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

You may be a pro at using your excellent customer service skills to match clients with the right insurance products that meet their needs. Your sales skills help you build rapport with the customers to answer their questions and educate them on their best insurance choices. Whether you’re new to the business or already have your license and years of experience, without a well-written insurance advisor resume, you may not get an interview for your next job. The document should detail your knowledge of insurance plans, compliance with regulations, and the ability to sell additional products to a customer. It needs to highlight your excellent communication skills, professional demeanor, and performance-driven mindset. By following our resume example, expert writing advice, and professional tips, you’ll create a document that shows any manager you have what it takes to do the job. Our tools will help you be well on your way to landing a job interview.

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.

START YOUR RESUME NOW

insurance advisor: Resume Samples & Writing Guide

Employment history

Lead Insurance Advisor, Allstate Northbrook, Illinois

August 2021 – Present

Monitor changes in clients' circumstances and advise on necessary adjustments
Respond to client inquiries and complaints in a timely manner
Prepare quotations and applications for insurance coverage

Insurance Advisor, State Farm Bloomington, Illinois

February 2021 – July 2021

Negotiate terms of coverage with insurance companies
Ensure compliance with insurance regulations and ethical standards
Monitor changes in clients' circumstances and advise on necessary adjustments

Jr. Insurance Advisor, Nationwide Columbus, Ohio

July 2020 – January 2021

Provide advice and guidance on insurance products
Respond to client inquiries and complaints in a timely manner
Generate new business by proactively seeking out sales opportunities

Education

Ohio State University, Columbus, Ohio

Bachelor of Science in Risk Management, May, 2020

Skills

Conflict Resolution

Professionalism

Process Improvement

Data Analysis

Financial Management

Social Media

Written Communication

Business Acumen

Do you already have a resume? Use our PDF converter and edit your resume.

Build My Resume

Employment history

Lead Insurance Advisor, Progressive Mayfield Village, Ohio

April 2016 – Present

Generate new business by proactively seeking out sales opportunities
Prepare quotations and applications for insurance coverage
Maintain accurate records of client communications and transactions

Associate Insurance Advisor, Nationwide Columbus, Ohio

November 2014 – March 2016

Analyze and assess clients' current insurance coverage
Explain and discuss the features and benefits of insurance products
Maintain accurate records of client communications and transactions

Junior Insurance Advisor, Progressive Mayfield Village, Ohio

May 2013 – October 2014

Explain and discuss the features and benefits of insurance products
Generate new business by proactively seeking out sales opportunities
Maintain accurate records of client communications and transactions

Education

University of Wisconsin, Madison, Wisconsin

Bachelor of Arts in Business Administration and Insurance, March, 2013

Skills

Negotiation

Collaboration

Financial Management

Collaboration

Quality Assurance

Training

Reporting

Relationship Management

Build My Resume

Employment history

Lead Insurance Advisor, State Farm Bloomington, Illinois

October 2020 – Present

Explain and discuss the features and benefits of insurance products
Analyze and assess clients' current insurance coverage
Provide advice and guidance on insurance products

Associate Insurance Advisor, Travelers Hartford, Connecticut

April 2020 – September 2020

Prepare quotations and applications for insurance coverage
Explain and discuss the features and benefits of insurance products
Identify and recommend suitable insurance solutions to clients

Jr. Insurance Advisor, AIG New York, New York

October 2019 – March 2020

Ensure compliance with insurance regulations and ethical standards
Generate new business by proactively seeking out sales opportunities
Respond to client inquiries and complaints in a timely manner

Education

Georgia State University, Atlanta, Georgia

Bachelor of Science in Risk Management, August, 2019

Skills

Computer Literacy

Project Management

Written Communication

Negotiation

Relationship Management

Data Analysis

Business Acumen

Process Improvement

Build My Resume

Professional Summary

Experienced Insurance Advisor with a proven track record of providing exceptional customer service and advice to clients. Skilled in identifying and assessing risk, developing insurance solutions, and delivering high-quality customer care.

Employment history

Chief Insurance Advisor, AIG New York, New York

August 2011 – Present

Identify and recommend suitable insurance solutions to clients
Monitor changes in clients' circumstances and advise on necessary adjustments
Process and manage insurance policy renewals

Associate Insurance Advisor, Progressive Mayfield Village, Ohio

February 2011 – July 2011

Monitor changes in clients' circumstances and advise on necessary adjustments
Analyze and assess clients' current insurance coverage
Maintain accurate records of client communications and transactions

Jr. Insurance Advisor, Allstate Northbrook, Illinois

July 2010 – January 2011

Keep abreast of current industry trends and developments
Process and manage insurance policy renewals
Develop and maintain relationships with clients

Education

University of Illinois, Urbana, Illinois

Bachelor of Science in Accounting and Insurance, May, 2010

Skills

Troubleshooting

Training

Documentation

Project Management

Customer Service

Process Improvement

Innovation

Database Management

Build My Resume

Professional Summary

An experienced Insurance Advisor with a proven track record of helping clients identify the best insurance solutions for their needs. Proactively managing customer relationships to ensure satisfaction and successful policy implementation.

