Insurance Consultant Resume Samples

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H Hamill

Herbert

Hamill

98997 Cora Pine

Philadelphia

+1 (555) 828 8255

98997 Cora Pine

Philadelphia

Phone

p +1 (555) 828 8255

Experience Experience

Philadelphia, PA

Unemployment Insurance Consultant

Philadelphia, PA

Waters-Deckow

Philadelphia, PA

Unemployment Insurance Consultant

Assists with checking completed and ongoing work of newly trained employees, ensuring a high level of performance
Assists with client and/or account manager concerns, questions and follow-up
Performs additional functions as requested to meet the goals of the department
Ensure that work is accurate and complete, processed in a timely manner with proper spelling, grammar and format
Assists with cross-training of employees
Excellent multi-tasking capabilities
Acts as a source for answers/guidance for employee questions and investigates through research any concerns that arise

San Francisco, CA

Uic-unemployment Insurance Consultant

San Francisco, CA

Waelchi-Sanford

San Francisco, CA

Uic-unemployment Insurance Consultant

Provide excellent customer service by establishing a rapport with clients and the state agencies
Ensures that work is accurate and complete, processed in a timely manner with proper spelling and grammar
Document details of client calls while on the phone, inputting this directly into the PC via keyboard for future review
Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures
Using the details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents
Verify and analyze client information stored on the PC prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved
Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response

present

Dallas, TX

Rbci Senior Insurance Consultant

Dallas, TX

Simonis-Schoen

present

Dallas, TX

Rbci Senior Insurance Consultant

present

Participating in professional development opportunities along with the RBCI Wholesaling team
Conducting Seminars, "Lunch and Learn" and other presentations to an internal DS audience or with clients
Leveraging other RBCI experts and operations and inside wholesaling partners in order to achieve success with individual cases
Reviewing sales results (trends and variance) and discussing activities along with suggestions for enhanced sales growth during weekly updates with the RBCI Wealth Partnership Leader
This role will be involved in selling and supporting the sales of all RBCI Life and Living Benefits insurance solutions with secondary support for other RBCI Wealth and Group Solutions. Sales success will be accomplished through the following activities
Manage risk management opportunity pipeline
Providing point of sale support to financial planners and advisors

Education Education

Bachelor’s Degree in Engineering

Pepperdine University

Bachelor’s Degree in Engineering

Skills Skills

Ability to work directly with clients
Good communication and interpersonal skills
Underwriting, Claims, or Policy Administration
Life & Pensions
London Markets
Brokers
Insurance Strategy and Advisory Services
Product and processes and insurance distribution experience
Digital and Analytics
Customer Relationship and Channel Management

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15 Insurance Consultant resume templates

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Life Insurance Consultant, Health & Benefits Resume Examples & Samples

Provide integrated life insurance planning and advice by understanding each client’s needs
Present potential solutions to prospects and clients
Generate sales and leads from within other Aon practices and divisions
Develop and implement business and marketing plans from client base segmentation
Generate prospecting activity
Participate in national and regional product development meetings

Rbci Senior Insurance Consultant Resume Examples & Samples

This role will be involved in selling and supporting the sales of all RBCI Life and Living Benefits insurance solutions with secondary support for other RBCI Wealth and Group Solutions. Sales success will be accomplished through the following activities
Working with an in depth understanding of the DS business (including practice management approach, client segmentation and prospecting routines) and how Insurance adds to the value proposition
Representing RBCI and building strong relationships with DS IAs and DS EPSs, within assigned DS branches to increase awareness of RBC insurance product solutions to fit client needs based on individual risk assessments
Leveraging other RBCI experts and operations and inside wholesaling partners in order to achieve success with individual cases
Meeting directly with clients on behalf of their DS IA with the objective of recommending and fulfilling RBCI solutions that are most suited to the clients risk management and /or estate planning needs
Conducting Seminars, "Lunch and Learn" and other presentations to an internal DS audience or with clients
Reviewing sales results (trends and variance) and discussing activities along with suggestions for enhanced sales growth during weekly updates with the RBCI Wealth Partnership Leader
Participating in professional development opportunities along with the RBCI Wholesaling team
Provincial Life Insurance License(s)
Proven experience working within bank owned IIROC / Wealth Management based channel
University degree in related field
Financial Planning Designation or currently enrolled in such accredited courses
5+yrs seasoned sales experience in the Life and Living Benefits industry
Excellent written / verbal communication skills and presentation skills
Knowledge of RBC Dominion Securities and /or RBC Insurance preferred
Self motivated and driven for results
Ability to work effectively with peers and to be perceived by others as team player
Projects a positive and professional image to Investment Advisors, Estate Planning
Specialist, service partners and external clients

