Insurance Agent Resume Sample

4.8
11 votes
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Stuart Turcotte
39576 Hayes Rapids,  Los Angeles, CA
+1 (555) 434 5124

Work Experience


Account Manager / Insurance Agent
07/2015 - PRESENT
Chicago, IL
  • Have a thorough knowledge of surety insurance
  • Have a thorough knowledge of personal lines insurance
  • Has a thorough knowledge of employee benefits insurance. INDBBTINS
  • Work with CSA?s to prepare proposals and present to prospects
  • Monitor surety expiration lists
  • Product Expertise & Internal Coordination
  • Meet daily, weekly and monthly call goals and other key performance metrics
  • Assist with the development and refinement of sales and contact scripts
Insurance Agent
05/2008 - 05/2015
Chicago, IL
  • Maximize sales opportunities on every call
  • Document key call details including contact information and call disposition
  • Property and Casualty Insurance License is required
  • Demonstrated success in meeting defined objectives, quotas, and deadlines
  • Empathize with the member
  • Responsible for member inquiries/questions
  • Assist members with their policy questions
Licensed Property & Casualty Insurance Agent
12/2002 - 03/2008
Dallas, TX
  • Assist members with their Policy updates
  • Assist members with their Policy billing
  • Responds to servicing inquiries
  • Acts on referral triggers and provides additional product offerings based on member needs
  • Provide excellent member service at all times
  • Critical thinking, proactive attitude, strong communication skills displaying empathy and caring
  • Focused on production-oriented goals
  • Experience with MS business applications
  • Participates in training as needed

Education


Ohio State University - Mansfield Campus
1996 - 2001
Bachelor's Degree in Business

Professional Skills


  • Excellent organizational skills, ability to demonstrate initiative and capacity to prioritize workload
  • Proven sales aptitude and customer interaction skills, handling customer concerns and objections effectively
  • Strong organizational, planning and negotiation skills
  • Computer experience and good organizational skills
  • Proven oral/written communication skills
  • Strong team-building and leadership skills focused on production-oriented goals
  • Answer inbound sales calls demonstrating intermediate skills and knowledge of products and benefits

How to write Insurance Agent Resume

Insurance Agent role is responsible for negotiation, travel, insurance, planning, immigration, benefits, training, events, leadership, typing.
To write great resume for insurance agent job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Agent Resume

The section contact information is important in your insurance agent resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Agent Resume

The section work experience is an essential part of your insurance agent resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance agent responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance agent position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Agent resume experience can include:

  • Listen effectively and empathize with the member
  • Experience with multi-tasking in a Windows operating systems environment
  • Experience with cross selling or up-selling products
  • Experienced with standard business applications including MS Office
  • Proven track record for hitting sales goals
  • Experience cold calling to potential customers

Education on an Insurance Agent Resume

Make sure to make education a priority on your insurance agent resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance agent experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Agent Resume

When listing skills on your insurance agent resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance agent skills:

  • Have good negotiation skills to close the new business or renewal offer & be target focused, if joining the sales team
  • Excellent skills in communication and presentation
  • Use procedures effectively and seamlessly during calls
  • PC and typing skills, Excel, Word, and Outlook
  • Previous insurance experience or customer service or sales experience is an asset
  • People skills, tact and diplomacy are essential

List of Typical Experience For an Insurance Agent Resume

1

Experience For Personal Lines Insurance Agent Resume

  • Two years’ successful personal lines insurance sales experience
  • Training rate of $20.51 up to 6 months; then commission + draw
  • Training Rate of $20.51 per hour up to 6 months; then commission based
  • Prospect and initiate new business sales while building business referral relationships
  • Work directly with current and potential customers making presentations
  • Meet new business production goals and objectives as established
  • Develop insurance quotes, makes sales presentations, and closes sales
  • Possess a genuine willingness to learn, be intuitive and resourceful
2

Experience For Licensed Property & Casualty Insurance Agent Resume

  • Be a great self-starter with a sense of urgency
  • Create relationships from a cold start
  • Respond to customer and broker queries in an efficient and timely manner
  • Manage all customer and broker queries and escalate questions if necessary
  • Assist members with their Vehicle Policy questions
  • Assist members with their Non-Vehicle Policy questions
  • Meet weekly and monthly goals
  • Assist clients in the application process and ensure that all required information is accurate and compliant
  • Uses Client and EXL approved Call Guides and Closes Sales of Life & Health Insurance Products
3

