Insurance Sales Representative Resume Samples

Insurance Sales Representative communicates with potential customers for selling insurance policies. The major roles and responsibilities listed in successful resumes include – advising clients, gathering information, developing strong relationship with clients and identifying their insurance needs, explaining about various types of insurance to customers, educating clients about available policies and the related coverage and premiums; processing paperwork, checking insurance claims and selling suitable insurance plans to customers.

An insurance sales representative resume should mention associated skills and qualifications such as – insurance selling experience, a very good comprehension of various plans like fire, life, automobile, property and medical; ability to use and work on computers and a goal-oriented approach. Employers prefer candidates having an educational background in fields like economics or business for this post.

Insurance Sales Representative IV Resume

Summary : Insurance Sales Representative IV with 22 plus years of experience in the Finance domain is seeking to obtain a position requires a top-performing leader where I can utilize my strength and skills in the Sales and Marketing profession.

Skills : Client Relations, International Sales, Operations, Problem Solver, Sales Support

Description :

  • Conducting the financial needs analysis for individual households. Implementing new plans to expedite goals within the district.
  • Meeting or exceeding the sales expectations while maintaining a high level of customer satisfaction. Assisting the agents in reaching millionaire status.
  • Implemented continuous training and education for employees while providing motivation for team building and morale.
  • Managed and serviced a complete book of business. 
  • Excelled in the sales of property-casualty, and life insurance products.
  • Providing continuous customer service for current aaa members.
  • Aided in the sales and service of Chicago motor club memberships and met all individual goals required.
  • Securing on-site inventory and maintaining levels, warranty repair cost, negotiated price, delivery and service agreements with various vendors and OEMs.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
College

Insurance Sales Representative III Resume

Summary : Insurance Sales Representative III with 19 years of experience in the Finance domain excelling at customer satisfaction and retention. Pre and post-sales support specialist.

Skills : Account Management., B2B, B2B Sales, Business Development, Outside Sales.

Description :

  • Involved in calling prospects, making appointments, going to client's house for appointments, taking confidential information, and fulfilling clients insurance needs, making sure client has affordability for their needs.
  • Marketed and provided the health insurance products and customer service to seniors and other customers needing medicare coverage.
  • Worked in field servicing customers and new prospects with questions and inquiries about products, facilitated the educational seminars, and community sales events, as well as attended in-home appointments.
  • Prepared reports to shareholders on the success of the business endeavors.
  • Assessed the needs of individual customers and enrolled in the suitable protection plans.
  • Contacted the potential clients and created rapport by networking, returning calls, using referrals etc.
  • Designed and implemented the effective marketing strategies to sell new insurance contracts or adjust existing ones.
  • Made presentations to decision-makers of corporations to establish or maintain an affinity relationship.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
College


Insurance Sales Representative II Resume

Summary : Self-motivated Insurance Sales Representative II with 15 years of experience capable of achieving goals. Substantial experience in inside sales, outside sales and management. Ability to successfully coordinate multiple large projects and duties simultaneously. Excellent communication skills consistently increase sales revenue via telephone and in person.

Skills : Microsoft Office, Customer Service, Market Research, Marketing, Sales, Blogging, YouTube Videos, Market Analysis

Description :

  • Successfully cold calling the business via telephone and in person and present options for health and life insurance.
  • Evaluating the current health plans for companies and their employees and working up new.
  • Building the superior client relations and placing the employees in proper health plans.
  • New business development working with companies from 2 to 300 employees.
  • Successfully generating the new sales from referrals from relationships formed with existing business.
  • Building and developing the client relationships within local communities to promote Allstate insurance products including auto, home, business and life insurance.
  • Managing the incoming leads in a timely manner, conducting discussions with prospects and existing customers over the phone to identify and qualify opportunities.
  • Understanding the customer pain points, gathering the requirements and correlating the business value to customer needs.
  • Generating the interest and providing the solutions for the different product options to potential customers.
  • Understanding the existing and developing CRM as it relates to cloud computing.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BA

Senior Insurance Sales Representative Resume

Summary : Senior Insurance Sales Representative with 9 years of experience in the Finance domain is seeking to use my natural sales ability, multi-state insurance license, work experience and education to advance my career.