Advanced Planning Insurance Consultant Resume Examples & Samples

Sources prospects through a variety of means which may include but not limited to warm calling, referrals, and partnering with internal partners. Spends approximately 50% of time sourcing opportunities outside of AFG primarily through Centers of Influence, existing clients, and professional networking. Other 50% of time sourcing is done through internal partnerships within AFG and educating them on services available through conducting asset protection profiling and life product opportunity training as well as working client lists to source opportunities and gain introductions
Holds introductory interviews with businesses and organizations using AFG’s value added services and Strategic Selling methodology. Pursues prospects in the Sales Funnel and Best Few with a strategy for selling each account. Meets with prospects through a financial planning discovery process with a focus on business insurance planning including executive compensation, life insurance, disability income, and long term care coverage for both individuals and multiple lives. Maintains a solid understanding of all AFG products and continually updates that knowledge and seek cross-sell opportunities for AFG services. Creates financial plan/strategy with our products and services to solve client needs
Partner with case managers to search out best product for client needs and structure recommendations and client presentation. Prepares reports and product illustrations for client presentation. Presents proposed product solutions to the client to make the sale and takes the information back to case manager for processing of the sale and initiate underwriting process
After underwriting, consultant meets with the client to present the offers for coverage. This often involves coordinating with clients’ other advisors such as attorneys and accountants to link products selected into various legal documents (i.e., ILITs) and fully consider tax implications of strategies
Services existing book of business including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources. Work through their annual renewal by providing alternatives, shopping the market when necessary. Ensure products and services are meeting client needs and provide solutions where alternatives identified
Keeps current with all follow-up activities on prospects and clients. Uses OnContact to track follow-up requirements and use other tools like e-lines and The Update to maintain contact with customers and prospects. Completes weekly reports in a timely manner
Attends on a continuing basis, sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals
3 – 5 years experience selling life insurance, long term care and disability income insurance in the affluent and business markets
7 - 10 years experience selling life insurance, long term care and disability income insurance in the affluent and business markets

Senior BPM Insurance Consultant Resume Examples & Samples

At least 2 years experience in knowlegde of insurance products and processes
French: Fluent
Dutch: Fluent

Life / Group Insurance Consultant Resume Examples & Samples

At least 5 years experience in the understanding of the operations of a Life and Group Insurance company
At least 5 years experience in Life and Group Insurance products and processes
At least 2 years experience in the awareness of package solutions in the industry (i.e., Oracle, Navisys/ALIP, CSC VANTAGE-ONE, Wynsure, Majesco, etc.)
Readiness to travel Up to 4 days a week (home on weekends-based on project requirements)
English: Intermediate

Financial Insurance Consultant Resume Examples & Samples

Candidate must possess an university degree from a recognized university
Candidate should exhibit good communication skills, possess excellent service attitude and are highly self-driven and positive
Candidate should possess sound knowledge of financial planning skills, insurance laws, insurance products and investment products
Candidates with good knowledge of tax law and general financial and economic market would be advantageous
Candidate with AFP or CFP would be highly advantageous
Work experience: at least 2 years of experience in wealth management in a bank or financial planning experience in an insurance company

Senior Policy & Compliance Insurance Consultant Resume Examples & Samples

Serves as a primary analyst assigned to review and confirm valuations of subsidiary securities, by performing valuation assessments
Provides explanation of analysis as well as findings as results
Provide analytical data to help develop industry standards, based on the results of the valuations
Assists in the staff support for the Statutory Accounting Principles Working Group (SAPWG)
Interprets and makes preliminary determination as to appropriate accounting treatment based upon regulatory objectives

Insurance Consultant Mississauga\oakville Resume Examples & Samples

Achieve annual sales targets, which will be developed based on discussions that occur each year during the business planning process and which will take into consideration the makeup of each region
Increase awareness of advisors and teach them to identify insurance opportunities within their books of business and to introduce the opportunity and position their IC with their clients
Manage the sales process from beginning to end, which may include conducting meetings with advisors, their clients, and their Centres of Influence (COIs), taking applications for insurance, handling the underwriting process, delivering policies, and servicing that business
Build and maintain strong relationships throughout the region, engaging in regular branch visits and communicating effectively with Regional Managers, Branch Managers, Advisors, and branch staff
Liaise with strategic partners, such as wholesalers and other insurance company resources, to increase branch presence, training efforts, and client/group/ business sales presentations
Demonstrate team leadership by participating regularly in group conference calls and meetings, and through a willingness to share knowledge, information, and advice with your peers, as well as managing the needs of their individual team members
Level II Life insurance license
5+ years experience in the insurance industry in management or sales capacity
Ability to open sales discussions with Advisors and clients and the ability to close deals
Experience managing and training sales professionals
Car and valid driver’s license
CFP designation or currently working towards CFP designation
Team-oriented approach

