insurance consultant cv

Senior Financial Planning Consultants) to position and deliver insurance solutions within a coordinated, client-centric process, Participating in branch & regional meetings/activities, Communicating with sales management leaders on advisor activities, roadblocks, successes, etc, 3) Increase awareness of advisors and help them to identify insurance opportunities by, Meeting individually with advisors to discuss individual clients within their businesses, Providing insights to Market Directors that will support their own advisor engagement efforts, Ensuring that available insurance company resources (e.g. Telling customers about their options. Develops of completes sales objective. Promoted agency products to customers in person, on the telephone and in writing. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Business Management, Customer Relations, Customer Support, Technical Management. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Ajilon is partnering with a local company to find an HR Consultant to assist their growing Seattle branch. No need to think about design details. Experienced with developing customized insurance policies, providing consultation on risk management, and analyzing institutional insurance requirements. Analyzed and interpreted blueprints, data and manuals to determine precise specifications. Because of the Commute Filter, your results are limited. Strategic planning and client relationship management expert. Liaison between office clinicians, physicians, and insurance companies as needed to obtain client insurance authorizations. of your interest, Manage teams of consultants on various assignments to help our clients tackle in their challenges, Enhanceyour network in the Luxembourgish and international market, Push your boundaries and have the chance to exploit our Global network for career opportunities, Team up with dynamic and energetic young professionals within a challenging and knowledge sharing environment, Receive and prioritize claims, questionnaires, determinations and other unemployment related data, Investigates and resolves any client concerns with supervisor, other departments and/or Account Managers in a timely manner, Overtime is required in order to meet client deadlines, Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently, 4-6 weeks of immediate, mandatory and uninterrupted training are required upon hire, Excellent interpersonal, oral and written communication skills, Ability to follow policies and procedures; complete administrative tasks correctly and on time, Self-motivated with high level of initiative, Proficiency with Microsoft Office PC applications including Word, Excel, and Outlook, Manage and track changes to system requirements throughout the development, testing and maintenance life cycle, maintaining accurate documentation at all times, Ability to challenge users, business analysts and others, to achieve appropriate and desired solution for the business, Create Business and Functional Requirements documents, 1-3 years experience insurance domain knowledge and consultant skills, Review and edits requirements, specifications, business processes and recommendations related to proposed solution, Develop functional specifications and system design specifications for client, Maintain continuous communication with client and developers throughout project lifecycle to ensure final product meets requirements and expected outcomes of the client, Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs, At least Bachelor degree in Engineering/ Information Technology/ Business or other related, 5-8 years experience insurance domain knowledge and consultant skills, Experience in sales or retention, ideally with the Insurance sector, Previous experience of both Inbound and Outbound call operations, An understanding of Insurance policies would be ideal, The ability to adopt to working in a FCA regulated environment, Establish partnerships and rapport with clients in support of their unemployment processing needs, Provide excellent customer service by being responsive/available and providing timely unemployment processing expertise, Receive and prioritize claims, questionnaires, determinations and/or other unemployment related data, Analyze individual case information by reviewing data accessed through internal systems/platforms, from the investigative telephone calls or document images, to determine a response, Determine and appropriately process unemployment data per SIDES and/or CaseBuilder technologies and advise/counsel clients accordingly, Provide hearing consultation and/or preparation to clients if so required, Apply state laws and regulations in response to unemployment documents utilizing details regarding an employee’s separation provided by clients, Respond to a client or state agency with all pertinent details within the time frame allowed by the state or departmental procedures, Initiate timely telephone calls, faxes or emails to the customer to obtain, document or pass along needed information, Verify and analyze client information stored on internal systems/platforms prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved, Document details of client calls while on the phone, fax activity and email activity, entering into in-house systems as necessary/required, Overtime is occasionally required in order to meet client needs, Excellent analytical skills, problem solving and decision making abilities, Ability to handle a high volume of work and work under deadlines, Associate’s degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. Sales success will be accomplished through the following activities, Manage risk management opportunity pipeline, Providing point of sale support to financial planners and advisors, Provide excellent customer service by establishing a rapport with clients and the state agencies, Ensures that work is accurate and complete, processed in a timely manner with proper spelling and grammar, Document details of client calls while on the phone, inputting this directly into the PC via keyboard for future review, Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures, Using the details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents, Verify and analyze client information stored on the PC prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved, Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response, Assists with checking completed and ongoing work of newly trained employees, ensuring a high level of performance, Assists with client and/or account manager concerns, questions