.
                                                                                                                                                                                                                                                    5. Provided insight into trends in industry performance.
                                                                                                                                                                                                                                                    6. Developed reports that demonstrate financial performance against goals set by management.
                                                                                                                                                                                                                                                    7. Performed market research to understand new product offerings and market dynamics.
                                                                                                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                                                                                                      Experience
                                                                                                                                                                                                                                                                      10+ Years
                                                                                                                                                                                                                                                                      Experience Level
                                                                                                                                                                                                                                                                      Level
                                                                                                                                                                                                                                                                      Senior
                                                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                                                      G.E.D

                                                                                                                                                                                                                                                                      Commercial Insurance Specialist Resume

                                                                                                                                                                                                                                                                      Summary : Obtain a Commercial Insurance Specialist, responsible for Reviewing file for completeness and compliance with all prescribed regulations and practices before loan closing; preparing draft loan closing documents for review as appropriate; reviews documents with the applicant at the time of loan approval.

                                                                                                                                                                                                                                                                      Skills : Insurance Management, Budget Assistant, Planning.

                                                                                                                                                                                                                                                                      Commercial Insurance Specialist Resume Example

                                                                                                                                                                                                                                                                      Description :

                                                                                                                                                                                                                                                                      1. Reviewed new commercial/personal lines insurance applications as distributed by processor for completeness.
                                                                                                                                                                                                                                                                      2. Identified and proactively contacted responsible agent to obtain any missing information and/or receive clarification on any information needed to quote the account.
                                                                                                                                                                                                                                                                      3. Generated quotes online with appropriate companies; or submit to appropriate carriers depending on the carriers processes.
                                                                                                                                                                                                                                                                      4. Forwarded quotes as received to member agency for review.
                                                                                                                                                                                                                                                                      5. Reviewed binding applications for appropriate information and forms.
                                                                                                                                                                                                                                                                      6. Issued policies through insurance carriers website upon receipt of all required documents from the agent and verification that all items are complete.
                                                                                                                                                                                                                                                                      7. Actively engaged and mentored new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that are able to provide said insurance products.
                                                                                                                                                                                                                                                                                                            Years of Experience
                                                                                                                                                                                                                                                                                                            Experience
                                                                                                                                                                                                                                                                                                            10+ Years
                                                                                                                                                                                                                                                                                                            Experience Level
                                                                                                                                                                                                                                                                                                            Level
                                                                                                                                                                                                                                                                                                            Senior
                                                                                                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                                                                                                            Diploma

                                                                                                                                                                                                                                                                                                            Commercial Insurance Specialist Resume

                                                                                                                                                                                                                                                                                                            Summary : As a Commercial Insurance Specialist, responsible for Analyzing annual financial statements and reports on closed loans, Conducting security reviews on rural utility, community facility, and business projects, Reviewing financial records to recommend loans for graduation and/or refinancing.

                                                                                                                                                                                                                                                                                                            Skills : Planning, Analyzing, Reviewing.

                                                                                                                                                                                                                                                                                                            Commercial Insurance Specialist Resume Sample

                                                                                                                                                                                                                                                                                                            Description :

                                                                                                                                                                                                                                                                                                            1. Met and/or exceeded all assigned submission and premium goals on an annual basis.
                                                                                                                                                                                                                                                                                                            2. Met and exceeded all required time standards on a weekly, monthly and yearly basis.
                                                                                                                                                                                                                                                                                                            3. Successfully engaged in multiple initiatives simultaneously.
                                                                                                                                                                                                                                                                                                            4. Worked collaboratively with others (internally and externally) to achieve common objects, goals and results.
                                                                                                                                                                                                                                                                                                            5. Follows up on endorsements not received from carriers, checks endorsements for accuracy.
                                                                                                                                                                                                                                                                                                            6. May assisted with re marketing of renewals.
                                                                                                                                                                                                                                                                                                            7. Ordered renewal policies, as needed. Handles endorsements including entering on company websites.
                                                                                                                                                                                                                                                                                                                            Years of Experience
                                                                                                                                                                                                                                                                                                                            Experience
                                                                                                                                                                                                                                                                                                                            7-10 Years
                                                                                                                                                                                                                                                                                                                            Experience Level
                                                                                                                                                                                                                                                                                                                            Level
                                                                                                                                                                                                                                                                                                                            Management
                                                                                                                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                                                                                                                            Education
                                                                                                                                                                                                                                                                                                                            GED