Senior Insurance Consultant Resume Examples & Samples

At least 5 years experience in the insurance landscape in Australia/New Zealand and an overall appreciation of emerging trends on a global basis
At least 5 years experience in working at senior management level to understand needs, priorities and how the implemented recommendations will support operations
At least 5 years experience in proposal development
At least 5 years experience in industry solutions
At least 5 years experience in consulting

Experienced Insurance Consultant Resume Examples & Samples

Advise on insurance operational processes resulting in successful organisational improvements and optimisations
Be involved in projects from the selection of the most relevant tools/techniques that meet client requirements to the design of deliverable content, the coordination of activities between work streams and the identification of changes in scope
Contribute to the local and international visibility of our firm on Solvency II issues
Share your knowledge of insurance products and processes by participating to training sessions and events, strengthening our presence in the insurance sector
Cultivate effective client relationships and pursue new client opportunities while constantly building your market eminence with the support of our network of experts on banking topics, technologies, trends, regulations, innovations, etc. of your interest
Manage teams of consultants on various assignments to help our clients tackle in their challenges
Enhanceyour network in the Luxembourgish and international market
Work alongside recognized experts
Push your boundaries and have the chance to exploit our Global network for career opportunities
Team up with dynamic and energetic young professionals within a challenging and knowledge sharing environment

Uic-unemployment Insurance Consultant Resume Examples & Samples

Receive and prioritize claims, questionnaires, determinations and other unemployment related data
Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures
Verify and analyze client information stored on the PC prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved
Document details of client calls while on the phone, inputting this directly into the PC via keyboard for future review
Investigates and resolves any client concerns with supervisor, other departments and/or Account Managers in a timely manner
Overtime is required in order to meet client deadlines
Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently
4-6 weeks of immediate, mandatory and uninterrupted training are required upon hire
Excellent interpersonal, oral and written communication skills
High ethical standards
Ability to follow policies and procedures; complete administrative tasks correctly and on time
High level of professionalism
Self-motivated with high level of initiative
Proficiency with Microsoft Office PC applications including Word, Excel, and Outlook

Insurance Consultant Resume Examples & Samples

Manage and track changes to system requirements throughout the development, testing and maintenance life cycle, maintaining accurate documentation at all times
Ability to challenge users, business analysts and others, to achieve appropriate and desired solution for the business
Create Business and Functional Requirements documents
1-3 years experience insurance domain knowledge and consultant skills
Ability to work directly with clients

Senior Insurance Consultant Resume Examples & Samples

Review and edits requirements, specifications, business processes and recommendations related to proposed solution
Develop functional specifications and system design specifications for client
Maintain continuous communication with client and developers throughout project lifecycle to ensure final product meets requirements and expected outcomes of the client
Collaborate with developers and subject matter experts to establish the technical vision and analyze trade-offs between usability and performance needs
At least Bachelor degree in Engineering/ Information Technology/ Business or other related
5-8 years experience insurance domain knowledge and consultant skills

Insurance Consultant Resume Examples & Samples

Experience in sales or retention, ideally with the Insurance sector
Previous experience of both Inbound and Outbound call operations
An understanding of Insurance policies would be ideal
The ability to adopt to working in a FCA regulated environment
Be self-motivated and driven to excel

