Insurance Producer Resume

An insurance producer is a customer service professional who works in an insurance company or a service agency. The job profile includes marketing, explaining and selling insurance products to potential customers. The jobholder's role is to identify customers, increase sales prospect, explain the benefits of certain insurance policies, follow up customers and ensure the availability of appropriate supporting documentation to obtain insurance facilities.

Insurance Producer Resume Example

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Alfonso T. Stalvey
1716 Brown Street
San Francisco, CA 94107
Phone: 925-951-1799
Email: atstalvey@anymail.com

Career Objective:

Looking to work for an esteemed financial services company in the insurance sector an an insurance producer on basis of my extensive knowledge about the principles, procedures and new product launches in the sector.

Summary of Skills:

• Comprehensive knowledge of insurance products and services
• Familiar with the methods and techniques of selling various insurance products
• Extensive knowledge of insurance practices and services
• Possess excellent sales, marketing and communication skills
• In-depth knowledge of finance and budgets as well as business services
• Ability to build and maintain good rapport with potential customers

Work Experience:

Insurance Producer
Union Insurance, San Francisco, CA
October 2014 - Present

• Developing and implementing marketing and sales plan to generate sales opportunities of insurance products
• Explaining insurance coverage and features of various health plans to customers
• Performing detailed study of insurance products and selling those products according to the insurance policy and guidelines of the organization
• Responsible for identifying and understanding the requirement of customers and selling the policy accordingly
• Educating clients on health plans and choices
• Assisting in submitting and following up on applications as well as providing ongoing service to clients

Insurance Provider
Globe Group, San Francisco, CA
February 2013 - September 2014

• Researched on financial status of customers to offer best suited plan that gives tax benefit by interviewing potential customers
• Ensured that the insurance policies covered the life of a person and that the family members receive the policy amount after the death of the person
• Performed responsibilities of filling and submitting insurance forms
• Handled the tasks of sending reminder for making payment for premium and provide necessary information about the changes made in the policy
• Promoted the sale of the insurance policy by explaining the advantages of various plans to the customers
• Assisted insurance producer in making new policies and for the policy renewals

Education:

• Bachelor's Degree in Arts
  ABC University, San Francisco, CA
  2012

Reference:

On request.