Example Resume - Insurance agent resume
DAVID A. SMITH
3217 Heritage Road, Frenso
CA – 93721, United States
Tel: (559) 699 2463
Email: david.smith@youremail.com
Insurance Sales Agent
Professional insurance agent with 6 years of experience
- Comprehensive exposure to various insurance domains such as general insurance, health insurance, and vehicle insurance
- Geographical awareness of the district
- Efficient team member, with leadership skills
- Resolute and passionate, with competitive sales skills
PROFESSIONAL SKILLS
- Expertise over health and vehicle insurance
- Strong knowledge of competitor insurance plans, and comparative advantages
- Ability to cross-sell and up-sell depending upon customer profile
- Communication and negotiations skill
WORK EXPERIENCE:
Insurance Advisor (2009 – till date)
Vegas Insurance Company
(9249 Reseda Blvd., Northridge, CA)
Job Responsibilities:
- Develop sales plan for daily sales activity and abide by the same
- Tele marketing of existing and new insurance plans to the customers, from the pooled database
- Set appointment and meet customers for various insurance promotion related activities
- Coordinate with insurance manager for allocation of targets, and its achievement
- Review closed deals, and update necessary details such as next premium due date etc.
- Coordinate with team members for combined approach to the goals
- Meet the customers visiting the office, and counsel them for necessary queries
- Maintain a record of all sales activities, and clients met on day to day basis
- Investigate the claim requests
- Generate reports and submit the same for MIS (Management Information System)
Insurance Sales Agent (HP Life and Medi+ policies) (2004 – 2009)
Health Plus Insurance Services Pvt. Ltd.
(108, White Oakwood Ave, Granada Hills, CA)
Job Responsibilities: (On field sales promotion)
- Telemarketing
- Attending to incoming customer query calls
- Cold calling in new geographic areas/markets
- Visiting clients and customers for feedback, and resolution of queries
- Plan daily activities, and set appointments accordingly
- Generating daily fieldwork report
- Updating customer database with necessary updates as and when available
- Following up on scheduled premium payments, and sending necessary reminders
- Providing management with daily sales reports, and cold calling updates
- Coordinating with other team members for target achievement
ACADEMIC QUALIFICATIONS
- Professional Certification Course (March 2004 – June 2004)
UStiA (United States travel insurance Association)
(Figueroa St., San Diego, California)
- B.Com (Bachelor’s in Commerce) (2001 – 2004)
College of Professional Studies
(7056 Mission Valley St., San Diego, California)
CERTIFICATIONS AND LICENSES
- Certified life, health, P and C insurance license from California Department of Insurance
- Certified member of ARIA (American Risk and Insurance Association, and NPIA (National Association of Professional Insurance Agents
Accomplishments:
- Achieved 12% hike in annual sales for the year 2010 2011
- Increased the customer database by 30%
- Consistently exceeded the target for all quartets of the year 2009 - 2010
- Awarded for maximum successful sales for the year 2006 - 2008
REFERENCES
- Luke G. Rusk
(Insurance Manager)
Vegas Insurance Company
9249 Reseda Blvd.
Northridge
California – 93701
United States
Tel: (559) 203 6064
DECLARATION
I, hereby, declare that all details furnished above by me are true to best of my knowledge and belief.
Name: DAVID A. SMITH
Place: Frenso Date: January 16, 2012
The sample insurance agent effective resume given above illustrates how different credentials can be shared in impressive and unique ways, with emphasis on key skills to grab the employer’s attention. Depending upon whether a candidate is a fresher, or holds considerable experience, the order of experience and educational qualifications can be interchanged. From above sample you can also write insurance sales resume.
We hope the insurance agent resume example shared above would help the candidate draft a professional resume, and win much anticipated interview call.
