Insurance Professional Resume Sample

23 votes
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Dena Emmerich
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Work Experience

Insurance & Professional Services Sales Leader
11/2015 - PRESENT
Detroit, MI
  • Consultative sales experience with a proven track record of developing deep relationships with clients while adding value to the client’s business over the long-term
  • Possesses deep financial services industry expertise in the target client’s industry or related industries
  • Play a significant role in operational administration tasks - such as provision of feedback on other colleagues’ performance, counselling, finance, recruitment, learning and development, etc
  • Responsible for the direction and management of Marsh’s relationship with the prospect
  • Seek feedback on Marsh’s performance through ongoing prospect dialogue
  • Interpret and verify policy coverages, changes, renewals and new policy transactions
  • 1 – 3 years’ experience in a customer service or sales environment
  • Strong written and verbal communication skills. Overall an effective communicator that can influence and persuade others
Insurance Sales Professional
08/2011 - 10/2015
Phoenix, AZ
  • Exhibits positive attitude and patience when communicating with customers
  • Easily adapts to changing situations, requirements or priorities
  • Basic ability to navigate computers and applications (MS Office)
  • Commit to Customer Service Center Training program and call center schedule
  • Take ownership and accountability of servicing customers
  • Effective in cultivating strong business relationships through a clear focus on internal and external customers
  • Able to overcome obstacles, be flexible and find common ground for resolution
Insurance Service Professional
03/2007 - 07/2011
New York, NY
  • Commit to Customer Service Center Training program and work within a scheduled environment
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representative
  • Navigating through multiple system applications to respond to callers’ questions and to educate them on the MA health plan offerings, update caller information, and create leads for the field sales team
  • Takes ownership and accountability of servicing customers
  • Basic ability to navigate computers and applications (MS Office, Excel, Word, etc.)
  • Commit to Customer Service Center Training program, call center schedule, and work within a structured environment
  • Proficiency to multi-task, follow-thru and follow-up
  • Follow through and exceed current and prospective client expectations
  • Review and respond to service requests received from policyholders and agents


Ohio State University - Newark Campus
2001 - 2006
Bachelor's Degree in Mathematics

Professional Skills

  • Strong written and verbal communication skills, organizational skills, initiative and the ability to multi-task are crucial
  • Excellent written and verbal communication skills, organizational skills, initiative and the ability to multi-task are crucial
  • Possesses strong consultative skills and ability to effectively persuade and influence others
  • Demonstrate effective sales skills through needs based selling and asking for the sale
  • Advanced business writing skills both in Greek and English
  • Sales effectiveness skills
  • Demonstrated creativity and strength in problem solving and developing solutions

How to write Insurance Professional Resume

Insurance Professional role is responsible for reporting, software, travel, insurance, database, training, organizational, health, access, english.
To write great resume for insurance professional job, your resume must include:

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

Contact Information For Insurance Professional Resume

The section contact information is important in your insurance professional 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 Professional Resume

The section work experience is an essential part of your insurance professional 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 professional 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 professional position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Professional resume experience can include:

  • Continuously learn about the Insurance Products Offered, and be able to demonstrate their value to the customers and prospects
  • Experience in insurance environment
  • Evidence of self-motivation to continuously develop in the areas of Insurance
  • Meet or exceed monthly sales goals, with a heavy focus on up-selling and cross selling existing customers
  • Meet or exceed monthly sales goals, with a heavy focus on: Consulting with existing customers that are warm transferred to the ISP
  • Problem solving, analytical thinking

Education on an Insurance Professional Resume

Make sure to make education a priority on your insurance professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance professional 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 Professional Resume

When listing skills on your insurance professional 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 professional skills:

  • Effectively collaborate with a wide variety of individuals and groups
  • Establish customer rapport through effective management of existing customer portfolios and potential customers
  • Appropriately access underwriting risk and apply skill to business guidelines in accordance with carrier specifications
  • Strong service orientation with a focus on fostering relationships with internal and external customers
  • Property/casualty insurance experience, personal or commercial
  • Building and maintaining a database of people to contact at the appropriate time

List of Typical Skills For an Insurance Professional Resume


Skills For Insurance Sales Professional Resume

  • Effectively communicate by telephone to resolve issues, describe programs & services to customers and when appropriate, cross-sell and up-sell other Aviva products
  • Determine customer needs and respond appropriately. Collect relevant information systematically and through probing questions to process inquiries quickly and accurately
  • Solidify customer relationships through retention efforts and follow through on commitments
  • Proven insurance sales
  • Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings

Skills For Insurance Office Professional Resume

  • Conduct a full file review for underwriting quality and risk exposure for each customer contact.
  • Influence customer loyalty through professionalism & courtesy while achieving brokerage standards for key performance indicators on a team & individual basis
  • Bi-lingual French speaking would be an asset
  • Meet or exceed monthly sales goals with a secondary focus on New Business Campaigns and Outbound Calling campaigns
  • Employ a consultative selling process that identifies and fills coverage gaps

Skills For Insurance Service Professional Resume

  • Review incoming correspondence, request additional details when needed and draft written communications in response to requests received from customers
  • Recommend changes in systems/procedures/workflow to gain process efficiencies and meet changing customer needs
  • Handles incoming telephone calls to the Coastal Advantage Group and responds to requests for information
  • Researches inquiries regarding member/customer accounts
  • Basic understanding of Coastal Advantage Group our products and services, and Thrivent Financial
  • New Business Campaigns and Outbound Calling campaigns
  • Obtain/solicit leads and cross-sell other lines of business to assist with customer loyalty and business retention

Skills For Experienced Insurance & Actuarial Professional Resume

  • Personal Lines Insurance product knowledge
  • Well progressed with Actuarial Qualification exams
  • Solvency II and IFRS 17 knowledge
  • Promote the value of the agency and benefits of membership
  • Employ an “Account” focus and deliver to the customer all relevant products for their household – Home, Auto, Toys

Skills For Licensed Health Insurance Professional Resume

  • Navigate and execute insurance transactions within the appropriate system: Agency Management System, Sales Force, AS 400, etc
  • Liaison with all carriers in the agency, to gain acceptance and approval of risks that fall outside of established guidelines
  • Process quotes, policy change and some policy issuance transactions received through various channels within specified guidelines
  • Provide in depth insurance guidance, coverage verification, and education to customers as appropriate
  • Travels to conferences to represent the agency in order to build agency identity and generate leads

Skills For Licensed Insurance Professional Resume

  • Working knowledge of computer technology and software supporting the business, including proficiency with Microsoft Word, Microsoft Excel, Outlook, and internet use
  • Employ an "Account" focus and deliver to the customer all relevant products for their household - Home, Auto, Toys
  • Provides fund values and answers other fixed insurance and fixed annuity related questions
  • Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice’s Financial Representatives
  • Collaborates with financial representatives to assist customers/members with fixed insurance and fixed annuity product changes

Skills For Insurance & Professional Services Sales Leader Resume

  • Explains, discusses or interprets fixed insurance or fixed annuity contracts
  • Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts
  • Employ an “Account” focus and deliver to the customer all relevant products for their household – Home, Auto, Account Extras
  • Identify and Suggest product upgrades and opportunities for improvements in coverage
  • Be able to make outbound calls to monocline customers, and sell the value of the Account Relationship
  • Act as a liaison with other departments to gain acceptance and approval of risks that fall outside of established guidelines
  • Suggest Products to add to our offerings
  • Suggest product and system improvements
  • Highly organized; ability to multi-task and drive several objectives simultaneously

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