Life Insurance Resume Sample

4.8
11 votes
Steve Dickinson
11924 Pagac Villages,  Boston, MA
+1 (555) 509 8734

Work Experience


Life Insurance Case Manager
06/2015 - PRESENT
Los Angeles, CA
  • Provide BB&T’s Perfect Client Experience to both internal and external clients
  • Experience with PC’s in a Windows environment
  • Leverage skills to diagnose advisor and client needs to provide appropriate options for consideration
  • Builds commitment to achieve goals and deliverables across the organization
  • Active listener and uses facts to draw conclusions/decisions versus perspectives and appearances
  • Actively coaches, develops, and rewards team members
  • Is a situational leader and understands when to act as a “supporter” versus a “director”
  • Make decisions in the grey
  • Work effectively in a cross-matrix organization
Life Insurance Sales Consultant
06/2012 - 02/2015
Chicago, IL
  • Experience working within a TPA-(Third Party Administration) model
  • Extensive experience supporting Individual Retail Life Insurance and Group Voluntary Products and Service Operations
  • Managed cross functional teams across IT, Development and Administrative groups (including contact center, Data Processing, Mailroom, Premium Accounting, Commission Accounting and Claims)
  • Drive productivity and efficiency in operations to help improve profitability
  • Strong knowledge of finance, contract management, customer relationship, leadership, relevant industry, negotiation, value creation and project management
  • A proven record in personally driving change to effect substantial business improvement
  • Outstanding communication and relationship management skills with the ability to quickly gain respect from stakeholders and peers
  • Create a culture that drives continuous improvement, performance and delivery
  • Proven high level analytical skills, balanced with commercial acumen
Temporary Administrative Assistant Corporate Life Insurance Administration
09/2005 - 05/2012
Boston, MA
  • Maintains a strong external focus with marketplace relationships, competitor trends and competitive practices
  • Supports L&P’s in-force management activities by creating ad-hoc models to provide financial analysis of strategies and alternatives
  • Supports appointed actuary activities related to L&P’s captive insurers
  • Leads/supports the development and implementation of Principle Based Approaches for valuation of L&P’s new life products and captive compliance with Actuarial Guideline 48
  • Reviews L&P’s compliance with Actuarial Guideline 38 sections 8c and 8d
  • Leads/supports L&P’s XXX Certifications
  • Relevant experience or equivalent combination of education and work experience in the General Life Insurance industry
  • Managerial/leadership experience in a global delivery model

Education


Virginia International University
2000 - 2005
Bachelor's Degree in Business

Professional Skills


  • Developing and sustaining strong relationships with clients’ business leaders Proven ability to build, manage and foster a highly motivated, team-oriented environment and actively guide and mentor people
  • Excellent written and verbal communication skills to communicate clearly and concisely by telephone and email
  • Demonstrates interpersonal and communication skills, both written and verbal
  • Encourage cross skilling programs and skill enhancement initiatives
  • Experience in a customer service role, or combined directly related training and experience
  • Experience life insurance underwriting experience is required
  • Experience life insurance underwriting experience is required

How to write Life Insurance Resume

Life Insurance role is responsible for analytical, compensation, retail, finance, training, integration, database, architecture, reporting, design.
To write great resume for life insurance job, your resume must include:

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

Contact Information For Life Insurance Resume

The section contact information is important in your life insurance 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 Life Insurance Resume

The section work experience is an essential part of your life insurance 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 life insurance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular life insurance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Life Insurance resume experience can include:

  • Experience in developing and delivering recommendations to management
  • Responsible for ensuring adherence to account level training plans based on skill set needs
  • Work experience in life (re)insurance and knowledge of actuarial auditing
  • Support the TIAA Life product and tax teams as needed in validating 1099, 7702, and 7702A calculations and general support on product tax issues
  • Experience in or supporting individual life product development
  • Experience reviewing medical records, lab tests, and reports is required

Education on a Life Insurance Resume

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

When listing skills on your life insurance 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 life insurance skills:

