Insurance Sales Manager Resume Samples

An Insurance Sales Manager takes a leadership role within the insurance industry and is responsible for overseeing and leading the team of insurance sales agents. Major roles and responsibilities described on the Insurance Sales Manager Resume include some or all of the following – developing and implementing sales strategies, setting targets, guiding the sales teams; recruiting and training sales agents; providing coaching to improve performance, and ensuring adherence to company policies; analyzing market trends, identifying business opportunities; and collaborating with marketing teams to enhance the organization’s presence.

To ensure success in this field, the following skills are needed – strong interpersonal skills, the ability to motivate and inspire a sales team, staying informed about industry changes, product updates, and market trends; proficiency in sales management software and analytical tools; and staying current with evolving sales techniques. A business, finance, or marketing degree is commonplace among job applicants.

Looking for drafting your winning cover letter? See our sample Insurance Sales Manager Cover Letter.
Insurance Sales Manager Resume example

Insurance Sales Manager Resume

Headline : As an Insurance Sales Manager, responsible for leading and directing an insurance sales team to achieve sales targets and goals and develop and implement strategies that increase customer retention and drive new business growth.

Skills : Leadership and Management, Sales Expertise.

Insurance Sales Manager Resume Example
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Description :

  1. Led, coached, and mentored a team of insurance sales agents.
  2. Developed and implemented sales strategies and tactics to achieve sales targets and goals.
  3. Recruited, interviewed, and trained new sales agents.
  4. Provided ongoing sales training and development to the sales team.
  5. Monitored sales metrics to evaluate team and individual performance.
  6. Created and maintained relationships with key customers and stakeholders.
  7. Ensured compliance with industry regulations and company policies.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BSMktg


Insurance Sales Manager Resume

Summary : As an Insurance Sales Manager, Plan, organize, direct, control, and evaluate the operation of an establishment or department that buys and sells stocks, bonds, and other forms of investments on behalf of individual or institutional clients and manages the investments of their own clients.

Skills : Customer Relationship Management (CRM), Communication Skills.

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Description :

  1. Collaborated with other departments to drive business growth and improve customer experience.
  2. Forecasted the number of policies insurance brokers and agents might sell during a certain period.
  3. Promoted the company's insurance products and services to new and existing clients.
  4. Provided reports, presentations and recommendations on market trends, competitor actions and customer trends.
  5. Created action plans, sales strategies and budgets.
  6. Ensured sell of our insurance products.
  7. Ensured quality advisors were being recruited and developed.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
BBA


Insurance Sales Manager Resume

Objective : As an Insurance Sales Manager, responsible for finding people interested in becoming Insurance Agents and getting them qualified to sell insurance policies. Help them in selling policies by joint field working and operations support.

Skills : Analytical Skills, Negotiation Skills.

Insurance Sales Manager Resume Example
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Description :

  1. Communicated changing customer needs to the top management.
  2. Expanded our reach to untapped customers.
  3. Assessed market potential and determined price schedules.
  4. Led sales operations within an insurance company.
  5. Analyzed statistical data, such as mortality, accident, sickness, disability, and retirement rates, and constructed probability tables to forecast risk and liability for payment of future benefits.
  6. Solicited potential buyers of policies.
  7. Determined discounts and premiums of policies.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BBA

Insurance Sales Manager Resume

Headline : As an Insurance Sales Manager, responsible for analyzing several variables, including disability, sickness, retirement rates, and mortality rates, to predict risk and liability.

Skills : Product Knowledge and Marketing Skills.

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Description :

  1. Planned advertising budget and appropriate advertising channels.
  2. Supervised local and regional sales managers.
  3. Oversaw branches or other store locations.
  4. Led insurance agents and tracked performance.
  5. Created and implemented business strategies and goals.
  6. Filed reports of numbers of insurance quoted.
  7. Managed and worked alongside adjusters, investigators, and appraisers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BSFin

Insurance Sales Manager Resume

Headline : As an Insurance Sales Manager, responsible for leading and motivating a team of insurance sales agents to achieve sales targets. The Insurance Sales Manager will be required to develop and implement sales strategies, monitor sales performance, and provide support and guidance to sales agents.

Skills : Problem-solving, Time Management.