Skills : Customer Service, Health Insurance, Media Campaigns, Theme Development, Sales Life-cycle Management From Initial Contact To Closing, Follow-ups, And Goal-setting. New Product Launches Marketing Campaigns Sell-Thru Programs High-Impact Presentations Trade Shows Negotiations & Closings, Staff Training & Development, Proficient In Word, Excel, PowerPoint, Key Account Development

Description :

  • Licensed through the state of Michigan to sell the property, casualty, life, and health insurance.
  • Acted as a risk manager to clients while making sure that all their questions and/or concerns are properly handled in a timely manner.
  • Aided in the work product of fellow colleagues while working in a team atmosphere.
  • Trained, mentored, inspired and coached less experienced staff while showing them how to multi-task many duties in a heavy workflow environment.
  • Launched and directed team meetings to encourage and motivate the team to reach agents.
  • Completed coverage by delivering policy, planning future follow-up visits and evaluations of needs.
  • Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Determined clients particular needs and financial situations by scheduling fact-finding appointments, determining the extent of present coverages and ascertaining long-term goals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration


Insurance Sales Representative Resume

Summary : Dedicated Insurance Sales Representative actively seeking challenging and rewarding opportunities within the fields of Data Management, Research, Monitoring, and Evaluation. Has extensive real-world experience within the field of military intelligence. Candidate will bring fundamental sales experience, leadership, a great attitude, proven technical, as well as enthusiastic communication skills to your organization.

Skills : Sales & Customer Service, Spanish Speaking, Knowledge Of Applied EPIC Agency Management System

Description :

  • Assessing the financial eligibility of clients utilizing asset valuation and cost analysis relating to real estate and other personal property.
  • Evaluating the existing and prospective insurance policies to ensure clients receive sufficient level of coverage.
  • Developing the financing strategies for clients in need of flexible and alternate payment options.
  • Advising the clients on credit and identity theft vulnerabilities and applicable mitigating strategies to reduce such risks.
  • Licensing to personal lines of insurance in all 50 states, appointed with multiple insurance companies to sell their products.
  • Building and maintaining a client base, keeping the clients informed about products and services for, but not limited to, life and health insurance, Medicare, and annuities.
  • Seeking out new clients and developing the clientele by networking to find new customers and generate lists of prospective clients.
  • Calling the policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BS

Insurance Sales Representative (Contractor) Resume

Objective : Insurance Sales Representative with 4 plus years of experience in the Finance domain is seeking to utilize sales expertise, knowledge and underwriting experience to grow commercial insurance lines while maintaining retention with existing clients.

Skills : Sales, Clients, Customer Service, Database Management, Microsoft Office: MS Office, Outlook, Microsoft Project, Share Point, Excel, Word, Access, PowerPoint, Administrative Support

Description :

  • Determining the risk involved in ensuring a particular person or company and calculate the appropriate premiums for the amount of coverage requested.
  • Requiring to complete/maintain licensing requirements and insurance industry education.
  • Selling the final expense, medicare advantage, mortgage protection products, annuities, medicaid, and variable annuities.
  • Production goals assigned and measured on new business goal attainment.
  • Planning and carrying out the policies relating to good customer service conduct and practices.
  • Conducting intake of new clients, assessing their needs and creating a plan that fits those needs.
  • Sell various types of insurance policies to businesses and individuals on behalf of Aflac. Policies include accident, life, cancer, critical care and dental insurance.
  • Assisted in training new employees on agency and company systems as well as daily procedures.
  • Recording, and submission of underwritten policies to prospective insurance firms.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Senior Insurance Sales Representative Resume

Summary : Senior Insurance Sales Representative with 9 years of experience in the Finance domain is seeking to obtain a position that will enable me to use my strong organizational and interpersonal skills along with my educational background and ability to work well with people.

