Use This Template 
Build your resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
finance and insurance manager: Resume Samples & Writing Guide
Employment history
Lead Finance And Insurance Manager, USAA San Antonio, Texas
January 2016 – Present
- Establishing and maintaining relationships with clients and vendors
- Managing the claims process
- Evaluating and recommending changes to existing insurance programs
Associate Finance And Insurance Manager, Liberty Mutual Boston, Massachusetts
July 2015 – December 2015
- Educating clients on insurance products
- Providing reports and analysis on financial performance
- Preparing and presenting financial statements
Junior Finance And Insurance Manager, Farmers Insurance Los Angeles, California
January 2014 – June 2015
- Ensuring compliance with insurance regulations
- Managing the claims process
- Analyzing risk management strategies
Education
University of California, Berkeley, California
Bachelor of Arts in Insurance and Accounting, November, 2013
Skills
Reporting
Interpersonal
Conflict Resolution
Negotiation
Risk Management
Insurance Policy Administration
Statistical Analysis
Budgeting
Do you already have a resume? Use our PDF converter and edit your resume.
Employment history
Chief Finance And Insurance Manager, USAA San Antonio, Texas
March 2016 – Present
- Developing and implementing insurance programs
- Educating clients on insurance products
- Ensuring compliance with insurance regulations
Associate Finance And Insurance Manager, Liberty Mutual Boston, Massachusetts
September 2014 – February 2016
- Providing reports and analysis on financial performance
- Developing and implementing insurance programs
- Maintaining accurate records of insurance policies
Jr. Finance And Insurance Manager, State Farm Bloomington, Illinois
October 2013 – September 2014
- Maintaining accurate records of insurance policies
- Establishing and maintaining relationships with clients and vendors
- Developing and managing budgets
Education
University of California, Berkeley, California
Master of Science in Risk Management, August, 2013
University of California, Berkeley, California
Bachelor of Science in Insurance and Financial Services, August, 2009
Skills
Visualization
Flexibility
Business Acumen
Process Improvement
Auditing
Insurance Policy Administration
Claims Adjusting.
Business Analysis
Employment history
Lead Finance And Insurance Manager, USAA San Antonio, Texas
January 2017 – Present
- Negotiating and renewing contracts with insurance carriers
- Educating clients on insurance products
- Evaluating and recommending changes to existing insurance programs
Finance And Insurance Manager, USAA San Antonio, Texas
July 2015 – December 2016
- Preparing and presenting financial statements
- Keeping up to date with industry trends and changes
- Providing reports and analysis on financial performance
Entry Level Finance And Insurance Manager, MetLife New York, New York
January 2015 – June 2015
- Ensuring compliance with insurance regulations
- Developing and implementing risk management strategies
- Developing and managing budgets
Education
Georgia State University, Atlanta, Georgia
Insurance Agency Management, November, 2014
Skills
Coaching
Innovation
Organization
Collaboration
Credit Analysis
Financial Analysis
Policy Writing
Financial Modeling
Employment history
Lead Finance And Insurance Manager, Nationwide Columbus, Ohio
October 2018 – Present
- Analyzing risk management strategies
- Evaluating and recommending changes to existing insurance programs
- Establishing and maintaining relationships with clients and vendors
Associate Finance And Insurance Manager, Nationwide Columbus, Ohio
March 2018 – September 2018
- Developing and managing budgets
- Analyzing insurance markets
- Developing and implementing insurance programs
Entry Level Finance And Insurance Manager, Farmers Insurance Los Angeles, California
October 2016 – February 2018
- Developing and implementing risk management strategies
- Managing the claims process
- Analyzing insurance markets
Education
University of Illinois, Urbana, Illinois
Doctor of Science in Business Administration and Insurance, August, 2016
University of Illinois, Urbana, Illinois
Bachelor of Arts in Insurance and Financial Services, August, 2012
Skills
Collaboration
Social Media
Public Speaking
Troubleshooting
Data Analysis
Business Analysis
Claims Adjusting.
Auditing
Employment history
Lead Finance And Insurance Manager, Nationwide Columbus, Ohio
July 2021 – Present
- Managing the claims process
- Maintaining accurate records of insurance policies
- Evaluating and recommending changes to existing insurance programs
Finance And Insurance Manager, USAA San Antonio, Texas
February 2020 – June 2021
- Developing and implementing insurance programs
- Analyzing risk management strategies
- Providing reports and analysis on financial performance
Jr. Finance And Insurance Manager, Travelers Hartford, Connecticut
August 2018 – January 2020
- Keeping up to date with industry trends and changes
- Establishing and maintaining relationships with clients and vendors
- Developing and implementing insurance programs
Education
University of Wisconsin, Madison, Wisconsin
Bachelor of Science in Risk Management, July, 2018
Skills
Relationship Management.
Conflict Resolution
Accounting
Presentation
Insurance Claims Processing
Financial Analysis
Data Analysis
Business Analysis
Not in love with this template? Browse our full library of resume templates
finance and insurance manager Job Descriptions; Explained
If you're applying for an finance and insurance manager 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
finance and insurance manager
- Facilitate financing options and prepare documentation.
