Independent Insurance Agent Resume Samples

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

Independent Insurance Agents work as independent brokers and sell a variety of insurance policies, covering life, vehicles, or real estate. Job duties of an Independent Insurance Agent include cold calling potential customers, providing information about insurance policies, assisting customers with claims, and maintaining insurance records. The ideal candidate should showcase in his or her resume insurance laws familiarity, communication and selling skills, customer service orientation, computer literacy, confidentiality, and attention to details. Eligible resume samples make display of a high school diploma or college education and state licensing.

1

Independent Insurance Agent

Grew book of insurance clients by 35% and increased client retention to 99% annually by targeted client communications, 100% client-contact for renewals, community outreach, referrals and cross-sales.

  • Offered multiple carriers insurance products in Individual, Group, Medicare, life, Property & Casualty product lines.
  • Managed selection, conversion and implementation of new CRM with mobile interface.
  • Performed detailed, individual needs analysis insuring suitability of proposed insurance products and tailored presentation of product strengths and benefits.
  • Conducted post-sale work-flows tracking transition activities and client follow-up activities.
  • Developed cross selling marketing strategies to increase referrals and grow property and casualty and Life business.
  • Hosted Medicare open enrollment presentation sessions explaining market updates and answer questions, resolve any outstanding issues, and to prospect for new business through individual sessions.
  • Conducted field underwriting and inspections of insureds' property examining general condition and other characteristics indicative of good insurance risk.
Candidate Info
31
years in
workforce
2
years
at this job
BS
International Business
2

Independent Insurance Agent

Pursuing Insurance Agent Licensure was prompted by interest to expand knowledge base regarding healthcare reform and effects on healthcare services and the general population. The experience has given this RN a broad knowledge base and a well-rounded set of skills.

  • Assisted and provided Medicare beneficiaries educational information regarding health insurance options that would meet individual and personal needs.
  • Reviewed medication lists and summary of plan benefits to insure client was adequately informed of all costs that might be incurred prior to making a plan selection.
  • Provided information and education to individuals regarding the Affordable Care Act Reform and assisted clients apply for plans through the Health Insurance Marketplace, as well as private plan options.
  • Developed training program for new [company name]s and provided training throughout the State of Florida.
Candidate Info
7
years in
workforce
3
years
at this job
AS
Nursing
BS
Nursing
3

Independent Insurance Agent

  • Marketed and sold various types of health and life insurance plans to individuals
  • Developed marketing tools to seek new clients and generate clientele list
  • Scheduled meetings with clients to explain features and advantages of insurance policies
  • Customized insurance policies to suit individual customers' needs
  • Maintained customer database and followed up periodically to ensure customer satisfaction and future renewal
Candidate Info
19
years in
workforce
13
years
at this job
C
Metlife Sales Training
4

Independent Insurance Agent

Direct and aggressively drive the growth, retention and profitability of portfolio of Commercial, Property & Casualty and Life Insurance products. Cultivate and strengthen beneficial relationships through integrity and persuasive communication skills. Proven ability to effectively present and articulate products. Determined sales goals and formulated marketing plans to capture business opportunities. Identified, secured and implemented strategic alliances and partnerships. Consistently exceed client expectations by providing the highest level of quality service.

  • Grew portfolio from zero to 500 accounts within first 3 years; averaged 25 new accounts each month.
  • Maintained a 90% retention rate within a very competitive market.
  • Exceeded revenues of all new agents within first 4 months; maintained revenues consistent with seasoned agents.
Candidate Info
12
years in
workforce
4
years
at this job
AA
Business & Marketing
5

Independent Insurance Agent

Obtained my Life Health and Annuities License May 2011 and Property and Casualty License in January 2015.

  • Exceed goals set by parent company to maintain current contract as a Guardian producer.
  • Appointed in 2012, by my general agent as a mentor to all new agents of the agency assisting in developing their basic selling skills, marketing plans, role-play on a monthly basis.
  • Consistently attended networking groups and displayed at local and national trade shows to prospect and fill pipeline.
Candidate Info
22
years in
workforce
5
years
at this job
BFA
Bachelor of Fine Arts
6

Independent Insurance Agent

  • Consulted businesses and individuals on how to fill the gaps of their existing insurance coverage
  • Conducted informative business-to-business and one-on-one sales presentations
  • Filed claims for policyholders and helped retrieve required medical documents
  • Prospected and developed new business through cold calling and referrals
Candidate Info
15
years in
workforce
9
years
at this job
BA
Business Administration
7

Independent Insurance Agent

  • Consulted businesses and individuals on how to fill the gaps of their existing insurance coverage
  • Conducted informative business-to-business and one-on-one sales presentations
  • Filed claims for policyholders and helped retrieve required medical documents
  • Prospected and developed new business through cold calling and referrals
Candidate Info
15
years in
workforce
10
years
at this job
BA
Business Administration
8

Independent Insurance Agent

Superb ability to communicate effectively with all clients from small business owner to large corporate human resource director

  • Developed and implemented sales plans, managed all phases of the sales cycle-from prospecting to close and follow-up support
  • Coordinated new insurance product as a viable solution for growth in the medical/legal industry
  • Produced the highest volume of cold calls in my office
Candidate Info
34
years in
workforce
6
years
at this job
AS
Associate of Science
9

Independent Insurance Agent

[company name] provides voluntary supplemental insurance programs that help employees pay for everyday living expense in the event of sickness or injury.

  • Built trusting relationships with Ohio area business owners offering consultation services to expand employer's benefit package by implementing accident plans which reduced employer's Worker's Compensation Claims loss.
  • Selected as Rookie Agent of the Week several times for leading in cold calls, averaging over 500 calls per week
  • Selected as Rookie Agent of the Week several times for leading for setting over 5 appointments per week
Candidate Info
27
years in
workforce
4
years
at this job
10

Independent Insurance Agent/agency Sales Trainer

In addition to the duties and processes listed above I was also the Agency Sales Trainer which involved weekly meetings with my sales staff, special training seminars and working in the field with new and seasoned agents providing them with guidance and sales education.

  • Closed and average of 4 new sales per week.
  • Identified and solicited sales prospects in agency databases.
  • Met with existing and prospective clients each week to select appropriate insurance policies.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Contributed ideas and offered constructive feedback at weekly sales meetings.
Candidate Info
21
years in
workforce
1
year
at this job

Your Resume, Made Easy.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks!