Insurance Representative Resume Samples

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Insurance Representatives, or Insurance Sales Representatives, are responsible for selling insurance policies and other services to clients. Example resumes of Insurance Representatives will list such skills as calculating premiums and establishing payment methods, and explaining features, advantages and disadvantages of policies to clients to promote sales of insurance plans. There are no formal educational requirements to become an Insurance Representative, though a high school diploma will be included at a minimum on an Insurance Representative's resume.

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1

Quote & Bind Insurance Representative

Identified issues, provided effective approaches to solve issues and anticipated impact of decisions

  • Communicated ideas and facts effectively in written and oral formats and understood audience needs.
  • Resolved customer issues and maintain quality control and satisfaction records, constantly improving service and receiving multiple awards for accuracy
  • Balanced sales, quality, and an understanding of underwriting guidelines resulting in a 95% issued binds
  • Hold a Property and Casualty License:TX (Concentration in Auto)
  • Generated quotes at 24 hour call center, initiated policies and generated binders
Candidate Info
12
years in
workforce
1
month
at this job
AS
Business
BBA
Accounting
2

Insurance Representative

Cultivated an independent insurance business specializing in long term care, life, and health insurance.

  • Presented and sold products through client education, determination of risk factors, and needs-based selling.
  • Set performance and achievement goals and monitored monthly sales activity to determine new business strategies.
  • Developed successful methods for setting appointments using multiple lead sources.
  • Supported a diverse group of clients by analyzing client data to determine needs.
  • Built strong long-term client relationships demonstrated in repeat business and referrals to new clients.
Candidate Info
32
years in
workforce
16
years
at this job
BS
Business Administration
3

Licensed Insurance Representative

Addressed customer inquiries regarding insurance programs for auto, home, and life insurance

  • Established new customer accounts, which included providing insurance program and pricing option information and organization of customer documents before agent execution and submission to AFI
  • Executed marketing and PR campaigns, including new product introductions and development of existing products
  • Successfully maintained account growth through dedicated sales and excellent customer service
  • Performed additional support functions, including telephone support, staff supervision and monitoring and ordering office supplies
Candidate Info
27
years in
workforce
15
years
at this job
AS
Associate of Science
4

Insurance Representative

Followed-up on Insurance claims, resubmitted 911 and Non-911 Ambulance Transport Accounts.

  • Phoned Medi-Cal, Medicare, HMO's and Medical Groups for status of claims.
  • Adjusted over 50 unpaid and underpaid accounts that dropped down in the Jaguar System work bin daily.
  • Preformed as a Workers' Compensation Specialist for 5 years.
  • Reviewed and resolved internal e-mails and incoming mail from Insurance companies.
Candidate Info
25
years in
workforce
12
years
at this job
5

Insurance Representative

Greeted clients, received & issued payments for policies, performed vehicle inspection prior to policy issue

  • Maintained reports and records of insurance policies, maintained filing system of all records
  • Assisted individuals to select the most appropriate policies, answered phones, took messages and mailings
  • Provided insurance policies to clients with the companies that offer the best rates and coverage
Candidate Info
5
years in
workforce
1
month
at this job
HS
High School Diploma
6

Customer Insurance Representative/direct Sales Specialist

Surpassed Quality goals of 71% by 91%, Customer Satisfaction goals of 80% by 95% and Sales goals of 4 items by day by 6 items per day.

  • Educated customer on understanding Drivewise, assisted customers with complex billing, and general insurance questions.
  • Process policy changes and endorsements in a high production environment.
  • Maintain performance goals that include Customer Satisfaction, Quality, Compliance, and Sales.
Candidate Info
7
years in
workforce
3
years
at this job
7

Licensed Insurance Representative

Providing customer service while following company's underwriting guidelines and satisfying customer needs.

  • Responding to customers complains on time while guiding them through the claim process.
  • Developed new customer relations through telephone contact and sales activity.
  • Increased customer loyalty through satisfaction.
  • Developed and implemented customer understanding of our products which resulted in increased company efficiency and productivity.
  • Successfully resolved a number of customer issues per month.
  • Improved communication efficiency as primary liaison between company and clients.
  • Provided assistance to the business administrator.
Candidate Info
18
years in
workforce
11
years
at this job
AS
Arts
AS
Science
BA
Science
8

Insurance Representative

Developed new client basis in a growing market

  • Increased book of business by 35% average annually
  • Analysis of consumers needs and matching products
  • Achieved sales quotas
  • Managed current client accounts and adapting needs
  • Solved changing situations and accommodating appropriately
Candidate Info
8
years in
workforce
5
years
at this job
AS
Business
BA
Finance And International Business
9

Commercial Insurance Representative

Outbound calls to insurance carriers to check status of claims.

  • Provided insurance carriers, when necessary with data to get claims paid.
  • Phoned the insured and or Place of Employment in an effort to get claims resolved and paid.
  • Met and or exceeded daily goal of 50 accounts per day.
  • High call volume
Candidate Info
4
years in
workforce
2
years
at this job
Dental Assistant
Medical Assistant/ Business Administration
10

Insurance Representative

  • Expanded broad working knowledge of customer service network in the insurance industry.
  • Accurately and professionally interpreted data from client meetings to larger client database.
  • Maintained records and information to finalize client life insurance claims.
  • Continued to improve upon organization and communication skills.
  • Repeatedly recognized for professionalism and ability to finish tasks assigned in a timely manner.
Candidate Info
18
years in
workforce
4
years
at this job
AS
Criminal Justice

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