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insurance sales agent: Resume Samples & Writing Guide
Employment history
Chief Insurance Sales Agent, Allstate Northbrook, Illinois
March 2020 – Present
- Explain insurance policies and coverage options to clients
- Assist clients in selecting appropriate coverage plans
- Monitor changes in the insurance industry
Insurance Sales Agent, Progressive Mayfield Village, Ohio
March 2019 – February 2020
- Negotiate rates and coverage terms with underwriters
- Stay abreast of new products and services
- Develop and implement marketing plans to promote products
Entry Level Insurance Sales Agent, Allstate Northbrook, Illinois
August 2018 – February 2019
- Prepare reports for management review
- Monitor changes in the insurance industry
- Prepare and present proposals to potential clients
Education
University of Pennsylvania, Philadelphia, Pennsylvania
Insurance Law, June, 2018
Skills
Financial Management
Emotional Intelligence
Adaptability
Analytical
Insurance Law
Insurance Sales
Insurance Risk Management
Insurance Negotiations
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Professional Summary
Dynamic and results-oriented Insurance Sales Agent with extensive knowledge of the insurance industry. Proven success in developing and maintaining relationships with clients to maximize sales.
Employment history
Chief Insurance Sales Agent, Progressive Mayfield Village, Ohio
December 2013 – Present
- Stay abreast of new products and services
- Maintain accurate records of client information
- Explain insurance policies and coverage options to clients
Insurance Sales Agent, Progressive Mayfield Village, Ohio
June 2012 – November 2013
- Assist clients in selecting appropriate coverage plans
- Monitor changes in the insurance industry
- Prepare quotes and process applications
Junior Insurance Sales Agent, Progressive Mayfield Village, Ohio
January 2011 – May 2012
- Maintain accurate records of client information
- Follow up with clients to ensure satisfaction with coverage
- Assist clients in selecting appropriate coverage plans
Education
University of California, Berkeley, California
Bachelor of Arts in Business Administration and Insurance, November, 2010
Skills
Technical
Supervisory
Documentation
Emotional Intelligence
Insurance Analysis
Insurance Solutions
Insurance Quotations
Insurance Processes
Professional Summary
Dynamic insurance sales professional with extensive knowledge of the insurance industry and a proven track record of success. Passionate about providing clients with tailored solutions to meet their individual needs.
Employment history
Chief Insurance Sales Agent, Farmers Insurance Los Angeles, California
August 2013 – Present
- Prepare reports for management review
- Generate new business by prospecting and networking
- Prepare quotes and process applications
Insurance Sales Agent, Nationwide Columbus, Ohio
March 2012 – August 2013
- Prepare reports for management review
- Generate new business by prospecting and networking
- Explain insurance policies and coverage options to clients
Jr. Insurance Sales Agent, Progressive Mayfield Village, Ohio
March 2011 – February 2012
- Follow up with clients to ensure satisfaction with coverage
- Respond to customer inquiries and complaints
- Generate new business by prospecting and networking
Education
University of Michigan, Ann Arbor, Michigan
Insurance Underwriting, January, 2011
Skills
Interpersonal
Leadership
Written Communication
Flexibility
Insurance Products
Underwriting
Insurance Marketing
Insurance Prospecting
Employment history
Senior Insurance Sales Agent, AIG New York, New York
May 2021 – Present
- Prepare reports for management review
- Monitor changes in the insurance industry
- Maintain accurate records of client information
Associate Insurance Sales Agent, State Farm Bloomington, Illinois
May 2020 – April 2021
- Follow up with clients to ensure satisfaction with coverage
- Prepare reports for management review
- Generate new business by prospecting and networking
Junior Insurance Sales Agent, AIG New York, New York
November 2019 – April 2020
- Analyze trends to identify opportunities for growth
- Prepare reports for management review
- Explain insurance policies and coverage options to clients
Education
University of Pennsylvania, Philadelphia, Pennsylvania
Bachelor of Arts in Insurance and Accounting, September, 2019
Skills
Planning
Financial Management
Communication
Mentoring
Insurance Law
Insurance Products
Underwriting
Insurance Quotations
Professional Summary
Motivated and knowledgeable Insurance Sales Agent with a passion for providing quality customer service and finding the best insurance solutions for clients. Experienced in building relationships with clients, understanding their needs, and developing tailored insurance plans.
Employment history
Senior Insurance Sales Agent, Farmers Insurance Los Angeles, California
February 2014 – Present
- Assist clients in selecting appropriate coverage plans
- Prepare and present proposals to potential clients
- Negotiate rates and coverage terms with underwriters
Insurance Sales Agent, AIG New York, New York
September 2012 – January 2014
- Stay abreast of new products and services
- Prepare and present proposals to potential clients
- Maintain accurate records of client information
Entry Level Insurance Sales Agent, State Farm Bloomington, Illinois
March 2011 – August 2012
- Respond to customer inquiries and complaints
- Develop and maintain relationships with clients
- Prepare quotes and process applications
Education
University of Michigan, Ann Arbor, Michigan
Bachelor of Arts in Business Administration and Insurance, January, 2011
Skills
Data Analysis
Teamwork
Financial Management
Conflict Resolution
Insurance Products
Insurance Negotiations
Underwriting
Insurance Brokerage
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insurance sales agent Job Descriptions; Explained
If you're applying for an insurance sales agent 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 sales agent
- Sells policies that protect vehicle owners from financial loss through damage.
