Insurance Producer
Professional ATS-optimized resume template for Insurance Producer positions
Professional Title
Email: johndoe@email.com | Phone: (123) 456-7890 | LinkedIn: linkedin.com/in/johndoe | Location: New York, NY
PROFESSIONAL SUMMARY
Dynamic Insurance Producer with over 7 years of experience in developing tailored insurance solutions for individuals and businesses. Adept at building strong client relationships, identifying coverage needs, and leveraging innovative sales strategies to meet targets. Proven expertise in expanding client portfolios through targeted marketing, data analysis, and exceptional customer service. Committed to ethical sales practices and continuous professional development to stay ahead of industry trends.
SKILLS
**Hard Skills:**
- Life, Health, and Property & Casualty Insurance
- Risk Assessment & Management
- Policy Design & Optimization
- CRM & Lead Management (Salesforce, HubSpot)
- Data Analytics & Market Research
- Compliance & Regulatory Knowledge (state & federal)
**Soft Skills:**
- Consultative Selling & Negotiation
- Excellent Communication & Presentation
- Customer Relationship Building
- Self-Motivated & Goal-Oriented
- Adaptability & Problem Solving
WORK EXPERIENCE
*Senior Insurance Producer | SafeGuard Insurance Group, New York, NY*
June 2022 – Present
- Managed a portfolio of over 350 active clients, increasing policy renewals by 15% YOY through personalized engagement and proactive policy reviews.
- Developed strategic outreach programs, resulting in a 20% growth in new client acquisition within the first year.
- Conducted risk assessments and tailored insurance solutions, ensuring compliance with evolving regulatory standards and client needs.
- Trained and mentored 4 junior agents, fostering a team-centered environment and sharing best practices in policy sales.
Insurance Agent | HealthPlus Insurance Brokers, Brooklyn, NY
August 2017 – May 2022
- Broke into new market segments, increasing the firm's health insurance revenue by 25%.
- Utilized data analytics to identify underserved client demographics, crafting targeted marketing campaigns.
- Managed all aspects of the sales cycle from prospecting to closing, achieving 120% of annual sales quota consistently over 5 years.
- Conducted seminars and workshops to educate clients on policy options and regulatory changes, enhancing customer trust and satisfaction.
*Insurance Intern | Liberty Mutual, Manhattan, NY*
Summer 2016
- Assisted agents with policy evaluations, client follow-ups, and market research.
- Supported the implementation of an automated lead tracking system, improving follow-up efficiency by 30%.
EDUCATION
**Bachelor of Science in Business Administration**
University of New York, NY
Graduated: 2016
CERTIFICATIONS
- Certified Insurance Counselor (CIC) | 2023
- License: NY State Insurance Producer License (Life, Accident & Health, Property & Casualty) | 2017
- Advanced Sales Techniques Certification | 2024
PROJECTS
- **Client Retention Optimization Program:** Developed a CRM-based follow-up protocol that improved policy renewal rates by 12%, leading to increased revenue stability.
- **Digital Marketing Campaign for New Policy Holders:** Launched a targeted email and social media campaign resulting in 30% uptick in leads from digital channels.
- **Risk Management Workshop Series:** Led quarterly educational workshops for SMEs, helping clients understand coverage gaps and risk mitigation strategies.
LANGUAGES
- English (Native)
- Spanish (Fluent)
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