Insurance Consultant Resume Samples

The job description of the insurance consultants is not just confined to help clients with insurance policy purchases but revolves around various other tasks such as – providing advisory services, attending phone calls, identifying the exact policy requirement of the client, preparing quotes, ensuring that the sales quota is reached, handling billing process, updating knowledge of insurance policies, writing detailed report, researching on current development and maintaining good relationship with clients.

While a good communication and negotiation skill is considered as the key to success, there are other skills that need to be depicted in the Insurance Consultant Resume such as- computer skills, knowledge of various insurance policies and its principles, basic knowledge of risk-management techniques and good assessment capacity. The post doesn’t require any formal education, but employers prefer to see in the resume a good amount of training and experience.

Insurance Consultant Resume example

Insurance Consultant Resume

Headline : To provide basic emergency medical care and transportation under the guidelines of the County protocols and company standards of care for hospital care.

Skills : Recognized For Quick Learning And Adept Multitasking.

Description :

    1. Administer all inbound calls from various employees and prepare all product quotes for all required customers.
    2. Maintain knowledge on all complex policies and coverage details for same and assist customers to complete all applications and forms and all required documents.
    3. Monitor all policies and assist to make all required changes to same and ensure achievement of all sales objectives.
    4. Provide required assistance to all inbound call center and resolve all customer queries for product coverage and policies.
    5. Prepare and present quotes for various customers regarding products and administer all general liability claims.
    6. Monitor all renewal processes in compliance to travel accident policies and prepare reports for all liability claims.
    7. Coordinate with automobile claim administrator to manage all customer calls and process claims and prepare all claim reports on third party claim management system.
    8. Develop all documents for policy and contract files and provide technical support to all department procedures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Medical Services


Sr. Insurance Consultant Resume

Summary : Professional with more than ten years of experience in insurance and financial products, also managing and developing retail establishments as an Insurance Recognized for exceeding company goals and delivering excellent customer service.

Skills : Microsoft Office, Customer Service, Embalming, Mortuary Cosmetics, Restorative Work/Cosmetics.

Description :

    1. Consult with families or friends of the deceased to arrange funeral details, such as obituary notice wording, casket selection, or plans for services.
    2. Provide information on funeral service options, products, or merchandise and maintain a casket display area.
    3. Plan, schedule, or coordinate funerals, burials, or cremations, arranging details such as floral delivery or the time and place of services.
    4. Obtain information needed to complete legal documents, such as death certificates or burial permits.
    5. Dress, casket and apply cosmetics to the deceased in preparation for visitations and burials.
    6. Removed the deceased from the place of death and transported to the funeral home Perform embalming duties as necessary.
    7. Arrange for clergy members to perform needed services.
    8. Clean funeral home facilities and grounds.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Service Technology


Jr. Insurance Consultant Resume

Summary : A dedicated professional with an MBA in Management along with more than 20 years of experience in managing Workers' Compensation and Disability claims in addition to 10 years of experience in Human Resources managing FMLA, ADA and leave of absence programs.

Skills : Benefits Administration, Claims Processing, Workers Compensation, Client Relations.

Description :

    1. Responsible for interpreting contract language of different policyholders.
    2. Reviewed claims of all policies ensuring they were being adjudicated properly and offsets such as Workers Compensation, Pension, VA benefits and Railroad Retirement benefits were processed by the Case Manager.
    3. Provided ongoing training to Case Managers in regard to the Social Security process.
    4. Responsible for economic savings of over 8 million dollars annually by utilizing all offsets appropriately.
    5. Responsible for developing sales presentations for current and prospective policyholders.
    6. Developed and managed special projects to increase reserve savings.
    7. Provided weekly updates and feedback to Social Security attorneys and vendors nationwide.
    8. Files were outsourced to these individuals as needed.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Masters In Business

Insurance Consultant III Resume

Objective : Seeking a challenging position where working with the people in the community. To maintain an active agenda while interacting in a positive environment.

Skills : Proficient in Windows, Microsoft Office.

Description :

    1. Responsible for consulting with small to medium businesses regarding supplemental health benefits.
    2. Responsible for finding leads and approaching potential prospects that might be a fit for AFLAC programs.
    3. Responsible for presenting to business owners and employees AFLAC programs that potentially will fulfill their needs.
    4. Responsible for maintaining a positive relationship regarding existing AFLAC accounts.
    5. Responsible for opening up new business accounts through Everwell platform.
    6. Responsible for obtaining a Life license and Health license through the Department of Insurance.
    7. Responsible for ongoing education regarding AFLAC program's and Department of Insurance licensing.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts

Insurance Consultant II Resume

Objective : Commercial insurance placement specialist. Prepared submissions, negotiated and presented terms to commercial and personal lines insurance clients. Discussed insurance coverage with corporate directors and executives. Facilitated client insurance product and safety training. Brokered and managed, various types of commercial insurance policies which are placed with local insurance companies and the London Market. Provided risk management advice and plans for commercial clients.

Skills : Good Communication Skills.

Description :

    1. Provide broker services and underwriting oversight for an agency.
    2. Quote and bind large property insurance placements.
    3. Negotiate property insurance terms with a local underwriter and London Market wholesale brokers.
    4. Structure insurance programs for hard to place commercial property insurance accounts.
    5. Provide risk management advice to existing and potential clients.
    6. Service personal portfolio of commercial clients.
    7. Multi-line insurance claims, loss control, sales, field underwriting.
    8. To assist the business to identify risks and choose appropriate insurance policies to cover potential liabilities in the best customer service way.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA

Insurance Consultant I Resume

Summary : Professional with more than ten years of experience in insurance and financial products, also managing and developing retail establishments as an Insurance Agent. Recognized for exceeding company goals and delivering excellent customer service.