Skills : Microsoft Office, Customer Service, Communication, Presentation, Teaching, Coachable, Documentation, Team Player, Multitasking, Listening

Description :

  • Created and processed the financial needs analysis based on financial and credit data matching customer needs and recommended solutions in a concise and professional manner.
  • Received customer applications, quoted the rates, and completed follow-up to ensure completion of the application.
  • Delivered new life insurance policies to customers, reviewed to make certain customer satisfaction is met.
  • Informed the prospective and existing customers of Primerica financial services including options on insurance policies, investments, and rates.
  • Obtained referrals for prospective customers in order to set up appointments for sales and service.
  • Answered the incoming phone calls, processed customer policy change requests clarified the billing and took premium payments.
  • Cross-selling existing customers with farmers products and service, providing excellent customer service, developed insurance quotes and close the sale.
  • Processed the evidence of insurance request. Developed a networking relationship with mortgage lenders, title companies, and auto dealers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA

Insurance Sales Representative I Resume

Summary : Insurance Sales Representative I with 10 plus years of experience in the Finance domain looking for a stimulating career in the Insurance selling or customer service fields with a company that provides room for growth and advancement.

Skills : Management, Word, On-site, Yardi, Entrada, Maintenance, Salesforce, Productivity, Logistics Management

Description :

  • Scheduling the meetings with clients to explain features and advantages of insurance policies.
  • Marketing and selling the various types of life, accident and cancer insurance plans.
  • Attending training sessions. Developing marketing opportunities to increase sales on specific products, and probing to uncover needs and determining ways to fill them.
  • Evaluating the customer needs and working diligently to meet the high quality of standard for services.
  • Collaborating with the colleagues to exchange ideas such as selling strategies and marketing information.
  • Maintaining the customer sales records using automated systems and time-management and phone skills.
  • Meeting with the division leaders and consultants on a monthly basis to discuss ways to increase sales.
  • Marketing all products on a daily basis using cold calling, internet leads and face to face marketing.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
MS

Insurance Sales Representative II Resume

Summary : Diligent and driven Insurance Sales Representative II with 16 plus years of experience in the Finance domain who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

Skills : Fluent In Spanish And Intermediate In French, Goal Oriented, Detail Oriented, Analytical, Decisive, Good Leadership And Ability To Multi-task, Achieve Set Targets And Deadlines, Ability To Work Independently Or In A Group, Possess Excellent Interpersonal Communication , Written And Oral, MS Excel, MS Powerpoint, MS Word, MS Outlook, Quickbooks, Tax Return Filing

Description :

  • Promoting the agency products to customers in person, on the telephone, and in writing.
  • Presenting and clearly explaining the insurance policy options to clients based on their needs.
  • Seeking the new clients and developing the clientele by networking and telephone marketing to find new customers and generate databases of prospective clients.
  • Providing the continuing service to clients to maintain long-term relationships with clients.
  • Determining the client's health benefit needs and finds products suited to their situation.
  • Counseling prospects and policyholders on coverage, limits and regulations.
  • Developing quotes based upon risk information. Utilizing a consultative sales approach to sell policies to prospective policy holders by providing rate quotes and coverage information.
  • Evaluating risks utilizing underwriting rules and guidelines in order to bind coverage.
  • Received multiple awards, prizes and trips for meeting and exceeding established sales quotas.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
BS

Insurance Sales Representative Resume

Objective : Insurance Sales Representative with 3 years of experience in the Finance domain is seeking to obtain a growth - oriented position in a professional business atmosphere in which I may utilize my acquired skills to meet and exceed the financial goals and objectives of the organization.

Skills : Budgeting And Forecasting, Customer Billing And Accounting, Financial Analysis And Reporting, Staff Development/Empowerment, Team Building, Leadership And Motivation, Creating Organizational Cultures, Customer Relationship Management, Call Center Operations/Technology, CMS Medicare Marketing Rules, Health Care Reform, Financial Services, Health And Life Insurance Products, Consultative Sales Process, DTC Sales, Retention And Service

Description :

  • Interviewed prospective clients and reviewed their existing policies which enabled me to provide them with the best coverage and premium options available based on their financial goals and objectives.
  • Presented the effective and affordable solutions to customer and discuss advantages/disadvantages of each.
  • Performed detailed analysis of customers financial situation and lifestyle to identify insurance needs and available budget.
  • Excellent customer service, team collaboration, and detail oriented. Used sound the judgment on binding good business.
  • Assisted the customers in purchasing insurance, completing policy transactions, and taking payment.
  • Ensured that policy requirements are fulfilled and assisted with the completion of appropriate forms.
  • Sought out new clients and developed clientele by networking to find the new customers and generate lists of prospective clients.
  • Sold homeowners insurance policies to individuals on behalf of insurance companies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School