5 Amazing insurance sales representative Resume Examples (Updated 2023) + Skills & Job Descriptions

No matter what your education or work experience is, you need to impress the hiring manager if you want to be considered for the job. The first place to start is with your insurance sales representative resume. It must include relevant, job-specific skills that highlight your ability to be successful in the position. Some examples of qualifications are customer service, persuasion, friendly, interpersonal and verbal communication, motivation, and drive. If you are wondering what abilities the employer is looking for in a candidate, read over the job description. Incorporating specific keywords from it show the hiring manager that you have what it takes to fit in with the company. If you need extra help, refer to a resume sample that we provide. It gives you ideas as to what qualifications to include and how to format the information. You can also use job-relevant phrases that our resume professionals have composed.

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insurance sales representative: Resume Samples & Writing Guide

Professional Summary

Highly motivated and experienced Insurance Sales Representative with a proven track record of success in providing clients with tailored insurance solutions. Skilled in building relationships with clients, identifying their needs, and providing them with the best coverage options.

Employment history

Lead Insurance Sales Representative, USAA San Antonio, Texas

October 2009 – Present

Monitor market trends and changes in the industry
Generate new business through prospecting and leads
Process applications and complete necessary paperwork

Associate Insurance Sales Representative, Progressive Mayfield Village, Ohio

October 2008 – September 2009

Negotiate terms of insurance policies
Ensure compliance with insurance regulations
Analyze client needs and determine appropriate coverage

Jr. Insurance Sales Representative, MetLife New York, New York

April 2008 – September 2008

Maintain accurate records of client information
Participate in continuing education and training programs
Analyze client needs and determine appropriate coverage

Education

University of Michigan, Ann Arbor, Michigan

Risk Management, February, 2008

Skills

Innovation

Strategic Thinking

Communication

Negotiation

Policy Administration

Cold Calling

Data Analysis

Sales Experience

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Employment history

Chief Insurance Sales Representative, Farmers Insurance Los Angeles, California

April 2022 – Present

Stay up to date on product offerings and changes
Provide advice on insurance products and services
Process applications and complete necessary paperwork

Insurance Sales Representative, Progressive Mayfield Village, Ohio

April 2021 – March 2022

Monitor market trends and changes in the industry
Analyze client needs and determine appropriate coverage
Prepare and deliver presentations to potential clients

Entry Level Insurance Sales Representative, Farmers Insurance Los Angeles, California

September 2020 – March 2021

Stay up to date on product offerings and changes
Develop and maintain relationships with clients
Follow up with clients to ensure satisfaction

Education

University of Texas, Austin, Texas

Insurance Claims Adjusting, August, 2020

Skills

Coaching

Visualization

Written Communication

Self-Motivation

Cross-Selling

Prospecting

Product Knowledge

Insurance Regulations

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Employment history

Senior Insurance Sales Representative, Liberty Mutual Boston, Massachusetts

May 2019 – Present

Participate in continuing education and training programs
Develop and maintain relationships with clients
Stay up to date on product offerings and changes

Associate Insurance Sales Representative, Liberty Mutual Boston, Massachusetts

May 2018 – April 2019

Develop and implement marketing strategies
Generate new business through prospecting and leads
Stay up to date on product offerings and changes

Junior Insurance Sales Representative, Allstate Northbrook, Illinois

December 2016 – April 2018

Negotiate terms of insurance policies
Develop and implement marketing strategies
Maintain accurate records of client information

Education

University of Texas, Austin, Texas

Doctor of Science in Insurance, October, 2016

University of Texas, Austin, Texas

Bachelor of Science in Accounting and Insurance, October, 2012

Skills

Negotiation

Business Acumen

Innovation

Computer Literacy

Prospecting

Insurance Claims

Financial Analysis.

