Insurance Professional Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the insurance professional job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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W Olson

Ward

Olson

22393 Howell Points

Houston

+1 (555) 552 4182

22393 Howell Points

Houston

Phone

p +1 (555) 552 4182

Experience Experience

Los Angeles, CA

Insurance Sales Professional

Los Angeles, CA

Sporer LLC

Los Angeles, CA

Insurance Sales Professional

Initiate new business opportunities through referrals, networking, product development and cold calls
Agree and set renewal client service and rolling risk management strategy with the prospect
Seek feedback on Marsh’s performance through ongoing prospect dialogue
Working within FCA, Marsh Compliance and Marsh specific procedures and guidelines
Ensure personal development plan in place to grow knowledge of prospects business sector, commercial knowledge, insurance and risk and technical knowledge
Seek referral generation from internal and external networks
Responsible for the direction and management of Marsh’s relationship with the prospect

Dallas, TX

Insurance Service Professional

Dallas, TX

Abshire, Orn and Cummings

Dallas, TX

Insurance Service Professional

Counsel, educate and provide accurate insurance advice through research and resolving problems
Provide insurance quotes to agents and policyholders
Make decisions in an informed, confident and timely manner
Counsel, educate and provide accurate insurance advice to customers and/or agents
Works with other Personal Lines Departments to resolve customer related inquiries
Counsel, educate and provide accurate insurance advice to customer and/or agents
Cultivates an environment of teamwork and collaboration

present

Dallas, TX

Insurance & Professional Services Sales Leader

Dallas, TX

Schuster-Fahey

present

Dallas, TX

Insurance & Professional Services Sales Leader

present

Lead a team responsible for growing revenue through industry specific sales pursuits and develop client relationships at the C level
Create and initiate enhancements to the sales and marketing operation
Manage and drive RFP solutions to closure
Proven track record of attaining and exceeding quota
Proven track record of significantly growing new business accounts
Engage product marketing and solutions experts to refine service offerings for specific market segments
Lead sales teams that will identify opportunities for incremental and new business; selling a broad portfolio of services

Education Education

Bachelor’s Degree in Mathematics

The George Washington University

Bachelor’s Degree in Mathematics

Skills Skills

Desire and ability to learn quickly and apply knowledge to various situations
Ability to diagnose and solve problems creatively
Ability to establish and maintain positive client relationships
Ability to multi-task and manage time effectively
Ability to recognize and diffuse potential issues and/or difficult interactions
Excellent communication (written and oral) and listening skills
Attention to detail
Counsel, educate and provide accurate insurance advice to customer and/or agents
Make decisions in an informed, confident and timely manner
Provide recommendations and consult on coverage in appropriate situations and in the best interest of the customer

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Insurance & Professional Services Sales Leader Resume Examples & Samples

Lead a team responsible for growing revenue through industry specific sales pursuits and develop client relationships at the C level
Manage and drive RFP solutions to closure
Lead sales teams that will identify opportunities for incremental and new business; selling a broad portfolio of services
Engage product marketing and solutions experts to refine service offerings for specific market segments
Lead multi-tower, portfolio opportunities
Create and initiate enhancements to the sales and marketing operation
Establish goals, analyze growth and provide accurate, complete, and timely submission of required progress reports, forecast, quotations, budgets, and rates
Demonstrates advanced knowledge of sales and relationship management processes. Requirements
Consultative sales experience with a proven track record of developing deep relationships with clients while adding value to the client’s business over the long-term
Deep insurance and professional services industry sales expertise and track record
Team player who can partner with delivery (Capabilities) organizations
Seasoned leader who is able to develop long-lasting relationships with C-level executives and key line of business contacts Education and Experience
15-20 years of proven experience leading and growing large scale services outsourcing sales & account management teams
Global outsourcing solution sales experience including a portfolio of outsourcing solutions such as BPO, ITO, HRO, FAO or any other combination of outsourcing service
Skilled expert in account strategy, account planning, relationship strategy
Possesses deep financial services industry expertise in the target client’s industry or related industries
Experience working closely with service delivery counterparts
Proven track record of significantly growing new business accounts
Proven track record of attaining and exceeding quota
Strong communication and presentation skills required
Ability to source and develop opportunities with new clients for Xerox Services
Experience working with third party analysts on new client engagements. /Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to accommodations@xerox.com. Be sure to include your name, the job you are interested in, and the accommodation you are seeking./

Insurance Brokerage Sales Professional Resume Examples & Samples

Builds great relationships with economic buyer and with executives at multiple levels of the client organization
Track record of establishing / developing new client relationships from scratch
Achieves annual New Business Sales Goals
Communicates and captures the value that Aon brings even to the most challenging clients
Minimum of 5 years of experience within an insurance sales / revenue generating role in the Property and Casualty or in Health and Benefits industry
P&C / Producer and / or Life and Health license is required

Insurance Service Professional Resume Examples & Samples

Ability to establish and maintain positive client relationships
Ability to diagnose and solve problems creatively
Morgan Stanley product knowledge or background preferred
Insurance industry experience preferred, but not required, including current or past insurance licenses