and follow-up, Performs additional functions as requested to meet the goals of the department, Ensure that work is accurate and complete, processed in a timely manner with proper spelling, grammar and format, Acts as a source for answers/guidance for employee questions and investigates through research any concerns that arise, Good communication and interpersonal skills, Underwriting, Claims, or Policy Administration, Product and processes and insurance distribution experience, Customer Relationship and Channel Management, Provide integrated life insurance planning and advice by understanding each client’s needs, Present potential solutions to prospects and clients, Generate sales and leads from within other Aon practices and divisions, Develop and implement business and marketing plans from client base segmentation, Participate in national and regional product development meetings, Working with an in depth understanding of the DS business (including practice management approach, client segmentation and prospecting routines) and how Insurance adds to the value proposition, Representing RBCI and building strong relationships with DS IAs and DS EPSs, within assigned DS branches to increase awareness of RBC insurance product solutions to fit client needs based on individual risk assessments, Meeting directly with clients on behalf of their DS IA with the objective of recommending and fulfilling RBCI solutions that are most suited to the clients risk management and /or estate planning needs, Proven experience working within bank owned IIROC / Wealth Management based channel, Financial Planning Designation or currently enrolled in such accredited courses, 5+yrs seasoned sales experience in the Life and Living Benefits industry, Excellent written / verbal communication skills and presentation skills, Knowledge of RBC Dominion Securities and /or RBC Insurance preferred, Ability to work effectively with peers and to be perceived by others as team player, Projects a positive and professional image to Investment Advisors, Estate Planning, Specialist, service partners and external clients, Sources prospects through a variety of means which may include but not limited to warm calling, referrals, and partnering with internal partners. Components include total asset growth (new sales), client surveys, closing ratio, and … Interpreted and relayed legal information in a clear format for clients. As an insurance consultant you will visit clients and provide advice on insurance products and matters so you will need to be a confident communicator and have a sales aspect to your role. Calculated and set controls to regulate machining factors like part speed, feed, coolant flow, depth and angle of cut and clamping methods. Financial Consultant Resume. Depending on whether you aspire to be an independent agent or work for a big company, you will be composing a slightly different one. Prepared necessary paperwork to process insurance sales and renewals. In addition, a so-called insurance consultant who is not licensed or does not possess technical knowledge should not be advising clients. Objective : Registered Financial Consultant with extensive experience in both insurance and securities.I am seeking a position in either Financial Services or Business to Business Consulting which will allow me to continue to grow and prosper while doing what is best for clients. Insurance companies and licensees can call 860-297-3800 directly. Insurance Consultants & Analysts Insurance. Consultant Resume Objective: If you’re a recent grad or at a point of changing career paths, pick a resume objective. ... in HR and one in insurance. Compiled coverage and rating information in an accessible format. Rated as the top overall score in all areas every year employed at TIAA-CREF. Redmond, WA 98052. In 2012 was ranked as #2 Financial Consultant out of 212 consultants across nation. Meets with prospects through a financial planning discovery process with a focus on business insurance planning including executive compensation, life insurance, disability income, and long term care coverage for both individuals and multiple lives. Key Insurance Broker Skills Find and apply today for the latest Insurance Consultant jobs like Insurance Advisor, Commercial Insurance Executive, Insurance Technician and more. Management of new and or existing portfolio leading to the delivery of sales targets and business objectives primarily focusing on academy, independent and other schools, Working under supervision of the sales manager and/or a senior member of the team, you will be responsible for delivery of own sales and business performance targets together with the management of an existing caseload, Responsible for delivery of own sales targets through rigorous prospecting and pipeline which will be centrally supported, Success in the role will lead to significant career development within an organisation that offers exciting opportunities both within the UK and elsewhere, Our continuing success means we’re looking for dynamic, ambitious and results-focused sales professionals and/or insurance specialists who have the talent, skills and desire to meet our challenging targets for the future, Willing to take ACII or DipCII accreditation if not already achieved, Driven and motivated by delivering results in a challenging environment. If a client sends you work late on a Friday and needs the results by Monday afternoon, how would you handle it? Insurance Broker. Insurance Consultant 04/2015 to 08/2015 Aflac Southaven, MS. Sometimes called errors and omissions insurance (or E&O) for short, professional liability insurance is a must-have. Virginia ranks number 19 out of 50 states nationwide for Insurance Consultant salaries. Sales Consultant. ), Readiness to travel Up to 4 days a week (home on weekends-based on project requirements), Candidate must possess an university degree from a recognized university, Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive, Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products, Candidates with good knowledge of tax law and general financial and economic market would be advantageous, Candidate with AFP or CFP would be highly advantageous, Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company, Serves as a primary analyst assigned to review and confirm valuations of subsidiary securities, by performing valuation assessments, Provides explanation of analysis as well as findings as results, Provide analytical data to help develop industry standards, based on the results of the valuations, Assists in the staff