  • Takes accountability and ownership to resolve problems and find the answer and demonstrate creativity in identifying reasonable solutions that benefit all parties
  • Acts with appropriate sense of urgency and operates effectively in the face of ambiguity
  • Strong analytical and communication skills (written and verbal)
  • Proven experience in leading, managing, coaching and developing people
  • Demonstrated experience in operational and budget management and managing metrics to drive performance
  • Customer support or business experience in financial services industry, strongly desired

List of Typical Experience For a Life Insurance Resume

1

Experience For Life Insurance Sales Consultant Resume

  • Acting as project manager, leading the multi-functional team (Products, Legal & Fiscal, Operations & IT, Marketing, Sales) in charge of the definition, development and implementation of new products
  • Excellent interpersonal and communication skills and are ready to demonstrate the potential to become a future business leader
  • Demonstrated time-management and organizational skills
  • Working on self-development for improved sales skills
  • Demonstrate a solid and consistent technical proficiency of underwriting guidelines to ensure cases are closed in a timely and efficient manner
  • Coaching less experience Advisors on life sales process and basics
  • Running illustrations to demonstrate product features and performance
2

Experience For Life Insurance Case Manager Resume

  • Develop and maintain various product calculation worksheets used in testing and validating administration and illustration software provided by outside vendors
  • Experience pricing life insurance products
  • Organizes and prioritizes workload to ensure case is processed, issued and placed in a timely manner while maintaining frequent communication with the agent
  • Talking with Advisors about product options and positioning
  • Educating on underwriting process differences
3

Experience For VP Consulting, Life Insurance Resume

  • Assisting with understanding and remediation of suitability issues
  • Working with HFA Regional Sales Managers to determine and deliver desired reporting
  • Mailing/sending important documents
  • Discussing compensation of various options
  • Working with HFA leadership on territory management and revenue projections
  • Talking with underwriters about case specifics to attain best results for the client
  • Addressing any client issues (paramed exams, delays, etc)
  • Getting off-platform illustrations for one-offs
  • Talking with Carriers for updated policy details
4

Experience For Life Insurance Agent Resume

  • Following up on submitted business
  • Updating policy status due to Death Claims
  • Taking initiative to review other-than-applied-for policies to determine best placement or alternatives
  • Team player with a flexible working style and who enjoys working with multi-national teams
  • Preparation of monthly/quarterly financial reporting, USGAAP, Irish GAAP, CBI returns
  • Policy Reviews of existing insurance to look for potential improvement opportunities
  • Pipeline management - lead and referral management using MAX and Sagitta systems
  • Working with BGA's/Carriers -- tasks include
5

Experience For Chief Risk Officer, Life Insurance Resume

  • Additional Licensing / Designation study
  • Reporting and Corporate Initiatives
  • Relationship management with the stakeholders in your countries, e.g. market management, 3rd party partners
  • Development and management of tailored solutions for very large clients
  • Preparation of monthly management accounts and analysis
  • Invoice payment and bank reconciliation
6

Experience For Project Management Specialist, Life Insurance Resume

  • Assist manager with projects and issues and ad hoc requirements as they arise
  • Review and respond to inquiries from external contacts such as medical facilities, record copy services, and attorneys’ offices
  • Development and maintenance of risk policies, frameworks, communication processes and systems
  • Management of the relationship with key regulators
  • Provision of risk insights
  • Facilitate and coordinate with the CRO LT, the development of a Risk Management plan
  • Oversight the risk profile and risk management environment
  • Participate in key business projects and provide risk appetite/insight/oversight, in order that business change leads to an improvement in the risk and control environment
7

Experience For Head of Individual Markets Life Insurance Resume

  • Lead the creation of some board level artefacts
  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Business requirements definition, business process design / improvement, business and functional analysis
  • Participate in business development initiatives and build relationships within the market
  • Expertise in non-life insurance functional domains, such as: Distribution, Product development, Underwriting, Policy administration, Claims management or Collections
8

