Insurance Sales Resume Sample

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Work Experience


Regional VP Insurance Sales
09/2016 - PRESENT
Detroit, MI
  • Develop a marketing and operating plan
  • Cultivate new personal lines and commercial customers
  • Join network organizations, Chamber of Commerce, etc
  • Maintain customer accounts, documenting conversations in notes
  • Retain existing customers, obtain and update customer information, cross sell other lines of insurance
  • Process service requests, answer questions, discuss coverages
  • Responds to inquiries from institutional investors about the department’s investment philosophies, products and services
Insurance Sales
08/2009 - 04/2016
Los Angeles, CA
  • Understand sales performance versus target objectives, identify reasons for variance, communicate results and implement necessary changes
  • Communicate daily, weekly, monthly sales performance vs. goal to agents and leadership. Meet monthly team sales target
  • Manage processes, systems, incentive and recognition programs to ensure financial growth and profitability
  • Monitor calls and time reporting to ensure compliance
  • Ensure company policies are communicated, administered, and enforced
  • Identify and implement continuous improvement initiatives for the continued growth of the sales team
  • Speak to existing and prospective Allstate customers who have expressed an interest in new or additional products and services
  • Develop a high-quality rapport with clients during inbound calls (no cold calling) while analyzing needs to generate insurance quotes for clients’ property
  • Ensures proper set up of new and existing agencies in our various systems, including compliance items such as E&O and licensing
Insurance Sales Assistant
08/2006 - 05/2009
San Francisco, CA
  • Maintain compliance documentation and records to support Bank’s compliance with OFAC on Client accounts
  • Provide post sales service to insurance customers and RM/PB
  • Relevant experience working in Insurance Telemarketing Sales
  • Insurance product license and knowledge
  • Good communication skill, selling skill and service attitude
  • Chinese and English typing skill
  • Matches customer needs to insurance company’s products/services
  • Matching customer needs to insurance company’s products/services
  • Select, train, coach, support and motivate sales team members

Education


Upper Iowa University
2002 - 2006
Bachelor's Degree in Marketing

Professional Skills


  • Demonstrated experience new customer or external networking and experience with prospecting new households or businesses
  • Strong skills in business development and client relationship management
  • Good computer skills experienced with Windows based programs
  • Demonstrated experience with PC software applications
  • Prior experience in telephone-based or in-person sales and/or customer service
  • Conversant Spanish language skills highly desired
  • Proven experience in the insurance industry and working with Japanese businesses

How to write Insurance Sales Resume

Insurance Sales role is responsible for software, business, insurance, reporting, compensation, training, database, telephony, design, research.
To write great resume for insurance sales job, your resume must include:

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

Contact Information For Insurance Sales Resume

The section contact information is important in your insurance sales 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 Sales Resume

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

Representative Insurance Sales resume experience can include:

  • Desktop computing skills including use of standard business application software (e.g., Microsoft Word, Excel, Power Point, etc.)
  • Manage effectively internal customers to ensure leverage on hitting task related timelines
  • Intermediate - Demonstrate ability to be a productive member in a team setting
  • Experience in presenting material to diverse groups
  • Demonstrated ability in multi-tasking
  • Possession of an insurance license (property/casualty) and three to seven years of experience working in the insurance sales field

Education on an Insurance Sales Resume

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

When listing skills on your insurance sales 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 sales skills:

  • Good PC Skills, including Word, Excel & Power Point
  • Outstanding technical skills: typing, data entry, quoting
  • Possess a valid driver’s license and a good DMV record
  • Demonstrated property and casualty sales and customer service experience
  • Dynamic, energetic, self-starter with exceptional communication skills (both verbal and written)
  • Have experience in promoting, negotiating and influencing others and a great telephone manner

List of Typical Experience For an Insurance Sales Resume

1

Experience For Regional VP Insurance Sales Resume

  • Manage staffing needs, including hiring, supervising, and training Sales Associates
  • Adhere strictly to the Company’s quality practices and other systems and procedures
  • Comply fully with the company’s E&O avoidance policy
  • Comply with company policy for continuous professional development
  • Successfully obtain and maintain property and casualty, life, and health producer licenses for sales and service state. Required to pass the state licensing exam for property and casualty, life, and health producer licenses within 60 days of hire date
  • Consistently update management on progress of new agent development
2

Experience For Insurance Sales Associate Resume

  • Intermediate - Creativity: to enhance classroom education and presentation materials
  • Write applications in compliance with agency and company policies and procedures
  • Ensure that all required documents are properly executed and filed
  • Actively train, maintain and improve sales techniques and product knowledge
  • Ask all customers for referrals
3

