Insurance Sales Representative Resume Samples - Page 2

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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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11

Insurance Sales Representative

  • Provided life insurance products to groups and individuals
  • Identified new business using proven sales techniques to meet personal production goals
  • Developed and maintained client relationships
  • Implemented client referral programs to generate new and consistent business
Candidate Info
Economics
12

Insurance Sales Representative

Planned new business groups and meetings to achieve sale goals

  • Provided excellent customer service to new and current customers
  • Communicated effectively throughout the day to customers while making 60 outbound calls a day
  • Oversaw new employees while they attended training under the direction of myself
  • Consistently met sales goals
  • Effectively communicated the process of pivoting to ensure consistent sales and satisfaction
Candidate Info
13

Life Insurance Sales Representative

Resolved customer concerns, generated new sales, and acquired referrals for potential new customers. Developed and maintained relationships with current customers and provided service and maintenance of renewal policies.

  • Calculated and suggested an actual amount and type of coverage according to the analysis of client's age, gender, and lifestyle
  • Offering advice to individuals and corporate clients in selecting appropriate insurance products
  • Communicated with customers over the phone in a call-center setting
  • Sold insurance policies to customers netting over $17,000 in monthly sales
  • Skilled in interpreting and explaining insurance policies and insurance coverage to customers while providing excellent customer service
Candidate Info
BBA
Marketing
14

Insurance Sales Representative

Sought out new clients, developed clientele through sales presentations and by networking to find new customers

  • Explained various insurance policies and helped clients choose plans that suit them.
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Performed administrative tasks, such as maintaining records and handling policy renewals.
Candidate Info
3
years in
workforce
3
years
at this job
Business
Insurance License
15

Insurance Sales Representative

Called on established business and personal accounts to grow and maintain a sizable book of personal lines business. Developed effective marketing and personal sales strategies that, in conjunction with extensive product knowledge, positioned products favorably and increased sales. Engaged new business clientele through sales presentations, hosted seminars, public events and maintaining an onsite presence.

  • Winner of Liberty's National Award for Achievement in life insurance sales.
  • Winner of 3 Pursuit of Excellence Awards for consistently exceeding sales goals (only given during the first 2 years of sales).
  • Ranked in the top 10% of office sales team
Candidate Info
BS
Business
Sales Training Programs
16

Bilingual Licensed Insurance Sales Representative

  • Answered incoming calls and educate customers about insurance rates and policy coverage.
  • Provided an exceptional buying experience by understanding and exceeding the customers' expectations.
  • Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in order to provide a better buying experience to customers.
  • Developed extensive knowledge of the product to compete with other individuals or companies who sell insurance.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage.
Candidate Info
9
years in
workforce
2
years
at this job
BBA
Computer Information Systems
17

Top Insurance Sales Representative

  • Exceeded all goals set for agents, including cross-selling, metrics and quality assurance.
  • Created scripts for cross-sales opportunities.
  • Assisted current clients with customer service needs: billing, adding endorsements, and changes to policy.
  • Conducted annual performance evaluations.
  • Assisted management in making sure all agents were performing at the highest level by maintaining, implementing and teaching quality based initiatives.
Candidate Info
Biology
Communication
18

Insurance Sales Representative

  • Met with potential clients to help customize insurance programs to fit their individual needs.
  • Knowledgeable and trained in various life insurance and health insurance products.
  • Explain features and benefits of different insurance programs to clients.
  • Consistently exceeded my sales goal with closing my insurance sales.
  • Maintained a high level of customer relations by continuing to follow up with the clients, even after the sale is made
Candidate Info
C
Hvac
19

Insurance Sales Representative

  • Developed new business leads using web research and cold calling techniques
  • Offered supplemental health insurance to employees through the employers
  • Managed accounts with frequent follow up calls, diligent record keeping, and personal visits. Worked with Human Resource groups to ensure that accounts were properly administered.
Candidate Info
BA
Public Relations
Life Insurance
20

Insurance Sales Representative

Sell various types of insurance policies to businesses and individuals on behalf of [company name]. Policies include accident, life, cancer, critical care and dental insurance.

  • Call policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Plan and conduct open enrollments working closely with Human Resources
  • Meet goals for volume of quality new business quoted and written within company guidelines.
  • Service and maintain renewal policies
Candidate Info
AA
Education
Communications

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