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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
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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
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
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
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
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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.
6
insurance advisor
- Contract and Procurement (C&P) reviews and amendments of insurance terms and conditions
- Liaising with C&P staff to discuss insurance cover and impacts on joint ventures, projects and contracts
- Preparation of insurance placement for Myanmar drilling campaign (contract reviews, broker liaison, review of local legislations)
- Renewal of USA insurance policies
- Ensuring expatriated staff are fully covered by Woodside insurance policies
- Liaising with Woodside staff and insurance brokers on day to day ad hoc activity
7
insurance advisor
- Meeting with clients to explain about insurance plans and motivate to take them.
- Paid premiums for clients.
- To maintain relationship between clients and company.
- Delivered prepared sales scripts to consult the client and close the sale.
8
insurance advisor
- “Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences”
- “Execute and negotiate follow through of implementation including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client”
- “Solicit clients actively via telephone, mail, referrals, etc.”
- “Maintain proper documentation following preset guidelines established by compliance and management”
- “Comply with all industry rules and regulations”
9
insurance advisor
- Selling Life Insurance Products.
- Execute the marketing and sale of life insurance.
- Prepare insurance forms and maintain records.
- Maintain fiduciary responsibilities and accountability of all cash and checks collected.
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.
Mark Foster 365 Ridge Drive, Winfield, TX 75455
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
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
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letter.
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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.