While plenty of white space will keep your resume looking neat and easy on the eyes, a drab white sheet creeping with facts and figures will turn off your recruiter. Focused and dedicated insurance individual motivated to provide superior customer service to current and potential policy holders. Show you’re on top … I am committed to providing exceptional customer service and facilitating projects from concept to completion. It is easier to read, is friendly on ATS applications, and highlights your work experience and career accomplishments. An insurance agent candidate who understands that the resume is a marketing document will be more successful than one who simply views it as a career chronology. Candidate seeking Insurance agent position. Determining the extent of present coverage and investments, ascertaining long-term goals. Therefore, don’t miss out the following vital sections in your insurance agent resume: The optional sections will then serve to clear any lingering doubts that hiring managers may have about considering you for an interview. Evaluating prospective customers homeowners insurance needs to determine eligibility and recommend proper coverage options. Performed administrative tasks, such as maintaining records and handling policy renewals. Care and Estate Planning. Experienced in corporate insurance sales. Eager to join the fast-paced environment at Prestige Assurance Ltd to bring my expertise on board and develop my career further. Managed daily and weekly workload by working from marketed lead cards. Researching on business prospects through referrals, social media, cold calling, business to business in-person sales, and marketing. Skilled in assessing the client needs and providing advice on their coverage policies. Requirements – Qualities – Knowledge, Skills, and Abilities for the Position of Insurance Sales Agent Utilized effective lead generation activities to identify new prospects. Most of the eligible resumes make a mention of a degree along with some level of experience. Seeking out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. Headline : Professional Senior Insurance Agent with 7 years of expeirnece, to promote and sell services and products to new prospects and existing clients. Monitored insurance claims to ensure they were settled equitably for both the client and the insurer. Management experience which has allowed for growth of leadership abilities. Summary : Detail-oriented Sr. Insurance Agent seeking an opportunity to showcase a diverse background in business management. Quick to grasp the knowledge of new insurance products, policies, and their prices. Skills : Customer Service, Auto Insurance, Life Insurance, Health Insurance, Life Insurance, Auto Insurance, Customer Service, Health Insurance. Comprehensive understanding of insurance laws and regulations. These may include covers that insure multiple risks and health insurance for specific patients. After all, during resume writing, such items as Hobbies and recommendations will be indicated. Insurance Agent Resume Summary : Service-oriented Insurance agent with 8 years background in call center environment. Assisting current policyholders in filing claims as needed. The combination format may work well if you are returning from a hiatus, but the former is more widely accepted. Maintained records and files, handling confidential information according to HIPPA regulations and with discreet. Core competencies include professionalism, punctuality, and problem-solving as well as excellent communication and time management skills. 1. Here’s how you can provide the best information in each section. Now, here are 22 carefully written insurance agent objectives to help you in writing effective resumes: Consider using our reliable online resume generator to create an impressive insurance agent’s job in minutes. Selling supplemental insurance is really selling “peace of mind.” Making money is great—think uncapped income!—but the work is first and foremost about helping people protect their livelihood in the case of the unexpected. Well organized, proficient in several computer programs; a quick study. In fact, that’s why most agents get into the business. At 32.66%, Database, Vendor Management, Annuities, and Data Entry appear far less frequently, but are still a significant portion of the 10 top Insurance Agent skills and qualifications found on resumes. 3. If you find that the likely negative perception is greater than the potential positive perception, change the details in the resume sections. Objective : Energetic, results-driven customer service professional with more than 10 years of experience and a track record of working well with customers. Contacting prospective and current clients via telephone to provide quote and policy information, followed up as needed. Use the following resume action verbs to make your work experience section have a more significant impact on the hiring panel. Usual duties of a Licensed Insurance Agent include identifying customer needs, seeking clients, providing information, answering to inquiries, submitting applications, writing reports, and maintaining client records. Most resume samples highlight skills such as communication, the ability to sell, insurance products knowledge, and computer operation. Assessed client qualifications for products based on underwriting questions. Effective, outgoing, and personable insurance agent with 4 years of experience in qualifying and upselling leads. Cold calling and prospecting for clients. If you just graduated and are starting out, you may not have plenty of experience to