Health Insurance Agent Resume Samples - Page 2

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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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11

Health Insurance Agent

Enrolled people who are 65 or older in HMOs and PPOs plans

  • Typed daily notes on the newly enrolled members
  • Informed members about their premiums on their health insurance plans
  • Took phone calls from the clients regarding unpaid medical claims
  • Contacted providers to resolve billing misunderstandings with clients
  • Located providers who were closer and more convenient for the clients
  • Ordered member's identification cards and forwarded member guide books
Candidate Info
3
years in
workforce
8
months
at this job
C
Certificate
AS
Science
12

Health Insurance Agent

Sell various types of insurance policies to businesses and individuals.

  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
  • Call on policyholders to analyze insurance program and suggest additions or changes.
  • Seek out new clients and develop clientele by networking to generate prospective lists.
  • Explain features, advantages and disadvantages of insurance plans.
  • Calculate premiums and establish payment method.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
Candidate Info
11
years in
workforce
3
years
at this job
AS
Liberal Arts
13

Licensed Life & Health Insurance Agent

Creating and maintaining ongoing relationships with clients including scheduling and attending meetings.

  • Administrative tasks such as dealing with paperwork, correspondence, keeping detailed records
  • Broker for life, health, retirement and long-term care insurance products and act as a Field-Underwriter
  • Act as the intermediary between clients and insurance companies while assessing their insurance needs and risk profile.
  • Providing clients with products that suit their needs and budget while educating them on the aspects of Life & Health Insurance.
Candidate Info
8
years in
workforce
3
years
at this job
HS
High School Diploma
BBA
Bachelor of Business Administration
14

Licensed Health Insurance Agent

Passed the required VA state Life and Health license exam to become a licensed agent

  • Made daily calls to small business owners to set appointments for face-to-face meetings
  • Went business to business seeing if I could help the owner with better coverage
  • Conducted an in-home presentation to potential clients on health insurance options
  • Completed the initial application process with clients to see if they were approved
  • Followed up with clients via phone, email, and home visit to maintain a relationship
Candidate Info
9
years in
workforce
1
year
at this job
BA
Business Administration
15

Licensed Health Insurance Agent

  • Performed high volume enrollment of seniors and disability entitled clients into prescription drug plans including Medicare Part-D
  • Advised clients on different aspects of plans available company in order to ensure customer satisfaction
  • Provided quality customer service in order to achieve customer goals and objectives
  • Operated data entry system
Candidate Info
4
years in
workforce
1
year
at this job
16

Life & Health Insurance Agent

  • Licensed for New Jersey & Pennsylvania
  • Outside sales that included, appointment based, over the phone and door-to-door sales.
  • Member of the Millionaires Club 4 years in a row.
  • Rookie of the Year & recipient of many other awards within a 5 year period.
  • Promoted to manager of a satellite office in Pennsylvania.
Candidate Info
7
years in
workforce
6
years
at this job
Business Management
17

Licensed Life and Health Insurance Agent

Commission bases sales, ultimately responsible for enrolling union members in their permanent benefits.

  • Building and maintaining excellent report in client's homes, making them feel comfortable.
  • Fulfilling policy owner needs on a daily basis utilizing best customer service skills in the process.
  • Knowledge of the ins and outs of life and health insurance, code and ethics for the state of California.
Candidate Info
10
years in
workforce
11
months
at this job
HS
High School Diploma
18

Licensed Seasonal Health Insurance Agent

Receive inbound calls from AARP members and assist them with their Medicare Supplement plan and Hospital Indemnity insurance needs

  • Maintain a high level of professionalism, work ethic, patience, and personal accountability
  • Educate callers Medicare, enrollment periods, and claims
  • Work with team members to achieve team and business, service and sales goals
Candidate Info
7
years in
workforce
8
months
at this job
BS
Tourism & Hospitality Management
19

Independent Life and Health Insurance Agent

Responsible for providing solutions to new and existing customers by offering appropriate product and services to help meet their financial needs.

  • Conduct sales presentation to potential clients to educate about company products and services.
  • Build client relationships by resolving any areas of concern and always providing prompt, courteous, professional service.
  • Perform Needs Analysis fact gathering process to obtain information required to make appropriate recommendations for various life insurance products.
Candidate Info
10
years in
workforce
1
year
at this job
Sales
Advertising Art & Design
20

Health Insurance Agent

Develop client base through network and seminar marketing, industry contacts and referrals, and canvasing small-medium businesses for new opportunities.

  • Consult with business owners regarding health care reform and how it applies specifically to their business and provide cost saving alternatives to traditional group coverage.
  • Medicare certified through Blue Cross and Blue Shield of Florida
  • Certified to sell on the open exchange
Candidate Info
21
years in
workforce
6
months
at this job
Business Administration
Business Administration

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