Senior Professional General Insurance Resume Examples & Samples

Manage until completion stage the technical delivery and reporting in a variety of projects, as well as providing an insight in terms of the technical content, consultancy skills and client management
Lead the dialogue with clients and fully manage expectations of delivery, content, timescales and cost in relation to projects
Review overall messages received by clients and ability to present at senior executive and board levels
Contribute significantly to major consultancy projects; and
Play important role in the development of intellectual property to support sales-oriented client interaction
Developing your own client network, adding new "cold contacts" to your existing bank of warm client contacts from past and current work
Ability to handle the process of client proposals - receipt, clarification of needs, drafting, written and oral presentation - and coordinate with Partners/Managers as appropriate
Develop people through effective supervision, coaching, and mentoring
Attend and participate in the review committees reviewing the overall performance of the team of responsibility
Play a significant role in operational administration tasks - such as provision of feedback on other colleagues’ performance, counselling, finance, recruitment, learning and development, etc
You will be a qualified or partly actuary with degree-level qualification, and professional fellowship of the Actuarial Profession or a global equivalent award
Minimum working experience of two years on relevant area in an insurance company or a consultancy
You will have general insurance experience gained from working either in an insurer or at an actuarial consultancy firm
You will also need to be an effective communicator and able to deal with outward-facing client management on projects and on-selling
You will have an extensive track record of managing workstreams and individuals. You will require energy and dedication combined with a desire to fit in well, yet make your presence felt within our collegiate team

Senior Insurance Compliance Professional Resume Examples & Samples

Interpret compliance-related materials and communicate information to all affected departments; coordinate the implementation of compliance-related changes to match changing business needs
Develop and maintain effective compliance policies and procedures, as well as compliance testing programs; monitor overall compliance program and conduct regular reviews
Review all insurance and annuity product advertising, sales illustrations, product descriptions, agent training materials and other materials used in the sale of insurance products; draft revisions, documents, forms and other materials used in the product sales and implementation cycle; maintain log of approved advertising and marketing materials
Maintain market conduct compliance log; coordinate and facilitate market conduct examinations; coordinate multi-departmental communications, task scheduling, and follow up pertaining to market conduct
Review and file product forms in all applicable jurisdictions for assumption reinsurance transactions
Oversee the complaint process and drafts responses to complaints, regardless of source, including researching issues surrounding the complaint; assist the General Counsel of Guggenheim Life and Annuity Company with the litigation process resulting from compliance and/or market conduct issues
Develop and implement compliance training and education as needed
Work with Guggenheim Central Compliance Department to maintain compliance with firm policies and procedures
Support senior management and work with legal, to provide compliance support for a range of ongoing business initiatives
Manage and respond to internal and regulatory audits, examinations, and inquiries
Stay abreast of regulatory changes and developments and ensure necessary updates when compliance policies and procedures are implemented
Bachelor’s degree required; law degree is a plus
Insurance industry education obtained through LOMA, LIMRA, NAIC or other recognized entities related to insurance industry regulations
Minimum 7-10 years of relevant experience in a similar compliance role for insurance companies; supervisory experience a plus
Deep understanding of best practices in compliance and experience in developing and implementing compliance policies systems and processes
Experience responding to regulatory audits and/or examinations
Robust writing skills, analytical, and communication skills
Solutions oriented with strong diplomacy skills is most suitable for the position
Ability to evaluate issues, weigh downstream implications of potential actions, propose and implement solutions
Ability to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
Experience working within an organization distributed across geographic locations a plus
Advanced skills in MS Office applications, including proficiency with spreadsheets, database applications and document management software
General internet research skills and a familiarity with legal research on- and off-line, including NILS
Exceptional attention to detail
Ability to multi-task and committed to achieving results
Professionalism, tact, diplomacy
Sense of urgency and initiative
Problems solving skills; analytical and critical thinking
Flexibility; ability to adapt quickly and appropriately to changing needs

Insurance Sales Professional Resume Examples & Samples

Initiate new business opportunities through referrals, networking, product development and cold calls
Seek and build strong relationships at executive and operational levels of prospective clients
Produce budget proposals and negotiate fees in line with account profitability/value proposition
Responsible for the direction and management of Marsh’s relationship with the prospect
Understand prospect business issues, needs and expectations
Seek feedback on Marsh’s performance through ongoing prospect dialogue
Ensure that diagnostic tools, Strat Plans are completed as appropriate to identify prospect risks and needs and build them in to new business plan and matched to Marsh resources/solutions
Act as a referral point for the resolution of complex prospect queries both internally and externally
Host prospect and insurer meetings in conjunction with specialist broker and service teams
Lead new business teams and manage competitive reviews through to successful completion
Agree and set renewal client service and rolling risk management strategy with the prospect
Support programme design activities
Seek referral generation from internal and external networks
Ensure personal development plan in place to grow knowledge of prospects business sector, commercial knowledge, insurance and risk and technical knowledge
Working within FCA, Marsh Compliance and Marsh specific procedures and guidelines
Proven insurance sales experience required
Negotiating and Influencing skills
ACII part/fully qualified (or equivalent) preferred
Competent in Microsoft Office applications and CRM databases (ideally SalesForce.com)