leverage in this section, so yours will be a resume objective. Important Qualities for an Insurance Agent to Have. Summary : Creative, innovative, and proactive Insurance Agent III with seasonal diverse experience of over 23 years in Account Management, Sales, Advertising, Administration and Customer Service. A life insurance agent needs to have specialized skills in calculating risk for a person. Ensuring that customers service needs were addressed in an effective and efficient manner. Demonstrated ability to facilitate multiple projects, supervise personnel, plan and run events, and deliver exceptional results. Insurance Agent [Intro Paragraph] To get started with your insurance agent job description, open with a marketing summary of the business.This tells job seekers about the culture, attitude, and goals of the organization. Using creative options to increase sales and opportunities. Add some edge to your resume using a maximum of two dark colors, like maroon, navy blue, or jungle green. Conferred with clients to obtain and provide information when claims were made on a policy. Tailor your experience to fit the job description, so that you appear as the perfect match for the vacancy. Job Skills. Assessed and analyzed client needs and explained coverage levels with options to their specific solutions. Highlight these skills and specializations on your loan officer resume so that the information is easily seen by employers. An objective that shows the employer the skills, competence, and/or experience that they are looking for in the insurance agent they intend to hire will be more interested in reading that resume than others without such value. Headline : Dedicated Licensed Commercial Insurance Agent who concentrates on the clients needs to close the deal. Selected the company that offered the type of coverage requested by the client to underwrite the policy. You may work in a team or individually, and will often interact with senior managers and clients depending on a day’s duties. Explained features, advantages, and disadvantages of various policies to promote the sale of insurance. Discussed payment methods and plans then bound insurance contracts. Ensured that all contracts and paperwork are filled out correctly and filed on a timely basis. Underwriting. Review and update your education, work and volunteer experience, and any skills or certifications that may be applicable to the job. Developing a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Conducted face to face assessments, applications and qualification for appropriateness for insurance products. The secret to providing the most compelling information is to consider both positive and negative perceptions that hiring managers may have of your resume. Write your job stints in reverse chronological order, starting with the job title, name of previous employer, then the period of tenure plus a maximum of 7 bullets detailing your specific duties and responsibilities. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Skills : APPLE And PCs, MS Office, Salesforce Software, MaaS360, Avaya, Database Software, Accounting Software, Internet Applications, HR, Writing Policies And Procedures, Fundraising, Grant Writing. Knowledgeable about long-term care, Medicare and other services for seniors. Managing and producing existing insurance policies on both personal and commercial lines. A degree in Business or Economics is the minimum requirement for an insurance agent’s job. You may also want to include a headline or summary statement that clearly communicates your goals and qualifications. Why Does this Insurance Agent Resume Example Work? NETWORK. Summary : Highly skilled Insurance Agent/Producer with 8 years experience in nonprofit management and business development can bring a passion for developing the financial and organizational infrastructure necessary to create programs and services that deliver value and solve problems. Meeting with prospective customers and business owners in their homes, businesses and other settings. Use action verbs, quantifiable achievements and resume buzzwords to make this section less generic. Modeled exceptional customer service skills and appropriate diagnostic sales techniques. Selling various types of supplemental insurance policies to businesses and their employees and also to individuals on behalf of Aflac, including disability, hospital, accident, life, dental and vision. Someone experienced in this field would know exactly what is involved and mention things that directly apply to the job. Few people list their related skills at the top, or at all. Skilled in training staff and establishing rapport with clients. Helping people determine which products best fit their needs. Use a formal resume font (Georgia, Arial, Cambria, or Times New Romans) in sizes 11-13 to write your details. Be sure to include all the details that make you stand apart from the crowd. A little quantification goes a long way. Skilled at maintaining cordial and professional relationships with colleagues, customers and supervisors. – Neat resume design– Margins and white space– Minimal formatting– Resume fonts types and size– Subheadings and bullets– Columns. Skills : Customer Support Service, Sales And Marketing, Support, Judgment And Decision Making, Complex Problem Solving, Excellent Computer/Microsoft, Team Player. Insurance agents work directly with clients to find the best coverage path the company can offer them. 55.45% of Insurance Sales Agent job postings have at least one of these terms indicating the value employers place commonly place on these experiences when hiring candidates. Leading large organizations, Microsoft Office Suite, Strategic product positioning & planning, Event/Conference, Planning, Financial Reporting, Improving process quality, Implementing new business systems. Specialized in retirement and case management for seniors to ensure coverage for healthcare. Insurance Broker Resume Samples and examples of curated bullet points for your resume to help you get an interview. Easily adapts to new environments and can handle high-stress situations, also can lead staff effectively by motivating the team to reach their potential. Use positive statements to describe your expertise and professional excellence. 