Insurance Agent Resume

Insurance is one of the toughest things to sell in some countries. Some might opt for insurance out of a sense of responsibility for their loved ones; however, some might not choose insurance as a medium to secure their loved ones financially. This is because there are too many misconceptions associated with insurance, like one does not get money on time; the policy on maturity is not easy to encash, etc. However, today the concept has undergone a drastic change, and people look for various insurance policies that give them varied benefits. Besides, the insurance policies have also undergone tremendous change, and offer greater benefits than just an amount, on the maturity of the policy. Thus, the products are in demand these days and so are the insurance agents or brokers. An insurance agent resume will help an agent or an individual willing to become an insurance agent, cater to the requirements put forth by the employer for short-listing or selection. A brief idea of the job description for the same would prove to be beneficial.

Job description:

In the insurance industry, the sales agents are known as 'brokers' or 'producers'. They sell a variety of insurance products like health insurance, life insurance, property insurance, accident insurance, etc. They not only sell policies and pitch clients for new products, but also keep a track of the premiums of the customers, the premium dates, update their records, etc. They also help the policyholder to claim for the money when in need. Besides working for one particular company, they can also work as freelance agents, wherein they liaison for different organizations and help their clients fetch the best policy.

They do not need specific degrees. They are usually trained on-the-job, and might have to clear some exams before working as an insurance agent.

Sample Insurance Agent Resume


Jennifer L. Irving
683 Bell Street
NY 10018
Ph: 212-885-0492
Email: Jennifer@parkmail.com

RESUME OBJECTIVE:

A hardworking and dedicated insurance agent, with a good number of clients added in the kitty over one year of work experience, working as an Insurance Agent with Tex Insurances, willing to work with the top-notch insurance business houses in Texas.

EDUCATIONAL DETAILS:

  • Licensed Health and Life Insurance - New York State - 2010
  • St. Johns High School - 2010
  • Diploma in Computer Accounting - 2011

PROFESSIONAL OVERVIEW:

  • One year experience in insurance sales
  • Exceptionally good communication skills and fluent in three other languages besides English
  • Pleasing personality and positive approach towards work and life
  • Great convincing skills, which helped me win more than 75 clients in a year
  • Good at information compilation, maintaining computerized records
  • Capable of working in dynamic situations
  • A good team player, self-motivated, and a goal-oriented individual
  • Well acquainted with different rules and regulations related to insurance, and the documentation for the same
  • Worked on product launches and sales promotion

PROFESSIONAL EXPERIENCES:

  1. Tony Capital Inc., NY - December 2010 - Present
    Role: Insurance Agent
    Responsibilities:

    • Understanding the various products of Tony's, before presenting the same to the clients
    • Cold calling and fixing appointments with prospective clients
    • Understanding the client's requirements by financial analysis of their income
    • Pitching the right products, and explaining the same to the clients
    • Calculate premiums for clients
    • On selling the policy, undertake the documentation work, and other formal procedures involved for the completion of a policy sale
    • Send reminders for timely payment of premiums
    • Collect premiums in case the policyholder fails to deposit the same personally in some situations
    • Help in policy claim, in situations of distress or policy maturity

    Achievements:

    • Awarded with the 'Best Agent Award' for getting the maximum number of clients in a year's span

  2. Pinnacle Finances, NY - September 2010 - December 2010
    Role: Trainee
    Responsibilities:

    • Cold calling and fixing appointments for agents
    • Sending reminders
    • Updating records
    • Collecting premiums
    • Sending promotional emails, letters, etc.

FLEXIBILITY & MOBILITY:

Comfortable working in New York, California and Washington D.C.

REFERENCES

Available on request

SIGNATURE

Jennifer L. Irving


The insurance agent resume sample given above serves as a ready reference for all those who are seeking an opportunity in the same. In case of a fresher, one needs to put forth the academic details and can get through the entry level positions in the insurance field. Usually a fresher is eligible for the post of an agent, because he/she is trained as per the products and services of the organization. Go ahead, and try for the given job opportunity.

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