Insurance Agent’s basic job responsibilities are to generate new business for the insurance company by contacting potential clients to sell various insurance plans. The major roles and responsibilities listed on successful resumes are – developing marketing strategies, promoting all types of insurance plans, cold calling clients, evaluating business or customer’s needs, maintaining bookkeeping, monitoring insurance claims, achieving customer acquisition, delivering risk management strategies, and fulfilling insurance policy requirements.
A professional Insurance Agent resume emphasizes on skills such as – proven work experience, very good knowledge of the various type of insurance policies, statistical analysis skills, basic computer knowledge, ability to meet goals, demonstrable ability to convince clients, and strong selling abilities. Most of the eligible resumes make a mention of a degree along with some level of experience.
Summary : Service-oriented Insurance agent with 8 years background in call center environment. Core competencies include professionalism, punctuality, and problem-solving as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.
Skills : Life Insurance, Customer Service, Auto Insurance, Health Insurance
Description :
Sought out new clients and developing clientele by networking to find new customers and generated lists of prospective clients.
Monitored insurance claims to ensure they were settled equitably for both the client and the insurer.
Selected the company that offered the type of coverage requested by the client to underwrite the policy.
Trained and managed numerous office hires and achieved significant improvements in their productivity.
Performed administrative tasks, such as maintaining records and handling policy renewals.
Conferred with clients to obtain and provide information when claims were made on a policy.
Ensured that policy requirements were fulfilled, including any necessary paramedical examinations and the completion of appropriate forms.
Experience
7-10 Years
Level
Senior
Education
B.S. in BA
Junior Insurance Agent Resume
Objective : Junior Insurance Agent with one plus years of experience. Builds positive relationships with customers and produce exceptional service. Easily adapts to new environments and can handle high-stress situations, also can lead staff effectively by motivating the team to reach their potential. Very organized and can adhere to set deadlines in a timely manner.
Skills : Life Insurance, HVAC Certified, Operate Power Tools, Mechanically Inclined, Painting
Description :
Determining the extent of present coverage and investments, ascertaining long-term goals.
Developing a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Present options to prospective clients for medicare life insurance as well as annuity and investments.
Obtaining underwriting approval by completing the application for coverage.
Submitting all paperwork to stay in compliance with local, state, and federal laws, as well as company policies.
Enhancing insurance agency reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in BA
Senior Insurance Agent Resume
Headline : Professional Senior Insurance Agent with 7 years of expeirnece, to promote and sell services and products to new prospects and existing clients. Manage and coordinate projects for clients to meet and exceed their expectations. Continue to educate me to present new products and services business owners.
Skills : Health Insurance, Customer Service, Life Insurance, Hospitality, Microsoft Office
Description :
Researching on business prospects through referrals, social media, cold calling, business to business in-person sales, and marketing.
Consulting with business prospects to discover their needs for employee benefits and other business-related insurance needs.
Maintaining an active client base and continue to research new products and services for current clients to assist with changing employment and business-related needs.
Following-up with clients to ensure they are satisfied with the products and services they have received.
Resolving any issues the client may have faced with the appropriate solutions and services.
Communicating with clients through verbal and written communications in a timely manner.
Continuing on-going training with appointed national carriers for sales techniques, benefit and insurance-related products, and business to business marketing.
Experience
5-7 Years
Level
Senior
Education
B.S. in BA
Associate Insurance Agent Resume
Objective : Energetic, results-driven customer service professional with more than 10 years of experience and a track record of working well with customers. Talented in consulting with customers by telephone or in person to provide information about insurance products or services. Skilled at maintaining cordial and professional relationships with colleagues, customers and supervisors.
Skills : Customer Service, Auto Insurance, Life Insurance, Health Insurance, Life Insurance
Description :
Ensuring that customers service needs were addressed in an effective and efficient manner.
Meeting with prospective customers and business owners in their homes, businesses and other settings.
Presenting supplemental insurance information to business owners, their employees, and individuals.
Contacting prospective and current clients via telephone to provide quote and policy information, followed up as needed.
Managing and producing existing insurance policies on both personal and commercial lines.