Skills : Microsoft Office, AMS 360, Sagitta.

Description :

    1. Provided coaching, guidance and expertise to less experienced Service Advocates.
    2. Resolve critical inquiries and ensure quality management of processes is in place.
    3. Demonstrated ability to succeed in a multi-functional environment and strong organizational skills and knowledge of insurance market.
    4. Calculate premiums and establish different payment methods.
    5. Building of relationships with agents, nurses and members to maximize retention of business.
    6. Schedule and conduct group and individual information sessions.
    7. Education of member on web-based tools and other aids to use resources, tools, information on their health care and health care costs most effectively.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.A In Communications

Licensed Insurance Consultant Resume

Summary : Focused and dedicated insurance professional seeking an opportunity with a company that will enable to utilize general office, customer service & secretarial skills.

Skills : Property & Casualty Licensed.

Description :

    1. Presented and clearly explained insurance policy options to clients based on their needs and goals.
    2. Processed applications, payments, corrections, endorsements and cancellations.
    3. Compiled coverage and rating information in an accessible format.
    4. Mentored and helped train numerous new employees.
    5. Cross-trained and provided back up for other departments in the office (such as the claims department, processing department & our notary department).
    6. Provided accurate and appropriate information in response to customer inquiries in a timely and accurate fashion.
    7. Handled all incoming emails from customers answering questions, binding coverage, customer complaints etc.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management

Insurance Consultant/Specialist Resume

Summary : Specializing in customer service of clients over the phone and in office regarding simple to complex policy issue. Highly trained in personal lines insurance company coverage's, procedures, guidelines and underwriting.

Skills : Microsoft Office, Data Entry, Content Development, Phone Etiquette, Social Media, Customer Service, Research, Documentation, Inventory Management.

Description :

    1. Collected data for personal lines applications.
    2. Policy reviews and checking endorsements as needed.
    3. Maintained a certain percentage of monthly, quarterly and annual sales in regards to property and casualty, life and health products along with State Farms bank loans.
    4. Initiated all claims process until a claims representative was assigned.
    5. Managed associated to help meet their monthly, quarterly and annual goals along with basic training on all insurance company related products.
    6. Annually reviewed with clients their coverage's to make sure there was no gaps in coverage that left them unprotected.
    7. Executed all clients requests in a timely manner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business

Insurance Consultant/Supervisor Resume

Summary : A career that utilizes experience to their advantage, with opportunity for advancement in area of multi-level management.

Skills : Telecommunications, IT, Data Entry, Insurance Consulting, Customer Service, Sales.

Description :

    1. Building trust by understanding the unique needs of customers, and resolving those needs effectively and efficiently while abiding by legal guidelines in all 50 states.
    2. Ability to reiterate and tailor complex information in regards to insurance needs towards different types of customers.
    3. Being able to build and improve customer relations by offering specific products and their benefits.
    4. Strong communication and analytic skills through attention to detail.
    5. Specialized in problem solving and first call resolution.
    6. Processing multiple transactions in a timely and effective manner.
    7. Proficient in Windows and Outlook programs.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Diploma In General Studies

Insurance Consultant/Representative Resume

Headline : Accomplished customer service professional with a strong background in clerical administrative assistance, collections and data interpretation. Excellent at gathering and compiling data and managing records.

Skills : Life Underwriting Training Counsel.

Description :

    1. Develop new individual life insurance sales and retirement accounts.
    2. Manage and provide excellent service to existing accounts.
    3. Cross sells within the organization, develop and maintain strong relationships with insurance professionals.
    4. Develop new referrals through my existing clients.
    5. Establish 360 new clients a year Generate 20 new life insurance sales monthly and 10 annuities and individual retirement accounts.
    6. Skills Used Develop new individual life insurance sales and retirement accounts.
    7. Manage and provide excellent service to existing accounts.
    8. Develop new referrals through my existing clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
JD In Law

Insurance Consultant/Executive Resume

Summary : Trained 20 volunteers in time management, statistics, people skills, communication, strategic planning and problem solving. Multiple cooking, food preparation and storage classes.

Skills : Licensed In Property & Casualty Insurance: Expired 2014, CPR Certified By AHA, Real Estate License.

Description :

    1. Generate new business policies in property, casualty, life and health insurance.
    2. Grow company by meeting and exceeding monthly sales quotas.
    3. Cross sell banking products as well as long term care and annuities.
    4. Identified features, advantages and disadvantages of various policies and made appropriate recommendations.
    5. Interacted directly with the general and financial management professionals for the establishment of policies and procedures.
    6. Developed and maintained account relationships.
    7. Counseled and advised prospects and existing customers on matters of protection and coverage.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Real Estate

Insurance Consultant Resume

Headline : Highly motivated, detail oriented sales consultant. Proven track record with multiple awards for excellence in customer service and consistently exceeding monthly sales quotas. Acknowledged by clients for surpassing expectations for sales and service.

Skills : Superior verbal and written communication, independent.

Description :

    1. Licensed multi-line insurance agent in more than 20 states.
    2. Appointed to write business with over 20 of the leading carriers in the insurance industry.
    3. Identified customers' needs on an individual basis, and marketed appropriate products.
    4. Extensive underwriting experience to determine risk and eligibility factors through multiple processes.
    5. Maintained high levels of customer service at all times.
    6. Proactive in overcoming objectives and closing sales.
    7. Quoted new business, internet sales, database management.
    8. Scheduled appointments, followed up with potential clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors In Science