Insurance Sales Agent Resume Samples

The job description includes selling life, property, automotive, health and other types of insurance to clients. The Insurance Sales Agent Resume showcases the following duties and functions – customizing insurance programs to suit individual needs; developing marketing strategies, calculating premium amount and establishing payment methods; contacting underwriters and obtaining binder coverage; explaining product features and its advantages as a way to sell the insurance plans; monitoring insurance claims, planning and overseeing implementation of insurance programs, and selling various types of insurance policies to businesses and individuals on behalf of the insurance company.

At the job, the following skills are needed – marketing techniques, decision making, and presentation skills; the ability to evaluate the degree of financial risk, excellent selling, and marketing skills. Most of the insurance firms want their agents to have at least a degree in related fields.

 

Insurance Sales Agent Resume example

Insurance Sales Agent Resume

Objective : Dedicated insurance sales agent motivated to maintain customer satisfaction and contribute to company success. Exceptional organization, time management, computers and multi-tasking abilities. High-energy with 8 years experience in auto, life and property insurance. CORE STRENGTHS Client relations expert, excellent communication and organization skills, customer advocate, self-motivated, professional growth and dedicated employee.

Skills : Training & Development.

Description :

    1. Assist customers and agents with billing problems, rating issues, coverage questions and new business issues.
    2. Go through different carriers in order to provide the client with the best coverage available.
    3. Present account proposals in a professional and timely manner.
    4. Process applications, payments, endorsements, corrections and cancellations.
    5. Promote agency products to customers in person, on the telephone by email and by mail.
    6. Prepare necessary paperwork to process insurance sales and renewals.
    7. Attend numerous webinars in order to stay updated on carriers used for quoting business products.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
General And Child Psychology


Insurance Sales Agent II Resume

Summary : Self-motivated HR professional with a comprehensive background in employee relations. Decisive, action, and results-oriented individual who exemplifies professionalism and an ability to execute multiple projects and tasks at any given moment. Demonstrated history of successful program administration, while providing innovative and efficient solutions. Exceptional leadership qualities and the ability to work with people from diverse backgrounds, while implementing team values.

Skills : Management, Typing, Sales.

Description :

    1. Serviced existing accounts and interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
    2. Completed insurance applications, conducted policy interpretation, analyzed insurance programs, and suggested additions or changes as needed.
    3. Developed clientele by networking to find new customers and generate lists of prospective clients.
    4. Customized insurance programs to suit individual customers.
    5. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    6. Calculated premiums and established payment method; received customer payments and issued receipts.
    7. Performed administrative tasks, such as records maintenance, document preparation, policy renewals, and insurance quotes.
    8. Responsible for verifying, balancing, and reporting cash drawer.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master Of Business Administration In Business Administration


Home Insurance Sales Agent Resume

Summary : I have worked and thrived in a variety of settings, very adaptable, let me use my skills to strengthen your office. I believe I can be a very great asset to your company. I'm a hard worker and quick learner; I put a lot of pride and integrity into my work. I multi task with excellent customer service.

Skills : Forklift Operator.

Description :

    1. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including fire, life, property, medical and dental insurance.
    2. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
    3. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    4. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    5. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    6. Customize insurance programs to suit individual customers, often covering a variety of risks.
    7. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    8. Calculate premiums and establish payment method.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Life Insurance Sales Agent Resume

Summary : Results-driven leadership professional with broad-based experience in consultative sales and new business development. Award-winning professional who has earned a reputation for consistently achieving aggressive sales objectives. Accomplished leader with the ability to build, train, motivate, and mentor highly successful teams to outstanding performance. Effective communicator with excellent interpersonal and relationship-building skills.

Skills : Word, Excel, Outlook, Lotus Notes, Email, Internet, typing: 60 wpm.