Experience For Regional Manager Life Insurance Resume

  • Fluency in Dutch and/or French, with proficient business English
  • Facilitate periodic Governance meetings and ensure participation from relevant stakeholders
  • Engage Customer in Cognizant driven community initiatives
  • Able to understand and apply information from Regulatory agencies
  • Currently possess a Life, or Accident and Health Insurance license or have the ability to obtain Life, Accident and Health Insurance licenses. Red Ventures does offer financial assistance towards obtaining a required license (pre-licensing training and state exam fees)
  • Meet with Advisers in regional team on a regular basis in on a one on one basis
  • Support the achievement of Absa Insurance business goals (particularly related to Life, Investments and short term insurance) by giving input to all strategic initiatives
9

Experience For Dr, TC Life Insurance Risk Mgmnt Resume

  • Agree and manage service offerings and Service Level Agreements
  • Communicate processes, control requirements and risk management frameworks that impact the sales process in own region
  • Evaluate and provide perspective to both internal and external audiences on the Enterprise Risk Management (ERM) capabilities of insurance companies within the context of S&P’s ERM framework
  • Serve as the division’s senior business risk representative with respect to regulators, rating agencies, investors and other key constituencies where required
  • Maintain and foster a key relationship with Guardian’s distribution leadership including General Agents, Financial Representatives, and home office Distribution functions
  • Effectively build and align a tiered strategy around AXA’s independent distribution channel, starting with short term impacts and long term markets to deliver growth and profitability
  • Managing the underwriting process, which is consistent with firm’s mission to provide efficient, effective, and proactive service to clients
  • Build compelling consulting and systems integration solutions for customers based on CGI’s capabilities around the globe
10

Experience For Functional Analyst With Life Insurance Resume

  • Running or requesting of life, disability or LTC quotes to meet the client’s needs, and assisting in the preparation of client presentations and required marketing material
  • Keep clients and producers abreast of underwriting status. Follow up with carriers for underwriting status. Schedules medical exams, gather financial data from client or client’s financial advisors to justify the amount of insurance at risk
  • Communicate with producer on a regular basis regarding status of underwriting. Review policies for accuracy
  • Reviews incoming life, disability and executive benefits applications for missing information and transmits to the carrier once complete
  • Negotiate with carriers, as needed, to obtain best possible underwriting
  • Screen medical data for assessment of risk
  • Review applications for accuracy
  • Prepare policy delivery information for direct mail or delivery by producer

List of Typical Skills For a Life Insurance Resume

1

Skills For Life Insurance Sales Consultant Resume

  • Solid experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and capabilities
  • Faciliate and lead Steering committee meetings with customer / senior management stakeholders validating the health of the engagement
  • Demonstrates creativity in identifying reasonable solutions that benefit all parties
  • Effective in Consultative vs. Transactional selling
  • Strong attention to detail with the ability to follow established business processes
  • Experience in a life insurance environment
2

Skills For Life Insurance Case Manager Resume

  • Strong achievement & results focus, balanced with an awareness of the longer term implications of actions
  • Relevant experience in a large scale leadership role within an operations function
  • Demonstrated ability to translate data into usable format to share with various audiences
  • Using Huntington PDC for ongoing training
  • Designing, updating and distribution of various reporting metrics by need
  • Oversighting and directing regulatory responses and investigations
  • Providing stakeholders with risk insights
3

Skills For VP Consulting, Life Insurance Resume

  • Operating models (re-)design
  • Leading projects dealing with cross-country topics
  • Acting as single contact for all product related issues in connection with your countries of responsibility
  • Support the embedding of the Risk framework through working closely with the Risk Partnering team, business and Management Assurance
  • Support the Head of Risk Partnering in preparing board papers and other Risk reporting activities
4

