A Supervising Agent is an insurance agent who undertakes the job of seeking out potential customers and attempts to sell them a variety of insurance policies including – life and supplement health insurance. Job duties and description listed on the Supervising Agent Resume include the following tasks – offering insurance, discussing the financial concerns and needs of the customers; ascertaining the customer’s long-term goals; obtaining underwriting approvals, providing death benefits; compiling a list of prospects; establishing productive long-term sources of clients; and calculating rates for coverage actions.
Those seeking to make a career in this line should denote on the resume such skills as – strong communication and negotiation skills, working knowledge of insurance policies and regulations; product knowledge, prospecting skills; motivation for sales; the ability to meet the sales goals; and math skills to make basic calculations. Agents can get this job without a college education, however, they are expected to have valid licensure.
Objective : a wide array of interests and strengths that believe would be beneficial for your company. someone who knows how to generate traffic to new subdivisions, therefore generating more home sales. specializing, online, email and social media marketing as well as previous home sales experience would be an asset to company.
Skills : Knowledge of behavioral management, de-escalation methods,.
Description :
Responsible for overseeing 24 agents in analyzing several variables, including accidental death benefits, cancer protection and critical illness plans.
Responsible for leading the 24 sales agents to solicit potential buyers of policies.
Delegated work as needed.
Responsible for selling the maximum number of vehicles possible at optimum profit.
In charged of building relationships with customers and generating new business through marketing available extras, accessories and value added products.
Reported daily numbers and figures of all agents assigned under me as well as.
Used excel scheduled multiple appointments for in-home presentations through union leads and referrals while supervising other agents trying to make appointments benefits specialists: career agent developed.
Experience
2-5 Years
Level
Executive
Education
Master In Web Development
Supervising Agent III Resume
Headline : Strengths and Skills: Demonstrates exceptional leadership skills; consistently able to accept increasing roles of responsibility, while exceeding expectations. Creative, energetic, positive and hard working. Personable; excels in working effectively with a wide-range of personalities and work styles.
Skills : Microsoft Office, Facilities Management.
Description :
Insuranced sales, primary market: Union Members Mounted aggressive, two week class and field training for new recruits allowing potential new hires to experience responsibilities before final acceptance.
Formed bi-weekly continuing education for agents.
Knowledged of industry standards and governmental regulations increased, decrease of contract errors and cancellations.
Directed management of thirteen member staff monitoring conduct, licensing, union and continuing education requirements, coordinating territory coverage, travel arrangements, car rental and hotel room negotiations.
Introduced mentor program for new agents.
Spawned office-wide goal setting and self motivational monthly workshops promoting interoffice team spirit and contests.
Recruited, hired, trained and managed 15 individual agents - Awarded Top Supervising Agent, Won the Take Me Out to the Ballgame.
Experience
5-7 Years
Level
Executive
Education
Business/Art
Supervising Agent II Resume
Summary : Team skills, communication/presentation skills, customer service skills, Lead a highly effective team to implement all program elements, including the design, delivery, and facilitation of all network events - (summer institutes and monthly network meetings).
Skills : Microsoft Suite: Office, Word , power Point, Outlook, QuickBooks, Salesforce CRM, B2B Sales Systems.
Description :
Managed a team of 3 Prospect for new clients, set up the enrollment, and enroll clients File appropriate Claims using appropriate claim forms Handle Billing Issues Make sure my team meets their weekly, monthly and quarterly sales goals.
Licensed in Kansas for Life, Health and Accident.
Maintained relationships with existing clients while building relationships with new clients.
Membered of a local BNI chapter, member of Association for Women in Communication and member of the In Party.
Knowledged of Employee Benefits (mainly supplemental).
Attended Leadership school at Liberty National corporate offices in McKinney, TX.
Ranked #8 in the company for 3 months consecutive.
Experience
7-10 Years
Level
Management
Education
Elementary Education
Supervising Agent I Resume
Objective : A position where knowledge and management experience would contribute to success, Experience in designing, developing and delivering effective professional development for adults, particularly in the area of middle school math.
Skills : Management, Sales.
Description :
Responsible for training a growing team of agents to become effective at capturing new business.
Coordinated business-to-business sales presentations to obtain new clients as well as grow business with existing clients.
Handled claims on existing customers with the utmost haste to ensure the customer has been properly serviced.
Invited to Liberty National's prestigious Leadership Academy to be a part of a three (3) day leadership summit and skills development academy.
Named Agency Top Builder in team growth in first 2 months of being promoted.
Named Agency Top Personal Recruiter in an agency with 3 offices and 9 existing Supervising Agents.
Ranked as the Top Supervising Agent for Liberty National in 3 out of 8 weeks as a Supervising Agent in a company with over 500 Supervising Agents.