Unemployment Insurance Consultant Resume Examples & Samples

Establish partnerships and rapport with clients in support of their unemployment processing needs
Provide excellent customer service by being responsive/available and providing timely unemployment processing expertise
Receive and prioritize claims, questionnaires, determinations and/or other unemployment related data
Abide by UI integrity requirements
Analyze individual case information by reviewing data accessed through internal systems/platforms, from the investigative telephone calls or document images, to determine a response
Determine and appropriately process unemployment data per SIDES and/or CaseBuilder technologies and advise/counsel clients accordingly
Provide hearing consultation and/or preparation to clients if so required
Apply state laws and regulations in response to unemployment documents utilizing details regarding an employee’s separation provided by clients
Respond to a client or state agency with all pertinent details within the time frame allowed by the state or departmental procedures
Initiate timely telephone calls, faxes or emails to the customer to obtain, document or pass along needed information
Verify and analyze client information stored on internal systems/platforms prior to calling the client to ensure that each call is focused and complete and customer satisfaction is achieved
Document details of client calls while on the phone, fax activity and email activity, entering into in-house systems as necessary/required
Ensure that work is accurate and complete, processed in a timely manner with proper spelling, grammar and format
Performs additional functions as requested to meet the goals of the department
Overtime is occasionally required in order to meet client needs
Excellent analytical skills, problem solving and decision making abilities
Excellent multi-tasking capabilities
Ability to work well within a team
Ability to handle a high volume of work and work under deadlines
Associate’s degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. Bachelor’s degree preferred
Experience dealing with dated material and/or strict adherence to deadlines
Previous and successful experience or familiarity with the unemployment insurance process is preferred
Proficiency with Microsoft Office applications including Word, Excel, and Outlook
Ability to learn and utilize associated technologies/systems
Ability to type 35 WPM

Unemployment Insurance Consultant Resume Examples & Samples

Assists team where needed due to vacations, absences and fluctuations in work load
Assists with coordinating the work load, ensuring adequate distribution of the work among available staff. Works with the Manager to use all resources to accomplish the daily work load, by assuring each desk is fully covered
Acts as a source for answers/guidance for employee questions and investigates through research any concerns that arise
Assists with cross-training of employees
Assists with checking completed and ongoing work of newly trained employees, ensuring a high level of performance
Assists with client and/or account manager concerns, questions and follow-up
Performs any additional functions needed to meet the goals of the department
Successful experience and performance as an Unemployment Insurance Consultant
Proven knowledge of unemployment compensation and company procedures
Proven experience prioritizing, organizing, and working with deadlines
Excellent attendance record and strict adherence to company and departmental policies
Must possess diplomatic people skills and maintain a professional mannerism while performing in a fast-paced environment
Proven ability to multi-task and work under strict deadlines
Ability to function independently from supervision to meet restrictive personal and departmental deadlines on a daily basis
Proficiency in Microsoft Office Applications
1-2 years of UIC (Unemployment Insurance Consultant)

Insurance Consultant Resume Examples & Samples

Product and processes and insurance distribution experience
Insurance Agencies (Independent and Captive)
Business Change
Technology Architecture and IT Strategy
Effectively apply appropriate blend of insurance content expertise, technology acumen and project/program management discipline to lead through the development of new business solutions
Experience with
Desire to work in an information systems environment

Health Insurance Consultant Resume Examples & Samples

Supporting business processes and operations assessments to identify performance gaps and the corresponding solutions required to address the gaps
Designing and implementing target operating models, processes and business architecture to deliver desired business benefits for a particular business area
Serving as liaison between stakeholders to ensure information flows to the right parties throughout the transformation program
Managing small teams to deliver assigned part of the deliverables
Assisting with offerings and assets development
Holder of a bachelor’s degree from a recognized institute
3 or more years of insurance experience, preferably with experience in Health Insurance
Track record in participating and/or delivering projects across different business units
English fluency is a must and Cantonese is preferred, but not mandatory
Claims operations experience highly preferred
Flexibility in working various roles, not limited to insurance consulting, to add value and meet client needs

Risk & Insurance Consultant Resume Examples & Samples

Delivering new sales in the Segment. Management of new and or existing portfolio leading to the delivery of sales targets and business objectives primarily focusing on academy, independent and other schools
Working under supervision of the sales manager and/or a senior member of the team, you will be responsible for delivery of own sales and business performance targets together with the management of an existing caseload
Responsible for delivery of own sales targets through rigorous prospecting and pipeline which will be centrally supported
Success in the role will lead to significant career development within an organisation that offers exciting opportunities both within the UK and elsewhere
Our continuing success means we’re looking for dynamic, ambitious and results-focused sales professionals and/or insurance specialists who have the talent, skills and desire to meet our challenging targets for the future
Willing to take ACII or DipCII accreditation if not already achieved
Driven and motivated by delivering results in a challenging environment. Excited by new opportunity in an established and competitive business area
Insurance experience is not essential
You must have a passion for your career and a positive work ethic
Computer literate, first class verbal & written communication skills
Excellent inter personal skills, self-motivated, resilient, copes well under pressure, superior sales skills, ability to work in a team and individually