Description :

    1. Monitor sales staff performance to ensure that goals are met Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
    2. Including automobile, fire, life, property, medical and dental insurance or specialized.
    3. Policies such as marine, farm/crop, and medical malpractice.
    4. Customize insurance programs to suit individual customers, often covering a Variety of risks.
    5. Confer with clients to obtain and provide information when claims are made on a policy.
    6. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
    7. Answer clients' questions about the purposes and details of financial plans and strategies.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Casualty Insurance Sales Agent Resume

Summary : Driven, results-oriented sales executive with expertise in generating new revenue and profit performance for a progressive organization.

Skills : Microsoft Office, Salesforce.Com, New Business Development, Strategic Prospecting, Presentation Skills.

Description :

    1. Actively prospected new clients and initiated group sales calls.
    2. Dedicated and tenacious sales expert, with a reputation for consummate professionalism and exemplary ethics.
    3. Scheduled, organized and prioritized work to meet customer and provider deadline scheduling demands promptly, accurately and efficiently.
    4. Remain current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices.
    5. Passionate leader, skilled and focused on impeccable service delivery and accountability for goal achievement.
    6. Increased Life Insurance premiums by 570% throughout tenure.
    7. Increased Health Insurance premiums by 835% throughout tenure.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Property Insurance Sales Agent Resume

Objective : To obtain administrative assistant position with a major company that allow me to utilize my interpersonal, technological, and organizational skills providing an opportunity for growth and advancement.

Skills : Microsoft Office, Interpersonal Skills, Persistence,.

Description :

    1. Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
    2. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
    3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    4. Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Obtains underwriting approval by completing application for coverage.
    6. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    7. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
    8. Provides death benefits by delivering policy proceeds; reassessing client needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associates In Applied Science

Insurance Insurance Sales Agent Resume

Objective : Seeking a rewarding and challenging position in the transportation industry where my extensive diesel technician skills, knowledge and professional image can be utilized. I am also seeking a rewarding and challenging career as a driver.

Skills : Microsoft Office Proficient, 35+ Words Per Minute Typing Skills, Determined Problem Solver, Specialized In Call Center Industry.

Description :

    1. Worked with Clients to secure the best insurance policy for their pets and needs.
    2. Followed an extensive matrix system to meet goals set by Team Leader and Management.
    3. Met and exceeded goals each month of employment.
    4. Provided excellent analytical, technical support, for clients that need help navigating the online portal Introduced organization to learning materials essential to pass certification/licensing program.
    5. Replay Games and Dvd | Radford, Virginia Assistant Manager Worked with the public to trade, buy, and sell DVD's and video games.
    6. Worked with store manager to make the schedule weekly.
    7. Responsible for reporting labor, deposit and inventory reports on a daily basis.
    8. Provided great customer service to customers who needed to feel secure in what movies/ games they were buying.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associate In Information Technology

Licensed Insurance Sales Agent Resume

Objective : Experienced customer service support representative and knowledgeable finance manager with a license in Life, Accident and health insurance perusing a social and behavioral science degree before entering the dental hygiene program.

Skills : Microsoft Office, Customer Relationship Management, Customer Service Skills, Cash Handling, Office Management, Receptionist, Research, Analytics, Technical Support, Inventory, Leadership Training, Multimedia.

Description :

    1. Calculate premiums and establish payment method.
    2. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    3. Confer with clients to obtain and provide information when claims are made on a policy.
    4. Contact underwriter and submit forms to obtain binder coverage.
    5. Customize insurance programs to suit individual customers, often covering a variety of risks.
    6. Develop marketing strategies to compete with other individuals or companies who sell insurance.
    7. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    8. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
ASSOCIATES In Social And Behavioral Sciences

Supplemental Insurance Sales Agent Resume

Objective : Proactive self starter with a history of proven success working independently while in a team environment. Experienced in data analysis, research, planning, management and operations oversight with over 5 years in progressive roles with large national chain. Skilled in building sustainable relationships with internal and external contacts to work collaboratively with vendors and customer-facing staff.

Skills : Inventory Management, Customer Service, Account Management, Team Building, Interviewing, Time Management, Customer Relationship Management, Marketing Strategy, Strategic Planning.

