Categories: Insurance Resumes

Professional Insurance Agent Resume Sample

Here is a sample of insurance agent resume – Feel free to copy-paste and adapt it to build your resume to apply for the job you want. The following resume format can be also utilized for an insurance sales, insurance sales manager, insurance operations, insurance manager, and licensed insurance agent.

Background

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 Skills

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 Example

FULL NAME
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 that we present to you to build it by yourself. Good luck and get the right job soon.

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