Insurance Consultant Resume Sample
Halie Kulas
2429 Kerluke Manors,
New York,
NY
+1 (555) 929 9522
Work Experience
Senior Insurance Consultant
01/2017
-
PRESENT
Los Angeles, CA
- Proficiency with insurance company software and spreadsheet presentation templates
- Demonstrated sales and marketing ability and desire to enhance sales skills
- Strong computer skills, including knowledge Microsoft applications (especially PowerPoint, Excel, and Word)
- Expert knowledge of the life insurance industry
- Take initiative and work independently to achieve established goals
- Working in a project team for insurance company
- Focus on strategy and take responsibility for organizational change and business transformation
- Analyze and optimization business process by using knowledge and experience of Accenture
Insurance Consultant
10/2010
-
08/2016
Boston, MA
- Provide integrated life insurance planning and advice by understanding each client’s needs
- Experience within insurance industry, or in public accounting
- Using the details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents
- Spend significant portion of time seeking out new business by sourcing prospects (cold calls, warm calls, referrals, etc.), conducting introductory meetings, proposal meetings, and renewal meetings with businesses and organizations using ABRC’s value added services and Strategic Selling methodology in order to generate and retain new business relationships
- Deepens client relationships through cross selling -referring customers to business partners within and across lines of business who can best meet their needs
- Acts as the quarterback on the servicing team to meet client expectations and retain clients - including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources
- Maintains sold understanding of all of ABRC products and services, attends sales training seminars and product knowledge workshops. Stays current with industry trends
- Maintains solid understanding of all of ABRC products and services, attends sales training seminars and product knowledge workshops. Stays current with industry trends
Captive Insurance Consultant
12/2006
-
09/2010
Phoenix, AZ
- Delivering new sales in the Segment. Management of new and or existing portfolio leading to the delivery of sales targets and business objectives primarily focusing on academy, independent and other schools.
- Our continuing success means we’re looking for dynamic, ambitious and results-focused sales professionals and/or insurance specialists who have the talent, skills and desire to meet our challenging targets for the future
- Adequate knowledge of rating procedures, coverage’s, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
- Review and act on available information
- Meet state timeliness and completeness requirements
- Request required supporting documentation
- Respond to the state
- Utilize standard operating procedures and process claims through the full claim lifecycle
Education
Heidelberg University
2001 - 2006
School's Degree in Economics
Professional Skills
- The drive to progress and learn new skills linked (e.g underwriting knowledge)
- Education / Experience in Insurance - P&C, Life, Reinsurance area, retirement, investments
- Identifying and documenting requirements and analyzing these requirements from a business perspective
- Understanding of Insurance Industry strategies – New Business strategies, multi-channel structures, Agency setup, Policy Servicing approach, etc
- Provide relevant product information that is clear, fair and not misleading allowing clients to make an informed decision
- Advises clients regarding products & solutions for solving problems in the Insurance Industry
- Good understanding of the wealth management industry
How to write Insurance Consultant Resume
Insurance Consultant role is responsible for insurance, travel, training, health, consulting, accounting, planning, education, tax, general.
To write great resume for insurance consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Insurance Consultant Resume
The section contact information is important in your insurance consultant 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
- Telephone number
Work Experience in Your Insurance Consultant Resume
The section work experience is an essential part of your insurance consultant 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 consultant 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 consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Insurance Consultant resume experience can include:
- Demonstrate commitment to Towers Watson professional standards in managing analyses and in communications with clients
- Ensuring we deliver accurate, on-time business results to the client
- A talent for listening, establishing trust with prospects and dedicated to finding the right solutions for clients
- Apply state laws and regulations in response to unemployment documents utilizing details regarding an employee’s separation provided by clients
- An understanding of tax and estate planning
- Substantiate actions with supporting documentation
Education on an Insurance Consultant Resume
Make sure to make education a priority on your insurance consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance consultant 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 Consultant Resume
When listing skills on your insurance consultant 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 consultant skills:
- Good keyboard and mathematical skills. Analytical and decision making abilities (we look at a lot of data)
- A strong insurance industry background in general liability with practical experience within broking, underwriting or claims
- Solid understanding of the wealth management industry and High Net Worth market
- A commitment to ‘doing good’ for schools
- Establish and maintain effective communication and relationships with all colleagues and customers
- Embracing change in a constantly developing working environment
List of Typical Skills For an Insurance Consultant Resume
1
Skills For Technical Insurance Consultant Resume
- Experience in professional services consulting at a national or global management consulting firm
- Understand and adopt a Treating Customers Fairly approach to all aspects of day-to-day work
- Ensure operational controls are carried out in accordance with laid down procedures, to ensure the on-going mitigation of business risk
