resume

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

boy

Build your resume in 15 minutes

Use professional field-tested resume templates that follow the exact resume rules employers look for.
1

insurance agent

  • Sell and promote various type of company’s insurance products to existing and potential customers based on their financial need.
  • Set appointment and interview prospective customers to obtain data about their financial resources and needs, the physical condition of the person and to discuss any existing coverage.
  • Prepare and pro-actively execute sales plans for prospective customers.
  • To identify new sales strategies and approaches to achieve individual and branch sales target.
  • Deliver best sales practice and provide excellent customer services.
  • Maintain regular contact with existing customers to develop strong relationship.
2

insurance agent

  • Sell Medicare policies to individuals over the phone
  •  Set appointments for field agents to visit clients in the home.
  •  Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Calculate premiums and establish payment methods
3

insurance agent

  • Principle & practice of insurance
  • Discussing with clients insurance products   
  • Maintain accurate and relevant customer administrative records
  • Quickly following up all potential leads​
4

insurance agent

  • Present policy features to potential clients.
  • Collect payments from policyholders, and ensure beneficiaries receive settlement in case of policyholder death.
  • Maintain necessary database management.
  • Provide strong customer service skills to current and new policyholders.
  • Able to offer an understandable explanation of policy coverage to clients.
  • Efficient at keeping policyholders records, as well as gathering information on clients health, family, finance, and lifestyle. 
  • Effective at customer communication and have a comprehensive understanding of insurance laws and regulations.
5

insurance agent

  • Review policy reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
  • Interview clients to determine what kinds of insurance they are seeking.
  • Customize insurance programs to suit individual clients.
  • Attend meetings, seminars to learn about new products and services, learn new skills.

Other Great Resumes & Cover Letters from this Industry: