Professional Insurance Sales Resume Sample

Insurance Sales Resume Sample – An insurance salesperson is responsible for selling different insurance products and convincing customers about the significance and requirement of insurance coverage. This job also involves explaining customers about the advantage of insurance coverage.

Insurance sales representatives engage in multiple steps of the process, from cold calling potential new customers to interviewing prospective clients, to working with and following up with already established customers. Insurance sales agents must know their product inside out, as they must clearly explain it to potential customers, knowledgeably answer any questions, and make helpful suggestions as to which policy to select or any policy changes a customer should make. An Insurance sales agent career includes helping customers with the claim process.

Insurance sale agents may specialize in one specific type of insurance or sell a variety of insurance types, such as property, casualty, life, and health and long-term care.

Insurance Sales Resume Sample and Required Skills

Key Skills Should Be Considered While Writing An Insurance Sales Resume

If you want to work as an Insurance Agent, focus on the following.

  • Being able to cultivate a customer base in business-to-consumer or business-to-business sales.
  • Meeting and exceeding sales goals on a regular basis.
  • Knowing how to use Microsoft Office programs.
  • Using telemarketing to identify potential customers and make sales.
  • Having comprehensive financial planning knowledge, such as retirement and estate planning.
  • The insurance sales agents must get in touch with prospective customers as soon as they get the leads.
  • Getting more information from consumers by asking questions.
  • An insurance sales agent must be a good listener.
  • It is mandatory for an insurance sales agent to listen to the queries and problems of customers in order to provide genuine solutions.

Insurance Sales Resume Sample

Natti Nat
Street, City, State, Zip | Phone Email Address

PROFESSIONAL SUMMARY

Looking forward to a challenging & rewarding career in sales, where my knowledge flourishes and my skills are useful for organization. I emerged as hardworking sales & marketing professional and proved myself as an important part of the organization by achieving the given targets with confidence and positive attitude.

RELEVANT QUALIFICATION

  • Written and oral communication
  • Being persuasive
  • Problem solving
  • Decision making
  • Dealing with huge budgets
  • Being sincere and honorable
  • Being thoughtful and ambitious
  • Being positive and passionate
  • Being encouraging and cordial
  • Transmitting information
  • Time management

PROFESSIONAL EXPERIENCE

ABC Co., Ltd. Toronto (2015 – Present)
Insurance Sales Representative

  • Advance personal plan for prospecting, selling and service work as well as coordinate with prospects.
  • Formulate sales and activity reports to Division Manager.
  • Handle customer inquiries with assistance from Customer Service team and establish payment methods.
  • Design insurance programs to suit individual customers.
  • Promote insurance policies to businesses and individuals.

ABC Co., Ltd. Toronto (2007 – 2014)
Insurance Sales Representative

  • Interviewed promising clients to gather data and advanced clientele.
  • Educated about features, advantages, and disadvantages of various policies.
  • Coordinated with the underwriter and submitted forms and assured fulfillment of policy requirements.
  • Corresponded with clients to extract and impart information when claims are asked for.
  • Executed supervisory tasks.

EDUCATION

Bachelor’s Degree in Marketing, 2008
Florida International University

REFERENCES – Available upon request


***This is only the insurance sales resume sample that we present to you to build it by yourself. Good luck and get the right job soon.

Professional Insurance Agent Resume Sample

Insurance Agent Resume Sample – Insurance Agents work for insurance companies and reach out to new and existing clients to sell insurance. Insurance agents call clients and potential clients to grow their customer base, meet with potential clients to get information about their needs and coverage, match insurance policies to their needs and explain the options to customers.

Insurance agents make sure policies stay current and make amendments to the policy as life changes. Types of insurance that agents work with include property and casualty, life, health and long-term care. In addition, agents help their clients settle any claims on their insurance.

Having a friendly attitude, strong knowledge of insurance policies and being active in expanding your customer base are all key components to successful insurance agents. Agents can work independently or for a large insurance company.

Insurance Agent Resume Sample and Required Skills

Key Skills Should Be Considered While Writing Insurance Agent Resume

  • Analytical Skills: Insurance agents look at their potential clients and analyze the risk of each, and apply the correct insurance policies against that risk.
  • Customer-Service Skills: Insurance agents speak comfortably and charmingly to customers, making them feel comfortable and helping them to understand their policies.
  • Initiative: Insurance agents need to find new business, a large part of the job is looking for potential new clients.
  • Self-Confidence: Cold calling new clients and rejections of offers requires an insurance agent to stay confident.

Insurance Agent Resume Sample

Natti Nat
Street, City, State, Zip | Phone Email Address

PROFESSIONAL SUMMARY

Forward-looking insurance agent with 11 years’ track record of determining clients’ insurance coverage needs and creating insurance plans to meet them specifically. Exceptionally well-versed at developing bases for long-term sources of clients through dedicated referral systems. Competent at interviewing clients to obtain preliminary data about their financial resources. A meticulous individual who effectively customizes standard insurance programs to meet the individual needs of each client. Proficient in contacting underwriters and handle forms to obtain binder coverage for existing plans.

RELEVANT QUALIFICATION

  • Prospecting
  • Sales Generation
  • Claims Monitoring
  • Customization
  • Needs Assessment
  • Risk Management
  • Marketing Strategies
  • Annuities Plans
  • Mutual Funds
  • Property Inspection
  • Statistical Analysis
  • Lead Generation

PROFESSIONAL EXPERIENCE

ABC Co., Ltd. Toronto (2015 – Present)
Insurance Agent

  • Interview clients to determine their insurance needs and provide them with insurance coverage options.
  • Determine what types of insurance plans will suit clients, in accordance to their specific financial backgrounds.
  • Create a set of “needs assessment” checklist, resulting in increased efficiency in assessing clients’ insurance requirements.
  • Provide insurance coverage to a 56-year-old client, whose eligibility had run out, by generating a custom plan for her.
  • Prospect potential clients by calling them on the telephone or contacting them through emails.
  • Generate leads and follow up on them to gain business opportunities.
  • Customize insurance programs to meet the specific requirements of each client by ensuring proper coverage of risks.

ABC Co., Ltd. Toronto (2007 – 2014)
Insurance Agent

  • Generated 1500 leads within 2 months, 855 out of which were converted into business providing clients.
  • Trained 15 newly hired insurance agents in handling clients’ prospecting and lead generation activities.
  • Explained features and advantages and disadvantages of different policies.
  • Performed background checks to verify clients’ backgrounds.
  • Assisted clients in filling out insurance forms and following up on insurance claims.
  • Maintained records of insurance policies to ensure timely renewals.

EDUCATION

Bachelor’s Degree in Marketing, 2008
Florida International University

REFERENCES – Available upon request


***This is only the Insurance agent resume sample that we present to you to build it by yourself. Good luck and get the right job soon.