Insurance Consultant Resume Examples & Samples

1) Achieve annual sales targets while leading the end-to-end insurance sales process for target opportunities by
Running quotes and illustrations utilizing multiple insurance company software programs and internal spreadsheet templates
Meeting with clients and advisors to assess their needs and recommend relevant solutions
Completing documentation required to process business
Communicating with advisors, clients, and admin staff throughout the underwriting process
Delivering policies and collecting any final requirements; and
Identifying situations that are better supported by more junior team members and bringing him/her into the situation
2) Build and maintain strong relationships throughout the region by
Meeting regularly with advisors, relationship managers, and other client facing staff to build credibility, strengthen personal connections, and demonstrate proficiency and value to their practices
Partnering with other experts (e.g. Senior Financial Planning Consultants) to position and deliver insurance solutions within a coordinated, client-centric process
Participating in branch & regional meetings/activities
Communicating with sales management leaders on advisor activities, roadblocks, successes, etc
3) Increase awareness of advisors and help them to identify insurance opportunities by
Meeting individually with advisors to discuss individual clients within their businesses
Providing insights to Market Directors that will support their own advisor engagement efforts
Ensuring that available insurance company resources (e.g. wholesalers, Tax & Estate Planners) are properly leveraged and deliver education to the region
Running seminars—for either clients or advisors—to educate on insurance opportunities
4) Facilitating the delivery of training, marketing and promotional support with the region by
Delivering presentations, as required
Leveraging insurance wholesalers to provide regular training to advisors and relationship managers
Distributing promotional and marketing material on an ad-hoc or regular basis
Collaborating with National Office to develop and deliver new content – tools, collateral, etc. – that will support their business development efforts
Developing and implementing local marketing and business development activities (e.g. sales campaigns)
5) Support IC team development by
Providing training and mentoring to new, more junior team members
Assisting IC with presentations/meetings related to larger, more complex case work
Shadowing IC at client presentations/client seminars
Working with Insurance Administrative Assistants and/or Insurance Marketing Assistants to teach and familiarize them with responsibilities with respect to IC team
6) Demonstrate team leadership by
Regularly attending group conference calls and other team meetings
Sharing knowledge, information, and advice with your peers
Contributing to national business development efforts through case studies and other activities
Participating in various training initiatives that further the effective delivery of the Total Wealth strategy

Captive Insurance Consultant Resume Examples & Samples

2-5 years of relevant experience (finance, accounting, treasury or risk management). Bachelor’s degree or equivalent
Captive specific knowledge a plus
Self-starter with excellent written and verbal communication skills
MS Office experience a must
Independent research and analysis
Define potential problems and identify solutions
Organization and Resource (People, projects, time) Management
Proficient with Client Communications (Oral and Written)
Maintains client relations and identifies business opportunities
Proficiency in MS Office Suite including knowledge of advanced presentation building and pivot tables
Attention to detail
Ability to manage and lead staff, if in supervisory position

Unemployment Insurance Consultant Resume Examples & Samples

Provide excellent customer service by establishing a rapport with clients and the state agencies
Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response
Using the details regarding an employee’s separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents
Ensures that work is accurate and complete, processed in a timely manner with proper spelling and grammar
High level of organization and multi-tasking abilities
Previous experience or familiarity with Unemployment Insurance and the Unemployment Claims process

Insurance Consultant Resume Examples & Samples

Experience or exposure to one of the Insurance ISV (Independent Software Vendor) products like Guidewire, IDIT, Fineos, INGENIUM, etc
Presented papers in seminars / forums / magazines
Cultivated relationships, established a strong network within the Insurance industry, and developed an effective reputation within the industry

Business Insurance Consultant Resume Examples & Samples

Achieves or exceeds annual assigned book of business goal by managing the retention of existing accounts, providing service coordinated with Account Executive (if assigned), Account Manager, Claims and Marketing per standard servicing procedures as well as new business sales
Produce new commercial accounts by developing and executing business calling plan on leads and prospects in order to develop business relationship leading to designing of insurance plan including recommendations of coverage. Create insurance proposals and makes sales presentations to prospective and existing clients on new and renewal business in order to make sale. Must produce minimum annual new business insurance commission of $50,000 (exclusive of surety, OCP or builder’s risk commissions) or as assigned and must also meet or exceed annual production goal assigned by Agency
Thorough knowledge and understanding of all lines of Commercial Property and Casualty insurance coverage and contracts preferred
Through knowledge of sales processes, including but not limited to prospecting, cold calling and closing sales
Demonstrated effective presentation skills through both verbal and written communications
Must have substantive sales skills
College degree or equivalent required
Must have all licenses as required by all applicable State Department(s) of Insurance or be able to obtain same within six (6) months from date of hire
Maintain necessary licenses and continuing education required for license renewal
CIC, CRIS, CRM or CPCU Designation preferred
Must be willing to travel as required
Previous experience as a sales professional with demonstrated successful results

