Insurance Sales Representative Resume Examples

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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Candidate Info

11

years in workforce

6

years at this job

HS

High School Diploma

Business Administration

English/arabic

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

6

years in workforce

2

years at this job

BBA

Marketing

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

10

years in workforce

8

years at this job

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

5

years in workforce

2

years at this job

BS

Sociology

MS

Business

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

3

years in workforce

3

years at this job

Business

Insurance License

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

9

years in workforce

2

years at this job

BBA

Computer Information Systems

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

4

years in workforce

1

year at this job

BBA

Accounting, Management, And Management Information Systems

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.

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