Description :

    1. Implemented an aggressive marketing campaign through joint venture partnerships, participation in networking organizations & local chambers of commerce.
    2. This improved product perception & brand awareness within the community while generating leads & increasing referrals.
    3. Responsible for defining target markets, identifying qualified prospects & cultivate positive, long term personal relationships.
    4. Consultative sales approach used to present, analyze, & compare product features; advised clients based upon needs discovered through fact finding interviews.
    5. Managed all phases of the sales cycle: prospecting, closing & follow up service including timely response to client inquiries while maintaining client confidentiality.
    6. Analyzed data from CRM software to improve lead generation and sales.
    7. Record keeping in compliance with company requirements and HIPAA regulations.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelor Of Science In Business Studies

Insurance Sales Agents Resume

Objective : Accomplished and energetic with a solid history of achievement in managing, sales and customer service. Dedicating to high levels of customer satisfaction and meeting aggressive business goals. Also a motivated leader with strong organizational and prioritization abilities, very reliable and passionate with a drive for excellence.

Skills : Skilled In The Handing And Cleaning Of Instruments. Prepare Patient For Examination And Treatments.

Description :

    1. Directly responsible for clients accounts while representing company interest in the sale and service.
    2. Offer support of clients issues through knowledge.
    3. Serve as Combine Insurance Representative and suggesting value added services.
    4. Utilize high level of customer service and lead generation to build and maintain client satifaction and repeat business.
    5. Added new clients and continued to grow in support of services with clients.
    6. Was able to educate clients enough whereby they in turn aided me in acquiring more new clients to my selling base.
    7. Recorded record number of clients for three months straight and was offered a higher position by my manager.
    8. Skills Used Strong Public relation skills, communication skills as well as organizational skills to go with planning and sales abilities.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Biology

Auto Insurance Sales Agent Resume

Objective : Diligent and driven financial associate who has achieved success in a variety of roles with increasing levels of responsibility. Dedicated to acquire new personal and business accounts. Proven ability to identify customer needs and recommend the appropriate product. Passionate about providing courteous and personalized service.

Skills : Bi-lingual, Communicational Skills, Administrative Skills, Organization And Schematic Skills, Prospecting Skills, Meeting Sales Goals, Motivation For Sales, Selling To Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Dependability, Statistical Analysis.

Description :

    1. Develop base for long-term sources of clients by using referrals to compile lists of prospects.
    2. Develop marketing strategies to compete with other individuals or companies who sell insurance.
    3. Approach potential clients by utilizing mailings and phone solicitation, making presentations to prospects, and making use of Social Networks web 2.0 to capture more attention from the community.
    4. Determine clients' particular needs and financial situations by scheduling fact-finding appointments.
    5. Determining extent of present coverage, ascertaining long-term goals.
    6. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    7. Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    8. Contact underwriting if needed and submit forms to comply with the company guidelines and requirements.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
New York State Insurance License In P&C Insurance

Insurance Sales Agent Resume

Objective : I have several years of experience, including an Insurance Sales Agent and Phone Screener at Nationwide Insurance, IT helpdesk at Iowa Medicaid, VOE Processor at Equifax, Customer Service Representative (CSR) at HP, a Sales Support Specialist and as a Food Sales Clerk in industries including Apparel and Accessory Stores and Food Stores. My skills and experiences include: Billing Systems, Sales Support, Customer Service, and General Labor.

Skills : Microsoft Office, Marketing, Sales, Customer Service, Communications,Analytical/Research,Computer/Technical Literacy, Interpersonal Abilities,Multicultural Sensitivity/Awareness, Planning/Organizing, Problem-Solving/Reasoning/Creativity.

Description :

    1. Develop clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
    2. Approach potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
    3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    4. Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Obtains underwriting approval by completing application for coverage.
    6. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    7. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
    8. Provides death benefits by delivering policy proceeds; reassessing client needs.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA In Organizational Communications