5 Amazing insurance representative Resume Examples (Updated 2023) + Skills & Job Descriptions

insurance representative

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insurance representative: Resume Samples & Writing Guide

Employment history

Lead Insurance Representative, Liberty Mutual Boston, Massachusetts

April 2022 – Present

Prepare quotes and process policy renewals
Ensure compliance with insurance regulations and company policies
Maintain customer records and update customer information

Insurance Representative, AIG New York, New York

September 2021 – March 2022

Monitor changes in the insurance industry and keep up to date with new products
Ensure compliance with insurance regulations and company policies
Negotiate with insurance companies to obtain the best terms for customers

Junior Insurance Representative, Nationwide Columbus, Ohio

September 2020 – August 2021

Process customer applications and provide customer service
Monitor changes in the insurance industry and keep up to date with new products
Maintain customer records and update customer information

Education

University of California, Berkeley, California

Doctor of Science in Accounting and Insurance, August, 2020

University of California, Berkeley, California

Bachelor of Arts in Insurance and Accounting, August, 2016

Skills

Collaboration

Critical Thinking

Computer Literacy

Technical

Insurance Billing

Insurance Documentation

Reinsurance.

Claim Investigation

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Employment history

Senior Insurance Representative, MetLife New York, New York

April 2018 – Present

Develop new business by contacting potential customers
Process customer applications and provide customer service
Negotiate with insurance companies to obtain the best terms for customers

Insurance Representative, USAA San Antonio, Texas

April 2017 – March 2018

Answer customer questions and provide information about insurance policies
Handle customer claims and inquiries
Maintain customer records and update customer information

Entry Level Insurance Representative, USAA San Antonio, Texas

October 2016 – March 2017

Develop new business by contacting potential customers
Develop and implement marketing strategies to promote insurance products
Process customer applications and provide customer service

Education

Georgia State University, Atlanta, Georgia

Bachelor of Science in Risk Management, August, 2016

Skills

Listening

Documentation

Problem Solving

Conflict Resolution

Insurance Compliance

Insurance Analysis

Insurance Negotiation

Insurance Documentation

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Employment history

Senior Insurance Representative, MetLife New York, New York

July 2019 – Present

Develop new business by contacting potential customers
Handle customer claims and inquiries
Process customer applications and provide customer service

Associate Insurance Representative, Progressive Mayfield Village, Ohio

January 2019 – June 2019

Negotiate with insurance companies to obtain the best terms for customers
Handle customer claims and inquiries
Prepare quotes and process policy renewals

Jr. Insurance Representative, AIG New York, New York

July 2017 – December 2018

Handle customer claims and inquiries
Negotiate with insurance companies to obtain the best terms for customers
Ensure compliance with insurance regulations and company policies

Education

Georgia State University, Atlanta, Georgia

Bachelor of Arts in Insurance and Accounting, May, 2017

Skills

Accounting

Relationship Management.

Negotiation

Collaboration

Data Entry

Insurance Analysis

Claim Adjustment

Insurance Renewal

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Employment history

Lead Insurance Representative, Allstate Northbrook, Illinois

November 2020 – Present

Maintain customer records and update customer information
Ensure compliance with insurance regulations and company policies
Develop and implement marketing strategies to promote insurance products

Associate Insurance Representative, Nationwide Columbus, Ohio

June 2019 – October 2020

Explain the features and benefits of insurance products and services
Develop new business by contacting potential customers
Ensure compliance with insurance regulations and company policies

Entry Level Insurance Representative, Travelers Hartford, Connecticut

December 2017 – May 2019

Monitor customer accounts to ensure timely payment of premiums
Prepare reports and analyze data
Analyze customer needs and recommend suitable insurance plans

Education

University of Illinois, Urbana, Illinois

Insurance Agency Management, October, 2017

Skills

Teamwork

Collaboration

Coaching

Conflict Resolution

Claim Adjustment

Insurance Sales

Insurance Code Review

Insurance Claims Processing

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Employment history

Senior Insurance Representative, MetLife New York, New York

September 2017 – Present

Process customer applications and provide customer service
Negotiate with insurance companies to obtain the best terms for customers
Explain the features and benefits of insurance products and services

Insurance Representative, Allstate Northbrook, Illinois

March 2017 – August 2017

Develop and implement marketing strategies to promote insurance products
Process customer applications and provide customer service
Handle customer claims and inquiries

Junior Insurance Representative, Progressive Mayfield Village, Ohio

August 2016 – February 2017

Provide advice and guidance to customers on insurance matters
Explain the features and benefits of insurance products and services
Monitor changes in the insurance industry and keep up to date with new products

Education

University of Texas, Austin, Texas

Risk Management, June, 2016

Skills

Attention to Detail

Documentation

Troubleshooting

Strategic Thinking

Insurance Negotiation

Insurance Documentation

Insurance Claims Processing

Insurance Auditing

Use This insurance representative Resume Template

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insurance representative Job Descriptions; Explained

If you're applying for an insurance representative 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.