Employment history

Chief Insurance Advisor, MetLife New York, New York

July 2012 – Present

Provide advice and guidance on insurance products
Attend industry-related seminars, workshops and conferences
Keep abreast of current industry trends and developments

Associate Insurance Advisor, MetLife New York, New York

February 2011 – June 2012

Explain and discuss the features and benefits of insurance products
Ensure compliance with insurance regulations and ethical standards
Keep abreast of current industry trends and developments

Entry Level Insurance Advisor, AIG New York, New York

July 2010 – January 2011

Attend industry-related seminars, workshops and conferences
Keep abreast of current industry trends and developments
Develop and maintain relationships with clients

Education

University of Texas, Austin, Texas

Doctor of Arts in Insurance and Financial Services, June, 2010

University of Texas, Austin, Texas

Bachelor of Science in Business Administration and Insurance, June, 2006

Skills

Listening

Process Improvement

Emotional Intelligence

Interpersonal

Data Analysis

Troubleshooting

Accounting

Process Improvement

Use This insurance advisor Resume Template

Not in love with this template? Browse our full library of resume templates

insurance advisor Job Descriptions; Explained

If you're applying for an insurance advisor 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 advisor

Source and provide insurance products to clients pertaining to auto, boat, recreational vehicle, tenant, and condo insurance.
Provide insight and guidance to clients regarding SGI Autofund licensing rules and regulations
Completion of accounting administrative tasks including daily deposits and bank reconciliations.
Sell various types of life insurance policies to businesses and individuals on behalf of insurance companies.

insurance advisor

Build relationships with customer through active listening and communication to provide better service.
Determined needs by assessing existing coverage and aligning new
Provide expertise to help clients, manage risks and maximize returns associated with investment products or credit offerings.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, property and specialized in Health Insurance.

insurance advisor

Significant experience in selling insurance products
Strong knowledge of insurance related issues and various insurance policies
Ability to suggest suitable product as per needs and budget of clients
Ability to build and maintain a long-term relationship with the client
Strong report-writing skills
Excellent explanation skills

insurance advisor

Consistent Fast tracker
Top rookie award 2017-Red amber unit
Top in A.C award 2018-Red amber unit
Bronze Medallion awardee Love month 2018
Bronze Medallion awardee August champs 2018
Bronze Medallion awardee Summer campaign 2019

insurance advisor

Service various types of insurance policies to individuals, including automobile, fire, property and specialized policies.
Call or meet policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
Attended meetings, seminars and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.
Performed administrative tasks, such as maintaining records and handling policy renewals.

1 2

insurance advisor Job Skills

For an insurance advisor 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
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Supervisory
Risk Management
Database Management
Training
Innovation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Relationship Management

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 advisor 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

Senior Insurance Advisor, MetLife New York, New York

April 2017 – May 2022

Keep abreast of current industry trends and developments
Respond to client inquiries and complaints in a timely manner
Maintain accurate records of client communications and transactions

Insurance Advisor, Travelers Hartford, Connecticut

November 2015 – March 2017

Keep abreast of current industry trends and developments
Process and manage insurance policy renewals
Identify and recommend suitable insurance solutions to clients

Junior Insurance Advisor, Allstate Northbrook, Illinois

April 2015 – October 2015

Education

University of Washington, Seattle, Washington

Bachelor of Arts in Insurance and Risk Management, February, 2015

Skills

Self-Motivation

Creativity

Risk Management

Quality Assurance

Troubleshooting

Reporting

Data Analysis

Project 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.

How to Optimize Your insurance advisor 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

Senior Insurance Advisor, Progressive Mayfield Village, Ohio

February 2022 – Present

Respond to client inquirys and complaints in a timely manner
Ensure compliance with insurance regulatons and ethcal standards
Explain and discus the features and benifits of insurance products

Associate Insurance Advisor, Nationwide Columbus, Ohio

August 2021 – January 2022

Explain and discus the features and benifits of insurance products
Maintain accurrate records of client communcations and transactions
Process and manage insurance policy renewls

Entry Level Insurance Advisor, Travelers Hartford, Connecticut

August 2020 – July 2021

Respond to client inquirys and complaints in a timely manner
Provide advices and guidances on insurance products
Explains and discusss the features and benefitss of insurance products

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Doctor of Science in Insurance, June, 2020

University of Pennsylvania, Philadelphia, Pennsylvania

Bachelor of Business Administration in Insurance, June, 2016

Skills

Time Management

Conflict Resolution

Listening

Technical

Troubleshooting

Written Communication

Customer Service

Database Management

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.

insurance advisor Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an insurance advisor 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 Advisor
Liberty Mutual
Boston, Massachusetts

To the Recruitment Team at Liberty Mutual

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

Throughout my life, I have pursued my passion for Customer Service and sought out opportunities to learn and grow. My experience in Insurance has given me valuable skills such as Conflict Resolution and Professionalism that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Insurance Advisor to the position and work with a team of like-minded individuals to achieve our common goals.

Thank you for considering my application for the Lead Insurance Advisor 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.

Looking forward to hearing from you,
Gus Grant
767-948-6994
[email protected]

Gus Grant

CUSTOMIZE THIS COVER LETTER

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