Insurance Sales Agent Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the insurance sales agent 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.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

T Stoltenberg

Taurean

Stoltenberg

5013 Padberg Branch

Phoenix

+1 (555) 313 1830

5013 Padberg Branch

Phoenix

Phone

p +1 (555) 313 1830

Experience Experience

Phoenix, AZ

Insurance Sales Agent

Phoenix, AZ

Champlin-Bechtelar

Phoenix, AZ

Insurance Sales Agent

Develop and manage customer relationships and serve as a resource to customers and potential customers on all Direct General's products and services
Supervision Received: Works independently under general supervision. Work is reviewed for overall adequacy in meeting objectives
Establish and maintain relationships with lead sources and settlement service providers
Develop and maintain business relationships with internal and external referral sources
Assignments are regularly monitored and work is screened according to agency standards
Drive sales and revenue by assisting customers in making healthcare decisions over the phone
Handle inbound service calls by providing accurate and complete information

Los Angeles, CA

Insurance Sales Agent Trainee

Los Angeles, CA

Berge Group

Los Angeles, CA

Insurance Sales Agent Trainee

Sell and complete applications, as well as bind automobile and life insurance policies for clients, including new business, renewals and endorsements
Contact customers regarding account status and renewals
Responsible for sales administration and reporting activities
Support channel partners, marketing programs and initiatives which further the Direct General brand and growth of the company
Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Uphold the highest levels of integrity and provide exceptional customer service during all touch points with both internal and external clients
Ensure applications and paperwork are completed accurately and in a timely manner

present

Dallas, TX

Insurance Personal Lines Sales Agent

Dallas, TX

Kertzmann-Schaefer

present

Dallas, TX

Insurance Personal Lines Sales Agent

present

Personal Lines new business sales goals will be mutually agreed upon with Insurance Sales Center Manager
Solicit referral leads from satisfied customers who were referred to us
Maintain accurate, current knowledge of all company guidelines system wide, keeping manual up-to date at all times
Proven track record and aptitude toward Personal Lines sales
Strong team player ethics, and willingness to help all reach goals
Demonstrated proficiency of basic computer applications, such as Microsoft Office products
Obtain expiration dates for other lines of business from referral customers

Education Education

Bachelor’s Degree in Initiative

Tulane University

Bachelor’s Degree in Initiative

Skills Skills

Demonstrates strong attention to detail, organization skills, and timeliness in order to meet customer service expectations
Demonstrate thorough knowledge of billing guidelines
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Demonstrates the ability to think analytically
Demonstrate a working knowledge of auto policies and procedures
Demonstrate thorough knowledge of underwriting guidelines
Property and Casualty license or ability to acquire within 60 days of hire
Demonstrate professional phone etiquette
Demonstrate proficiency with Sales systems
Demonstrates basic math skills

Create a Resume in Minutes

7 Insurance Sales Agent resume templates

Read our complete resume writing guides

Insurance Personal Lines Sales Agent Resume Examples & Samples

Respond to all referrals faxed in, mailed in or called in to Sales Center as quickly as possible from time of receipt. Input into system immediately
Quote and sell appropriate coverages to these prospects with major carriers represented
Quote and sell BB&T associates, retirees and board members personal insurance either through specific employee program or most appropriate company
Obtain expiration dates for other lines of business from referral customers
Solicit referral leads from satisfied customers who were referred to us
Proven track record and aptitude toward Personal Lines sales

Inside Sales Agent Home Insurance Resume Examples & Samples

Inside sales agents receive a competitive, continual base pay starting from $30,000 - $33,000
Plus, unlimited, monthly commission
Plus, Full Time Benefits, inclusive of immediate medical, dental and vision coverage, a 401k with 5% match and a Pension Plan
Up to a 10% Shift Differential Pay and Overtime opportunity incentives available
Company paid training includes both pre-licensing training to prepare employees to earn their Nevada Property Casualty license as well as comprehensive company training on our products and services. All candidates must pass the Nevada test during training to be able to sell our insurance. Ameriprise pays your fee for your P&C license
Attends required training, on-going training, meetings, one on ones, and continued education requirements to maintain active Property Casualty license
Quotes and sells any, or all, of the following insurance products - automobile, homeowners and umbrella insurance. Follows up on missing information to close insurance sales via phone or email to prospective clients
Qualified candidates will be contacted via email to take part in an on-line skills assessment as the first step in the recruiting process - please include your email address with your application and check it regularly for the assessment
Applicants must possess strong customer service skills (a high school diploma or equivalent with one or more years of pertinent work history in a contact center or in customer service is preferred)
New hires will need to acquire resident and all necessary non-resident Property Casualty licenses and maintain active status through CE credits. (Ameriprise will pay for the first attempt)
The role demands strict attention to detail (accurate insurance quotes generated by our system based on customer information entered by employee) when working with clients via incoming phone calls
Integrity and honesty are critical in this fast-paced contact center environment
Our most successful sales agents are focused on the individual client's insurance needs, have a broad knowledge of the services and products we offer, maintain excellent quality and accuracy in their work product and utilize strong sales closing skills
The position requires the ability to work evenings
The schedules also include a weekend rotation that encompasses every other Saturday