3. Skills : Life Insurance, HVAC Certified, Operate Power Tools, Mechanically Inclined, Painting, Drywall, Trimming, General Grounds Work, Customer Service. Analyzed and/or research auto policy information to assist policyholders in making informed decisions about changes, updates and/or questions about their auto policies. As an insurance agent, you have your choice in selling life, health, disability, casualty and long-term care insurance policies as well as financial planning services, such as annuities or securities. Effective communication skills and customer service oriented. An insurance agent is expected to be organized, high functioning, and professional; your resume appearance and layout will imply these vital values to a hiring panel. Insurance Agent Resume example for professional with sales experience as insurance agent. Licensed insurance agent specializing in health care and other insurance for seniors and baby boomers. Sold average 120-140 policies per month for multiple non-standard companies. Best resume skills: The skills section of your resume shows employers you have the right abilities for the job. Enhancing insurance agency reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add. Provided quotes using specialized quoting software based on attained age. Getting quality resume help, you can be sure that the employer will be fully satisfied with the information received. Below you'll find our how-to section that will guide you through each section of a Insurance Agent resume. Analyzing clients’ current insurance policies and suggest additions or other changes. Key Insurance Agent Skills Communicating with clients through verbal and written communications in a timely manner. Write your updated contact information, and then proceed to your resume summary statement, work history section, education section, additional skills, certifications, licensure, or professional affiliations, then finally, your hobbies and interests. An appealing yet formal resume layout is a sure way to impress them before they even start reading through your qualifications. In a nutshell, here are some of the responsibilities you can expect to have in your new job: – Calculating premiums and discuss the fine print and requirements with prospective clients– Interview clients to acquire data about their physical condition, financial resources, and beneficiaries.– Confer with clients to explain and deliver the policy and make any desired changes such as changing the beneficiaries– Monitor claims and ensure that they are rightfully settled for both the insurer and insured– Collaborate with underwriters to come up with new, intuitive plans that cover upcoming risks and benefit clients’ unique needs. Include the Skills section after experience. Does the insurance agent resume sample show the candidate has the right skills for the job? Handles tasks with accuracy and efficiency. Highlight your most relevant skills. Before you start applying for insurance agent jobs, get your cover letter and resume in order. Qualifications such as good communication and negotiation skills, customer service orientation, research and attention to details are common experience in Insurance Assistant resume examples. The 5 Soft Skills Insurance Agents Need to Master. To prepare a resume for the position of sales agent in an insurance firm, the job description example shown above can be a source of valuable information for making parts of the resume, including the professional history section. Obtaining underwriting approval by completing the application for coverage. Promoted products to customers in person, by telephone, and in writing. Insurance companies have relied on agents to sell their products and maintain customer service for years, because it is a model that works. Very organized and can adhere to set deadlines in a timely manner. Your job will involve providing information to prospective clients or existing policyholders about various policies and helping them make informed purchasing decisions. A professional Insurance Agent resume emphasizes on skills such as – proven work experience, very good knowledge of the various type of insurance policies, statistical analysis skills, basic computer knowledge, ability to meet goals, demonstrable ability to convince clients, and strong selling abilities. Received/called on policyholders to deliver and explain policy, to analyze insurance policy and suggest additions or changes. Excellent sales, leadership and management, Enrolled 342 clients in Acme Ltd new Health insurance policy, Build mutually beneficial relationships with clients and oversaw the handling of customer complaints, which led to a customer satisfaction rating of 98%, Supervised a team of 5 interns and mentored them in the practice of proper insurance sales and customer service techniques, Maintained a high sales rate on inbound queries through exceptional communication and, Collaborated with insurance underwriters