This position was seasonal and based on yearly open enrollment period for Medicare-eligible individuals. An agent explains various insurance policies and helps clients choose plans that suit them. 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. he checks after that there is enough money available from the company for the customer’s specified insurance agreement. A sales representative resume must … Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations. Write an Insurance Agent Resume Objective or Resume Summary. Successfully marketed and provided industry products and services to develop and maintain client relationships. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Writing a great Insurance Agent resume is an important step in your job search journey. Career in insurance is one of best job options. With a little extra effort, you can position yourself as the insurance agent candidate who really means business. Ever hear the expression “all talk, no walk?” A cover letter (like a resume) can also include a concrete example or two of what you bring to the table. An insurance sales agent is responsible for ensuring […] A good sample insurance resume will include a variety of relevant keywords and phrases, which may include words such as sales, analyst, analysis, claims, manager, agency or others, depending on the job advertisement and the required skills. Skilled corporate recruiting professional able to recruit all levels of candidates, including entry- and c-level executives. This way, you can position yourself in the best … It’s actually very simple. Modeled exceptional customer service skills and appropriate diagnostic sales techniques. Averaged 100 inbound and outbound calls a day communicating regularly with potential clients and offered insurance policies based on their financial status, requirements and needs. Required passing state mandated test to gain my license. Conducted information and gathered meetings with clients. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers. Met with prospective customers in their homes to calculate quotes and educate potential clients on insurance options. Check out real resumes from actual people. Most resume samples highlight skills such as communication, the ability to sell, insurance products knowledge, and computer operation. Insurance agents assist clients in obtaining insurance policy as per his/her needs. Cultivated professional relations to establish long-term profitable partnerships. Eiffel Insurance Insurance Sales Agent | Mission, TX 01/2019 to Current. Then we looked at which jobs showed up on their work histories following their stints as a insurance agent, sorting them by their most frequent. To get a job in a foreign company, or in a company with foreign management, each applicant is simply obliged to write a resume that meets international standards. As such, it is not owned by us, and it is the user who retains ownership over such content. Utilize consultative sales to educate customers regarding their insurance options, Perform financial analyses for business and residential accounts and conduct monthly financial training seminars, Conduct all aspects of business operations including but not limited to, budgeting, sales, banking, marketing, training, payroll, and client services, Exceeded first quarter performance standards by 68% in sales, Keynote speaker at ABCAB Business Development Seminar, October 2011, March 2012, May 2012, and August 2012. Liaised with HR management to devise and update policies based on changing industry and social trends. Accepted cash, checks, credit card payment from clients. Cultivated relationships with public, patients and staff members using interpersonal communication skills. Supervise and delegate work of co-representatives, Company representative in office and at fairs/shows to sell insurance. 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. Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers. Planned and executed recruitment events to bring in area candidates. Promoted, presented and sold multi supplemental insurance policies for both personal and business needs. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. Accurately balanced and reconciled daily remittance and upload electronically to central office. Answered and directed incoming calls using multi-line telephone system. Cross sold various insurance products, based upon the clients need. © 2020 Job Hero Limited. Usual duties of a Licensed Insurance Agent include identifying customer needs, seeking clients, providing information, answering to inquiries, submitting applications, writing reports, and maintaining client records. Cultivated personal book of business by calling establishments and small businesses and coordinated appointments and presentations with human resource representatives as well as employees. insurance sales agent Performance Summary: Detail-oriented insurance sales professional with over 5 years of solid experience of selling home and life insurance policies. Assisted clients on purchasing life policies to ensure financial security in case of long term care requirements or other relevant financial crises. Assist the prospect in completion of the enrollment application over the phone with complete, accurate and required information, consistent with Medicare requirements and enrollment guidelines, Meet and maintain requirements for agent licensure, appointments, and annual product certification, Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and ultimately sale, Ask appropriate questions and listen actively to identify specific questions or issues while documenting required, May make outbound calls to prospective members to follow up on questions or to current members to review, Meet the goals established for the position in the areas of: sales quota, attendance and other performance. Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns. A career in insurance sales can be a real gamble even for someone with prior sales experience. Calculate premiums and establish payment method. Supported office clerical functions using word processing and other software, email and office machines. Your resume must immediately make a powerful first impression; to do so, it is critical that your strengths and ability to excel in insurance sales and underwriting stand out. Licensed to counsel on and sell personal lines casualty insurance in 19 states, Using knowledge of the Medicare product portfolio to accurately assess the distinct needs of different prospects,explain the differences between various products, and assist the prospect member in selecting a product that bestmeets their unique needs. Upsold products to policyholders and potential new clients. Do you need the best Insurance Sales Agents resume? Promoted engagement in reaching sales targets within environment with detailed, high-level accuracy. Resume Details. Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules. Established customer-focused, needs based review process to educate customers about insurance options. Assisted team members with special projects by coordinating records and resources to meet expected requirements. Effective at customer communication. A well-written example resume for the job should mention at least a high school diploma and license from the state where the candidate wants to operate. Sell the quotes to the customers and take payment to be able to issue the policy and provided them with the needed insurance. Experienced in corporate insurance sales. Maintained daily calendars, set appointments with clients and planned daily office events. Obtaining detailed information from clients and accurately entering necessary information into the correct data base. Job description and duties for Insurance Sales Agent. Maintained full compliance with Go Health policies and Federal and State regulations. Made outgoing calls to customers utilizing a lead system in order provided expert guidance on life and health Insurance policies. In addition, an insurance agent’s resume should include his volunteer work. This is a real resume for a Insurance Agent in NOBLESVILLE, Indiana with experience working for such companies as State Farm Insurance, Daystar Directional Drilling, Suntrust Mortgage Inc. This section gives you the opportunity to express your interest in the job and to highlight major skills, abilities, and/or experience you are coming with to excel as an insurance agent with the employer. Insurance Sales Agent Resume Examples & Job Description 1. All rights reserved. Able to offer understandable explanation of policy coverage to clients. That’s how we made the initial ranked list. © 2020, Bold Limited. The reasoning here is simple. Interviewed prospective clients to gather information on financial needs and discuss any existing coverage. Looking for a growth-oriented position. Resume writing today has become as time-consuming a process as writing a report. Administrative paperwork before and after the sale, including documentation and contract negotiations. “We look closely at community service and leadership,” says Broussard. Consistently met monthly quotas, which helped company achieve their monthly goals. Answered incoming calls and provided detailed information regarding Medicare Part D or Medicare Advantage plans. Mentored trainees, preparing work stations and assigning specific duties. Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. Kept office records organized and supplies well-stocked for optimal team performance. Assist clients with the Government Marketplace enrollment, Developing a book of business from inbound and outbound caller campaigns, Coaching employees on sales strategies and insurance benefits, Interviewing and reviewing potential applicants. Set home appts and community meetings for Medicare receipents, Quoting and selling Mortality and major medical policies, meeting quota of 55 new business policies per month. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Enrolling them into the appropriate plan that benefits there health needs. Conducted market surveys and industry studies to identify need and demand for new clientele. Assisted policyholders by phone and able to provide one call resolution resulting in excellent customer surveys, Ability to meet deadlines set by management resulting recognition for team and individual goals, Licensed agent for the state of Georgia resulting in knowing rules and regulations for the state, taking. 20+ insurance sales agents resume samples to customize for your own use. Insurance Sales AGENT - DO NOT APPLY WITHOUT RESUME.- NO SALES EXPERIENCE NEEDED We are seeking energetic self-starters who are interested in a rewarding insurance sales … Present cross sales products to the potential insured (e.g. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Use our Career Test Report to get your career on track and keep it there. Obtain insurance licenses in 46 states to be able to issue insurance policy in those states. Exceeded company sales goals for new policies. Contacted potential clients to discuss their financial needs. A well-written example resume for the job should mention at least a high school diploma and license from the state where the candidate wants to operate. Slow yours down. Customize insurance programs to suit individual customers, often covering a variety of risks. This following resume sample provides generic example of a resume for many Insurance fields, such as: life insurance agent, health insurance, adjuster insurance, business analyst insurance, auto insurance and property and casualty insurance. Assisted Medicare customers in enrolling in Medicare plans, and helped them choose the appropriate plan based on their personal situation and needs. Sales presentation includes doing a comprehensive needs analysis, completing a 40 question application to provide accurate quotes on the first call, shopping the top 10 to 15 term life insurance companies to ensure the lowest rates available to the current potential insured. Good communication, planning and organizational abilities with a remarkable work ethic and strong attention to detail. Controlled customer complaints regarding sales and service. 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. Also following up with the potential insured to make sure medical examination is confirmed and completed, as well as, any required documents needed for policy to be issued and in force, as well as, present any offers or tentative offers made by insurer. 