Insurance Sales Agent Resume Samples

Insurance Sales Agent Sample Resume

Resume Sample Bullet Points
  • Sell life, property, casualty, health, automotive, or other types of insurance.
  • Refer clients to independent brokers, work as independent broker, or be employed by an insurance company.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Calculate premiums and establish payment method.
  • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Select company that offers type of coverage requested by client to underwrite policy.
  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Contact underwriter and submit forms to obtain binder coverage.
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Resume Sample Keywords and Simple Phrases
  • Analyzing data or information
  • Performing for or working directly with the public
  • Problem-solving and creative-thinking
  • Communicating with persons outside organization
  • Communicating with supervisors, peers, or subordinates
  • Establishing and maintaining interpersonal relationships
  • Selling or influencing others
  • Processing information
  • Developing objectives and strategies for prospecting and marketing
  • Identifying objects, actions, and events
  • Updating and using relevant knowledge, which may also involve continued education
  • Interpreting the meaning of information for others
  • Resolving conflicts and negotiating with others
  • Getting information
  • Interacting with computer programs, internet programs, email programs, etc
  • Organizing, planning, and prioritizing work
  • Documenting and recording information
  • Evaluating information to determine compliance with standards
  • Scheduling work and activities
  • Follow contract, property, or insurance laws
  • Evaluate degree of financial risk
  • Use telephone communication techniques
  • Provide customer service
  • Install computer programs
  • Calculate insurance premiums or awards
  • Conduct sales presentations
  • Calculate rates for organization's products or services
  • Sell insurance policies
  • Access media advertising services
  • Use interpersonal communication techniques
  • Make decisions
  • Obtain information from individuals
  • Compute financial data
  • Use computers to enter, access or retrieve data
  • Use word processing or desktop publishing software
  • Use marketing techniques
  • Use knowledge of written communication in sales work
  • Make presentations
  • Communicate visually or verbally
  • Interview customers
  • Use accounting or bookkeeping software
  • Determine customer needs
You may want to list Series Licenses, or other types of certifications and/or licenses related to your role, or even exams you may be sitting for in the near future

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