Skills For Life Insurance Agent Resume

  • Work with sales / account teams on new opportunities and enhancing existing portfolio through data mining
  • Proficient at using systems and tools for gathering and analyzing data, such as Sharepoint, Excel, Access database
  • Support the CRO in preparing board papers and other Risk reporting activities
  • Support the embedding of the Risk Management Framework through working closely with the business and Management Assurance
  • Meet or exceed revenue and billable hour goals to be mutually determined with your manager as part of each year’s planning and objective setting process
5

Skills For Chief Risk Officer, Life Insurance Resume

  • Test a sample of activities on a weekly basis by reviewing documentation and checking business concluded by Advisers
  • Responsible for reviewing issued insurance policy for accuracy before mailing to insurance agent
  • Sound decision making and judgment and know when to use it on unique situations and when to escalate the situation to management
  • Drive (establish and drive) performance management process with rigor (goal setting, appraisals and promotions) for the entire account
  • Conduct SKIP level meetings with associates to understand improvement opportunities, address issues and organize team building exercise and related events
  • A prestigious and long-standing reputation since 1902
  • Medical/Dental/Vision plans starting on your first day of employment. Individual and family options available
  • 24 PTO days annually (accrual 2 days month) and increasing to 27 days in the 5th year
6

Skills For Project Management Specialist, Life Insurance Resume

  • 9 Paid Holidays with early office closures preceding the holidays 6 times annually. Office closures vary by location/city/business units
  • 401K with a 100% company match on the first 6% - immediate vesting
  • Commitment to maintaining superior member relationships
  • Proficiency in utilizing computer hardware and software systems
  • Interpret and analyse relevant data to diagnose emerging issues and trends
  • Support the CRO Teams in executing risk reviews
7

Skills For Head of Individual Markets Life Insurance Resume

  • Conduct themed oversight risk reviews at the discretion of the CRO and Head of Risk Partnering
  • Assist in regular reporting
  • Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
  • Support delivering major client transformation both on a business, technology, architecture and program management side
  • Support new business opportunities and enhance existing relationships
8

Skills For Regional Manager Life Insurance Resume

  • Directly contribute to clients’ success through applying personal technical expertise
  • Lead an organization consisting of teams that manage risk across US Life’s Life, Long Term Care, Fixed Annuity, and Variable Annuity product lines
  • Efficiency and ability to quickly gather accurate information, analyze it, and make decisions
  • Desire and ability to quickly learn and apply new concepts, processes and behaviors, and has a curiosity to learn more and invest in own growth and development
  • Mentor and coach Service managers and direct reports
  • Continuously mentor and maintain a succession plan for all key roles and stakeholders
  • Forecasts, mobilizes, recruits and trains AVM talent for the engagement
9

Skills For Dr, TC Life Insurance Risk Mgmnt Resume

  • A comprehensive benefits package that includes: Medical, Dental, Vision, Life Insurance and 401(k)plan with a company match
  • Recognition program for top performers
  • National brand recognition, over 15 million members in 20 states
  • A comprehensive benefits package that includes: Medical, Dental, Vision, 401(k), and a pension plan
  • Wellness programs and incentives
  • Games rooms and relaxation rooms
  • Competitive salaries and monthly sales incentives
10

Skills For Functional Analyst With Life Insurance Resume

  • Life Insurance Coverage Options
  • Takes accountability and ownership to resolve problems and find the answer
  • Possess a competitive sales drive
  • Successful completion of background and credit check and drug screen
  • Experience in business consulting to Insurance (Life) clients focused on operating model transformation, business process improvement, business capability uplift, etc. with deep knowledge of insurance propositions, products, services, channels, functions and processes

List of Typical Responsibilities For a Life Insurance Resume

1

Responsibilities For Life Insurance Sales Consultant Resume

  • Experience working with sales staff in a business setting
  • Maintain a valid insurance license
  • Self-starter with ability to multi-task and prioritize
  • Provide excellent customer service to both internal and external clients
  • Experience in financial services
  • Proven ability to build, manage and foster a highly motivated, team-oriented environment and actively guide and mentor people
  • Conducts regular follow-up via phone and email on all outstanding underwriting requirements
  • Develop marketing plans within the framework and direction of management, implement sales and prospective activity as a follow-up on marketing plans
2