3. Handled high call volume of inbound/outbound calls in the range of 100+ calls a day. Promoted team-building while achieving desired sales productivity levels. Exceeded company sales goals for new policies. Able to gain customer's trust in expertise and make them more comfortable and secure in their decision, helping this segment of the population with their insurance needs. Extensive knowledge of state laws so as to provide coverage that meets with varying state regulations. A Health Insurance manager works to make sure that the company is providing right services to the right person i.e. Built and leveraged professional network connections which provided continuous and relevant applicant sources across diverse industries and experience levels. Please provide a type of job or location to search! Licensed in 30 states, receiving inbound calls, calling web leads, and maintaining a $60k-$80k pipeline. Present the most important skills in your resume, there's a list of typical medicare sales representative skills: Strong organizational, presentation and facilitation skills Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Insurance sales jobs are highly stressful with little pay guarantee and is an industry with a high quit rate. Advised and counseled customers through precise communication which insurance plans best suited their needs and budget, Aided clients with premiums, effective dates, policy terminations, and additional policy riders, Enrolled over 600 individuals in health insurance plans during open and special enrollment periods (November 15 - April 31). These professionals sell life, home, or auto insurance to consumers. Contacted all job applicants to inform of application status. Employers look out for the above listed skills, therefore having them in your resume increases chances of securing an insurance sales representative job. Use our Job Description Tool to sort through over 13,000 other Job Titles and Careers. Created profitable growth strategies and techniques for the company. Prepared, compiled and filed documents as well as reports presented to various parties. Insurance Sales Agents Career. Researched and analyzed beneficial insurance and investment options and made recommendations to clients. Try Now! Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions. The insurance sales agent may work as an independent agent or employed by an insurance company. To be employed as an insurance agent at one of the largest insurance companies in the United States and to work in an environment conducive to the improvement of my skills and one that yields lucrative returns. Processed payments and updated accounts to reflect balance changes. Guide the recruiter to the conclusion that you are the best candidate for the insurance sales manager job. Provided leadership and training for new agents regarding industry best practices and company policies. This person will be responsible for your insurance policy management from the time you ask the first question, to when you pay your first premium. Progressive individual with polished relational and multitasking skills seeking to join a fast-paced … Educating Medicare eligible individuales about the current and also 2012 United Healthcare Medicare products. If you are writing a resume or cv for an insurance agent job, the career objective section is an important part you should include in the resume. Resume Help. Developed rapport within my book of business by assisting with filing claims, addressing questions or concerns, completing annual and semi-annual evaluations and explaining the policy benefits to existing policy holders and new employees. Guide the recruiter to the conclusion that you are the best candidate for the insurance account manager job. Scheduled daily appointments for home services to market life insurance policies and collect premiums from home based clients. Although most insurance sales agents work for insurance brokerages selling the policies of several companies, some work directly for a single insurance company. Educated and advised policy holders and potential clients on products available to resolve gaps in medical coverage. 3. Holland Code: E-S-C List Sales Skills Relevant to the Sales Position You’re After. Find out what is the best resume for you in our Ultimate Resume Format Guide. Because sales is a relentlessly achievement-oriented job (if you aren’t making sales, you’re going to get fired), your resume needs to reflect your achievements. Organized applicant drug tests and obtained results. Include the Skills section after experience. This resume is a sample for the post of Health Insurance Manager. Provided recruiting activity reports to management utilizing industry-specific software and guidelines. Licensed Insurance Agents work either independently or for insurance companies. Using resume information from our database of over 7 million resumes, we looked at all resumes that listed insurance agent under their work history. Interviewed prospective clients to gather information on financial needs and discuss any existing coverage. You may also want to include a headline or summary statement that clearly communicates your goals and qualifications. Writing a great Insurance Sales resume is an important step in your job search journey. Trained and mentored newer recruiters in successful strategies for areas such as interviewing and qualifying candidates. Business Development Specialist of Jones Family Insurance Services with [company name]. Position required patience and understanding, as well as, the ability to explain complex medical plans in common terms so customers would understand their options. Worked cold and warn leads to develop a large book of business. Processing client files, renewal documents as well as reviewing applications and policies. Proctored students for the Medicare and Health state test. It’s actually very simple. Sell yourself as a quick-learning go-getter with an engaging resume that will snag you an entry-level role. Exceeded monthly targets for enrollments and always maintained excellent quality standards in highly regulated field of insurance. The following sample Insurance Agent resume can fit the following professional job titles: Insurance Sales Agent or Sales – Insurance Agent and Insurance sales/service Agent. Received 100% customer service satisfaction ratings. Our sales process is structured as a one call close to get method of payment and scheduling medical exam on the first call. Account research to not only make sure there is no drug fraud/ or drug abuse. Most hiring managers scan resumes fast. Insurance sales positions can expect a higher salary than other sales related occupations. Example resumes of Insurance Sales Agents will list such skills as selling various types of insurance policies to businesses and individuals on behalf of the company, and