Insurance Sales Professional Resume Examples & Samples

Proven Insurance experience is essential, preferably within Education or Commercial lines
Proven experience of new business sales / business development is essential
Strong relationship building and relationship management skills are essential
Excellent communication, interpersonal, negotiation and influencing skills are essential
Analytical and problem solving skills will be beneficial
CII qualified (or equivalent)

Insurance Service Professional Resume Examples & Samples

Receive inbound calls to assist agents and policyholders with underwriting, process and billing inquires while making changes to policies as needed
Counsel, educate and provide accurate insurance advice through research and resolving problems
Make decisions in an informed, confident and timely manner
Provide recommendations and sell additional (cross-selling) or increased coverage (up-selling) in appropriate situations and within specified underwriting guidelines
Provide insurance quotes to agents and policyholders as required
Interpret and verify policy coverages, changes, renewals and new business transactions
Process policy change and issuance transactions online, received through various channels within specified guidelines
Review incoming written correspondence, request additional details when needed and draft written communications in response to service requests received from customers and agents
Complete outbound calls to complete research and follow-up activity on additional policy details
Make internal recommendations related to systems, procedures and workflows to gain efficiencies and meet changing customer needs
Act as a liaison with departments to resolve identified service issues
May perform other duties as required

Insurance Service Professional Resume Examples & Samples

Receive inbound calls to assist agents and policyholders with questions regarding their insurance needs
Counsel, educate and provide accurate insurance advice to customer and/or agents
Provide recommendations and consult on coverage in appropriate situations and in the best interest of the customer
Provide insurance quotes to agents and policyholders
Review and respond to service requests received from insureds and agents
Follow up with customer to address and resolve all customer needs within a timely manner
Works with other Personal Lines Departments to resolve customer related inquiries
Must use established guidelines and techniques such as timeliness, first contact resolution, quality and effectiveness to respond to all inquiries

Insurance Office Professional Resume Examples & Samples

Handles incoming telephone calls to the office and responds to requests for information
Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representative
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Update the contact management system with client/member contact and preference information
Assist Financial Representative in the preparation and follow up for the client/member meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
Participates in the business planning process
Completes other miscellaneous tasks as assigned
Someone willing to obtain life, health and securities licenses
Previous administrative/secretarial experience desired
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Outlook, Word, Excel, PowerPoint) or ability to learn
Familiarity with social media (LinkedIn, Facebook and Twitter) is a plus
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services, and Thrivent Financial

Insurance Service Professional Resume Examples & Samples

Minimum 6 months call center or phone interaction experience
Bachelor's degree or minimum 2 years financial industry experience
Current or past Series 7 or insurance licensure preferred, but not required

Licensed Health Insurance Professional Resume Examples & Samples

Handle incoming calls from prospects wishing to discuss Medicare Advantage (MA) health care plan offerings
Develop relationships and qualify callers based on specific criteria for Telephonic Enrollment, face-to-face in-home appointment or RSVP to a community meeting which will be hosted by a licensed Field Sales Agent
Comply with Centers for Medicare & Medicaid Services (CMS) and state sales and enrollment guidelines
Comply with Sales and Marketing Oversight sales and enrollment guidelines
Navigating through multiple system applications to respond to callers’ questions and to educate them on the MA health plan offerings, update caller information, and create leads for the field sales team
Recognize and comply with performance standards for work quality, work efficiency, attendance, and schedule adherence
Provide objective information pertaining to coverage, annual notice of change, pharmacy/network coverage, and drug formularies
As a Licensed Agent use needs based selling to offer and sell appropriate products and telephonically enroll, or complete plan changes for members into provider plans, based on established guidelines and compliance requirements

Experienced Insurance & Actuarial Professional Resume Examples & Samples

An ability to interact with teams at all hierarchical levels
Excellent interpersonal skills and ability to work effectively within a team
Ability to develop presentations that are clear and impactful, translating EY advisory services into meaningful valued propositions for clients
Strong attention to detail with a logical and methodical approach
Excellent business acumen and commercial awareness
Minimum of three (3) years relevant industry working experience (Life, Non-Life, Pension, Reporting, Investment)
IT literate- as well as knowledge actuarial Modeling tool skills (AFM, Prophet, Moses, ResQ, Igloo, Remetrica etc.)
Good knowledge of core insurance business processes
A passion to provide high quality service to our clients
Professional attitude and ability to work under pressure

Insurance Service Professional Resume Examples & Samples

Counsel, educate and provide accurate insurance advice to customers and/or agents
Follow up with customers to address and resolve all customer needs within a timely manner
Work with other Personal Lines departments to resolve customer related inquiries

Licensed Insurance Professional Resume Examples & Samples

Immediately answer all client calls in a friendly and helpful manner
Treat each client contact as a cross and up-sell opportunity including financial products
Be outstanding at relationship building

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