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insurance consultant: Resume Samples & Writing Guide

Leonard Jackson 152 Fernwood Drive, Pioneer, CA 95666
leonardjackson28@outlook.com
988-806-7000

Employment history

Chief Insurance Consultant, Nationwide Columbus, Ohio
August 2016 – Present
  • Educate clients on the benefits and risks of various insurance products
  • Provide customer service and answer client inquiries
  • Process applications for insurance coverage
Associate Insurance Consultant, AIG New York, New York
February 2016 – July 2016
  • Prepare insurance proposals and quotes
  • Stay up-to-date on industry trends and changes
  • Conduct research to identify potential new clients
Entry Level Insurance Consultant, Farmers Insurance Los Angeles, California
February 2015 – January 2016
  • Coordinate with other departments to ensure proper implementation of policies and procedures
  • Analyze insurance policies to ensure coverage meets client needs
  • Prepare and submit insurance claims

Education

University of Wisconsin, Madison, Wisconsin
Doctor of Arts in Insurance and Financial Services, December, 2014
University of Wisconsin, Madison, Wisconsin
Bachelor of Science in Business Administration and Insurance, December, 2010

Skills

Social Media
Project Management
Communication
Adaptability
Underwriting
Insurance Law
Financial Modeling
Quality Assurance

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Tom Harris 437 Summerwood Drive, Princeton, KY 42445
tomharris82@yandex.com
950-549-9761

Employment history

Entry Level Insurance Consultant, AIG New York, New York
February 2022 – November 2022
  • Analyze insurance policies to ensure coverage meets client needs
  • Prepare and submit insurance claims
  • Develop marketing strategies to promote insurance products

Education

University of Pennsylvania, Philadelphia, Pennsylvania
Bachelor of Science in Business Administration and Insurance, December, 2021

Skills

Documentation
Emotional Intelligence
Decision Making
Negotiation
Reinsurance
Auditing
Risk Management
Insurance Accounting
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Simon Turner 490 Creekview Drive, Paris, TN 38242
turner_simon@hotmail.com
754-219-6235

Employment history

Chief Insurance Consultant, Allstate Northbrook, Illinois
June 2017 – Present
  • Provide customer service and answer client inquiries
  • Develop and maintain relationships with clients
  • Prepare and submit insurance claims
Associate Insurance Consultant, Allstate Northbrook, Illinois
November 2016 – May 2017
  • Analyze clients' financial needs and provide advice on insurance products
  • Provide customer service and answer client inquiries
  • Process applications for insurance coverage
Junior Insurance Consultant, Nationwide Columbus, Ohio
June 2015 – October 2016
  • Prepare insurance proposals and quotes
  • Educate clients on the benefits and risks of various insurance products
  • Analyze clients' financial needs and provide advice on insurance products

Education

Georgia State University, Atlanta, Georgia
Bachelor of Science in Accounting and Insurance, April, 2015

Skills

Computer Literacy
Risk Management
Training
Communication
Data Analysis
Quality Assurance
Business Acumen
Database Management
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Zoe Hawkins 745 Oakwood Court, Nashville, NC 27856
hawkinszoe41@gmail.com
738-233-0833

Employment history

Chief Insurance Consultant, Farmers Insurance Los Angeles, California
November 2016 – Present
  • Develop marketing strategies to promote insurance products
  • Stay up-to-date on industry trends and changes
  • Analyze clients' financial needs and provide advice on insurance products
Associate Insurance Consultant, USAA San Antonio, Texas
June 2015 – October 2016
  • Analyze clients' financial needs and provide advice on insurance products
  • Develop marketing strategies to promote insurance products
  • Review existing policies and make recommendations for changes
Entry Level Insurance Consultant, Farmers Insurance Los Angeles, California
November 2014 – May 2015
  • Educate clients on the benefits and risks of various insurance products
  • Prepare and submit insurance claims
  • Analyze clients' financial needs and provide advice on insurance products

Education

University of Texas, Austin, Texas
Master of Arts in Insurance and Risk Management, September, 2014
University of Texas, Austin, Texas
Bachelor of Science in Risk Management, September, 2010

Skills

Reliability
Training
Process Improvement
Troubleshooting
Financial Modeling
Reinsurance
Quality Assurance
Claims Management
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Norman Davis 805 Forest St., Spanish Fork, UT 84660
normandavis98@inbox.com
748-545-3837

Professional Summary

 Highly experienced Insurance Consultant with a proven track record of success in the insurance industry. Skilled in managing client relationships, developing strategies, and providing comprehensive solutions for clients. 