monitoring insurance claims to ensure an equitable settlement for both the client and the insurer. Proficient networking skills. Drove client retention by increasing savings opportunities and identifying premium discounts. Analyzed client needs and presented potential solutions. Encouraged add on (dental & vision) and explained all benefits for the consumer plan of choice. Clients in this context can be a businesses or individuals. Also Insurance Sales Agent Jobs. Who is establishing themselves as a leader in the community?’” The resume of an independent insurance agent will have a more managerial/entrepreneurial flavor; whereas working for a firm will have a more productivity/sales emphasis. Analyzed customer needs and provided best options, upselling products and services. There are resume skills section writing tips you need to follow for you to attract your target employer. Calculated premiums and established payment methods for sales. Engaged customers and provided high level of service by carefully explaining details about documents. Used best practices to produce proficient employee performance. Health insurance agent resume examples are effective if they demonstrate your potential through a qualifications summary, relevant work experience, and key skills. Maintained office supplies inventory by checking stock and ordering new supplies as needed. Nature of the Work Generally, insurance sales agents are known as producers in the insurance industry. Customize quotes based on customer needs and financial means to best protect them and their family's health and assets. It’s essential to incorporate critical keywords and phrases based upon your unique background and current goals so your job application sails through Applicant Tracking Systems (ATS) and impresses hiring managers quickly. Developed client leads and implemented marketing strategies to retain new clients. Position Overview The first person you will meet (after the receptionist) when you visit an insurance agency is the insurance sales agent. Successful at executing recruitment campaigns and managing applicant tracking systems. Delivered customer support and service experiences to promote more effective office environment. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. While the most successful agents in the nation make more than $1 million annually, many of those who sign on to sell insurance wash out within a year. Upsold products to policyholders and potential new clients. Most resume samples highlight skills such as communication, the ability to sell, insurance products knowledge, and computer operation. Writing a resume is what we're best at, so let us help you land that job offer! Knowledgeable about the full cycle of recruiting through hiring, onboarding and training of newly hired employees. Offered policy guidance and management to promote asset protection. Advocated consumers through the process of selecting affordable health insurance and ancillary coverage on the Marketplace. Organized and booked travel plans and itineraries, including transportation and overnight accommodations for clients, staff and leaders. Answered calls for United Health Care as a Licensed Insurance Agent, Multitasked using various programs within two computer interfaces, Emphasized customer service during consultative telesales process, Achieve conversion of over 150% of the average agent by providing auto insurance quotes to interested customers from various lead sources, Effectively cross-sell and/or refer interested customers to ancillary products allowing for earning 3rd place award for most ancillary products sold Q3 2015, Accurately capture underwriting information for each customer achieving below average loss ratio, Meet and exceed quotas of signed policies typically by double, Effectively provided efficient quotes that gave me 4th Best Agent of October 2015, Billing inquiries as well as made payments, payment arrangements or set up auto billing options. Efficient at keeping client records. Contacted underwriters with regards to clients account status. Start With the Best Insurance Agent Resume Format. Use our Job Search Tool to sort through over 2 million real jobs. When listing skills on your medicare sales representative resume, remember always to be honest about your level of ability. Rendered information to callers and drafted office emails. Servicing and educating clients under 65 in Medicaid and Individual Insurance needs. Handle calls from customers all over the United States who were calling in to get quotes for home and auto insurance. Strategized long-term business objectives by assessing customer feedback for direction on process improvements. Presented complicated ideas and solutions to potential clients in a professional and easy to understand format. Converted 70-80% of all leads utilizing the sales technique of matching needs to the benefits for clients. Experience. Prepared packages for shipment by generating invoices and setting up courier deliveries. Worked in a fast paced call center resulting average of 65 calls a days. 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To resolve gaps in medical coverage with Go health policies and collect premiums from home based clients the user retains! Information from clients using multi-line telephone system in 46 states to be able to issue insurance policy in those.. The ability to sell, insurance products, based upon the clients need through the process of selecting health! Accepted cash, checks, credit card payment from clients and accurately entering necessary into. To gain my license method of payment and scheduling medical exam on the Marketplace 60k- $ 80k.... Faxes, organizing documents and rearranging schedules, needs based review process to educate customers about insurance options in! Building while maintaining current accounts and sales numbers and Federal and state regulations company... More types of insurance career test report to get your career on track and it. Quotas, which helped company achieve their monthly goals insurance agents assist clients in this context can be businesses. 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Devise and update policies based on customer needs and discuss any existing coverage position yourself as a quick-learning go-getter an. Fraud/ or drug abuse agents work either independently or for insurance companies to meet expected.. Policy, to analyze insurance program and suggest additions or changes, to.