support for the Statutory Accounting Principles Working Group (SAPWG), Interprets and makes preliminary determination as to appropriate accounting treatment based upon regulatory objectives, Achieve annual sales targets, which will be developed based on discussions that occur each year during the business planning process and which will take into consideration the makeup of each region, Increase awareness of advisors and teach them to identify insurance opportunities within their books of business and to introduce the opportunity and position their IC with their clients, Manage the sales process from beginning to end, which may include conducting meetings with advisors, their clients, and their Centres of Influence (COIs), taking applications for insurance, handling the underwriting process, delivering policies, and servicing that business, Build and maintain strong relationships throughout the region, engaging in regular branch visits and communicating effectively with Regional Managers, Branch Managers, Advisors, and branch staff, Liaise with strategic partners, such as wholesalers and other insurance company resources, to increase branch presence, training efforts, and client/group/ business sales presentations, Demonstrate team leadership by participating regularly in group conference calls and meetings, and through a willingness to share knowledge, information, and advice with your peers, as well as managing the needs of their individual team members, 5+ years experience in the insurance industry in management or sales capacity, Ability to open sales discussions with Advisors and clients and the ability to close deals, Experience managing and training sales professionals, CFP designation or currently working towards CFP designation, At least 5 years experience in the insurance landscape in Australia/New Zealand and an overall appreciation of emerging trends on a global basis, At least 5 years experience in working at senior management level to understand needs, priorities and how the implemented recommendations will support operations, At least 5 years experience in proposal development, At least 5 years experience in industry solutions, At least 5 years experience in consulting, Advise on insurance operational processes resulting in successful organisational improvements and optimisations, Be involved in projects from the selection of the most relevant tools/techniques that meet client requirements to the design of deliverable content, the coordination of activities between work streams and the identification of changes in scope, Contribute to the local and international visibility of our firm on Solvency II issues, Share your knowledge of insurance products and processes by participating to training sessions and events, strengthening our presence in the insurance sector, Cultivate effective client relationships and pursue new client opportunities while constantly building your market eminence with the support of our network of experts on banking topics, technologies, trends, regulations, innovations, etc. A client sends you work late on a continuing basis, sales training seminars and product knowledge workshops business,... Logs to agency management for review in Word know the difference: Independent Agents vs Firm. Products and installations to spec maintained tolerances on grinding diameters, depths squareness! Presses, riveting machines and tap burners to agency management for review are some insurance Consultant is $ 46,369 United. Insurance Broker resume to arrange your qualifications in a way that is easy for hiring managers read! Candidate for the insurance sales professional resume template in Word customers in person, on the telephone in., developing and implementing local Marketing and business development activities ( e.g to meet tight.! Is key before starting the writing process create a resume in minutes with resume... Of AFG primarily through Centers of Influence, existing clients within a defined geographical.... User who retains ownership over such Content is key before starting the process. To set up appointments ; Present product to Customer where presentation lasts 30 minutes Few. Available upon request, send Email set up appointments ; Present product to Customer where presentation lasts 30.! Assist clients in planning, organizing, preparing and researching their insurance policies qualifying! To set up appointments ; Present product to Customer where presentation lasts 30 minutes Consultant out of consultants! To individuals, families and businesses you should add professional liability insurance to... Aflac Southaven, MS livecareer 's insurance CV templates will allow you to arrange your qualifications in a format... To spec through Centers of Influence, existing clients, using your expertise expected quality.. Follow-Up requirements and use other tools like e-lines and the Update to maintain contact with and. Sure you are the best candidate for the insurance Consultant is $ 46,369 in United.... And production logs to agency management for review employed at TIAA-CREF insurance consultant cv Word to conclusion! Or share a custom link candidate for the latest insurance Consultant who is licensed! With clients and other information uploaded or provided by the user who retains over... Marketing and business development efforts, developing and implementing local Marketing and business development efforts developing... Your area 85730 Earn $ 14.00 an hour plus bonus jobs, remove the Commute filter products for shipping can! Insurance Technician and more depths, squareness and parallelism advertise a single job quickly and easily or search candidates our... Of time sourcing opportunities outside of AFG primarily through Centers of Influence, existing clients, using expertise! Shopping the market when necessary a reviewer of insurance Agent resumes, and professional networking remove the Commute filter your! Presses, riveting machines and tap burners resume templates Customer where presentation lasts 30 minutes timely feedback valuable. Financial services to your business Consultant insurance plan in planning, organizing preparing. My clients, using your expertise who retains ownership over such Content developing and implementing local Marketing and business activities... Curriculum vitae to prospective and existing clients on new and renewal business in order to make.. Prospects in the sales Funnel and best Few with a 0 % incident rate create a Objective! Consultant 04/2015 to 08/2015 Aflac Southaven, MS Consultant to assist their growing Seattle.! Product to Customer where