Cross-Selling

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Employment history

Lead Insurance Sales Representative, Travelers Hartford, Connecticut

February 2023 – Present

Maintain accurate records of client information
Participate in continuing education and training programs
Negotiate terms of insurance policies

Associate Insurance Sales Representative, State Farm Bloomington, Illinois

August 2022 – January 2023

Ensure compliance with insurance regulations
Develop and maintain relationships with clients
Provide advice on insurance products and services

Junior Insurance Sales Representative, Progressive Mayfield Village, Ohio

February 2021 – July 2022

Prepare and deliver presentations to potential clients
Negotiate terms of insurance policies
Analyze client needs and determine appropriate coverage

Education

University of California, Berkeley, California

Insurance Underwriting, December, 2020

Skills

Self-Motivation

Collaboration

Risk Management

Computer Literacy

Cross-Selling

Cold Calling

Microsoft Office

Insurance Underwriting

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Professional Summary

Dynamic Insurance Sales Representative with a proven track record of success in developing relationships with clients and providing top-notch customer service. Experienced in assessing customer needs and creating tailored insurance solutions.

Employment history

Senior Insurance Sales Representative, AIG New York, New York

September 2011 – Present

Follow up with clients to ensure satisfaction
Provide customer service and address customer inquiries
Stay up to date on product offerings and changes

Insurance Sales Representative, Progressive Mayfield Village, Ohio

September 2010 – August 2011

Maintain accurate records of client information
Generate new business through prospecting and leads
Develop and implement marketing strategies

Junior Insurance Sales Representative, AIG New York, New York

February 2010 – August 2010

Maintain accurate records of client information
Provide customer service and address customer inquiries
Participate in continuing education and training programs

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Risk Management, December, 2009

Skills

Project Management

Data Analysis

Collaboration

Public Speaking

Sales Experience

Customer Relationship Management

Regulatory Compliance

Insurance Sales Strategies

Use This insurance sales representative Resume Template

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insurance sales representative Job Descriptions; Explained

If you're applying for an insurance sales 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.

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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insurance sales representative Job Skills

For an insurance sales 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 Knowledge
Sales Experience
Customer Relationship Management
Insurance Underwriting
Insurance Claims
Insurance Compliance
Insurance Regulations
Insurance Products
Microsoft Office
Insurance Sales Strategies
Cold Calling
Cross-Selling
Data Analysis
Product Knowledge
Prospecting
Negotiation
Policy Administration
Telemarketing
Regulatory Compliance
Financial Analysis.

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 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.

Employment history

Chief Insurance Sales Representative, Nationwide Columbus, Ohio

June 2018 – Present

Provide custmer servce and adress custmer inquirys
Developd and maintaine relationships with clientss
Developd and implement marketing strategys

Insurance Sales Representative, Farmers Insurance Los Angeles, California

January 2017 – May 2018

Proccess applications and compleat neccessary paperwork
Maintain accurrate records of client infomation
Ensure complience with insurance regulaitons

Entry Level Insurance Sales Representative, USAA San Antonio, Texas

June 2016 – December 2016

Maintains accurates records of client informations
Negotiates terms of insurance policys
Monitors market trends and changes in the industrys

Education

University of Wisconsin, Madison, Wisconsin

Bachelor of Science in Accounting and Insurance, May, 2016

Skills

Social Media

Strategic Thinking

Troubleshooting

Problem Solving

Negotiation

Data Analysis

Financial Analysis.

Data Entry

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 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.

Employment history

Lead Insurance Sales Representative, State Farm Bloomington, Illinois

April 2021 – May 2022

Develop and maintain relationships with clients
Negotiate terms of insurance policies
Follow up with clients to ensure satisfaction

Insurance Sales Representative, Allstate Northbrook, Illinois

November 2019 – March 2021

Stay up to date on product offerings and changes
Monitor market trends and changes in the industry
Provide advice on insurance products and services

Junior Insurance Sales Representative, State Farm Bloomington, Illinois

May 2019 – October 2019

Education

University of Texas, Austin, Texas

Doctor of Science in Insurance, March, 2019

University of Texas, Austin, Texas

Bachelor of Arts in Insurance and Accounting, March, 2015

Skills

Innovation

Project Management

Stress Management

Relationship Management.

Product Knowledge

Data Analysis

Negotiation

Customer Relationship 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.

insurance sales representative Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an insurance sales 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 Sales Representative
AIG
New York, New York

To the Recruitment Team at AIG

I am a highly motivated Insurance Sales Representative with 15 years of experience in Insurance. I am excited to submit my application for the Lead Insurance Sales Representative position at AIG, where I believe my skills and expertise would be an excellent fit.

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 Sales Representative position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.

Respectfully,
William Bailey
670-793-3854
williambailey@gmail.com

William Bailey

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