Experience
2-5 Years
Level
Executive
Education
Criminal Justice
Assistant Supervising Agent Resume
Summary : To be able to obtain a career and use the skills have accomplished, A history of achieving excellent student achievement results for impoverished students of color, Racial and cultural proficiency an understanding of the role of racism and historical inequities and how they manifest within the public school system.
Obtained Alabama life insurance and health producer license, completed all required coursework and field training, obtained additional licenses in.
Qualified for Torch Club at Liberty National which ranks those in the top echelon of producing Supervising Agents.
Maintained a team closing rate of 57% on new business.
Responsible for producing $1500 worth of annualized life premiums weekly developed.
Maintained a constant customer basis of 100 clients through referrals scheduled multiple appointments for in-home presentations though union leads and referrals.
Responsible for assessing and evaluating whether the child is in good care or in danger while in their parents care.
Set appointments with customers, go out and see them for their insurance needs.
Experience
7-10 Years
Level
Management
Education
Criminal Justice
Associate Supervising Agent Resume
Objective : Economics Graduate with leadership training and experience through Indiana University and Income Life. Proven skills in project management, organization, and research with a background in customer service. Able to provide employers with a financial management background and professional communication skills.
Moved to Shreveport, LA to take over the operations of that struggling office.
Promoted again and relocated to Dallas, TX to lend a hand to that agency.
Responsible for six agents directly.
Dedicated to work and no stranger to long hours, and weeks without days off.
Loved the interaction with people and the chance to travel.
Advised them on the advantages of their current benefits package, and also showed them how beneficial ours could be for their families.
Spent the majority of mornings recruiting new agents, interviewing, conducting group presentations, and training new agents.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Assistant Supervising Agent I Resume
Objective : Customer-oriented professional successful at building rapport and troubleshooting and handling customer support issues in a timely manner. have education and experience in Mortgage to include Reverse Mortgage Sales and Loan Processing, Post-Close Review, Banking to include Treasury Management and Home Preservation (Loss Mitigation), Title Insurance, Life and Supplemental Insurance Sales, Medical Claims Coding and Processing, Customer Service, Accounts Payable and General Accounting positions as well as Business Administration.
Skills : Trilingual, Grade 8 Piano Certificate Of The Associate Board Of The Royal Schools Of Music.
Description :
Maintained a team of two trainees and produced.
Called and set up apointments as well built up clients.
Visited clients at their homes, provided benefits as well and conducted analysis of coverage.
Coordinated benefits for unions, groups, and associations.
Calculated production, agency numbers, daily and weekly production.
Made production reports, tracked results, Conducted hiring process, recruiting, interviews and filed resumes.
Led team building sessions, Q and As, participaed in weekly call nights.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of The Arts
Associate Supervising Agent I Resume
Objective : Friendly, punctual and enthusiastic team player. Focused, and successful at multi-tasking and delivering prompt and friendly service to all customers. Maintains a positive attitude and a stress free work environment Self-motivated with exceptional communication and computer capabilities. Detail-oriented administrative professional with superb people-skills and public relations experience Efficient and accurate individual who takes initiative and has an innate drive to succeed.
Met with 15-20 existing and prospective clients each week to select appropriate insurance policies.
Met with prospective customers and business owners in their homes, businesses and other settings.
Followed up with customers on unresolved issues.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Met with an average of 1-2 walk-in policyholders a week to address and resolve complaints.
Answered incoming calls, greeting customers, cash handling, keeping track of clients personal file information.
Conducted annual reviews of existing policies to update information.
Experience
2-5 Years
Level
Executive
Education
Associate Of Science In Nursing
Supervising Agent/Representative Resume
Objective : To obtain a position within company that allows to access skills while experiencing hands on training and becoming a great necessity in company.
Used online databases (Indeed, Monster, Linkedin, Craigslist) search and contact eligible candidates to join team of Sales Agents Set interview .
Trained and managed new agents to become successful in the business.
Helped clients build a program specific to their situation to proactively help and insure their family.
Followed up with clients to help set up company physicals, examinations, and needed modifications to keep policies in force.
Screened applicant resumes and coordinated both phone and in-person interviews.
Obtained signatures for financial documents.
Hired and trained a team of agents that were directly under.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Supervising Agent Resume
Objective : Supervising Agent is responsible for the day-to-day operations of the business, handling all aspects of the business, including sales, marketing and support.
Skills : Fast Learner. Some knowlege of Excel, Word and Powerpoint, Complex Problem Solver, Exceptional Customer Service,Type 46 wpm.
Description :
Responsible for individual production and minimum of $2200.
Responsible for new agent production with minimum of $2200.
Trained and managed new agents including: script training, presentation critique, phone training, and field training.
Identified prospective customers using lead generation methods and making 100 cold calls a week.
Learned the nature of life and health insurance, and how it works for individuals.
Prepared life insurance policies for union members Mentored 10 other agents.
Promoted from an insurance producer to supervising agent within 2 months due to performance and attended company training conference in Texas.
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