Insurance Sales Representative Resume Samples - Page 3

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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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21

Insurance Sales Representative

Gather individual and site wide metrics to evaluate current standings and projections

  • Initiating new business sales and cross-selling opportunities.
  • Coordinating activities with other departments to ensure quality customer service.
  • Recognizing and satisfying customer needs through daily communication.
  • Working to renew quality accounts and analyzing customers' insurance needs.
  • Processing new business and contacting customers to finalize sales/service transactions.
  • Identifying Mass Marketing prospects, utilizing existing book of business.
Candidate Info
BS
Business Administration
22

Insurance Sales Representative

Contact policyholders to deliver and explain policy, analyze insurance programs and suggest additional changes.

  • Explain features, advantages and disadvantages of various policies to promote sales of the insurance plan.
  • Customize insurance policies to suit the needs of the client.
  • Ensure the appropriate forms are completed accurately.
  • Calculate premiums and establish payment method.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Seek out new clients by networking and generating lists of prospective clients.
  • Perform administrative tasks maintaining client records and handling policy renewals.
Candidate Info
23

Insurance Sales Representative

  • Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.
  • Accountable for over 50% of sales for the agency.
  • Leverage consultative-sales strengths to identify opportunities, nurture relationships and close deals.
  • Responsible for maintaining good relationships and maintaining contact with potential and current clients.
  • State licensed in Property, Casualty, Life, Health, and Long Term Care.
  • Worked toward Mortgage Loan Originator and Series 6.
Candidate Info
4
years in
workforce
1
year
at this job
BBA
Accounting, Management, And Management Information Systems
24

Insurance Sales Representative

Manage team of outside sales professionals, through training, motivation, and leading by example

  • Door to door sales of insurance products for seniors and family policies
  • Telemarketing, prospecting, and networking to develop leads and locate interested prospects
  • Complete detailed paperwork, determining eligibility, and closing on contracts
  • Maintain computer crm system to track clients and effective networking to build client base
Candidate Info
Political Science
25

Insurance Sales Representative

Responsible for appropriately recording and filing client insurance policy documents.

  • Accountable for receiving client payments and making daily company deposits.
  • Engages in friendly and personable customer service, utilizing effective communication skills via phone and in person, ultimately generating recurring sales.
  • Utilizes well developed multi-tasking and time management skills to enhance sales team productivity
Candidate Info
26

Insurance Sales Representative

Work with 6 sales professionals covering 3 cities (Fort myers, Cape Coral and Lehigh Acres), responsible for more than 3,800 individual and corporate accounts.

  • Support sales reps in opening new accounts and upgrading existing service.
  • Quickly and effectively solve customer challenges.
  • Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.
Candidate Info
AS
Science
Customer Service Representative
27

Insurance Sales Representative

  • Make convincing presentations at events organized to showcase insurance company and their products and services.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance company, including accident, cancer, short or long term disability, vision, dental, hospital or a critical illness.
  • Customize insurance programs to suit individual's specific wants and needs, and thoroughly discuss advantages and well educated on coverage and how to use policies.
  • Exercise precise and complete documentation to ensure quick and easy disbursement of financial obligations regarding both parties.
Candidate Info
HS
High School Diploma

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