Experience For Damage Insurance Agent, RBC Insurance Resume

  • Work with CSA’s to prepare proposals and present to prospects
  • Be able to make outbound calls to current customers to review current coverage’s, upsell additional coverage’s and limits and obtain leads for cross-sell opportunities
  • Participates in industry organizations and events
  • Market and sell personal lines P&C insurance policies
  • Proactively contact all leads to recommend appropriate insurance, quote and place coverage
  • Identify and assess client risk exposures
  • Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
4

Experience For Licensed Property & Casual Insurance Agent Resume

  • Execute, plan and implement office processes
  • Maintain reports and records of insurance policies
  • Possess a genuine and willingness to learn, be intuitive and resourceful and be coachable
  • Quote insurance premiums and complete applications for insurance
  • Process policy changes as requested by insureds
  • Take first loss report if required and advise insureds of claims procedures
  • Assist in problem resolution(i.e., refund of cancellation requests, reinstatements, rewrites, service complaints, etc.), review assigned accounts for cross sale and upgrade potential
  • Sales of property and casualty insurance products, both personal and commercial. This duty is performed daily, about 50% of the time
5

Experience For Inbound Insurance Agent Resume

  • Service of personal and commercial insurance products. This duty is performed daily, about 50% of the time
  • $19.23 per hour for up tothe first 6 months; then commission based with forgivable draw
  • A comprehensive benefits package that includes: Medical, Prescription, Dental, Vision, Life Insurance, Disability Coverage and 401(k) Savings Plan with Company Match
  • Paid time off benefits: vacation time, sick time, Holidays
  • Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the point of first-call, demonstrating the ability to connect through discussion and escalate as necessary
  • Stay abreast of competitor’s programs and sales techniques. Communicate with management on competition activities
6

Experience For On-call Life & Health Insurance Agent Resume

  • Identify and analyze possible loss exposure and historic losses
  • Evaluate risk management alternatives available to manage the exposure
  • Follow-up on loss control recommendations with management to assure appropriate action has been taken
  • Keep accounts updated on trends and changes that affect the insurance industry and their business. Communicate to clients any legal ramifications that affect coverage in their products
  • Assist in efforts to educate and inform customers about safety and loss control
  • Follow-up in a timely manner on questions, requests for information or assistance
  • Assist the Carrier Claims group when needed to ensure a timely flow of report and settlement activity. Provide information and follow-up as necessary
  • Provide customer service and sales of Ag insurance to producers and ranchers to include: Crop Insurance, Farm / Ranch insurance, Home Owners, Auto. No life / health insurance sales required
  • Build and maintain relationships with producers and ranchers
7

Experience For Licensed Insurance Agent, Life & Health Resume

  • Identify potential risks, provide counsel, make recommendations, and provide solutions to producers and ranchers through sales techniques
  • Appropriate state agent/broker personal lines insurance license
  • Knowledge of federal crop insurance program and other crop offerings outside of the federal program
  • Obtain or currently hold state licensure to solicit insurance business
  • Property & Casual Insurance Licensed
  • Microsoft Office & Business Professional desired
  • Process insurance policies
  • Base Rate + Commission
  • $20.51 per hour for the first 6 months, then commission based with forgivable draw
8

Experience For Licensed Insurance Agent Supervisor Resume

  • $20.51 per hour for the first 6 months, then commission based
  • Hourly rate for up to 6 months, then commission based
  • $20.51 per hour for up tothe first 6 months; then commission based with forgivable draw
  • A comprehensive Total Rewards Program that includes flexible benefits and long-term investment and savings plans
  • A variety of set schedules to accommodate individual work-life balance and client needs
  • Follow up on quotations and complete sales over the phone
9

Experience For Farm Insurance Agent Resume

  • An enthusiastic, positive and flexible approach that includes the ability to self-motivate
  • Work well in a team environment with a high energy
  • Work in a fast paced or stressful environment
  • Process policy changes as requested by customers. Follow up with customers for company requested information
  • Accept insurance premium payments and process for delivery to appropriate carriers
  • Document all customer contacts and correspondence
  • Take first loss reports as required. Advise insureds of claims procedures and assist them with the claims process as needed
10

