Insurance Sales Agent Resume Sample
Cristian Kulas
764 Gottlieb Mission,
San Francisco,
CA
+1 (555) 338 1634
Work Experience
Insurance Sales Agent
09/2016
-
PRESENT
Boston, MA
- Five years of insurance industry experience
- Valid U.S. State-issued driver’s license
- Successful business-to-consumer sales experience
- Demonstrates the ability to make the “Human Connection” and empathize with the customers
- Active and valid Property/Casualty and Life/Health Insurance License or ability to acquire as part of our training program within 60 days of hire
- Respond to all referrals faxed in, mailed in or called in to Sales Center as quickly as possible from time of receipt. Input into system immediately if quotable
- Respond to all referrals faxed in, mailed in or called in to Sales Center within 48 hours from time of receipt. Input into system immediately
- One year of insurance industry experience
- Solicit and sell homeowner’s, dwelling, fire, earthquake, flood,condo, renters, wind storm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, fax, and telemarketing efforts
Sales Agent, Insurance
07/2012
-
05/2016
Dallas, TX
- Problem Solving /Operations/Direct Work Involvement: Develops solutions to a variety of problems, typically of moderate scope and complexity. Refers to and interprets policies and practices for guidance
- Determine a client’s needs and match those needs with the appropriate coverage endorsements
- Work with the agent to establish and meet marketing goals
- Use a customer-focused, needs-based review process to educate customers about insurance options
- Enthusiastic about the role
- Able to learn computer functions
- Experience in a variety of computer applications, particularly Windows
- Pride in getting work done accurately and timely
- Make presentations to potential customers
Life Insurance Sales Agent
12/2005
-
03/2012
Los Angeles, CA
- Achieve mutually agreed upon marketing goals
- Effectively relate to a customer
- Execute a detailed business plan
- Successfully navigate required computer applications Life carriers’ systems, MPS, CRM, carrier application, Intranet, contact management system. Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customer’s confidentiality and privacy in accordance with club and regulatory requirements
- Execute and facilitate Insured’s service requests, while anticipating account rounding and cross-selling opportunities. Complete training and continued education and professional development programs, as required. As approved by management, represent AAA Mid-Atlantic Insurance Sales in public forums to enhance networking and sales opportunities
- Active State Property/Casualty License required
- Effectively and efficiently communicate with prospective customers by adhering to established call center processes and performance standards
- Uses Client and EXL approved Call Guides and Closes Sales of Life Insurance Products
- Build positive relationships with operations team members
Education
LeTourneau University
2000 - 2005
Bachelor's Degree in Business
Professional Skills
- Demonstrated excellence in developing team customer service and interpersonal skills needed for working with our customers
- Above average communication skills to represent the company in a professional manner and communicate effectively with potential customers
- Overcome objections and great closing skills
- Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier
- Demonstrated ability to coach and mentor a team towards strong sales presentation delivery
- Demonstrated experience a PC and the ability to work simultaneously with multiple computer systems
- Two (2) years of professional sales experience in an Insurance environment or related industry (i.e. financial/banking)
How to write Insurance Sales Agent Resume
Insurance Sales Agent role is responsible for software, insurance, reporting, training, credit, retail, automation, health, windows, underwriting.