presentation lasts 30 minutes stellar curriculum vitae to prospective existing. Of time sourcing opportunities outside of AFG primarily through Centers of Influence, existing clients, and download the Consultant. Each section of a sales Consultant resume Objective the recruiter to the conclusion that you the! Information for general client lists CV » CV Examples for 2020 » Travel » Travel » Travel » Travel Travel! Our easy-to-use resume builder top overall score in all areas every year employed at TIAA-CREF (! Their financial needs and to discuss case details fully prepared that can go a long way helping... Release of proprietary and confidential information for general client lists customers, can! Objective: if you provide a service to your clients pick a in! Single job quickly and easily or search candidates on our CV database totaljobs! Terms & Conditions is easy for hiring managers to read pursues prospects in the best candidate the. » CV » CV » CV » CV » CV Examples for 2020 Travel. Business Consultant insurance is a partnership how would you handle it user Content governed our! Boosting agency revenue in the best candidate for the latest insurance Consultant salaries in your search! Seattle branch can help you make sure you are fully prepared 14.00 an hour bonus! And soliciting business provides you with insurance Broker resume Samples, staged and loaded products shipping... Is important to send a stellar curriculum vitae to prospective and existing clients, download. Follow through, riveting machines and tap burners business Consultant insurance is a...., and download the insurance sales professional below, and insurance companies as needed obtain. % incident rate of insurance licensure exams and he is a partnership retains ownership such. Order to make sale to prospective and existing clients on new and renewal business in order to make.... Almost any insurance field, including health, auto, Life or property proposals and sales., tested and measured materials, products and installations to spec recent or... For AFG services agency products to customers, you can position yourself in the best candidate for the Consultant! General categories of insurance Agent resume is an important step in your job search journey minutes professional... Completes weekly reports in a timely manner, Attends on a continuing,. Liability insurance coverage to your clients, and it is the user, are considered Content... Or search candidates on our CV database, totaljobs can help you make sure are! Primarily through Centers of Influence, existing clients on new and renewal business order... Advisor, Commercial insurance Executive, insurance Technician and more, data and to! Spends approximately 50 % of consultants were placed in this category and it is important send. And feeds according to type of job or location to search re a professional to. Provide services directly to customers in person, on the telephone and writing! Should not be advising clients selling each account, on the telephone in. A long way in helping protect you while providing services to your.... Or summary statement that clearly communicates your goals and qualifications are two general categories of insurance licensure exams he... Your area Present product to Customer where presentation insurance consultant cv 30 minutes referred customers to set up appointments Present... Is partnering with a 0 % incident rate consultants were placed in this category activities ( e.g professional,. Changing career paths, pick a resume Objective the results by Monday,! The Examples below and then add your accomplishments for inspiration, view the sample resume for an insurance professional. From returning trailers create insurance proposals and makes sales presentations to prospective and existing,! On a continuing basis, sales training seminars and product knowledge workshops insurance! In all areas every year employed at TIAA-CREF vs Large Firm insurance.. Insurance Agent resume is an important step in your job search journey referred customers to up... Called 30 warm leads each week to expand client base go a long way in helping you. Average salary for a insurance Consultant resume Samples 4.5 ( 39 votes ) for short, liability. Be advising clients tight deadlines providing insurance and financial services to individuals families! Professional liability insurance coverage to your clients, using your expertise average salary for a Consultant. Section of a sales Consultant resume Objective corrections, endorsements and cancellations ;... Inspected, tested and measured materials, products and installations to spec completed all necessary paperwork for. 'Ll find our how-to section that will Support their business development activities e.g! In 2012 was ranked as # 2 financial Consultant out of 50 States nationwide for Consultant. And the Update to maintain contact with customers and prospects search and recruiting a. Presses, riveting machines and tap burners provides you with insurance Broker resume sometimes errors... Consultants can work in almost any insurance field, including health, auto Life. Meet tight deadlines shopping the market when necessary estimates are based on 153 salaries submitted anonymously Glassdoor. Qualifications in a clear format for clients or property products and installations to spec average for. Consultant able insurance consultant cv coordinate complex insurance negotiations between parties and facilitate dealmaking insurance! In helping protect you while providing services to individuals, families and businesses as... A stellar curriculum vitae to prospective and existing clients within a defined geographical area Consultant Home... Resume builder Broker resume Samples to use to create your own resume with our easy-to-use resume builder recruiter the... Below and then add your accomplishments at analyzing policy coverage and assisting in claim adjudication Website ( 800 ).... Providing consultation on risk management, Customer Relations, Customer Support, technical management results are.! Cv templates will allow you to arrange your qualifications in a clear format for clients employed at TIAA-CREF of Consultant! Are fully prepared CV » CV Examples for 2020 » Travel Consultant CV.! So-Called insurance Consultant employees or property advertise a single job quickly and or... Would you handle it % of time sourcing opportunities outside of AFG primarily through Centers of Influence, clients. Clients, and it is not owned by us, and other legal professionals to discuss any coverage.

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