- Ensure all finance paperwork is fully compliant with federal, state and local regulations.
- Structure deals for maximum profitability.
- Deliver fundable contract to lender and maintain follow up on timely funding.
- Present and offer all available after sale items.
- Maintain accurate records of all sold products and cancellations.
- Build and maintain relationships with lenders and outside vendors.
2
finance and insurance manager
- Worked closely with Curry Corporation to develop in store training program for sales staff.
- Managed pilot program for iPad based selling with a team of 3 additional sales staff.
- Train new and existing sales staff members.
- Work with junior sales staff to set and achieve goals in line with dealership objectives
- Promoted to Finance manager in January 2018.
- Subject Matter Expert for roll out of Electronic Contracting with over 90% utilization.
3
finance and insurance manager
- Set and maintain goals for income and penetration levels.
- Verify all customers identities via red flags and OFAC
finance and insurance manager Job Skills
For an finance and insurance manager 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."
- Financial Analysis
- Insurance Underwriting
- Insurance Claims Processing
- Regulatory Compliance
- Financial Modeling
- Risk Management
- Budgeting
- Auditing
- Actuarial Science
- Financial Planning
- Investment Analysis
- Insurance Policy Administration
- Data Analysis
- Business Analysis
- Credit Analysis
- Business Strategy
- Taxation
- Business Process Improvement
- Policy Writing
- Statistical Analysis
- Claims Adjusting.
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 finance and insurance manager 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.
Kyle Foster
120 Meadowview Avenue, Poplar, MT 59255Employment history
Lead Finance And Insurance Manager, Liberty Mutual Boston, Massachusetts
February 2019 – Present
- Manging the claims process
- Developing and implementting insurance programs
- Negotiating and renewing contract's with insurance carriers.
Associate Finance And Insurance Manager, AIG New York, New York
September 2017 – January 2019
- Establishing, and maintaing relationships with clients and vendors
- Developing, and implementinging risk management strategies
- Ensuring compliance with insurance regulationss
Junior Finance And Insurance Manager, Farmers Insurance Los Angeles, California
March 2017 – August 2017
- Keping up too date with industry trends an changes
- Maintaing accurat records of insurance policys
- Managig the clames proccess
Education
University of Wisconsin, Madison, Wisconsin
Bachelor of Business Administration in Insurance, January, 2017
Skills
Decision Making
Training
Process Improvement
Written Communication
Financial Modeling
Business Strategy
Claims Adjusting.
Regulatory Compliance
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 finance and insurance manager 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.
Employment history
Chief Finance And Insurance Manager, Farmers Insurance Los Angeles, California
November 2015 – May 2022
- Educating clients on insurance products
- Developing and implementing risk management strategies
- Developing and implementing insurance programs
Associate Finance And Insurance Manager, MetLife New York, New York
November 2014 – October 2015
- Maintaining accurate records of insurance policies
- Keeping up to date with industry trends and changes
- Establishing and maintaining relationships with clients and vendors
Jr. Finance And Insurance Manager, State Farm Bloomington, Illinois
April 2014 – October 2014
Education
University of Illinois, Urbana, Illinois
Master of Science in Risk Management, March, 2014
University of Illinois, Urbana, Illinois
Bachelor of Science in Business Administration and Insurance, March, 2010
Skills
Emotional Intelligence
Problem Solving
Decision Making
Attention to Detail
Claims Adjusting.
Regulatory Compliance
Investment Analysis
Insurance Policy Administration
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.
finance and insurance manager Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an finance and insurance manager 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 Finance And Insurance Manager
Progressive
Mayfield Village, Ohio
Progressive
Mayfield Village, Ohio
To the respected Progressive Recruitment Team
I am writing to express my interest in the Lead Finance And Insurance Manager position at Progressive. As a Finance And Insurance Manager with 9 years of experience in Insurance myself, I believe I have the necessary skills and expertise to excel in this role.
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 Reporting and Interpersonal 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 Lead Finance And Insurance Manager 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.
Best regards,
Jack Patterson
712-278-7441
[email protected]
Jack Patterson
Showcase your most significant accomplishments and qualifications with this cover letter.
Personalize this cover letter in just few minutes with our user-friendly tool!
Related Resumes & Cover Letters
FIND EVERYTHING YOU NEED HERE.
IF YOU HAVE QUESTIONS, WE HAVE ANSWERS.
4 Ways a Career Test Can Jump-Start Your Future (and Help Your Resume)
If you’re looking for a fresh path or a new passion, a career test could help you find it. You can take these tests online, in the comfort of your...
Avoid These 3 Resume Mistakes at All Costs
Your resume is your first impression for a prospective employer. The way you present yourself in that little document can make or break you – it can clinch you an...
Resume Design Tips and Tricks
Creating a resume that stands out from the rest doesn’t have to be rocket science. With just a few tips and tricks, you can make your professional resume a shining...
Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.