Insurance Sales Agent Resume Sample

Updated on: October 3, 2016

 

There is no telling what a prospective employer may like about your resume.

This is why it is imperative to detail your entire resume in a manner that every section and every statement is likeable.

While not easy to do, this is what will bring positive results – in the form of an interview.

Check out how the following resume sample flows:

 

 

Insurance Sales Agent Resume Sample

 

Sam Neil

212 Englewood Drive | Largo, FL 65855 | (000) 205-7454 | samneil @ email . com


 INSURANCE SALES AGENT

Performance Summary: Detail-oriented insurance sales professional with over 5 years of solid experience of selling home and life insurance policies. Proficient in determining clients’ insurance coverage needs, developing a base for long term clients by using referrals and special interest groups and developing individualized insurance plans to meet the specific needs of each client. A dedicated individual who has a great ability to get along with people from diverse backgrounds.

CORE COMPETENCIES

Client Prospecting Policies Development DND Lists
Target Orientation Statistical Analysis Program Customization
Insurance Policy Analysis Electronic Records Background Checks
Coverage Assistance Renewals Financial Arrangements

KEY ACHIEVEMENTS
• Developed a customized insurance policy for an aged client while remaining within the limitations of company policy
• Increased client base by a staggering 50% owing to deducted marketing and follow up activities
• Decreased number of defaulting clients from 900 to 100 by privatising them with easy to pay solutions for their annual premium payments
• Trained 13 insurance agents in handling cold calling activities while respecting DND lists

PROFESSIONAL EXPERIENCE

Insurance Sales Agent
AAA Mountain West, Largo, FL | 6/2010 – Present
• Prospect clients by reaching out to them through emails and on telephones
• Follow up with existing clients to inquire into their requirements for additional benefits or riders
• Determine clients’ specific insurance coverage needs by interviewing them in detail
• Perform or coordinate background checks to insure that the deal is clean and safe to pursue

Insurance Sales Agent
YUN LLC, Largo, FL | 8/2005 – 6/2010
• Created individualized insurance plans for each client depending on his or her ability to pay premiums
• Explained the features and benefits of each developed policy in a bid to make clients obtain the best out of them
• Followed up with clients to ensure that their yearly premiums are submitted on time
• Created and maintain clients’ records in the company database and ensured that they are stored in a confidential manner

Sales Assistant
State Farm Insurance, Largo, FL | 2/2003 – 8/2005
• Welcomed clients and provided them with initial information regarding the company’s insurance plans
• Performed cold calling activities to generate clientele and scheduled appointments for insurance agents to follow up on
• Handled records management and filing duties by following set company policies and procedures
• Responded to clients’ queries over the telephone and in person and referred them to available insurance agents
• Compiled paperwork for each client and assisted in filling out first information forms

EDUCATION
High School Diploma – 2002
Largo High School, Largo, FL