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insurance sales representative: Resume Samples & Writing Guide

William Bailey 687 Forest St., Mingoville, PA 16823
williambailey@gmail.com
670-793-3854

Professional Summary

 Highly motivated and experienced Insurance Sales Representative with a proven track record of success in providing clients with tailored insurance solutions. Skilled in building relationships with clients, identifying their needs, and providing them with the best coverage options. 

Employment history

Lead Insurance Sales Representative, USAA San Antonio, Texas
October 2009 – Present
  • Monitor market trends and changes in the industry
  • Generate new business through prospecting and leads
  • Process applications and complete necessary paperwork
Associate Insurance Sales Representative, Progressive Mayfield Village, Ohio
October 2008 – September 2009
  • Negotiate terms of insurance policies
  • Ensure compliance with insurance regulations
  • Analyze client needs and determine appropriate coverage
Jr. Insurance Sales Representative, MetLife New York, New York
April 2008 – September 2008
  • Maintain accurate records of client information
  • Participate in continuing education and training programs
  • Analyze client needs and determine appropriate coverage

Education

University of Michigan, Ann Arbor, Michigan
Risk Management, February, 2008

Skills

Innovation
Strategic Thinking
Communication
Negotiation
Policy Administration
Cold Calling
Data Analysis
Sales Experience

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Larry Quinn 437 Cypress Road, Midway, AR 72651
quinn-larry@protonmail.com
639-243-1099

Employment history

Chief Insurance Sales Representative, Farmers Insurance Los Angeles, California
April 2022 – Present
  • Stay up to date on product offerings and changes
  • Provide advice on insurance products and services
  • Process applications and complete necessary paperwork
Insurance Sales Representative, Progressive Mayfield Village, Ohio
April 2021 – March 2022
  • Monitor market trends and changes in the industry
  • Analyze client needs and determine appropriate coverage
  • Prepare and deliver presentations to potential clients
Entry Level Insurance Sales Representative, Farmers Insurance Los Angeles, California
September 2020 – March 2021
  • Stay up to date on product offerings and changes
  • Develop and maintain relationships with clients
  • Follow up with clients to ensure satisfaction

Education

University of Texas, Austin, Texas
Insurance Claims Adjusting, August, 2020

Skills

Coaching
Visualization
Written Communication
Self-Motivation
Cross-Selling
Prospecting
Product Knowledge
Insurance Regulations
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Max Adams 464 Willow Park, Beulah Beach, OH 44089
max.adams@yandex.com
649-702-6686

Employment history

Senior Insurance Sales Representative, Liberty Mutual Boston, Massachusetts
May 2019 – Present
  • Participate in continuing education and training programs
  • Develop and maintain relationships with clients
  • Stay up to date on product offerings and changes
Associate Insurance Sales Representative, Liberty Mutual Boston, Massachusetts
May 2018 – April 2019
  • Develop and implement marketing strategies
  • Generate new business through prospecting and leads
  • Stay up to date on product offerings and changes
Junior Insurance Sales Representative, Allstate Northbrook, Illinois
December 2016 – April 2018
  • Negotiate terms of insurance policies
  • Develop and implement marketing strategies
  • Maintain accurate records of client information

Education

University of Texas, Austin, Texas
Doctor of Science in Insurance, October, 2016
University of Texas, Austin, Texas
Bachelor of Science in Accounting and Insurance, October, 2012

Skills

Negotiation
Business Acumen
Innovation
Computer Literacy
Prospecting
Insurance Claims
Financial Analysis.
Cross-Selling
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Jeff Johnson 965 Creek Drive, Bridgman, MI 49106
jeffjohnson3@inbox.com
789-040-8084

Employment history

Lead Insurance Sales Representative, Travelers Hartford, Connecticut
February 2023 – Present
  • Maintain accurate records of client information
  • Participate in continuing education and training programs
  • Negotiate terms of insurance policies
Associate Insurance Sales Representative, State Farm Bloomington, Illinois
August 2022 – January 2023
  • Ensure compliance with insurance regulations
  • Develop and maintain relationships with clients
  • Provide advice on insurance products and services
Junior Insurance Sales Representative, Progressive Mayfield Village, Ohio
February 2021 – July 2022
  • Prepare and deliver presentations to potential clients
  • Negotiate terms of insurance policies
  • Analyze client needs and determine appropriate coverage

Education

University of California, Berkeley, California
Insurance Underwriting, December, 2020

Skills

Self-Motivation
Collaboration
Risk Management
Computer Literacy
Cross-Selling
Cold Calling
Microsoft Office
Insurance Underwriting
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Marcus Davis 980 Valleywood Drive, Temple, GA 30179
marcus.davis@mail.com
723-038-6622

Professional Summary

 Dynamic Insurance Sales Representative with a proven track record of success in developing relationships with clients and providing top-notch customer service. Experienced in assessing customer needs and creating tailored insurance solutions. 

Employment history

Senior Insurance Sales Representative, AIG New York, New York
September 2011 – Present
  • Follow up with clients to ensure satisfaction
  • Provide customer service and address customer inquiries
  • Stay up to date on product offerings and changes
Insurance Sales Representative, Progressive Mayfield Village, Ohio
September 2010 – August 2011
  • Maintain accurate records of client information
  • Generate new business through prospecting and leads
  • Develop and implement marketing strategies
Junior Insurance Sales Representative, AIG New York, New York
February 2010 – August 2010
  • Maintain accurate records of client information
  • Provide customer service and address customer inquiries
  • Participate in continuing education and training programs

Education

University of Pennsylvania, Philadelphia, Pennsylvania
Risk Management, December, 2009

Skills

Project Management
Data Analysis
Collaboration
Public Speaking
Sales Experience
Customer Relationship Management
Regulatory Compliance
Insurance Sales Strategies
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insurance sales representative Job Descriptions; Explained

If you're applying for an insurance sales 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.