insurance representative

Spoke with front office assistants, occasionally office dentist
Verified patient(s’) identity and provider location/affiliation(s)
Verified active or inactive coverage/plan type
Provided fax and/or verbal breakdown of coverage, including codes with frequencies/limitations
Took notes of what was discussed for patient insurance file

insurance representative

Fulfilled requests for title documentation, letters of permission and insurance claims.
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
Applied HIPAA Privacy and Security Regulations while handling patient information.
Collected, posted and managed patient account payments.
Assessed billing statements for correct diagnostic codes and identified problems with coding.
Researched and rectified account discrepancies.
Reviewed account information to confirm patient and insurance information is accurate and complete.

insurance representative

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients,
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage,
Customize insurance programs to suit individual customers, often covering a variety of risks,
Managed benefit contract pricing, processing, policies and procedures.

sr. insurance representative

Resolving complex questions/issues independently and when needed, utilizing department resources
Proactively identifying and communicate any Allstate My Account and Allstate.com website enhancements or process improvements that will improve the customer experience while browsing our website.
Identifying service gaps in processes that may provide a poor customer experience; therefore not fitting into the internet customer experience.
Process 95 policy changes per day on auto and property policies and email the customer letting them know that the change has been processed.

insurance representative

Use computers for various applications, such as Epic or word processing.
Prepares and submits claim to payers either electronically or by paper.
Call insurance companies to verify coverage eligibility and go over claim status.
Secures necessary medical documentation required of requested by payer.
Handle difficult account situations and resolving issues delaying or prevents payments from payers.
Ensure accounts are billed in timely manner.
Work claim denials such as sending a corrected claim or submitting claim appeal.

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insurance representative Job Skills

For an insurance representative 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 Entry
Insurance Claims Processing
Insurance Policy Administration
Insurance Regulations
Underwriting
Insurance Verification
Claim Adjustment
Insurance Compliance
Insurance Code Review
Insurance Auditing
Insurance Risk Assessment
Insurance Sales
Insurance Renewal
Insurance Billing
Insurance Documentation
Insurance Analysis
Claim Investigation
Insurance Investigation
Insurance Negotiation
Insurance Estimation
Reinsurance.

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 representative 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.

Employment history

Chief Insurance Representative, Travelers Hartford, Connecticut

January 2021 – May 2022

Ensure compliance with insurance regulations and company policies
Develop new business by contacting potential customers
Develop and implement marketing strategies to promote insurance products

Insurance Representative, AIG New York, New York

June 2020 – December 2020

Negotiate with insurance companies to obtain the best terms for customers
Analyze customer needs and recommend suitable insurance plans
Ensure compliance with insurance regulations and company policies

Jr. Insurance Representative, USAA San Antonio, Texas

January 2019 – May 2020

Develop and implement marketing strategies to promote insurance products
Monitor changes in the insurance industry and keep up to date with new products
Negotiate with insurance companies to obtain the best terms for customers

Education

University of Texas, Austin, Texas

Master of Arts in Insurance and Financial Services, November, 2018

University of Texas, Austin, Texas

Bachelor of Science in Business Administration and Insurance, November, 2014

Skills

Interpersonal

Teamwork

Financial Management

Data Analysis

Insurance Compliance

Insurance Sales

Reinsurance.

Insurance Documentation

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights

Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your insurance representative 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.

Professional Summary

Highly motivated and customer-focused Insurance Representative with extensive experience in the Insurance field. Proven track record of providing excellent customer service and achieving sales targets.

Employment history

Lead Insurance Representative, AIG New York, New York

March 2012 – Present

Prpeare report's and analysze data
Develope new busines's by contactting potential customer's
Maintaine customer record's and update customer informations.

Associate Insurance Representative, AIG New York, New York

August 2011 – February 2012

Mointor custormer accounts to ensure timely payment of premiums
Proccess customer applications and provide custormer service
Maintane custormer records and update custormer infomation

Entry Level Insurance Representative, Travelers Hartford, Connecticut

February 2011 – July 2011

"I went to the store to buy some food
I went to the store too buy some food.

Education

University of Washington, Seattle, Washington

Master of Science in Insurance and Financial Services, December, 2010

University of Washington, Seattle, Washington

Bachelor of Arts in Insurance and Risk Management, December, 2006

Skills

Stress Management

Computer Literacy

Presentation

Emotional Intelligence

Insurance Renewal

Underwriting

Insurance Documentation

Data Entry

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume.

Key Insights

Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
Before submitting your resume, double check to avoid typos.

insurance representative Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an insurance representative 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.

Lead Insurance Representative
Progressive
Mayfield Village, Ohio

Greetings Progressive Hiring Team

As an Insurance Representative with a proven track record of success in Insurance, I am excited to apply for the Lead Insurance Representative position at Progressive. I believe that my skills and expertise would make a valuable contribution to your team.

As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for Insurance, I am excited to apply my skills to this role and contribute to your organization's growth and success.

Thank you for considering my application for the Lead Insurance Representative role. I am very passionate about this field and possess a deep understanding of the industry so, I am thrilled about the opportunity to contribute to your organization's success.

Bests,
Vic Gray
954-879-6864
grayvic@inbox.com

Vic Gray

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