Met with 4 to 6 existing and prospective clients each week to select appropriate insurance policies.
Analyzing clients’ current insurance policies and suggest additions or other changes.
Experience
2-5 Years
Level
Junior
Education
BBA
Sr. Insurance Agent Resume
Summary : Detail-oriented Sr. Insurance Agent seeking an opportunity to showcase a diverse background in business management. Demonstrated ability to facilitate multiple projects, supervise personnel, plan and run events, and deliver exceptional results. Leading large organizations, Microsoft Office Suite, Strategic product positioning & planning, Event/Conference, Planning, Financial Reporting, Improving process quality, Implementing new business systems.
Skills : Customer Service, Auto Insurance, Health Insurance, Microsoft Office, Supervising
Description :
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Processed applications, payments, corrections, endorsements, and cancellations.
Promoted products to customers in person, by telephone, and in writing.
Followed up with potential clients regarding online information requests.
Presented and explained insurance policy options to clients based on their needs and goals.
Focused on seniors and near-retirement customers and families while providing business solutions as well.
Received/called on policyholders to deliver and explain policy, to analyze insurance policy, and suggest additions or changes.
Experience
7-10 Years
Level
Senior
Education
B.S. in BA
Insurance Agent III Resume
Summary : Creative, innovative, and proactive Insurance Agent III with seasonal diverse experience of over 23 years in Account Management, Sales, Advertising, Administration and Customer Service. Goal driven and highly recognized for the ability to meet deadlines and complete projects while operating within corporate guidelines and achieving clients needs. Strong focus on executing operational processes resulting in increased efficiency and revenue growth.
Skills : Customer Support Service, Sales And Marketing, Support, Judgment And Decision Making
Description :
Calling on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Seeking out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Ensuring that policy requirements are fulfilled, including any necessary health history and the completion of appropriate forms.
Performing administrative tasks, such as maintaining records and handling policy renewals.
Monitoring and executing insurance claims to ensure they are settled equitably for the insured.
Keeping abreast of rapidly evolving technology. Recommending, selecting and located product based on client needs and desires.
Regularly seeking out opportunities to up-sell and add-on additional products.
Experience
10+ Years
Level
Consultant
Education
BBA
Licensed Insurance Agent II Resume
Summary : Licensed Insurance Agent II with over 17 years experience. Skilled in training staff and establishing rapport with clients. Self-motivated with exceptional communication and computer capabilities.
Skills : Life Insurance, Customer Service, Auto Insurance, Health Insurance, Microsoft Office
Description :
Managed daily and weekly workload by working from marketed lead cards. Secured face to face appointments.
Assessed and analyzed client needs and explained coverage levels with options to their specific solutions.
Provided quotes using specialized quoting software based on attained age.
Assessed client qualifications for products based on underwriting questions. Discussed payment methods and plans then bound insurance contracts.
Worked with field claims adjusters and handle claims on accounts as directed by the companies.
Utilized effective lead generation activities to identify new prospects.
Ensured that all contracts and paperwork are filled out correctly and filed on a timely basis.
Experience
10+ Years
Level
Consultant
Education
B.S. in Bus. Admin.
Insurance Agent/Producer Resume
Summary : Highly skilled Insurance Agent/Producer with 8 years experience in nonprofit management and business development can bring a passion for developing the financial and organizational infrastructure necessary to create programs and services that deliver value and solve problems. Analytical thinker and communicator with a proven track record in solving complex organizational issues and harnessing the involvement of volunteers, staff, contractors.
Skills : APPLE And PCs, MS Office, Salesforce Software, MaaS360, Avaya
Description :
Licensed insurance agent specializing in health care and other insurance for seniors and baby boomers.
Responsible for prospecting, qualifying, compliance and sales of various insurance vehicles to appropriate clients.
Conducted face to face assessments, applications and qualification for appropriateness for insurance products.
Knowledgeable about long-term care, Medicare and other services for seniors.
Specialized in retirement and case management for seniors to ensure coverage for healthcare.
Discussed and strategized sales target with marketing representatives from carriers.