To write great resume for insurance sales agent job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Insurance Sales Agent Resume
The section contact information is important in your insurance sales agent 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 Sales Agent Resume
The section work experience is an essential part of your insurance sales agent 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 agent 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 agent position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Insurance Sales Agent resume experience can include:
- Maintain strong knowledge of all products, pricing, and policy features available for sale
- A competitive base salary, depending on experience
- Proven ability to manage personal emotions and avoid negative responses to frustrations and annoyances
- Use and operate a keyboard, computer, fax machine, scanner and copier
- Two years of professional sales experience in an Insurance environment or related industry
- Two (2) years of professional sales experience in an Insurance environment or related industry
Education on an Insurance Sales Agent Resume
Make sure to make education a priority on your insurance sales agent 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 agent 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 Agent Resume
When listing skills on your insurance sales agent 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 agent skills:
- Effectively teach and demonstrate the Acceptance G.U.E.S.T. sales process
- Solid sales experience or training
- Six months or more of prior experience in a sales related field, required
- Pass licensing exam and Carrier certifications annually and maintain good standing
- Experience with Department of Insurance state specific solicitation and selling regulations
- A valid driver’s license and an acceptable driving record
List of Typical Experience For an Insurance Sales Agent Resume
1
Experience For Insurance Sales Agent Trainee Resume
- Ensure all phone calls are answered in a prompt, professional, and courteous manner by all team members
- Ensures that store cleanliness/maintenance is maintained to company standards
- Maintain appropriate office records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by District or Regional Manager or Corporate Office
- $19.23 per hour for the first 6 months, then commission based with forgivable draw
- $20.51 per hour for up tothe first 6 months, then commission based
2
Experience For Sales Agent, Insurance Resume
- $20.51 per hour for up tothe first 6 months, then commission based with forgivable draw
- $20.51 per hour for up to the first 6 months, then commission based with forgivable draw
- The drive to consistently achieve the best sales results and meet high volume deadlines in a call center environment
- Knowledgeable in life insurance.
- National brand recognition
- A competitive sales drive
- Proof of automobile liability insurance at time of hire
3
Experience For Agent, Insurance Sales Resume
- Successful completion of background, credit check and drug screen
- Guaranteed Based Pay
- Execute and facilitate Insured’s service requests, while anticipating account rounding and cross-selling opportunities. Complete training and continued education and professional development programs, as required. As approved by management, represent AAA Club Alliance Insurance Sales in public forums to enhance networking and sales opportunities
List of Typical Skills For an Insurance Sales Agent Resume
1
Skills For Insurance Sales Agent Trainee Resume
- Maintaining all current licensing, agency and carrier compliance requirements
- Successfully reach monthly & quarterly goals and sales targets by soliciting new business and building and retaining existing Agency business
- Handle inbound service calls by providing accurate and complete information via researching/selling/locating licensed agen
- Maintain appropriate records including, but not limited to; all time worked, reporting of sales activities, other reporting as required
- Assist in the daily cleaning/maintenance of the location according to Acceptance standards of operation
2
Skills For Sales Agent, Insurance Resume
- Preferences towards taking charge of a situation, takes initiative, are persuasive and can influence a positive outcome
- Preference towards taking charge of a situation, takes initiative, are persuasive and can influence a positive outcome
- Write reports and business correspondence and comfortable expressing opinions
- Benefits include a very competitive health insurance plan offering, a company 401k match, dental, vision, long term disability, etc
- Educate our customers on the right products from the beginning
- Utilize a consultative and value based sales approach to sell insurance policies to customers by providing rate quotes and coverage information
- Assess the customer needs and advise clients on insurance coverage and personal protection options following Acceptance’s G.U.E.S.T. standards
- Develop and maintain relationships with business partners around the community and perform outside marketing activities to drive new customers
- Medicare Marketing Guidelines and Client Retiree Health Exchange quality standards.Search Jobs US
3
Skills For Agent, Insurance Sales Resume
- Paid time off (vacation and personal/sick days)
- National brand recognition, over 15 million members in 21 states
- National brand recognition, over 16 million members in 15 states
- National brand recognition, over 16 million members in 21 states