Experience For Insurance Sales Consultant Resume

  • Track and measure progress on weekly, monthly, quarterly and annually
  • Develop business opportunities through centers of influence and community involvement
  • Always maintain high level of professionalism through proper appearance and actions
  • Attend agency sales meetings
  • Comply with all Agency and Company requirements, policies and procedures
  • Oversee the day-to-day activity of insurance sales staff, including Sales Managers. Regularly review sales productivity reports, underwriting activity, customer satisfaction surveys and staffing projects to align operations with agency goals
  • Working to ensure operational consistency between Insurance Operations Center customer service team and sales staff, focusing on the combined goal of increased productivity and excellent customer service. Teams with Insurance Call and Service Center Director to develop internal policies and procedures and to identify improvement opportunities
  • Analyzing sales statistics and growth trends and develop sales programs to fit member needs. Establishes performance indicators for all sales programs to monitor progress of programs. Oversee Sales Coaches; monitor effectiveness of sales coaching strategies
  • Remain abreast of insurance industry regulatory changes and licensing requirements. Monitor in-house professional training programs to ensure staff is fully equipped to match defined Member insurance needs with AAA insurance products. Ensures full understanding and implementation of internal policies and procedures
4

Experience For Insurance Sales Executive Resume

  • A P&C license is required, as well as a related professional insurance designation or be working towards such designation
  • Work with the Sales Manager to implement strategies to achieve organizational goals and objectives. Develop and recommend improvements and enhancements to the sales processes
  • Lead Sales Associates by practicing influential supervisory techniques and fostering a Shared Values working environment. Ensure adherence to underwriting guidelines and organizational policy
  • Act as Technical Advisor for Sales Associates by being knowledgeable of all products and processes as well as available resources. Handle customer issues that are more complex than can be handled by a Sales Associate
  • Serve as a liaison between the customer and Manager to ensure timeliness of responses and compliance with established company policies and procedures
  • Prepare monthly reports of the department’s activity and sales statistics for upper management. Assist the Manager in monitoring the Sales department’s performance results vs. plan
  • Perform outbound welcome calls with customers
5

Experience For Insurance Sales Supervisor Resume

  • Develop and significantly increase IDI and group combo insurance sales through group distribution brokers
  • Provide expertise on the IDI product platform to brokers through active partnership and consultation with group sales reps
  • Motivate customers to increase group and individual disability combo activity and sales
  • Create and develop sales strategies to procure sufficient number of referrals and other self-generated leads to meet sales targets through various methods like active participation in corporate marketing events and targeted marketing bid to group associations, professional gathering centers and other potential marketing sites
  • Work assigned (self or company generated) leads in a timely manner
  • Schedule individual meetings and group presentations from assigned/self-generated leads
  • Conduct presentations with potential corporate clients. Customize sales presentations and develop sales skills to increase effectiveness in establishing business rapport, assessing corporate needs and communicating group insurance product features and differences
  • Work closely with network providers to identify and educate potential corporate clients; participate in insurer promotional activities if needed
  • Handle routine account support tasks
6

Experience For Insurance Sales / Retention Specialist Resume

  • Update policy holders and folders
  • Prepares binders from file information and submits to broker for approval
  • Reviews policies for accuracy and account development opportunities
  • Prepares communication as directed
  • Computes account information as required and needed
  • Communicates with team to ensure additional information is necessary
7

Experience For Group Insurance Sales Specialist Resume

  • Obtain general knowledge of our services and insurance systems
  • Be an organized, detail oriented team player
  • Possession of an insurance license (property/casualty) required + three to seven years of experience working in the insurance sales field, preferably within property & casualty sales
  • Create, develop and execute a sales plan that results in the booking of profitable new client revenues that satisfies the assigned sales goal
  • Make appointments to personally meet with decision-makers of targeted Japanese prospects for purposes of introducing Marsh and the firm’s full range of services and solutions
  • Conduct assessments of targeted firms’ issues and needs, including both research and structured dialogue meetings with client representatives using the Marsh sales process
8

Experience For Insurance Sales Trainer Resume

  • Work in a team with Client Executives, Development Executives and Risk and Industry Practice professionals at all times in the cultivation of identified prospect opportunities
  • Voluntarily be involved with creation and presentation of proposals to prospects which outline the understanding of their risk issues and applicable Marsh solutions
  • Commit time and resources required to build presence and credibility in Japanese business community in the country, including active participation in industry associations and centres of influence, and engaging applicable Marsh specialties
  • Maintain relationships with assigned Japanese client representatives in the region, and assists in local service delivery by using cultural and language advantages to achieve client satisfaction
  • Support marketing initiatives by organising, coordinating, and participating in networking events, seminars, sales meetings, etc. with Japanese business in the region
  • Provides timely and accurate prospect information and sales activity data required for purposes of management reporting and sales forecasting
  • Full training in a sales environment, including sales techniques, systems and compliance
  • Contributes to and executes a marketing plan with the Executive Sales Representative
9