1

insurance sales representative

  • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is an acceptable insurance risk.
  • Coordinate appointments
  • Visit properties to assess them before offering coverage.
  • Confer with potential clients regarding insurance needs and advise clients on most suitable insurance policy.
  • Issue receipts, refunds, credits, or changes.
2

insurance sales representative/ loan handler

  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. 
  • Processed applications, payments, corrections, endorsements and cancellations. 
  • Called 20 warm leads each week to expand client base. 
  • Pursued continuing education and training programs to continue professional development. 
  • Followed up with potential clients regarding online information requests. 
  • Developed productive working relationships with car dealers, loan processors and other business partners in the community. 
  • Promoted client retention through high-quality service and follow through
3

insurance sales representative/ loan handler

  • Developed life insurance leads to meet monthly sales targets. 
  • Researched coverage and premium options and supplied clients with the best coverage available. 
  • Promoted agency products to customers in person, on the telephone and in writing. 
  • Select company that offers type of coverage requested by client
4

insurance sales representative

  • Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
  • Connected with prospective clients to set appointments. 
  • Executed the loan origination process, including ordering credit reports.
  • Educated customers on the variety of loan products and available credit options. 
5

insurance sales representative

  • Assist customers in identifying services/products that best suited their needs
  • Provide insurance quotes and information in a courteous and professional manner
  • Ensure that all policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
  • Establish and maintain key relationships and business contact within the community
  • Provide training to to all new employees
  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
1 2

insurance sales representative Job Skills

For an insurance sales 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 Knowledge
  • Sales Experience
  • Customer Relationship Management
  • Insurance Underwriting
  • Insurance Claims
  • Insurance Compliance
  • Insurance Regulations
  • Insurance Products
  • Microsoft Office
  • Insurance Sales Strategies
  • Cold Calling
  • Cross-Selling
  • Data Analysis
  • Product Knowledge
  • Prospecting
  • Negotiation
  • Policy Administration
  • Telemarketing
  • Regulatory Compliance
  • 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 sales 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.

Andrew Taylor 639 Park Avenue, Merom, IN 47861

Employment history

Chief Insurance Sales Representative, Nationwide Columbus, Ohio
June 2018 – Present
  • Provide custmer servce and adress custmer inquirys
  • Developd and maintaine relationships with clientss
  • Developd and implement marketing strategys
Insurance Sales Representative, Farmers Insurance Los Angeles, California
January 2017 – May 2018
  • Proccess applications and compleat neccessary paperwork
  • Maintain accurrate records of client infomation
  • Ensure complience with insurance regulaitons
Entry Level Insurance Sales Representative, USAA San Antonio, Texas
June 2016 – December 2016
  • Maintains accurates records of client informations
  • Negotiates terms of insurance policys
  • Monitors market trends and changes in the industrys

Education

University of Wisconsin, Madison, Wisconsin
Bachelor of Science in Accounting and Insurance, May, 2016

Skills

Social Media
Strategic Thinking
Troubleshooting
Problem Solving
Negotiation
Data Analysis
Financial Analysis.
Data Entry

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position.

Key Insights
  • Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
  • Make sure to use a professional email address as part of your contact information.
  • Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

How to Optimize Your insurance sales 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.

Floyd King 542 Willow Avenue, Waianae, HI 96792
kingfloyd@inbox.com
758-762-6479

Employment history

Lead Insurance Sales Representative, State Farm Bloomington, Illinois
April 2021 – May 2022
  • Develop and maintain relationships with clients
  • Negotiate terms of insurance policies
  • Follow up with clients to ensure satisfaction
Insurance Sales Representative, Allstate Northbrook, Illinois
November 2019 – March 2021
  • Stay up to date on product offerings and changes
  • Monitor market trends and changes in the industry
  • Provide advice on insurance products and services
Junior Insurance Sales Representative, State Farm Bloomington, Illinois
May 2019 – October 2019

    Education

    University of Texas, Austin, Texas
    Doctor of Science in Insurance, March, 2019
    University of Texas, Austin, Texas
    Bachelor of Arts in Insurance and Accounting, March, 2015

    Skills

    Innovation
    Project Management
    Stress Management
    Relationship Management.
    Product Knowledge
    Data Analysis
    Negotiation
    Customer Relationship Management

    Unexplained Year Gaps and Missing Job Experiences are a No-no

    Gaps in your resume can prevent recruiters from hiring you if you don't explain them.

    Key Insights
    • It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
    • Use the gap to talk about positive attributes or additional skills you've learned.
    • Be honest and straightforward about the gap and explain it using a professional summary.

    insurance sales representative Cover Letter Example

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



    William
    Bailey     williambailey@gmail.com
    670-793-3854
    687 Forest St., Mingoville, PA
    16823

    Lead Insurance Sales Representative
    AIG
    New York, New York

    To the Recruitment Team at AIG


    I am a highly motivated Insurance Sales Representative with 15 years of experience in Insurance. I am excited to submit my application for the Lead Insurance Sales Representative position at AIG, where I believe my skills and expertise would be an excellent fit.


    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 Sales Representative position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.


    Respectfully,
    William Bailey
    670-793-3854
    williambailey@gmail.com

    William Bailey






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