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1

licensed insurance agent

  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including Commercial,  Auto, Home,Farm, Life & Disability.
  • Ensure that policy requirements are fulfilled, including any necessary Documentation and the completion of appropriate forms. 
  • Work with underwriters and submit forms to obtain binder coverage.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life, medical and dental insurance.
2

licensed insurance agent

  • Sell various types of insurance policies to individuals on behalf of insurance companies, including automobile and home insurance
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
  • Perform clerical duties such as answering phone lines, data entry, filing, and sorting mail.
  • Calculate premiums process payments, and establish payment method.
3

licensed insurance agent

  • Advising clients on Auto, Home, and Rental insurance products
  • Responding quickly to customer inquiries made about their insurance policies
  • Utilizing client information to maximize opportunities to cross sell and up selling on Insurance
  • Responsible for selling and advising relevant insurance products to a wide range of clients with different requirements
  • Working professionally and ethically with colleagues & clients
  • Able to build and maintain trusted, long term relationships
  • Unflagging and able to work under continuous pressure
4

licensed insurance agent

  • Sell various types of insurance policies to businesses and individuals on behalf of the insurance company. 
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries, including automobile, property and casualty insurance. 
  • Worked on United Healthcare Medicare Advantage account
  • Handled inbound calls and educated customers on products and enrolled them in the best plan for their needs 
5

licensed insurance agent

  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
  • Calculate premiums, refunds, adjustments, and new reserve requirements, using insurance, rate standards.
  • Notify accoutning department of policy cancellation.
  • Exceeded weekly and monthly sales goals 

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