Insurance Consultant Resume Samples

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Insurance Consultants provide assistance to clients purchasing insurance policies. Typical resume samples for the job mention duties such as taking phone calls, preparing product quotes, updating their knowledge of insurance policies, making sure sales objectives are attained, and handling billing processes. Based on our collection of example resumes, the ideal candidate should demonstrate insurance products expertise, communication and negotiation skills, selling aptitudes, detail orientation, and computer competencies. No formal education is mandatory for this position, and most employers provide on-the-job training.

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1

Insurance Consultant

Responsible for identifying client's needs to provide insurance to fit their lifestyle

  • Utilize technology and marketing tools to generate new business
  • Employ statistical concepts to determine probability and assess risks
  • Sold 42 life policies in first quarter which increased revenue by 30%
Candidate Info
9
years in
workforce
3
years
at this job
BS
Business Administration
2

Insurance Consultant

Tailored policies to client needs in Personal Lines Insurance

  • Experienced with Travelers, Hartford, Safeco, ASI, MetLife and Liberty Mutual
  • Emphasized and acquired multiple lines of business from each client for retention purposes
  • Completed continuous sales training throughout tenure, focused on step by step objection handling
  • Operated dual monitors and ran multiple software systems simultaneously
  • Mastered computer multi-tasking efficiently through employment of company call timer policies
Candidate Info
7
years in
workforce
3
years
at this job
AS
Associate of Science
BS
Business Administration, Marketing And Supply Chain Management - Cumulative Gpa 3628, Major Gpa 3708
3

Independent Insurance Consultant

Insurance professional offering a full continuum of employee benefit programs to the association marketplace, small to mid-sized businesses and individuals.

  • Developed and implemented Private health exchange along with additional self-funded options for the small to mid-sized groups. Offered our programs to 1200 groups with a total of 200,000 lives.
  • Developed a complete voluntary portfolio for the individual and small group market.
  • Established a distribution system that allows individuals the ability to enroll directly with the organization.
  • Enrollment specialist for several organizations covering all products including group Medical, Medicare, dental, HSA, Self-funded medical, and voluntary programs throughout the Country.
  • Held educational webinars with business owners and individuals. Webinars included an overview of the dental marketplace along with understanding of the changes in the healthcare rules and laws and how the two work together
Candidate Info
19
years in
workforce
3
years
at this job
BA
Economics
4

Insurance Consultant

  • Interacting and making sure that all complaints are resolved while gaining the trust of the company's major clients to make sure that they are satisfied to the highest degree.
  • Overseeing the checks being processed as premium that exceed five hundred dollars to minimize any fraud activity,
  • Disputing claims against the company if any, to assure that funds aren't refunded unless valid reasoning is provided by the policy holder.
Candidate Info
4
years in
workforce
8
months
at this job
AS
Marketing
5

Senior Insurance Consultant

Sell and underwrite personal auto, home and renters insurance policies to inbound callers responding to direct mailing through affinity relationships, direct television advertisements and internet lead aggregators

  • Mentor for new hire training class
  • Generated sale opportunities for homeowners and personal umbrella policies
  • Member of the pilot team launching the Farmers program in the merging process from 21st Century, as well as the pilot team for the launch of Truecar
  • You make the difference award in May and June 2014 for metrics and conversion
Candidate Info
6
years in
workforce
3
years
at this job
HS
High School Diploma
6

Business Insurance Consultant

  • Devises methods of attracting & retaining clients using self-produced advertising & marketing techniques
  • Generates leads through existing customer referrals, walk up prospecting, & cold calling
  • Develops structured programs in a consultative manner specifically meeting the coverage needs of individual companies
  • Prepares & presents recommended contracts featuring appropriate coverage's for exposures of the each company
  • Achieves & exceeds monthly sales goals 12 out of 12 months by using statistical strategies and forecasting
  • Penetrates existing customer accounts creating sales opportunities to accomplish further rounded programs for all remaining lines of business
  • Implemented a referral based quarterly incentive program to increase ROI revenue
Candidate Info
10
years in
workforce
5
years
at this job
AAS
Criminal Justice
BA
Sociology
7

Insurance Consultant

  • Worked closely with personal and commercial lines underwriters to ensure policies are accurate and renewals are timely.
  • Monitored insurance claims to ensure both equitable for the company and client.
  • Took charge of any customer complaints and resolved to retain business.
  • Cross-sold insurance and investment products to new and existing clients.
  • Called on policyholders to deliver and explain policies, analyze coverages, and collect necessary premiums.
  • Conducted monthly meetings to educate staff on new polices and procedures.
  • Created unique insurance plans specific to each client.
Candidate Info
17
years in
workforce
11
years
at this job
AS
Business
BA
Liberal Studies
8

Unemployment Insurance Consultant

  • Receive, prioritize, and process unemployment claim data at an average of 900-1200 claims per day.
  • Gather documentation from clients' Human Resources departments for unemployment protests and hearings.
  • Handle incoming and outgoing telephone calls diplomatically and professionally.
  • Apply employment and unemployment laws, ensuring compliance with state regulations.
  • Serve as liaison between client Human Resources departments and State Unemployment Representatives, relaying and interpreting information.
Candidate Info
10
years in
workforce
8
years
at this job
BA
Bachelor of Arts
9

Senior Financial/ Insurance Consultant

  • Ensure the monthly actual financial results reflect the performance of the business through general ledger account review and comparisons to latest estimates.
  • Monitor financial and risk reporting from investments including review of regulatory filings and financial statements
  • Develop key targets for business initiatives and post audit analysis to determine success of projects.
  • Work with the Director of Planning and Analysis and Operating Management to develop financials on key projects to aid in making business decisions.
  • Provide financial management information by preparing financial status analysis and reports.
Candidate Info
11
years in
workforce
3
years
at this job
BBA
Finance And Economics
MA
Finance, Accounting And Business
10

Unemployment Insurance Consultant/hearing Coordinator

Receiving and prioritizing claims and hearing documents

  • Analyzing individual case information
  • Interpreting and applying state laws and regulations
  • Responding to customer or state agency requests in a timely manner
  • Providing excellent customer service to resolve issues
Candidate Info
11
years in
workforce
9
years
at this job
AS
Applied Science
BA
Science

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