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insurance representative: Resume Samples & Writing Guide
Employment history
Lead Insurance Representative, Liberty Mutual Boston, Massachusetts
April 2022 – Present
- Prepare quotes and process policy renewals
- Ensure compliance with insurance regulations and company policies
- Maintain customer records and update customer information
Insurance Representative, AIG New York, New York
September 2021 – March 2022
- Monitor changes in the insurance industry and keep up to date with new products
- Ensure compliance with insurance regulations and company policies
- Negotiate with insurance companies to obtain the best terms for customers
Junior Insurance Representative, Nationwide Columbus, Ohio
September 2020 – August 2021
- Process customer applications and provide customer service
- Monitor changes in the insurance industry and keep up to date with new products
- Maintain customer records and update customer information
Education
University of California, Berkeley, California
Doctor of Science in Accounting and Insurance, August, 2020
University of California, Berkeley, California
Bachelor of Arts in Insurance and Accounting, August, 2016
Skills
Collaboration
Critical Thinking
Computer Literacy
Technical
Insurance Billing
Insurance Documentation
Reinsurance.
Claim Investigation
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Employment history
Senior Insurance Representative, MetLife New York, New York
April 2018 – Present
- Develop new business by contacting potential customers
- Process customer applications and provide customer service
- Negotiate with insurance companies to obtain the best terms for customers
Insurance Representative, USAA San Antonio, Texas
April 2017 – March 2018
- Answer customer questions and provide information about insurance policies
- Handle customer claims and inquiries
- Maintain customer records and update customer information
Entry Level Insurance Representative, USAA San Antonio, Texas
October 2016 – March 2017
- Develop new business by contacting potential customers
- Develop and implement marketing strategies to promote insurance products
- Process customer applications and provide customer service
Education
Georgia State University, Atlanta, Georgia
Bachelor of Science in Risk Management, August, 2016
Skills
Listening
Documentation
Problem Solving
Conflict Resolution
Insurance Compliance
Insurance Analysis
Insurance Negotiation
Insurance Documentation
Employment history
Senior Insurance Representative, MetLife New York, New York
July 2019 – Present
- Develop new business by contacting potential customers
- Handle customer claims and inquiries
- Process customer applications and provide customer service
Associate Insurance Representative, Progressive Mayfield Village, Ohio
January 2019 – June 2019
- Negotiate with insurance companies to obtain the best terms for customers
- Handle customer claims and inquiries
- Prepare quotes and process policy renewals
Jr. Insurance Representative, AIG New York, New York
July 2017 – December 2018
- Handle customer claims and inquiries
- Negotiate with insurance companies to obtain the best terms for customers
- Ensure compliance with insurance regulations and company policies
Education
Georgia State University, Atlanta, Georgia
Bachelor of Arts in Insurance and Accounting, May, 2017
Skills
Accounting
Relationship Management.
Negotiation
Collaboration
Data Entry
Insurance Analysis
Claim Adjustment
Insurance Renewal
Employment history
Lead Insurance Representative, Allstate Northbrook, Illinois
November 2020 – Present
- Maintain customer records and update customer information
- Ensure compliance with insurance regulations and company policies
- Develop and implement marketing strategies to promote insurance products
Associate Insurance Representative, Nationwide Columbus, Ohio
June 2019 – October 2020
- Explain the features and benefits of insurance products and services
- Develop new business by contacting potential customers
- Ensure compliance with insurance regulations and company policies
Entry Level Insurance Representative, Travelers Hartford, Connecticut
December 2017 – May 2019
- Monitor customer accounts to ensure timely payment of premiums
- Prepare reports and analyze data
- Analyze customer needs and recommend suitable insurance plans
Education
University of Illinois, Urbana, Illinois
Insurance Agency Management, October, 2017
Skills
Teamwork
Collaboration
Coaching
Conflict Resolution
Claim Adjustment
Insurance Sales
Insurance Code Review
Insurance Claims Processing
Employment history
Senior Insurance Representative, MetLife New York, New York
September 2017 – Present
- Process customer applications and provide customer service
- Negotiate with insurance companies to obtain the best terms for customers
- Explain the features and benefits of insurance products and services
Insurance Representative, Allstate Northbrook, Illinois
March 2017 – August 2017
- Develop and implement marketing strategies to promote insurance products
- Process customer applications and provide customer service
- Handle customer claims and inquiries
Junior Insurance Representative, Progressive Mayfield Village, Ohio
August 2016 – February 2017
- Provide advice and guidance to customers on insurance matters
- Explain the features and benefits of insurance products and services
- Monitor changes in the insurance industry and keep up to date with new products
Education
University of Texas, Austin, Texas
Risk Management, June, 2016
Skills
Attention to Detail
Documentation
Troubleshooting
Strategic Thinking
Insurance Negotiation
Insurance Documentation
Insurance Claims Processing
Insurance Auditing
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insurance representative Job Descriptions; Explained
If you're applying for an insurance representative 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
insurance representative
- Spoke with front office assistants, occasionally office dentist
- Verified patient(s’) identity and provider location/affiliation(s)
- Verified active or inactive coverage/plan type
- Provided fax and/or verbal breakdown of coverage, including codes with frequencies/limitations
- Took notes of what was discussed for patient insurance file
2
insurance representative
- Fulfilled requests for title documentation, letters of permission and insurance claims.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Applied HIPAA Privacy and Security Regulations while handling patient information.