Experience For Insurance Sales Director Resume

  • Knowledge of digital solutions: Analytical / Big Data, Digital Marketing, Mobility
  • Partner with departments and offices across the firm to utilise available resources to facilitate the development of creative options and sales strategies
  • Utilize consultative sales techniques to prospect and initiate new business sales
  • Meet monthly goals for new business sales
  • Coordinates activities with other departments to ensure quality customer service
  • Utilizing a consultative sales approach, responds to inbound phone and email inquiries made by American Dental Association members. Responsible for meeting individual sales production objectives by product - including cross-selling between products
  • Manages customer relationships with existing and new ADA members. Follows up on product inquiries, pre-qualifies applications and makes outreach calls for conversion (first premium) of issued policies
10

Experience For Insurance Sales Specialist Resume

  • Responsible for following a client through entire sales process which includes inquiry, application, underwriting and closing
  • Interfaces with marketing, underwriting, case management, and customer service to help attract and sell new business, retain current customers, and increase existing business
  • Provide customer service in conjunction with sales calls and/or participating in special activities or projects as required by management
  • Meet monthly sales production goals / comfortable working in an incentive compensation environment
  • Comfort working in a new, and initially less-structured, environment

List of Typical Skills For an Insurance Sales Resume

1

Skills For Regional VP Insurance Sales Resume

  • Demonstrates initiative to enhance knowledge and skill levels
  • Excellent understanding of the sales process
  • Solid understanding of various sales strategies used with life and health insurance products, at point of sale
  • A competitive salary of $45,700-$56,700/annually, depending on experience
  • Ambition and determination to succeed whilst ensuring the customer receives and excellence of customer experience
  • Demonstrated involvement in community events, networks, or groups
2

Skills For Insurance Sales Associate Resume

  • Strong ability to mentor, coach and motivate staff
  • Strong ability to collaborate within the team, as well as with other teams across the organization
  • Can be hired at a Sr. Insurance Sales Executive level based on experience
  • Experience in Core Insurance technology platforms
  • Uccessful P&C insurance experience
3

Skills For Insurance Sales Consultant Resume

  • Attention to detail and the ability to priorities work assignments
  • Proven success in background of sales and retention
  • Experience in development of education materials
  • Prioritize multiple tasks at hand
  • Customer service orientation essential, customer service experience required
  • Continuing education including professional development and Tuition Reimbursement
4

Skills For Insurance Sales Executive Resume

  • Outgoing, customer service focused, and friendly personality
  • 5 day training period with ongoing support/coaching
  • Follow consistent sale process for all prospects (pre-screening, quoting, selling and follow-up)
  • Helps American Family grow by using consultative selling techniques to sell auto, home, life and other insurance products to new customers
  • Provides guidance to agency owners and staff by exhibiting influence and expertise, thus affecting the results of the sales state
  • Thorough understanding of individual case support working with insurance advisors
5

Skills For Insurance Sales Supervisor Resume

  • Property Casualty and Life and Health Licenses required within 3 months of employment – preference given to those with existing insurance licensing
  • Be computer literate and confident using diverse systems and troubleshooting basic IT issues
  • Be computer literate and confident using various systems and troubleshooting basic IT issues
  • 20 days holiday entitlement, not inclusive of Bank Holidays (increases by 1 day per calendar year of service until reaching the 25 day cap)
  • A prestigious and long-standing reputation in Missouri since 1903
  • An all expense paid training period of 3 weeks in St. Louis, Missouri
6

Skills For Insurance Sales / Retention Specialist Resume

  • Additional instruction at your branch office and continuous training
  • Uncovers opportunities to cross sell and provide additional coverage to existing customers
  • Knowledge and understanding of individual life and health insurance products
  • 3+ weeks of Paid Time Off accrued during the first year of employment and Paid Holidays
  • A comfort level working with PC's and Microsoft Office programs, and the flexibility to learn and adapt to new software applications
  • Insurance industry designations, including FLMI, ACS, CFP, etc
7

Skills For Group Insurance Sales Specialist Resume

  • Be mature, self-motivated, and well suited to working autonomously from a home-based office
  • Paid induction training in June at our Wellington Head Office between 10am and 6pm. Transport and accommodation costs covered for out of towners
  • 10 day paid induction training in June at our Wellington Head Office between 10am and 6pm. Transport and accommodation costs covered for out of towners
  • Paid induction training in June at our Wellington Head Office. Transport and accommodation costs covered for out of towners
  • Thoroughly understand and follow all underwriting guidelines
  • Actively prospect the existing book of business to penetrate the households
  • Develop agency relationship with existing customers to build loyalty
  • Manage prospecting campaigns in My Work Items, TAG and e-Agent
8