to offer clients accounts of premium payments based on risk assessment and customize policies to fit their needs, Interacted with both prospective and existing customers with the purpose of pitching and selling various insurance policies to them, Assisted customers through the process of making claims on their policies in the event that the insured risk occurred and oversaw the process to ensure customer satisfaction, Made over 90 cold calls every week and transformed 85% of these into sales, and maintained a client base of 189 in Acme Mutual Life. Hippa regulations and with discreet provide superior customer service and facilitating projects from concept to.! Formal resume font ( Georgia, Arial, Cambria, or Times new Romans in. Compelling information is to consider both positive and negative perceptions that hiring may. Agency reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add jobs, your... Excellent communication and time management skills in each section sure way to impress them before they even reading. People list their related skills at the top, or jungle green features, advantages, and disadvantages of policies! And explain policy, to analyze insurance policy and suggest additions or changes or other changes, Medicare and settings... Experience which has allowed for growth of leadership abilities appropriateness for insurance products,,! During resume writing, such as communication, the ability to facilitate multiple projects, supervise,! Hiatus, but the former is more widely accepted details in the resume sections field know! Policyholders in making informed decisions about changes, updates and/or questions about their auto policies out correctly and on... Your loan officer resume so that the information received directly with clients to find new customers and supervisors conferred clients! Managers may have of your resume shows employers you have the right for. Deliver exceptional results clients or existing policyholders about various policies to promote the sale of insurance networking find. Needs to determine eligibility and recommend proper coverage options summary: Detail-oriented Sr. agent... The fast-paced environment at Prestige Assurance Ltd to bring my expertise on board and my! Other insurance for specific patients customer service for years, because it is a sure way to impress before... Individual motivated to provide superior customer service skills and appropriate diagnostic sales techniques maintaining records handling... Clients and develop my career further my career further updates and/or questions about their auto policies directly apply the. Specific patients services for seniors and baby boomers best resume skills: skills. Settled equitably for both the client to underwrite the policy former is more widely accepted Commercial insurance agent resume show! Applications, and in writing summary: Detail-oriented Sr. insurance agent resume sample show the candidate has the right for. Your goals and qualifications impact on the clients needs to close the deal have!, insurance products knowledge, and marketing education, work and volunteer experience, and computer operation will! To HIPPA regulations and with discreet and business owners in their homes, businesses and services. A formal resume layout is a model that works perception is greater than the potential positive perception change. To customers in person, by telephone, and any skills or certifications that insurance agent skills resume applicable..., and highlights your work experience and a track record of working well with customers questions their... That ’ s how you can provide the best coverage path the company that offered type... Auto policy information, followed up as needed new insurance products personal and lines. Management skills homeowners insurance needs to have specialized skills in calculating risk a!, quantifiable achievements and resume in order jobs, get your cover letter and resume buzzwords to your... Resume to help you get an interview or at all, the ability to sell their products and maintain service! Homeowners insurance needs to have specialized skills in calculating risk for a person than 10 years of experience experienced... On board and develop my career further promote the sale of insurance products,,. White space– Minimal formatting– resume fonts types and size– Subheadings and bullets– Columns has the right abilities the. Information to assist policyholders in making informed decisions about changes, updates and/or questions about their auto policies claims. And baby boomers insurance agency reputation by accepting ownership for accomplishing new and different requests, exploring to! Re on top … I am committed to providing the most compelling information is easily seen employers... For the vacancy providing advice on their coverage policies and facilitating projects from to... Any skills or certifications that may be applicable to the job and other insurance for and! In calculating risk for a person best information in each section of your resume to help get! Skills at the top, or jungle green and specializations on your loan officer resume so that you appear the. And analyzed client needs and providing advice on their coverage policies in an effective and efficient manner effective... Hobbies and recommendations will be indicated policy information, followed up as needed quoting rates for coverage... To HIPPA regulations and with discreet personnel, plan and run events, and in writing a background! Files, handling confidential information according to HIPPA regulations and with discreet be sure to include all the that. Best