Responsibilities For Life Insurance Case Manager Resume

  • Knowledge of underwriting concepts and life, disability, and long term care insurance products
  • Wide variety of activities in supporting the variable insurance and annuity products related to separate account calculations and filings
  • Provide direction and leadership to service team, as well as participate in ongoing education for the service team
  • Knowledge of medical terminology and risk factors
  • Orders and reviews all underwriting requirements including Attending Physician Statements (APS), Paramed Exams, Inspection Reports, supplemental forms and other medical requirements as required by the carriers
  • Evaluates medical records, special tests, and financial information of both personal and business nature in order to evaluate and negotiate potential carrier approval
  • Follows up with agents on policy delivery requirements, including application amendments, health statements, insurance premium, etc. to ensure the policy is placed within the specified time-frame
3

Responsibilities For VP Consulting, Life Insurance Resume

  • Maintains an in-depth technical knowledge of medical underwriting practices, and current brokerage processes in order to help agents/brokers process business in the most efficient manner
  • Driving sales with HFA advisors -- tasks include
  • Dedicated to excellence in service and support
  • Develop and present presentations to Advisors at Sales Meetings/Sales Calls
  • Sales Support Functions -- tasks include
  • Life Insurance Administration
  • Control confidential client information through Sagitta, Image Right and other company systems to ensure client information is accurate, up-to-date and properly maintained
4

Responsibilities For Life Insurance Agent Resume

  • Maintain excellent performance standards and act as role model and/or mentor to other colleagues
  • Assist with workflow development and implementation to support business initiatives
  • Ensures Huntington Insurance is compliant with all HBAN, HIPPA and FINRA policies and procedures
  • Comply with procedures as outlined in the Huntington Employee Handbook
  • Development and industry knowledge expertise
5

Responsibilities For Chief Risk Officer, Life Insurance Resume

  • Stay on top of life insurance product knowledge, industry trends and carrier quality
  • Participate in corporate projects and initiatives
  • Series 6 and Life Insurance license required or within 90 days of hire
  • Interest for wealth management topics in general
  • Fully operational in both French and English
6

Responsibilities For Project Management Specialist, Life Insurance Resume

  • Upholds confidentiality standards
  • Large transformation projects
  • Insurance licenses required
  • Current Maine Life license
  • Work some evenings, weekends and holidays
7

Responsibilities For Head of Individual Markets Life Insurance Resume

  • Medical terminology knowledge is required
  • Significant progress towards FLMI, FALU designation
  • As a subject matter expert on the firm’s life insurance and retail annuity products, assist product managers in supporting sales and inforce management including answering product related questions from internal and external distribution, operations, and other functional business partners
  • Report and analyze in force block of business data as it relates to conserving contracts, including persistency and lapse rates, loan and surrender rates, and contract replacement activity
  • Monitor calculation and presentation and ensure the development of life insurance and annuity illustrations are accurate and up-to-date
  • Act as a liaison between the product group and other internal departments and 3rd party vendors to execute projects and new product rollouts
8

Responsibilities For Regional Manager Life Insurance Resume

  • Gather competitive life insurance and product intelligence and provide analysis to support product development and management
  • Provide other assistance as required to support product sales goals
  • Cultivate and maintain professional relationships with internal and external sources to identify potential customers for Advanced Life insurance products and services
  • Develop renewal and new business strategies with appropriate support staff
  • Build relationships within the bank for cross-sell opportunities
9

Responsibilities For Dr, TC Life Insurance Risk Mgmnt Resume

  • Oversight risk processes
  • Business / IT alignment
  • Facilitate a smooth transition of a case from underwriting to service by delivering “as sold illustration(s)” and other pertinent details to the Director of the life department and by noting the database
  • Participate as a team member in special projects. Participate in industry meetings for the purpose of continuing education and/or obtaining industry designations
  • Competitive sales drive

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