Skills For Insurance Sales Trainer Resume

  • Use TAG to generate audits for mail and email prospecting and follow-up calls
  • Deepen relationships with cross-selling and the TOI process
  • Customer Service and incoming telephone call support
  • Entering updates, new and renewal business into system
  • License required within first 90 days of employment
9

Skills For Insurance Sales Director Resume

  • Basic salary £14,495 with an OTE of £17,510
  • 3 month probation period
  • Wide array of tax savings (including Child Care Vouchers, Health Care Plan, Cycle to Work scheme) and employee benefits (including discounted gym memberships, cinema tickets and shopping vouchers)
  • Nearly 4-weeks of Paid Time Off accrued during the first year of employment
  • Health & Life Insurance including Dental, Vision and Prescription
  • A competitive base salary and a monthly / quarterly commissions plan
  • Become licensed in property, casualty and life insurance
  • Computer knowledge with windows based systems
10

Skills For Insurance Sales Specialist Resume

  • Able to work in a fast-paced, high disruption environment
  • Successfully obtain and maintain property and casualty, life, and health producer licenses for sales and service state(s). Required to pass the state licensing exam for property and casualty, life, and health producer licenses within 60 days of hire date
  • National brand recognition, over 10 million members in 15 states
  • Sales incentives, bonuses and motivational trips
  • A comprehensive benefit package
  • Assistance with some overhead office expenses
  • Basic knowledge of Life and/or Commercial products
  • Resident and non-resident life insurance licenses (to be obtained within 30 days of start date)
  • Prepares quotations and applications and delivers effective presentations in order to close sales. Complies with underwriting guidelines and contacts appropriate division for underwriting guidance when needed

List of Typical Responsibilities For an Insurance Sales Resume

1

Responsibilities For Regional VP Insurance Sales Resume

  • Life and Health license in the state of Colorado (Colorado Insurance Producer License) or ability to obtain within 3 months of hire
  • Read, speak, and write both English and Spanish
  • Gyors tanulás és beilleszkedés
  • Experience in Insurance Applications, with specialization in Policy Administration / Product Definition (P&C or Life) business processes and experience in technology solutions analysis, design and/or developing
  • At least, 5 years of experience in Insurance Technology Consulting
2

Responsibilities For Insurance Sales Associate Resume

  • Knowledge of Operations, Finance, Solvency, Distribution, Marketing
  • Self-motivated, sociable, proactive, and result-oriented professional
  • Have a great attitude, resilience and a natural ability to sell
  • Be results focused and highly motivated to achieve targets
  • Positive, self-motivated and able to work on own initiative and deal with simultaneous activities
3

Responsibilities For Insurance Sales Consultant Resume

  • Work in a team and share best customer practice with team colleagues to ensure the goals of the team are achieved as well as individual goals and targets
  • Insurance Industry and/or documented success in a previous business development role
  • Handle customer objections
  • Full trainingin Customer Service with Advanced Sales Techniques, Systems and Compliance
  • £15,530 salary+ genuine Uncapped Commission structure with an OTE targeted but not limited to £20,630
  • 401(k) plan with employer match up to 7%
  • Complimentary AAA Premier level membership
4

Responsibilities For Insurance Sales Executive Resume

  • £14,495 salary+ genuine uncapped commission structure with an OTE targeted but not limited to £17,510 (many of our current consultants are earning more than this)
  • Career Progressioninto an Insurance Sales Consultant and also with options for progression into the LSL Network (Financial Services, Estate Agents, HR, Customer Service, Administration, Management)
  • £14,495 salary+ genuine uncapped commission structure with an OTE targeted but not limited to£17,510 (many of our current consultants are earning more than this)
  • Career Progressioninto an Insurance Sales Consultant and also with options for progression into the Estate Agency Network (Financial Services, Estate Agents, HR, Customer Service, Administration, Management)
  • Learn and apply sales techniques
  • Motivated to exceed goals/benchmarks in order to maximize financial rewards and to help grow the JH Insurance Sales program
5

Responsibilities For Insurance Sales Supervisor Resume

  • Responsible for sales results and execution of the state sales plan
  • Assists agency owners in managing the profitability of the agency and manages the overall profit of the district, while preserving the agencies’ right to control the manner and means by which they sell insurance and otherwise run their own businesses
  • Monitors and manages the execution of company initiatives for the district as they pertain to individual independent agencies
  • Creates, executes and manages district rewards, incentives and campaigns and provides agency recognition
  • Maintains a solid understanding of all ABRC products and continually updates that knowledge. Informs and keeps up to date coworkers on new Executive Risk related knowledge and other relevant developments
  • Collaborating with Insurance Call and Service Center Director to develop long-range strategic plans. Anticipate insurance industry trends and identify future operational needs, such as automation and staffing, and develop project plans for implementation, considering best practices, underwriting guidelines and development of agency coverage standards
  • 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 AFG’s value added services and Strategic Selling methodology in order to generate and retain new business relationships

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