Insurance Professional Resume Samples

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Insurance Professionals, or Insurance Sales Professionals, specialize in selling insurance products to customers. Sample resumes for Insurance Professionals will include such skills as developing and implementing cost reduction strategies, assessing a client's risk exposure and recommending corresponding solutions to optimally meet the client's needs and objectives, and marketing insurance products to a diverse group of potential clients. The resume of an Insurance Professional will list, at an educational minimum, a bachelor's degree in business administration or insurance and risk management, as well as licensure.

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1

Insurance Professional/employee Benefits

Licensed Producer focused on advising businesses and individuals on the best ways to reduce loss exposure.

  • Partnered with CPAs, attorneys, and other professionals to provide comprehensive analysis for businesses on all lines of insurance from employee benefits to business policies.
  • Developed and implemented cost reductions strategies on healthcare renewals and other employee benefit packages.
  • Assessed client risk exposure and recommended corresponding solutions to optimally meet client needs and objectives.
  • Created and initiated local marketing programs resulting in over 30 new accounts.
Candidate Info
14
years in
workforce
3
years
at this job
BA
Sociology
BA
Sociology
2

Senior Customer Insurance Professional

Provided insurance needs to new and existing customer in both Property and Casualty lines.

  • Held Property and Casualty Insurance licenses in over 18 states.
  • Handled escalated calls from customers in Manager's absence.
  • Designed Sales board tracker that was used in the Allstate Illinois and Texas Customer Contact Centers.
  • Named one of the top 5 sales representatives in the Allstate Illinois Customer Contact Center based on number of items sold as well as retention of customers.
Candidate Info
4
years in
workforce
4
years
at this job
BFA
Design
3

Insurance Professional

  • Gathered information from computer database to answer questions about automobile and homeowner policies
  • Processed payments to maintain yearly renewed automobile policies
  • Identified and discussed different coverages, deductibles, and premiums for customers to understand detailed items on insurance policies
Candidate Info
10
years in
workforce
1
year
at this job
AA
Journalism/mass Communications
4

Customer Insurance Professional

  • Quoted and sold auto/property insurance, via phone.
  • Answered inquiries and handled complaints regarding rate increases.
  • Received payments by phone and promoted company website.
Candidate Info
1
year in
workforce
1
year
at this job
5

License Insurance Professional/ Sales Representative

Provided customer service and support to customers internally and externally.

  • Answered phone calls to assist customers with quotes, taking their payments, and insuring or making changes to their policy.
  • Ensured that the customer's questions or concerns were being met.
  • Ensured that the customers had fast and reliable customer service.
  • Learned the company's technology and software.
Candidate Info
3
years in
workforce
2
years
at this job
AS
Science
6

Licesnsed Insurance Professional

PA State licensed in Property and Casualty Insurance

  • Handle customer premiums, changes and problems
  • Quote insurance policies over the phone and one-on-one
  • Interact with clients via email, phone, and face-to-face
  • Bank certified in State Farm loans, checking and savings accounts
Candidate Info
18
years in
workforce
9
months
at this job
AS
Business
BS
Communications
7

Tablet Specialist

Promoted from part-time PC Sales Associate to full-time Tablet Specialist within one month based on high performance in revenue and notional margin.

  • Recognized by Territory Manager for upper echelon performance in notional margin per hour within the territory.
  • Number one in revenue and notional margin for January, February, and March.
  • Averaged over $110,000 per month in revenue, including over $220,000 in December, more than $170,000 in March, and almost $160,000 in February.
  • Created and maintained personal relationships with customers.
Candidate Info
3
years in
workforce
8
months
at this job
BA
Communication Studies
8

Account Executive

Responsible for marketing new business, renewal of existing accounts, implementation of clients and on-going care of relationships to deliver satisfactory service. Built and contracted vendor relationships in order to deliver custom product to fit the needs of individual buyers. In addition to the property and casualty market, also managed fully integrated occupational and non-occupational programs.

  • Oversight of $22M National Account client base resulting in 90% renewal ratio with an average increase of 3% per account per year in revenues.
  • Marketed claim services and presented cross sell opportunities to the self-insured and fronted market.
  • Managed active accounts including client problem investigation and resolution resulting in exemplary customer satisfaction.
  • Priced and negotiated all new and renewal accounts.
  • Launched unit operations manual to ensure uniform implementation of new and renewal business.
Candidate Info
12
years in
workforce
4
years
at this job
BBA
Marketing
9

Regional Relationship Coordinator

Developed and maintained relationships across multiple business units and regional offices to build relationships between the Customer Information Center (CIC) and Agency channels to improve customer experience and increase agency production potential

  • Liaison between agencies and CICs as a consultant to address questions and concerns about CIC sales and service processes and procedures
  • Supervised Agency Hotline team in planning, designing, development and management of communications for agents published on Agency Web Portal
  • Facilitated National Sales Education Center presentations to educate new Agents about the CIC
  • Developed, scheduled and facilitated 7 monthly countrywide webinars to educate new and existing agents and regional partners on call center processes and procedures that impact agency business
  • Reached approximately 1500 agents on an avg of 81% of facilitated meetings increasing Agent participation rates to 86% from 2007 - 2009
Candidate Info
5
years in
workforce
4
years
at this job
BS
Industrial Technology
MBA
Project Management
10

Agent

Responsible for managing and maintaining more than $150,000 of existing customer's policies and business.

  • Performed exterior and interior inspections of homes for new and existing policies.
  • Advised customers on all insurance needs including: additional insurance/policy needs, renewal of policies, billing and payment issues.
  • Successfully solicited additional policies for the business exceeding $ 30,000.00 / 40 policies.
  • Completed self-study course to prepare for licensing exam.
  • Participated in several community events to help garner attention and additional business for the agency.
Candidate Info
19
years in
workforce
1
year
at this job

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