- Identifying customer needs
- Seeking clients
- Providing information and answering to inquiries
- Submitting applications
- Maintaining client records
- Upsell coverages to better protect customer
2
insurance sales agent
- Sell Life, Accident, Disability, Cancer, and Health Insurance
- Call potential clients to expand their customer base
- Interview prospective clients to get data about their financial resources and discuss existing coverage
- Explain the features of various policies
- Analyze clients’ current insurance policies and suggest additions or changes
- Customize insurance programs to suit individual clients
- Handle policy renewals
3
insurance sales agent
- Provide offers to incoming callers for and establish payment method.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance policies.
- Maintain electronic and paper records
- Help policyholders settle claims
4
insurance sales agent
- Achieve or exceed target insurance sales quota consistently.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life and property insurance and upgraded policies for established customers.
- Answer any questions or concerns policy holders have with their insurance claims.
- Presented claims for insurance benefits when dealing with auto accidents & natural disasters.
5
insurance sales agent
- Sold insurance to new and current clients
- Executed daily operations of shopping insurance quotes for new business and renewal clients, prepared a financial quote for the client’s insurance premiums, ordered MVR’s, add/deleted drivers, issued certificates of insurance, processed policies, endorsed policies, bound coverage, processed claims, and answered phones
- Complied lists of prospective clients to provide leads for additional business
- Wrote, designed and produced new business and renewal business
- Contacted prospective clients and explained features and merits of policies offered
- Was instrumental in maintaining a good client relationship for upcoming renewals and creating new business to our office
- Recommended amount and type of coverage based on analysis of prospect’s circumstances and utilized persuasive sales techniques
insurance sales agent Job Skills
For an insurance sales agent 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."
- Underwriting
- Insurance Sales
- Insurance Law
- Insurance Regulations
- Insurance Products
- Insurance Policies
- Insurance Claims
- Insurance Negotiations
- Insurance Compliance
- Insurance Brokerage
- Insurance Quotations
- Insurance Solutions
- Insurance Strategies
- Insurance Analysis
- Insurance Risk Management
- Insurance Portfolio Management
- Insurance Marketing
- Insurance Prospecting
- Insurance Networking
- Insurance Processes
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 sales agent 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.
Walter Hall 18 Park Avenue, Rural Hill, TN 37122
Employment history
Junior Insurance Sales Agent, Progressive Mayfield Village, Ohio
January 2022 – October 2022
- Explain insurance policies, and covrage options too clients
- Analyze trends, too identify oppurtunities for growth
- Negotiate rates, and coverage terms with underwriters.
Education
University of Pennsylvania, Philadelphia, Pennsylvania
Insurance Underwriting, November, 2021
Skills
Accounting
Self-Motivation
Adaptability
Project Management
Insurance Claims
Insurance Compliance
Insurance Marketing
Insurance Quotations
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.
How to Optimize Your insurance sales agent 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
Lead Insurance Sales Agent, MetLife New York, New York
February 2017 – May 2022
- Generate new business by prospecting and networking
- Explain insurance policies and coverage options to clients
- Assist clients in selecting appropriate coverage plans
Insurance Sales Agent, USAA San Antonio, Texas
August 2015 – January 2017
- Develop and maintain relationships with clients
- Prepare quotes and process applications
- Follow up with clients to ensure satisfaction with coverage
Jr. Insurance Sales Agent, Nationwide Columbus, Ohio
February 2015 – July 2015
Education
University of Washington, Seattle, Washington
Doctor of Business Administration in Insurance, December, 2014
University of Washington, Seattle, Washington
Bachelor of Arts in Insurance and Accounting, December, 2010
Skills
Self-Motivation
Listening
Reporting
Organization
Underwriting
Insurance Claims
Insurance Networking
Insurance Sales
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.
insurance sales agent Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an insurance sales agent 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.
Chief Insurance Sales Agent
Liberty Mutual
Boston, Massachusetts
Liberty Mutual
Boston, Massachusetts
Greetings Liberty Mutual Recruitment Team
I am a highly motivated Insurance Sales Agent with 5 years of experience in Insurance. I am excited to submit my application for the Chief Insurance Sales Agent position at Liberty Mutual, where I believe my skills and expertise would be an excellent fit.
Throughout my life, I have pursued my passion for Risk Management and sought out opportunities to learn and grow. My experience in Insurance has given me valuable skills such as Financial Management and Emotional Intelligence that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Insurance Sales Agent 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 Chief Insurance Sales Agent role. I am looking forward to a future where we work together to drive this organization's success.
Bests,
Isaac Brown
671-358-9288
[email protected]
Isaac Brown
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.