Employee Benefits Insurance Consultant Resume Examples & Samples

Identifies and develops insurance prospects based on insurability and quality of risk. Develops of completes sales objective. Designs insurance plans including recommendations of coverage, creates insurance proposals, and makes sales presentations to prospective and existing clients on new and renewal business. Meets assigned annual; book of business goal by working to retain existing clients and add new business
Produce new employee benefits accounts by developing and executing business calling plan on leads and prospects in order to develop business relationship leading to designing of insurance plan including recommendations of coverage. Create insurance proposals and makes sales presentations to prospective and existing clients on new and renewal business in order to make sale. Must produce minimum new business commission of $50,000 or as assigned and must also meet or exceed annual production goal assigned by Agency
Completes annual continuing education requirements for licensing and other duties as assigned by Agency management
Full knowledge of employee benefits insurance products and usages
Adequate knowledge of rating procedures, coverage’s, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
Must be aggressive/assertive, a self-starter with the ability to influence others
College education or equivalent insurance experience required; advanced degree preferred
Applicable State Life and Health License required within 6 months of hire date; Applicable P&C license in addition is preferred

Insurance Consultant Germany Resume Examples & Samples

Undergraduate or master’s degree with an outstanding record of academic achievement in Economics, Business, Mathematics, or Physics
Proven record of leadership in a work setting and/or through extracurricular activities
Exceptional analytical and quantitative problem-solving skills
Ability to work effectively with people at all levels in an organization
Ability to communicate complex ideas effectively – both verbally and in writing – in English and the local office language(s)
Working knowledge of French is a plus

Insurance Consultant Milan Resume Examples & Samples

Undergraduate or master’s degree in economics, business, mathematics, or physics
Outstanding record of academic achievement
3+ years of professional experience in risk management in insurance, particularly in Solvency II, financial, operational, and ALM/market risk

Insurance Consultant Resume Examples & Samples

At least 3 years of experience either in insurance company or in consulting company dealing with insurance
Experience in at least one of the following: Business Model Development, Strategic Analyses, Troubleshooting, Diagnosing, and Supporting application development
Master's Degree in economics (or similar)
Excellent command of English and Polish
Project management and excellent leadership skills
Analytical thinking
Ability to meet travel requirements, when applicable

Business Insurance Consultant Resume Examples & Samples

Produce new commercial accounts by developing and executing business calling plan on leads and prospects in order to develop business relationship leading to designing of insurance plan including
Recommendations of coverage. Create insurance proposals and makes sales presentations to prospective and existing clients on new and renewal business in order to make sale. Must produce minimum new business commission of $50,000 or as assigned and must also meet or exceed annual production goal assigned by Agency
Thorough knowledge and understanding of all lines of Commercial Property and Casualty insurance coverage and contracts
Must have all licenses as required by all applicable State Department(s) of Insurance within 6 months of hire date

Technical Insurance Consultant Resume Examples & Samples

Provision of technical assistance to internal staff on all aspects of general liability insurance
Keep abreast of all new technical, legislative and product developments in connection with general liability classes of insurance
Attend client/business development meetings to support client servicing
Draft and review client policy wordings and endorsements
Prepare technical articles for internal use and client newsletters
Develop, review and maintain industry and manuscript pro-forma general liability class of insurance wordings
Conduct insurance training seminars and workshops on relevant classes of insurance
Develop and maintain sound working relationships with all staff
Perform such other technical insurance based tasks as required
A strong insurance industry background in general liability classes of insurance with practical experience within broking, underwriting or claims
Ideally, 10 years of industry experience
A Diploma or Degree in Financial Services (Insurance or Insurance Broking specialisations)
The successful candidate will be a hands-on individual who is capable of meeting deadlines and working well under pressure
Solid customer service skills and experience, the ability to converse effectively at all levels while having a flexible approach to different situations
Superior written and verbal skills, including experience and aptitude in report writing and oral presentation

Insurance Consultant Resume Examples & Samples

Providing point of sale support to financial planners and advisors
Manage risk management opportunity pipeline
Create life insurance and annuity analysis
Make recommendations on life, annuity and long term care solutions

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