Experience For Account Manager / Insurance Agent Resume

  • Acts as a resource for customers relative to sales and service of individual home and auto insurance products in an Advice Centre environment
  • Identifies and analyzes risks and provides complete solutions to customers
  • Maintain strict adherence to Scotiabank’s Guidelines for Business Conduct and security procedures with respect to assigned authorities and responsibilities, reporting any unusual occurrences to a supervisor immediately
  • Customer Relations and Interpersonal Skills—Understanding and anticipating members’ needs and expectations, and striving to meet or exceed those expectations; using good customer relations and interpersonal skills in helping solve members’ problems and answer their questions
  • Provide insurance advice and solutions to clients based on their needs and ensure clients are charged premiums that correspond with risks
  • Current book of business

List of Typical Skills For an Insurance Agent Resume

1

Skills For Personal Lines Insurance Agent Resume

  • Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
  • A direct sales background with demonstrated success in developing new business
  • Strong familiarity in personal lines carriers underwriting guidelines and appetite
  • Establish and maintain strong lines of communication with all carriers, customers, management and support staff
  • 6+ months of sales or customer service experience
  • Property/casualty insurance experience
  • MPCI knowledge and experience
  • Stable customer service experience in a high volume environment
2

Skills For Licensed Property & Casualty Insurance Agent Resume

  • Continuously demonstrate a sense of urgency
  • Ag insurance sales experience
  • Personal lines sales/service experience
  • Relevant industry practice or Line of Business experience required
  • Prioritise urgent work and manage resources for timely delivery
  • Stable customer service experience in a high volume environment
3

Skills For Damage Insurance Agent, RBC Insurance Resume

  • A current and valid AZ/FL health license
  • A current and valid FL health license
  • A current and valid AZ health license
  • Previous sales experience
  • Quality management—Ability to demonstrate accuracy, thoroughness and quality. Highly organized and attentive to detail, producing thorough, quality work
  • Training and licensing in all provinces where RBC Home and Auto Insurance is sold
  • Training for licensing for Ontario and the Maritimes
  • Prospecting and generating new business through leads & referral sources
4

Skills For Licensed Property & Casual Insurance Agent Resume

  • Quoting policies for existing and new clients
  • Ongoing management support and sales coaching
  • Working knowledge of risk assessment and risk management techniques
  • Willing to work on an on call basis
  • Willing to drive within defined geographic territory
  • Understanding of MS Office Products
  • Active Listening—Listening to, interpreting, understanding, and processing verbal information; probing to ensure all key information is obtained from member
  • Acts as a single point of contact for customers in servicing, selling and renewing property and casualty (home and auto) insurance policies
  • Respond to customer inquiries and make recommendations regarding coverage for new and existing insurance policies
5

Skills For Inbound Insurance Agent Resume

  • Apply critical thinking during client interactions in order to identify and analyze acceptable and unacceptable risks
  • Quick learning capabilities and an aptitude for understanding the variable elements of insurance products
  • Manage customer relationship independently while also taking instruction and coaching from Team Coaches and senior underwriters
  • Respond to customer queries relating to our products (home, motor & travel) in a timely and efficient manner – striving to exceed quality customer service
  • A challenging and stimulating career that provides growth and development
  • Service existing customers and assist with processing new insurance applications
  • Provide property and casualty risk management consulting for local producers and other clients
  • Provide multiple peril crop insurance (MPCI) and other crop risk management consulting for local farmers and ranchers
  • Develop marketing plans to grow insurance business
6

Skills For On-call Life & Health Insurance Agent Resume

  • Screen and underwrite prospects using established company and agency guidelines for proper placement with agency carriers
  • Perform front-line underwriting of Home and Auto policies
  • Self-motivation with full commitment to building a profitable business
  • Current Property & Casualty license for the State of Minnesota or Ability to acquire Needed Licensing
  • Identify and develop calls likely to result in new business which is consistent with our underwriting guidelines
  • Able to meet multiple performance targets @ or above benchmark sales levels; including but not limited to accuracy, call quality, timeliness, and productivity
7

Skills For Licensed Insurance Agent, Life & Health Resume

  • Thorough understanding of personal lines carriers
  • Assist Medicare-eligible individuals in selecting the products and services that best meets their needs
  • Aptitude for selling over the phone
  • A comprehensive training program on internal processes and systems
  • Diary and follow up with claims Adjusters and related personnel to ensure prompt claim handling
  • Solicits for new business via telephone, networking, and other lead sources
8

