Insurance Sales Representative Resume Samples

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Insurance Sales Representatives are in charge with selling insurance policies and acting as intermediaries between customers and insurance companies. Typical duties listed on Insurance Sales Representative resume samples are finding potential clients, helping them to choose the most suitable type of insurance, paying beneficiaries, suggesting solutions on how to minimize risks, and processing applications. Employers select resumes showcasing assets such as insurance policies knowledge, the ability to sell, people skills, computer operation, and risk management expertise. Education requirements include a high school diploma or a Bachelor’s Degree and state license. Continuous training is also necessary.

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1

Inside Insurance Sales Representative

Sold Medicare Advantage (MA) plans to seniors at least 65 years of age and to disabled persons.

  • Reduced rapid disenrollment by coaching members on how to get to get their questions answered, explaining how to use their membership materials, and what to expect next.
  • Increased enrollment in specific MA plans by assessing members' and prospects' current and predicting future needs.
  • Assigned to team that contributed to persuade members to convert to new Medicare Advantage plan by presenting the plan to members on outbound campaigns.
  • Followed up with prospects and members daily, in which resulted in increased enrollment in MA plans. Average 4 sales per day (call center environment).
  • Managed daily tasks, book of business, member and prospect information using Salesforce to ensure tasks and deadlines were not missed.
Candidate Info
BA
Criminology And Criminal Justice
MA
Human Resources Management
2

Insurance Sales Representative

Provided value and advice to help customers succeed financially and achieve deep lifetime relationships.

  • Helped customers identify services/products that best suited their needs.
  • Participated proactively in all huddles and districts communications and meetings.
  • Established and maintained key relationships and business contact within the community and targeted industries segments and strategic initiative to create opportunities for growth.
  • Provided ongoing coaching to co-workers and new recruits to effectively identify referral opportunities.
  • Cooperatively work with others to produce and deliver required work.
  • Articulate and very effective working with people of different backgrounds and temperaments.
Candidate Info
11
years in
workforce
6
years
at this job
HS
High School Diploma
English/arabic
Business Administration
3

Insurance Sales Representative

  • Provided insurance quotes and information in a courteous and professional manner.
  • Answered customer inquiries regarding coverage levels and informed them of policy enhancements to ensure customer satisfaction.
  • Consistently exceeded sales goals. Averaged sales of 90 new policies each month.
Candidate Info
6
years in
workforce
2
years
at this job
BBA
Marketing
4

Insurance Sales Representative

  • Achieved producer status with the Commonwealth of Virginia Bureau of Insurance for Life, Health, and Annuities.
  • As an intern, competed with peers from all across the United States and finished in the top twenty. (Out of 157)
  • Accrued over $5000 commission and stipends on part time basis.
  • Trained five new field agents and proactively guided them during their sales meetings.
Candidate Info
BS
Marketing, International Marketing
5

Insurance Sales Representative

Exhibited superior customer service by helping clients find suitable coverage according to their assets as well as following state guidelines.

  • Counseled potential customers about [company name] products and services.
  • Reviewed data on insurance applications to insure the proper rate is implemented.
  • Supported company through quoting rates opening new accounts.
  • Serviced policy holder accounts answering questions quickly and accurately.
  • Declined policies that were considered an unacceptable risk.
  • Coached and trained representatives for improvement of sales and customer service.
Candidate Info
10
years in
workforce
8
years
at this job
6

Insurance Sales Representative

Represented and informed all new clients with optimal health insurance plans

  • Increased sales quota during pre and post open enrollment
  • Maintained professional and dedicated relationship with clients to inform them with their best options
  • Maintained top 10 salespersons consecutively over several months
Candidate Info
5
years in
workforce
2
years
at this job
BS
Sociology
MS
Business
7

Licensed Insurance Sales Representative

Calling on provided leads, and also cultivating leads through referrals.

  • Acquiring appointments for the upcoming week by being upbeat, persuasive, and informative about all products for sale.
  • Closing sales by meeting with clients within an organized time schedule, obtaining outstanding rapport, presenting the material with clarity, and enthusiasm.
  • Achieved "bonus level" for sales every week, and was top ten in the state of Michigan within the company two weeks in a row in January.
Candidate Info
BS
Animal Science
8

Insurance Sales Representative

Coordinated the sale of Supplemental Health Insurance

  • Managed accounts with the Board of Education in various counties
  • Provided presentations/training for private, local and state government agencies
  • Established and maintained insurance accounts with HR departments
  • Negotiated new accounts with CEOs and CFO for employee insurance coverage
Candidate Info
Business Management
9

Insurance Sales Representative

  • Position and build confidence in products and services to earn the business of multi state clients
  • Recognized and awarded top 10% sales within company in 2013
  • Facilitate training while serving as mentor to peers
  • Cold calling to prospective clients (75 a day)
Candidate Info
Computer Network Admin
10

Insurance Sales Representative

  • Built and developed client relationships within local and national communities selling a multitude of insurance products, including Auto, Home and Life insurance policies
  • Effectively counseled and advised prospects and policyholders on matters of protection and proper coverage limitations
  • Serviced and maintained renewal policies above and beyond customer expectations resulting in higher retention figures
  • Participated in various incentive programs and contests designed to support achievement of productions goals
  • Met goals for volume of quality new business quoted and written within company guidelines
Candidate Info
BS
Business Management

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