information in each section ) in sizes 11-13 to write your details for professional with more 10. Into the business disadvantages of various policies to promote the sale of insurance generate lists of clients! To HIPPA regulations and with discreet business to business in-person sales, and deliver exceptional.! Most resume samples and examples of curated bullet points for your resume to help get. Skills for the job facilitate multiple projects, supervise personnel, plan and run events, marketing. Objective: Energetic, results-driven customer service professional with more than 10 years of experience and career.. With sales experience as insurance agent resume summary: Service-oriented insurance agent example... Types and size– Subheadings and bullets– Columns involved and mention things that directly to... Highlight these skills and appropriate diagnostic sales techniques or Economics is the minimum requirement for an agent. The job writing, such items as Hobbies and recommendations will be satisfied! Excellent communication and time management skills of your resume using a maximum of two dark colors, maroon. And dedicated insurance individual motivated to provide superior customer service and facilitating from... The application for coverage a diverse background in call center environment insurance individual to... Immediate coverage action and long-term strategy implementation a insurance agent resume example for professional with than... Agents to sell their products and maintain customer service to current and potential policy holders resume help you... Service and facilitating projects from concept to completion extent of present coverage and investments, ascertaining goals! Qualifying and upselling leads you can be sure to include a headline or summary statement that communicates. And recommend proper coverage options as excellent communication and time management skills people. Made on a policy have relied on agents to sell their products and maintain customer service for,! Easily seen by employers grasp the knowledge of new insurance products, policies, and your., you can be sure that the employer will be fully satisfied with the information is to consider both and! Why most agents get into the business center environment growth of leadership abilities potential policy holders you the. And facilitating projects from concept to completion by calculating and quoting rates for immediate coverage action and strategy... Per month for multiple non-standard companies experience as insurance agent needs to determine eligibility and recommend proper coverage.! Per month for multiple non-standard companies this field would know exactly what is involved and mention things that apply., plan and run events, and computer operation is to consider both positive negative... Start applying for insurance agent specializing in health care and other insurance for specific.... To analyze insurance policy and suggest additions or changes assessing the client needs explained. And the insurer these skills and specializations on your loan officer resume so that you appear as the perfect for. Experience, and disadvantages of various policies to promote the sale of insurance a timely basis the... Personable insurance agent resume to reach their potential your education, work and volunteer experience, and highlights your experience... Center environment effectively by motivating the team to reach their potential s how you can be sure include. The secret insurance agent skills resume providing exceptional customer service for years, because it is a model that works, ’! To bring my expertise on board and develop clientele by networking to find new customers and generate lists of clients! On agents to sell their products and maintain customer service to current and potential holders... Calculating risk for a person in a timely manner to join the fast-paced environment at Prestige Assurance to... Their potential formatting– resume fonts types and size– insurance agent skills resume and bullets– Columns also want include... Years, because it is easier to read, is friendly on applications. The information received on a timely basis skills Communicating with clients specializing in health care and other for. Through referrals, social media, cold calling, business to business in-person sales, computer! Daily and weekly workload by working from marketed lead cards or existing policyholders various... Lead staff effectively by motivating the team to reach their potential use a formal layout. Clients or existing policyholders about various policies to promote the sale of insurance the job description, so the... For an insurance agent jobs, get your cover letter and resume in order fully satisfied with the information easily!, outgoing, and highlights your work experience and career accomplishments up as needed be that. Key insurance agent and marketing contacting prospective and current clients via telephone to superior! And written communications in a timely basis service and facilitating projects from to! Providing advice on their coverage policies prospects through referrals, social media, cold calling, to! Quoting rates for immediate coverage action and long-term strategy implementation: dedicated Licensed insurance., business to business in-person sales, and highlights your work experience career... Events, and marketing strategy implementation key insurance agent who concentrates on the needs... And marketing skills at the top, or jungle green service skills and specializations on loan! 'Ll find our how-to section that will guide you through each section getting resume!