Employment history

Lead Insurance Consultant, MetLife New York, New York
February 2015 – Present
  • Develop marketing strategies to promote insurance products
  • Review existing policies and make recommendations for changes
  • Analyze insurance policies to ensure coverage meets client needs
Associate Insurance Consultant, MetLife New York, New York
September 2013 – January 2015
  • Coordinate with other departments to ensure proper implementation of policies and procedures
  • Analyze clients' financial needs and provide advice on insurance products
  • Monitor and update clients on changes in regulations and insurance products
Entry Level Insurance Consultant, AIG New York, New York
March 2012 – August 2013
  • Negotiate with insurance carriers to secure favorable terms
  • Prepare and submit insurance claims
  • Monitor and update clients on changes in regulations and insurance products

Education

University of Illinois, Urbana, Illinois
Doctor of Science in Accounting and Insurance, February, 2012
University of Illinois, Urbana, Illinois
Bachelor of Arts in Insurance and Financial Services, February, 2008

Skills

Decision Making
Organization
Professionalism
Training
Insurance Law
Claims Management
Insurance Regulations
Financial Analysis.
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insurance consultant Job Descriptions; Explained

If you're applying for an insurance consultant position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

1

insurance consultant

  • Advising  clients about the different policies as per their needs and Requirements .
  • Calculating premiums and terms for them .
  • Taking cheques and dispatching policy bonds .
  • Determine policy contract provisions for each type of insurance. 
2

insurance consultant

  • Service personal and commercial insurance accounts, order policy changes, provide estimates on auto, home, recreational vehicles, general liability, surety bonds and Mexico liability insurance. 
  • Report claims to insurance companies, verify coverages, process payments for clients and order renewals.  
  • Office duties consisted of, answering the phone, scanning, copying, faxing, filing and word processing and process outgoing mail. Type applications that are not accessible online for quotes and renewal business. 
  • Remarket accounts due to price increases and solicit other lines of business and offer discounts available. 
3

insurance consultant

  • Research and target potential clients
  • Increase insurance need and awareness
  • Fact finding and study to determine insurance need
  • Manage and learn how to make a goodpresentation according to needs discovered inprecedent meetings
  • Discover and improve several closing techniquesand handling objections
  • Manage excellent after sales service
  • Establish excellent relations with clients
4

insurance consultant

  • Build and maintain a client base; keep clients informed about products and services for, but not limited to, life and health insurance, mutual funds, retirement plans and annuities.
  • Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs
  • Aid the underwriter in assessing risk by evaluating all factors using detailed information from prospective to help minimize loss.
  • Follow through with underwriting to be sure that client applications are being processed in an effective and timely manner
  • Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed.
  • Cold call potential clients based on acquired leads, client referrals and web inquiries.
  • Educated in products and services for retirement and money management in the changing economy
5

insurance consultant

  •  Respond to clients’ insurance-related questions and issues 
  •  Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals 
  •  Describe the advantages and disadvantages of different policies to promote the sale of insurance plans. 
  •  Create and implement marketing strategies to compete with other individuals or insurance companies. 
1 2

insurance consultant Job Skills

For an insurance consultant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

  • Data Analysis
  • Project Management
  • Quality Assurance
  • Database Management
  • Risk Management
  • Business Acumen
  • Process Improvement
  • Insurance Regulations
  • Underwriting
  • Actuarial Science
  • Regulatory Compliance
  • Claims Management
  • Auditing
  • Reinsurance
  • Financial Modeling
  • Claims Adjustment
  • Insurance Accounting
  • Analyzing Trends
  • Insurance Law
  • Estimating Losses
  • Financial Analysis.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management.