- Collected, posted and managed patient account payments.
- Assessed billing statements for correct diagnostic codes and identified problems with coding.
- Researched and rectified account discrepancies.
- Reviewed account information to confirm patient and insurance information is accurate and complete.
3
insurance representative
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients,
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage,
- Customize insurance programs to suit individual customers, often covering a variety of risks,
- Managed benefit contract pricing, processing, policies and procedures.
4
sr. insurance representative
- Resolving complex questions/issues independently and when needed, utilizing department resources
- Proactively identifying and communicate any Allstate My Account and Allstate.com website enhancements or process improvements that will improve the customer experience while browsing our website.
- Identifying service gaps in processes that may provide a poor customer experience; therefore not fitting into the internet customer experience.
- Process 95 policy changes per day on auto and property policies and email the customer letting them know that the change has been processed.
5
insurance representative
- Use computers for various applications, such as Epic or word processing.
- Prepares and submits claim to payers either electronically or by paper.
- Call insurance companies to verify coverage eligibility and go over claim status.
- Secures necessary medical documentation required of requested by payer.
- Handle difficult account situations and resolving issues delaying or prevents payments from payers.
- Ensure accounts are billed in timely manner.
- Work claim denials such as sending a corrected claim or submitting claim appeal.
insurance representative Job Skills
For an insurance representative 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 Entry
- Insurance Claims Processing
- Insurance Policy Administration
- Insurance Regulations
- Underwriting
- Insurance Verification
- Claim Adjustment
- Insurance Compliance
- Insurance Code Review
- Insurance Auditing
- Insurance Risk Assessment
- Insurance Sales
- Insurance Renewal
- Insurance Billing
- Insurance Documentation
- Insurance Analysis
- Claim Investigation
- Insurance Investigation
- Insurance Negotiation
- Insurance Estimation
- Reinsurance.
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 representative 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.
Rob Hawkins
106 Willow St., White Plains, GA 30642Employment history
Chief Insurance Representative, Travelers Hartford, Connecticut
January 2021 – May 2022
- Ensure compliance with insurance regulations and company policies
- Develop new business by contacting potential customers
- Develop and implement marketing strategies to promote insurance products
Insurance Representative, AIG New York, New York
June 2020 – December 2020
- Negotiate with insurance companies to obtain the best terms for customers
- Analyze customer needs and recommend suitable insurance plans
- Ensure compliance with insurance regulations and company policies
Jr. Insurance Representative, USAA San Antonio, Texas
January 2019 – May 2020
- Develop and implement marketing strategies to promote insurance products
- Monitor changes in the insurance industry and keep up to date with new products
- Negotiate with insurance companies to obtain the best terms for customers
Education
University of Texas, Austin, Texas
Master of Arts in Insurance and Financial Services, November, 2018
University of Texas, Austin, Texas
Bachelor of Science in Business Administration and Insurance, November, 2014
Skills
Interpersonal
Teamwork
Financial Management
Data Analysis
Insurance Compliance
Insurance Sales
Reinsurance.
Insurance Documentation
Provide your Contact Information and Address Year Gaps
Always explain any gaps in your work history to your advantage.
Key Insights- Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
- Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.
How to Optimize Your insurance representative 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.
Professional Summary
Highly motivated and customer-focused Insurance Representative with extensive experience in the Insurance field. Proven track record of providing excellent customer service and achieving sales targets.
Employment history
Lead Insurance Representative, AIG New York, New York
March 2012 – Present
- Prpeare report's and analysze data
- Develope new busines's by contactting potential customer's
- Maintaine customer record's and update customer informations.
Associate Insurance Representative, AIG New York, New York
August 2011 – February 2012
- Mointor custormer accounts to ensure timely payment of premiums
- Proccess customer applications and provide custormer service
- Maintane custormer records and update custormer infomation
Entry Level Insurance Representative, Travelers Hartford, Connecticut
February 2011 – July 2011
- "I went to the store to buy some food
- I went to the store too buy some food.
Education
University of Washington, Seattle, Washington
Master of Science in Insurance and Financial Services, December, 2010
University of Washington, Seattle, Washington
Bachelor of Arts in Insurance and Risk Management, December, 2006
Skills
Stress Management
Computer Literacy
Presentation
Emotional Intelligence
Insurance Renewal
Underwriting
Insurance Documentation
Data Entry
Include Job Descriptions and Avoid Bad Grammar
Avoid sending a wrong first impression by proofreading your resume.
Key Insights- Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
- Before submitting your resume, double check to avoid typos.
insurance representative Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an insurance representative 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 Representative
Progressive
Mayfield Village, Ohio
Progressive
Mayfield Village, Ohio
Greetings Progressive Hiring Team
As an Insurance Representative with a proven track record of success in Insurance, I am excited to apply for the Lead Insurance Representative position at Progressive. I believe that my skills and expertise would make a valuable contribution to your team.
As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for Insurance, I am excited to apply my skills to this role and contribute to your organization's growth and success.
Thank you for considering my application for the Lead Insurance Representative 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.
Bests,
Vic Gray
954-879-6864
[email protected]
Vic Gray
Showcase your most significant accomplishments and qualifications with this cover 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.