Insurance Sales Representative Resume Examples

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.

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

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

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. 

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

insurance sales representative

  • Seek out new prospective business over the phone, online and in person
  • Service existing book of business to maintain a high retention rate
  • Educate the customer and lead them to the best coverage options
  • Establish connections with the underwriting teams of over twenty different companies

insurance sales representative/unit field trainer

  • Met with prospects to obtain data about their financial resources and insurance needs.
  • Sold insurance policies and financial products to individuals including life insurance, Medicare Advantage, Medicare Supplement insurance, fixed annuities, variable annuities, mutual funds, and long term care
  • Sought out new clients with marketing campaigns and multiple methods of prospecting including phone and personal introductions
  • Educated seniors in their own homes on their rights, options, and entitlements under the federal medicare program and helped them select their post retirement insurance coverage.
  • Promoted to Unit Field Trainer within first year to help develop and train new agents that came into the company.

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