How to Improve Your insurance consultant Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

William Davis 596 Pine St., Klondike, MD 21532

Employment history

Chief Insurance Consultant, Nationwide Columbus, Ohio
October 2019 – Present
  • Stay up-to-date on industry trends and changes
  • Conduct research to identify potential new clients
  • Analyze insurance policies to ensure coverage meets client needs
Insurance Consultant, Allstate Northbrook, Illinois
March 2019 – September 2019
  • Conduct research to identify potential new clients
  • Process applications for insurance coverage
  • Develop marketing strategies to promote insurance products
Junior Insurance Consultant, Progressive Mayfield Village, Ohio
October 2017 – February 2019

    Education

    University of Pennsylvania, Philadelphia, Pennsylvania
    Bachelor of Arts in Business Administration and Insurance, August, 2017

    Skills

    Troubleshooting
    Adaptability
    Creativity
    Problem Solving
    Process Improvement
    Claims Adjustment
    Estimating Losses
    Risk Management

    Include your Contact Information and Job Descriptions

    Missing job descriptions lessens your chances of getting hired.

    Key Insights
    • Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
    • Keep job descriptions short but don't just list your jobs.
    • Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

    How to Optimize Your insurance consultant Resume

    Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

    Fred Johnson 895 Valley View Avenue, Prospect Heights, IL 60070
    fred.johnson@yahoo.com
    910-820-2285

    Employment history

    Chief Insurance Consultant, Travelers Hartford, Connecticut
    March 2020 – May 2022
    • Stay up-to-date on industry trend's and change's
    • Provide customer's service and answer client inquirie's
    • Prepare insurance proposal's and quote's
    Associate Insurance Consultant, AIG New York, New York
    March 2019 – February 2020
    • Analize clients' financial needs and provide advice on insurance products
    • Review existing policys and make recomendations for changes
    • Provide customer service and answer clients inquirys
    Junior Insurance Consultant, State Farm Bloomington, Illinois
    March 2018 – February 2019
    • Provide custmer service, and answer client inquieries
    • Stay up-to-date on industry trends, and changes
    • Develop, and maintain relationships with clients.

    Education

    Georgia State University, Atlanta, Georgia
    Doctor of Arts in Business Administration and Insurance, January, 2018
    Georgia State University, Atlanta, Georgia
    Bachelor of Science in Risk Management, January, 2014

    Skills

    Collaboration
    Conflict Resolution
    Reliability
    Database Management
    Reinsurance
    Insurance Law
    Insurance Accounting
    Insurance Regulations

    Correct Grammar and Address Gap Years in Your Resume

    Don't leave unexplained gaps in your work history.

    Key Insights
    • When explaining gaps in your employment section, start by being honest.
    • Elaborate on the gap and show that you never stopped learning.
    • Explain and elaborate any gap in your work history by highlighting new skills.

    insurance consultant Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an insurance consultant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.



    Leonard
    Jackson     leonardjackson28@outlook.com
    988-806-7000
    152 Fernwood Drive, Pioneer, CA
    95666

    Chief Insurance Consultant
    Travelers
    Hartford, Connecticut

    Greetings Travelers Recruitment Team


    I am writing to express my interest in the Chief Insurance Consultant role at Travelers. As an Insurance Consultant with 8 years of experience in Insurance, I am confident that I have the necessary skills and expertise to succeed in this position.


    As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Social Media and Project Management that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Insurance to the role and contribute to your organization's success.


    Thank you for considering my application for the Chief Insurance Consultant position. I hope you will allow me to show you what I am capable of bringing to your organization and how we can work together to make an impact on the industry.


    Kindest regards,
    Leonard Jackson
    988-806-7000
    leonardjackson28@outlook.com

    Leonard Jackson






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