Updated rating system periodically to meet the accuracy of rates for new businesses.
Experience
7-10 Years
Level
Senior
Education
BBA
Independent Insurance Agent Resume
Summary : Results and service-driven Insurance Agent possessing 9+ years of experience working within the fast-paced insurance and office environments. I am seeking an Administrative Assistant/Customer Service position in an area suitable to my background and education. I am committed to providing exceptional customer service and facilitating projects from concept to completion.
Skills : Customer Service, Case Management, AS400, Documentation, Excel
Description :
Responsible for calculating the premium amounts and set up payment methods.
Skilled in assessing the client needs and providing advice on their coverage policies.
Quick to grasp the knowledge of new insurance products, policies, and their prices.
Experienced in maintaining favorable relationships with customers and companies.
Met with prospective customers and business owners in their homes, businesses and other settings.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Presented and offered for sale to eligible policyholders any additional products (i.e., homeowner policies, umbrella policies, etc. ) that are offered by the company.
Experience
10+ Years
Level
Management
Education
B.S. in BA
Licensed Insurance Agent Resume
Headline : Dedicated Licensed Commercial Insurance Agent who concentrates on the clients needs to close the deal. Effective communication skills and customer service oriented. Management experience which has allowed for growth of leadership abilities. Self-motivated and driven to grow in the sales industry.
Skills : Life Insurance, Auto Insurance, Customer Service, Microsoft Office, Microsoft Excel
Description :
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Met with 25 existing and prospective clients each week to select appropriate insurance policies.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Calculated quotes and educated potential clients on insurance options.
Provided extensive product presentations with strong customer service skills, allowing for strong report building, confidence in overcoming objections, and helped to develop new agents.
Attended functions lead by different ethnic groups to introduce paps products.
Interacted with clients in daily bases to resolve problems and to keep their account up to date.
Maintained records and files, handling confidential information according to HIPPA regulations and with discreet.
Experience
5-7 Years
Level
Executive
Education
B.S. in BA
Office Manager/Licensed Insurance Agent Resume
Summary : Office Manager/Licensed Insurance Agent with a unique combination of business, people and sales skills. Bringing to the table the ability to combine knowledge, ethics, personality, and adaptability to any challenge. Having over 14 years of experience in sales and management while achieving all the desired goals.
Skills : Microsoft Office, Windows Vista, Windows XP, Windows 7, Data Entry
Description :
Delivered and explained the policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries.
Customized insurance programs to suit individual customers, often covering a variety of risks.
Explained features, advantages and disadvantages of various policies to promote the sale of insurance plans.
Performed administrative tasks, such as maintaining records and handling policy renewals.
Conferred with clients to obtain and provide information when claims are made on a policy.
Monitored insurance claims to ensure they are settled equitably for both the client and the insurer.
Attended meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Summary : Bilingual Licensed Insurance Agent, fluent in both English and Spanish with 11 years of experience in the Financial Servicing Industry with a focus on origination, customer service delivery, and risk management experience. Experience in coaching, developing, and mentoring other peers and employees.
Skills : Excel, Word, Publisher, Word Processing, Powerpoint
Description :
Facilitated organized record retrieval and access by maintaining a filing system for customers.
Promoted client retention through high-quality service and follow through.
Developed new financial service opportunities with both existing and new clients.
Developed ongoing networking relationships with small business owners - such as real estate agents, mortgage lenders, auto dealers, etc.
Exceeded performance goals by setting quality appointment leads for field agents.
Answered inbound phone calls from prospective members wanting more information on plans.
Experience
10+ Years
Level
Management
Education
B.S.B.A.
Junior Licensed Insurance Agent Resume
Objective : Dedicated Experienced Junior Licensed Insurance Agent motivated to maintain customer satisfaction and to contribute to company productivity and success. Proven ability to establish and maintain internal and external client rapport. Dependable and driven, with strong time management and prioritization abilities.
Skills : Proficient In Microsoft Office Products, Word 2007, Outlook 2003, Excel 2007, Adobe
Description :
Prospected for new business by following up on sales leads generated from lead databases, marketing, cold-calling, and referrals.
Follow up with prospective clients by phone, email, appointment, or direct mail.
Presented and explained insurance policy options based upon prospective client needs and goals.
Set appointments with prospective clients to present insurance packages offered.
Sold various types of Allstate automobile and home insurance to individuals.
Prospected and generated new business through telemarketing warm leads, referrals, networking, and cold leads. Generate insurance quotes in high volumes.
Printed remittance report, count payments and put in deposit bag ready for drop off the next morning.
Experience
0-2 Years
Level
Entry Level
Education
B.S. in Bus. Admin.
Licensed Insurance Agent Resume
Objective : Licensed Insurance Agent with over four years of demonstrated success in promotions, sales, brand management, customer service and resulting in promotions and a National Award. Proven ability to develop solid interpersonal relationships with clients, outside business partners and individuals across multiple departments within all levels of management.
Operated in a high volume call center environment by responding to incoming calls.
Responded to scheduled appointments to discuss health insurance plans, determined if Medicare members should stay with their current supplement plan or change.
Maintained state licensing requirements, kept abreast of regulatory changes and requirements.
Remained current on product offerings, enhancements, and or changes/modifications.
Enhanced insurance agency reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
Developed a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Enhanced insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Experience
2-5 Years
Level
Junior
Education
B.A.
Licensed Agent II Resume
Headline : Dynamic Licensed Agent II with 7 years of comprehensive experience in the insurance sector, adept at delivering exceptional client service and tailored policy solutions. Proven expertise in managing client portfolios, enhancing customer satisfaction, and navigating complex regulatory frameworks. Committed to continuous professional development and driving organizational success through effective communication and relationship management.
Conducted over 100 calls daily to assist clients with insurance inquiries and policy options.
Managed sensitive client information, ensuring confidentiality and compliance with industry regulations.
Scheduled and conducted meetings with potential and existing clients to assess their insurance needs.
Provided expert guidance on suitable insurance policies tailored to individual client requirements.
Collaborated with underwriters to submit applications and secure policy coverage promptly.
Maintained accurate records of sold policies and client interactions for future reference.
Evaluated client health conditions to determine eligibility for insurance coverage effectively.
Experience
5-7 Years
Level
Executive
Education
B.S.B.A.
Asst. Licensed Agent Resume
Objective : Dedicated Assistant Licensed Agent with 5 years of experience in the insurance sector, focused on enhancing client relationships and delivering tailored policy solutions. Proficient in assessing client needs and providing strategic financial advice. Committed to fostering customer satisfaction and driving business growth through effective communication and problem-solving.
Skills : Policy Knowledge, Claims Processing, Market Analysis, Lead Generation, Time Management
Description :
Developed strong client relationships through active listening and personalized service.
Conducted thorough needs assessments to recommend appropriate insurance solutions.
Provided expert guidance on policy options, ensuring clients understand their benefits.
Successfully generated leads through strategic cold calling and networking.
Maintained accurate and up-to-date client records and documentation.
Collaborated with team members to enhance customer service protocols.
Consistently met and exceeded sales targets, contributing to overall team success.
Experience
2-5 Years
Level
Junior
Education
B.S. in BA
Licensed Agent Resume
Objective : Motivated Licensed Agent with 2 years of experience in building strong client relationships and delivering tailored insurance solutions. Adept at navigating complex policy details and ensuring customer satisfaction through effective communication. Committed to continuous learning and professional growth in the insurance industry.
Skills : Strong Adaptability In Fast-Paced Settings, Rapid Learner With Strong Retention, Product Knowledge, Relationship Building, Team Collaboration
Description :
Develop and maintain strong relationships with clients through effective communication and personalized service.
Underwrite and manage life insurance policies to align with client needs and preferences.
Perform administrative duties, including filing policies, managing paperwork, and maintaining organized records.
Assist clients with policy adjustments and premium payment collections.
Guide clients through the claims process, ensuring clarity and support.
Conduct comprehensive annual reviews of client policies to recommend necessary adjustments.
Identify suitable financial products for clients to help them achieve their goals.
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