Health Insurance Agent Resume Samples

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Health Insurance Agents work either independently or for insurance companies and sell life, health, and disability insurances. Common duties listed on a typical resume sample are detecting potential clients, promoting insurance options, developing protection plans, determining the clients' needs and financial situation, and constantly training for the job. Top skills listed in a Health Insurance Agent example resume are motivation for sales, good math skills, interpersonal and communication skills, persuasion, and organization. No formal education is compulsory for the job, although a finance background and continuous training represent a major advantage.

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1

Health Insurance Agent

Developed sales presentations to a large number of clients every month, with a high conversion ratio

  • Consistently exceeded monthly target for sales of health and life insurance policies
  • Provided one-one- services to clients to meet their financial needs through customized packaging
  • Achieved a 83% retention rate
  • Maintained compliance with state regulations
Candidate Info
9
years in
workforce
1
year
at this job
BA
Economics
2

Health Insurance Agent

Recognized as an outstanding employee as team lead, and subject matter expert, which resulted in a promotion.

  • Primary contact in handling routine and complex policy holders inquiries, regarding signature authorization, benefits, claims, and general assistance.
  • Successfully executed quality customer service through fast responsiveness, reliability, assurance, and professionalism
  • Utilize problem resolution and negotiating skills to deescalate any irate customers.
  • Meets key performance indicator goals by 100% through obtaining 5:1 enrollment rejection ratio
  • Receive 95% or above average Quality Assurance approval during auditing.
Candidate Info
3
years in
workforce
2
years
at this job
3

Health Insurance Agent

  • Sold/enrolled individuals in Medicare, dental, and vision health plans over the phone.
  • Complied with very precise regulations involved with selling thess type of plans.
  • Maintained a 95% QA score for the last 6 months of employment.
  • Was among top 10 outbound sales agents April 2012.
  • Developed a manual that included the critical information for a telesales agent.
  • Developed a quick and accurate way to estimate most difficult to calculate prescription drug costs such as insulin, inhalers, and eye drops.
Candidate Info
24
years in
workforce
2
years
at this job
BS
Business Management - Leadership And Marketing Management Concentration
MA
Philosophy; Master Thesis
PhD
Philosophy - Environmental Philosophy Concentration
4

Licensed Health Insurance Agent

Present accurate information about [company name]'s products, coverage plans and quotes to prospective members.

  • Exceed sales goals for assigned campaigns by converting calls at 40 percent, and surpassing production goals by 150 percent during the annual enrollment period.
  • Maintain 95 percent quality assurance with sales presentations.
  • Enroll Medicare recipients into health plans by probing to find which benefits will meet their needs, and simplifying multifaceted plans for a better consumer experience.
  • Remain compliant with Medicare guidelines and accurately present disclosures amongst different states.
  • Assist members by enhancing their current plans with supplemental benefits for increased sales.
  • Accustomed with customer relationship management systems.
Candidate Info
4
years in
workforce
3
years
at this job
BS
Marketing And Management
5

Customer Service Representative/licensed Health Insurance Agent

Utilized databases and written materials to research and provide detailed information to telephone inquiries

  • Respond to telephone inquiries within the set departmental staffing and time parameters
  • Complied with the privacy act as it relates to the confidentiality of information released
  • Maintained up-to-date knowledge of CMS regulations and policies as they apply
  • Familiarized and provided information on general Medicare eligibility and information
  • Perform other related duties as assigned
Candidate Info
9
years in
workforce
6
years
at this job
6

Life and Health Insurance Agent

Grew company business by 33.33% over first year by providing recommendations for fitting plans

  • As plan administrator, expanded business to include Medicare Advantage and Home Health plans
  • Researching market/identifying leads, prepares marketing plans (including Medicare requirements)
  • Attending weekly training sessions to improve product knowledge and enhance company growth
  • Reviewing client solicitations, explaining related benefits and closing on new policies ($5K to $20K)
Candidate Info
15
years in
workforce
4
years
at this job
BA
Business Administration
MA
Master of Arts
7

Life and Health Insurance Agent

Independent Life Insurance Agent. Managed personal clients, kept all records and policies.

  • Managed work time to keep with scheduled quotas for production by the company.
  • Kept all records according to the HIPAA regulations.
  • Kept client information confidential including all files and documentation on each client.
Candidate Info
27
years in
workforce
4
years
at this job
AS
Associate of Science
BS
Business / Management
MA
Master of Arts
8

Health Insurance Agent

Campaigned to closing sales and striving to meet client's requirements.

  • Ensured to implement feedback from supervisors to enhance growth and performance
  • Ensured to report promptly for each scheduled shift
  • Knowledge of basic computer applications and work related software applications
  • Provide guidance to customer on the benefits of health insurance facilities
  • Profound ability to stay customer service-focused
Candidate Info
11
years in
workforce
3
months
at this job
9

Health Insurance Agent

Provide accurate health insurance benefits to Physicians prior to patient services.

  • Investigate claims that have not processed properly and adjust to ensure accurate payments.
  • Provide professional customer service with pride.
  • Serve food, beverage, and alcohol with a genuine smile.
  • Basic cleaning and light cooking.
  • Perform cashiering duties, open drawer and close drawer, accurate cash handling and deposits.
Candidate Info
10
months in
workforce
1
month
at this job
HS
High School Diploma
HS
High School Diploma
10

Life and Health Insurance Agent

Complete lead calls daily to existing clients to develop and grow household relationships.

  • Conduct insurance analyses during individual consultations to ensure proper levels of protection for clients.
  • Manage communication records daily for efficient follow-up.
  • Conduct health requirement interviews and health swabs for insurability verification.
  • Process service requests as necessary pertaining to existing policies.
  • Advise clients on available protection plans and complete sales regularly, exceeding sales goals set by the Office Agent.
Candidate Info
6
years in
workforce
1
year
at this job
Marketing

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