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Description :

  1. Responsible for policy sales for individual or group policies.
  2. Responsible for new business, claims, or financial services sales.
  3. Developed, implemented, and maintained the internal and/or external sales strategy and processes to maximize the organization’s profit potential.
  4. Promoted the organization’s products and services to new and current clients.
  5. Ensured all clients are satisfied and that the quality of the services they provide meet or exceed customer expectations.
  6. Liaised with clients regularly to understand their needs, resolve client complaints and issues develop new business, and to provide value.
  7. Reviewed current and prospective client accounts to identify business opportunities, analyze opportunities, and promote sales growth.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BSFin

Associate Insurance Sales Manager Resume

Headline : As an Associate Insurance Sales Manager, planned, organized, directed, controlled, and evaluated the operations of an establishment or department that finds lenders or lending institutions on behalf of clients seeking a mortgage.

Skills : Insurance Knowledge, Leadership.

Associate Insurance Sales Manager Resume Format
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Description :

  1. Guided the company’s sales efforts and resolved complex insurance issues.
  2. Provided reports, presentations, and recommendations on market trends, customer trends, and competitor’s actions.
  3. Handled internal and client inquiries and complaints.
  4. Created sales strategies, action plans and budgets.
  5. Researched and developed new sales opportunities or new markets.
  6. Developed and managed a portfolio of small commercial accounts.
  7. Worked closely with brokers to manage pricing and coverage.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA

Assistant Insurance Sales Manager Resume

Objective : As an Assistant Insurance Sales Manager, oversees the different pathways to care including Health Medical Clinic, Urgent Care Clinic, and Volunteer Doctor Community.

Skills : Strategic Planning, Customer Service.

Assistant Insurance Sales Manager Resume Model
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Description :

  1. Made sales and account presentations to large and small businesses.
  2. Conducted industry research and trends analysis.
  3. Provided clients with comprehensive insurance plans.
  4. Gained an understanding of client’s insurance-related needs.
  5. Responsible for providing sales strategies, feedback, and marketing plans.
  6. Contributed to meet sales targets.
  7. Provided the support and motivation, and comfortable working long hours.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BSFin

Insurance Sales Manager Resume

Summary : As an Insurance Sales Manager, responsible for managing policy sales and overseeing the sales team. The responsibilities of an Insurance Sales Manager include setting and monitoring sales goals, facilitating the professional development of the team, and providing customer support.

Skills : Team Collaboration, Adaptability.

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Description :

  1. Advised dealers and distributors on policies and operating procedures to ensure the functional effectiveness of the business.
  2. Assessed marketing potential of new and existing store locations, considering statistics and expenditures.
  3. Conferred or consulted with department heads to plan advertising services and to secure information on equipment and customer specifications.
  4. Conferred with potential customers regarding equipment needs and advised customers on types of equipment to purchase.
  5. Determined price schedules and discount rates.
  6. Directed and coordinated activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale.
  7. Directed clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BBA

Insurance Sales Manager Resume

Summary : As an Insurance Sales Manager, responsible for directing all customer service, business processes, and operational aspects of the MEMPHIS Plan, including the enrollment processing and database management, billing, cash receipts processing and collections for 5,000+ participants.

Skills : Training and Development, Ethical Conduct.

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Description :

  1. Directed foreign sales and service outlets of an organization.
  2. Directed, coordinated, and reviewed activities in sales and service accounting and recordkeeping, and in receiving and shipping operations.
  3. Monitored customer preferences to determine focus of sales efforts.
  4. Oversaw regional and local sales managers and their staffs.
  5. Planned and directed staffing, training, and performance evaluations to develop and control sales and service programs.
  6. Prepared budgets and approved budget expenditures.
  7. Represented the company at trade association meetings to promote products.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
BBA

Insurance Sales Manager Resume

Summary : As an Insurance Sales Manager, directing and managing of all aspects of the Plan Health Advisory Team (HAT) including strategic planning, budgeting, sales, marketing, operating and financial activities.

Skills : Technology Proficiency, Networking.

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Description :

  1. Monitored terminations and ensured that annual net enrollment met the goal.
  2. Developed and administered monthly quotas and commission plans.
  3. Resolved customer complaints regarding sales and service.
  4. Oversaw the operations, sales, customer relations, and staff of Insurance Sales/HAT.
  5. Ensured that financial objectives in the budget were met, including revenue targets and expense control.
  6. Developed and managed the execution of sales and marketing plans and strategies to meet the annual target number for new enrollments.
  7. Developed and promoted relationships with various professional, community, and industry-related organizations to create continued awareness of the MEMPHIS Plan, and all medical services.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BBA