- Analyzes and documents business requirements utilizing process models, use cases, etc. to translate business requirements into system requirements
- Office environment with medium to heavy keyboarding, phone contact and use of mouse
- Friendly workplace environment, team bonding events, ability to participate in after work activities and clubs
- Highly motivated, working off own initiative
- Travel required (domestic and international travel possible)
- The ability to communicate with our customers and colleagues
2
Skills For Captive Insurance Consultant Resume
- The commitment needed to deliver a great customer journey
- Additional designations, such as CFP or CLU, or a willingness to pursue them
- After underwriting, consultant meets with the client to present the offers for coverage. This often involves coordinating with clients’ other advisors such as attorneys and accountants to link products selected into various legal documents (i.e., ILITs) and fully consider tax implications of strategies
- Achieve or exceed individual and team sales targets
- Phone clients from our Bradley Stoke office
- Most calls are out-bound, some are in-bound
- Understand the client’s needs, explain to them or remind them how the cover works
- Defend against competitor quotes
3
Skills For Risk & Insurance Consultant Resume
- Convert the renewal sale
- Up-sell. Conduct surveys. Ask for testimonials. Ask for referrals
- Adhere to company business policies and procedures
- Adhere to quality and accuracy standards
- Develop and maintain a competent level of technical, product and system knowledge
- Understand and apply all company policies and procedures to ensure service standards are met in accordance with SLA and FCA requirements
4
Skills For Life Insurance Consultant, Health & Benefits Resume
- Understand business issues and recommend solutions to improve
- Understand and apply all legal, regulatory, information security and compliance requirements
- Report any breaches when identified
- Provide support and guidance to colleagues, as required
- Commit to own personal development
5
Skills For Business Insurance Consultant Resume
- Undertake ad-hoc project work, where required
- Collaborate internally with sales, support and delivery teams to educate on client and industry requirements
- Leverage knowledge as an Industry SME and positively promote CGI stories to prospects, clients and partners
- Translate business requirements into technical requirements and recommends a solution
- They define current and future operational scenarios (processes, models, use cases, plans and solutions) and work with the client and the I/T Architect to ensure proper translation of business requirements to I/T solution
- Able to maintain excellent interpersonal relations and a strong work ethic
- Five years of relevant sales experience in the financial/insurance services industries
- Sales experience with individual disability (GSI) and Life Insurance products
6
Skills For Unemployment Insurance Consultant Resume
- Strong sales aptitude; entrepreneurial in nature
- Organize, prioritize and execute sales plans
- Car and valid driver’s license
- Experience in knowlegde of insurance products and processes
- Experience in the awareness of package solutions in the industry (i.e., Oracle, Navisys/ALIP, CSC VANTAGE-ONE, Wynsure, Majesco, etc.)
- Actively seek to be involved in a variety of work to ensure a broad skill set (technical, management and client) is maintained and developed
7
Skills For Employee Benefits Insurance Consultant Resume
- Analyze practicality and impact of implementation of Insurance systems and develop formal recommendations based on these
- Knowledge of Insurance Industry Segments – products within P&C (Fire, Home Owners, Property, etc.) or Life (Whole Life, Endowment, Variable Annuities, Universal Life, etc.)
- Knowledge of Insurance Industry Value Chain on multiple client opportunities or engagements leading to successful outcomes
- Knowledge of Insurance Industry Benchmarks, Key Performance Indicators (KPIs) and the Interdependencies of processes of the industry value chain
- Understanding of Insurance industry trends, competitive and regulatory pain points, and directions of the marketplace to assess their impact on the client's business
- Use knowledge resources and communities to locate and collaborate with industry experts across within and outside the organization
8
Skills For Insurance Consultant Germany Resume
- Earn trust through clear communication, responsiveness, and knowledge of the customer’s business and issues
- An authority on the insurance industry and applicable legislation
- Exposure to key-person and buy-sell agreements
- Insurance or financial services designations: CLU, CHFC, CSC
- Innately have Capita values
- Insurance Industry experience which could be achieved through any of the following: insurance agency or insurance carrier experience, or claims adjusting or underwriting experience
9
Skills For Senior Insurance Consultant Resume
- Request supporting documentation
- Successful completion of a full background check, drug screen, employment verification, educational verification and reference checks required upon offer
- Respond to all client inquiries
- Deliver superior, consistent project management for assigned clients
- Keep up-to-date with new regulations and methodologies and seek to understand the impact upon the Practice
- Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
- Provision of technical assistance to internal staff on all aspects of general insurance
10
Skills For Insurance Consultant Milan Resume
- Keep abreast of all new technical, legislative and product developments in connection with all classes of general insurance (except financial lines and construction)
- Develop, review and maintain industry and manuscript pro-forma insurance wordings
- Translates client requirements into technical requirements and recommends a total I/T solution. This role documents and analyzes requirements from a business perspective; defines current and future operational scenarios (processes, models, use cases, plans and solutions) and works with client and the I/T Architect to ensure proper translation of business requirements to I/T solution requirements
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