Skills For Licensed Insurance Agent Supervisor Resume

  • Deliver telephone based support to customers & brokers on all aspects of general insurance underwriting
  • Assist members with their Vehicle Policy billing questions
  • Responds to servicing inquiries through various channels
  • Participates in additional training courses when needed
  • Cross promoting - other insurance products i.e. Home / Commercial
  • Maintains all current licensing, agency and carrier compliance requirements
  • Shows and creates a positive and professional working environment towards both customers and peers
9

Skills For Farm Insurance Agent Resume

  • An outstanding portfolio of products. We work with some of the top Insurance carriers in the country like CSAA, Progressive and Travelers
  • Corporate sponsored marketing initiatives
  • Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities
  • Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner
  • Maintain regular contact with clients and answer questions and make changes to existing policies
  • Currently Active or willing to obtain Property & Casualty, Life & Disability State Licenses
10

Skills For Account Manager / Insurance Agent Resume

  • Respond to customer inquiries and make recommendations regarding coverages
  • Diary and follow up with claims Adjustors and related personnel to ensure prompt claim handling
  • Complete annuall continuing education requirements. This duty is performed annually
  • Deliver telephone based support to customers on all aspects of general insurance underwriting
  • Affinity for customer focussed work
  • Act as a subject matter expert on all products to provide new and existing clients key recommendations on the property/casualty, crop and other coverages available
  • Devote time to building prospective client relationships. Develop an organized yet flexible sales approach including the use of all sales tools available such as literature, direct mailing and PowerPoint
  • Manage the timely and professional output of all proposal requests as well as all follow-up conversations

List of Typical Responsibilities For an Insurance Agent Resume

1

Responsibilities For Personal Lines Insurance Agent Resume

  • Flexibility and Adaptability—Adapting to change and being flexible in adjusting approach to meet the needs in different situations
  • Current life and health license in State of Minnesota
  • Flexibility to staff events on short notice
  • Knowledgeable in life and health insurance.
  • CA Licensed P&C Broker/Agent
  • Responsive and team oriented
2

Responsibilities For Licensed Property & Casualty Insurance Agent Resume

  • Self starter who can work independently and follow procedures
  • Handle negotiations
  • A current Health Insurance License
  • A desire to help people prepare for their future health needs
  • Knowledgeable, supportive and engaged leadership
3

Responsibilities For Damage Insurance Agent, RBC Insurance Resume

  • Diverse, inclusive and community-minded organization
  • Accept inbound calls and handle appointments that are pre-set
  • Explain features and offer solutions of various policies to matches the needs for each client’s situation
  • Communication and Telephone Skills—Using proper telephone etiquette and speaking in a clear, understandable manner; tactfully controlling interactions in order to efficiently obtain and give necessary information; clearly explaining itineraries, costs, and other travel related information; preparing written communications and documents
  • Decision Making and Problem Solving—Analyzing information, identifying alternatives, and making sound, logical decisions; deviating from standard procedures when appropriate for delivering excellent member service, subject to the agency agreements with the various insurance companies
4

Responsibilities For Licensed Property & Casual Insurance Agent Resume

  • Dealing with High Volume—Dealing effectively with high volume and time pressure; displaying a positive, caring attitude with each customer and with fellow employees
  • An Annual Salary Review and an Incentive program
  • A professional and supportive team environment
  • Insurance knowledge required
  • Insurance Sales: 1 year
  • Answer questions related to coverage and annual changes on healthcare plans, pharmacy networks and drug formularies
  • Aid customers with the enrollment process
5

Responsibilities For Inbound Insurance Agent Resume

  • Qualify customers to join community meetings and schedule in-home appointments
  • Career minded vision
  • An array of benefits
  • 3 week annual vacation
  • Advantages for employees who successfully complete courses required for the PAA certification
  • Career development and various career opportunities
6

Responsibilities For On-call Life & Health Insurance Agent Resume

  • Assist in problem resolution (i.e., refund of cancellation requests, reinstatements, rewrites, service complaints, etc.)
  • Review assigned accounts for cross sale and upgrade potential
  • Assist customers with their needs on a first come, first served basis, subject to insurance licensing requirements, regardless of which employee issued the customer’s policy or prepared the quotation for coverage
  • LLQP and/or OTL

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