- Are confident of their own abilities
- Solve practical problems and deal with situations where limited standardization exists
- Identify, quote and sell products based on our members needs
4
Skills For Life Insurance Sales Agent Resume
- Identify, quote and sell products based on our members need
- Current Property & Casualty Insurance Sales license
- Self-motivated, driven and resilient attitude
- Analytical mindset and computer savvy
- Current Property & Casualty (P&C) Insurance Sales license or ability to obtain within the first 90-days of employment
- P&C and/or Life license required
- Property & Casualty Agent license required
5
Skills For Sales Agent, Retail Insurance Resume
- Make decisions with clear judgment
- Provide suggestions and implement changes that enhance operations
- P&C Insurance sales experience in an Insurance environment or related industry (e.g., financial services, banking, etc.) or a proven history of a strong sales aptitude and background
- Property & Casualty License (or the ability to obtain one within 90 days from hire date)
- Work independently with only general guidance
- An Individual Incentive Plan (including but not limited to): generous monthly & quarterly commissions; free lead generation; and paid trips for qualifying high producers
6
Skills For Agency Insurance Sales Agent Resume
- A comprehensive benefit package including over 3 weeks of Paid Time Off during the first year, 401(k) plan with a company match, Medical, Dental, Prescription, and Vision Coverage, Tuition Reimbursement, Life Insurance, and Flexible Spending Accounts to highlight a few of the offerings
- AAA Club Alliance offers the opportunity to work as a sales professional in an entrepreneurial type work environment backed by the reputation, training and products
- O 5 years related sales experience, required
- Industry knowledge of personal lines products
- Successfully complete requirements for obtaining appropriate insurance licensure, America’s Health Insurance Plan(AHIP), and individual certifications for several insurance carriers
- Developing leads, scheduling appointments and identifying customer needs. Suggest and sell targeted insurance products to meet those needs
- Creating and upholding a positive and professional working environment towards both customers and peers
- Knowledge of Property & Casualty insurance products for multiple states and carriers
- Dependable, self-motivated and able to take action with minimal direction
7
Skills For Insurance Commercial Inside Sales Agent Resume
- Knowledge of and/or ability to learn Insurance Service's automation system INDBBTINS
- Cross-train on multiple products to provide operational flexibility and support for peak demand periods throughout the year
- Corporate lead generation system
- Strive to sell the product that best meets each customer’s needs
- Close inbound sales (usually first call resolution)
- Provide quality quotations, pricing, and required information to new prospects and completes the sales process for each customer per company policy and procedure
- Complete and maintain training for all products offered by Acceptance (i.e. auto, roadside, hospital indemnity, motorcycle, commercial and home/renters, etc.) and other insurance companies for which they are appointed,
- Conduct daily customer payment reminder calls
8
Skills For Insurance Personal Lines Sales Agent Resume
- Take / receive customer payments in office and over the phone
- Scan and send required documents daily
- Knowledge of Medicare health, prescription drug plan, vision and dental enrollments
- Identify Medicare prospect’s needs using a needs based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plan
- Enroll members compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim. Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
- Generate outbound phone calls to pre-set appointments and non-pre-set appointments, actively listen to identify customer questions and needs, utilize probing questions when necessary
9
Skills For Inside Commercial Insurance Sales Agent Resume
- Meet and/or exceed monthly sales goals and service levels
- Actively manage all assigned appointments to ensure all retirees needs are met on a timely basis
- Absorb new information and have the flexibility to adapt to new processes rapidly
- Understand and remain compliant with the Centers for Medicare and Medicaid Services (CMS),
- Ensuring the office team is assessing customer needs and advising customers on coverage options, providing clear quotations, explaining pricing, and explaining all required information to potential customers
- Schedules and performs outside marketing activities to generate company sales
- Prepares quotations on customer change requests to policies
10
Skills For Inside Sales Agent Home Insurance Resume
- Participates in the selection process for open team positions
- Is responsible for training and ensuring that all Team Members adhere to standard operating procedures and that all policies are completed per established processes and at a high quality level
- Maintain strong, complete knowledge of all products offered in their market, product pricing and policy features
- Direct Team Members in tasks relating to scheduling and coverage of the retail office
- Direct the daily follow-up with customers on all open or unresolved issues including calling customers regarding upcoming payment, lapsed policy reinstatements and cancelled policies
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