Insurance Agent Resume Samples

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Insurance Agents seek out new business for their companies by reaching out to potential customers and attempting to sell them various kinds of insurance. Example resumes of Insurance Agents include qualifications such as offering insurance, fixed annuities, and long term care insurance, and discussing the financial concerns and needs of prospective customers. Those seeking a career as an Insurance Agent can obtain a position without a college education, though agents must seek licensing in the jurisdictions in which they will be working.

For more information on what it takes to be a Insurance Agent, check out our complete Insurance Agent Job Description.

Looking for cover letter ideas? See our sample Insurance Agent Cover Letter.

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1

Insurance Agent

Recommended BAISI home, auto insurance products to streamline home closings process for both mortgage loan officers and bank customers.

  • Evaluated prospective customers homeowners insurance needs to determine eligibility and recommend proper coverage options.
  • Studied and maintained up to date knowledge of underwriting guidelines for 10 carriers in 52 states
  • Achieved 100% mandatory compliance and 98 % quality scores in 2013 minimizing risk for the bank
  • Motivated new sales agents through coaching and explaining company process and procedures
Candidate Info
19
years in
workforce
4
years
at this job
AA
Psychology
MBA
Business
2

Insurance Agent

Provided sales of Life Insurance and policyholder services to customers

  • Analyzed market trends to determine customer needs, volume potential, price schedules and discount rates
  • Grew business and drastically improved profitability by indentifying new target markets, establishing and nurturing customer relations, and generating creating innovative strategies
  • Consistently met and exceeded all sales and performance goals that leads to efficient operation
  • Promoted and marketed services to insurance agencies resulting to expand sales territory and boost accounts by 100%
Candidate Info
12
years in
workforce
9
years
at this job
AS
Associate of Science
Medical Billing And Coding
3

Insurance Agent

Sold various insurance products to customers (whole life, term life, renters insurance).

  • Assisted insured in making financial decisions based on need.
  • Collected monthly premiums in excess of $20,000 per month.
  • Educated customers on financial payment options.
  • Assisted customers with final expense arrangements.
Candidate Info
11
years in
workforce
1
year
at this job
Business Management
4

Insurance Agent

Closed an average of 5 new sales per week.

  • Calculated premiums and established payment methods for sales.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Met with prospective customers and business owners in their homes, businesses and other settings.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Conducted annual reviews of existing policies to update information.
Candidate Info
13
years in
workforce
2
years
at this job
Paralegal Studies
5

Licensed Insurance Agent

Interviewed prospective clients and reviewed their existing policies which enabled me to provide them with the best coverage and premium options available based on their financial needs and goals.

  • Conducted both in-home and group presentations and provided detailed explanations of policy guidelines and benefits to clients and their families.
  • Consistently met and exceeded agency expectations for production levels and accuracy.
  • Provided agents with training and incentive programs, and improved the agency's overall sales production more than 20%.
Candidate Info
7
years in
workforce
7
months
at this job
AS
Interior Design
6

Ccc-sales/insurance Agent

Served as first-level contact for inbound and outbound sales in a call center environment

  • Generated new business via telephone, networking, and other lead sources
  • Applied product, industry, and market knowledge to make coverage recommendations
  • Established appropriate policy coverage thereafter, set up and processed premium payments
  • Ensured that customer's service needs were addressed in an effective and efficient manner
  • Utilized computer programs that were applicable to [company name]
Candidate Info
9
years in
workforce
1
year
at this job
AAS
Associate of Applied Science
Business
7

Financial Advisor Insurance Agent

Engaged in creative cold calling methods while reaching out to potential clients within the financial Industry

  • Analyzed the financial performance of peer domestic competitors to develop more effective strategies
  • Provided information and description of multiple insurance products to educate consumers on market trends, competitive interest rates and favorable tax strategies.
  • Customized yearly reports for clients, providing a detailed summary of transactions and fees accumulated on a volume basis for retirement plans and identified new innovative techniques to fulfill client requests
  • Analyzed change in average assets on a monthly and quarterly basis for over 500 million dollars in assets
Candidate Info
7
years in
workforce
2
years
at this job
BS
Marketing
8

Insurance Agent

Wrote and revised policies to meet customer needs

  • Developed and implemented a system that assists customers in a timely manner
  • Generated a Daily Cash Report, reconciled receipts, and balanced cash drawer.
  • Answered customer inquiries concerning full coverage and liability policies
  • Quoted rates and suggested alternative methods for individuals who did not meet company requirements
  • Analyzed customer requirements for future add ons.
  • Supported manager with Personnel scheduling, inventoried and ordered office supplies.
Candidate Info
12
years in
workforce
8
years
at this job
C
Certificate
AAS
Business Administration
9

Licensed Insurance Agent

  • Interviewed prospective clients and reviewed their existing policies which enabled me to provide them with the best coverage and premium options available based on their financial needs and goals.
  • Conducted both in-home and group presentations and provided detailed explanations of policy guidelines and benefits to clients and their families.
  • Consistently met and exceeded agency expectations for production levels and accuracy.
  • Provided agents with training and incentive programs, and improved the agency's overall sales production more than 20%.
Candidate Info
7
years in
workforce
7
months
at this job
AS
Interior Design
10

Insurance Agent/office Manager

Selling customized Insurance through multiple Insurance carriers to suit customer specific needs.

  • Collected and analyzed multiple insurance quotes, comparing them and then finding the cheapest quote.
  • Maintained all client files and reviewed all renewals for possible re-quote/rewrite with other carriers our Agency represented.
  • Initiated business from numerous call-in quotes and successfully set up appointments to complete applications and issue policies.
  • Responding to customer inquiries and requests regarding insurance products.
  • Developing profitable relationships with existing and new customers.
  • Responsible for daily bank deposits and updating QuickBooks each day
Candidate Info
17
years in
workforce
2
years
at this job

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