Insurance Personal Lines Sales Agent Resume Examples & Samples

Grade assignment based primarily upon the individual's level of experience and production capacity. Production goal minimums to be established annually
High School graduate (or equivalent education and related training) and a minimum of one year insurance industry experience
Quote and sell BB&T employees, retirees and board members personal insurance either through specific employee program or most appropriate company

Insurance Sales Agent Resume Examples & Samples

Identify Medicare prospects needs using a needs based selling approach, accurately answering questions, address any concerns, and recommend appropriate plan
Enroll retirees compliantly and efficiently into selected Medicare Health Insurance, prescription drug, vision and dental plans by reading scripting verbatim
Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA)
Handle inbound service calls by providing accurate and complete information
Actively listen to identify customer questions and needs, utilize probing questions when necessary
Drive sales and revenue by assisting customers in making healthcare decisions over the phone
Meet monthly sales and performance goals
Understand and remain compliant with the Centers for Medicare and Medicaid Services (CMS) and Medicare Marketing Guidelines
Deliver a consistently positive customer experience in a highly ethical and professional manner
Actively manage a book of business to ensure all retirees needs are met on a timely basis
Respond to voicemails within 24 hours, internal chat requests, handle and support customer complaints and/or client escalations
Ability to absorb new information and adapt to new processes rapidly
Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
Ability to successfully complete requirements for obtaining appropriate insurance licensure, America’s Health Insurance Plan(AHIP), and individual certifications for several insurance carriers
Background in at least one of the following three: Medicare, Commercial Health Care, Affordable Care Act, and/or Telesales Call Center Environment
Experience with consultative selling
Affordable Care Act(ACA) experience
Proven track record of Medicare sales and/or commercial insurance sales

Insurance Sales Agent Resume Examples & Samples

Sell personal insurance products to Individuals
Inbound and Outbound calls to prospective clients
Identify prospective customers using established lead methods
Counsel and advice prospects on matters of protection and coverage
Develop and maintain business relationships with internal and external referral sources
Meet goals for volume of quality new business quoted and written within company guidelines
Proficient with computers; comparative rater, carrier sites to perform quoting and documentation of actions, as well as internal Systems, MAX, ESS, etc
Maintains up to date knowledge of products, services, technology and regulations
Interact closely with insurance partners and/or Call Center Bankers to meet customer needs
Requires limited independent decision making and will have moderate supervision from management
A valid Property and Casualty Insurance license, or will be required to obtain the license within 45 days of hire
Agent must general $7250 in Revenue per month
For you to be successful in this position, you will have at least one year of work experience that is focused on Sales and/or customer service

Insurance Commercial Inside Sales Agent Resume Examples & Samples

Personal Lines new business sales goals will be mutually agreed upon with Insurance Sales Center Manager
Maintain all necessary continuing education classes and other training as deemed appropriate by Manager
Three years of insurance industry experience
Strong interpersonal skills, especially telephone demeanor
Have appropriate insurance licenses

Inside Commercial Insurance Sales Agent Resume Examples & Samples

Quote and sell BB&T associates, retirees and board members personal insurance either through specific associate program or most appropriate company
Maintain accurate, current knowledge of all company guidelines system wide, keeping manual up-to date at all times
Strong team player ethics, and willingness to help all reach goals

Insurance Sales Agent Resume Examples & Samples

Solicit and sell homeowner’s, dwelling, fire, earthquake, flood,condo, renters, wind storm and umbrella policies to new mortgage loan borrowers, builder clients, existing portfolio accounts and referral customers; via direct mail, telephone, fax, and telemarketing efforts
Evaluate property risk to accurately quote and recommend insurance coverage based on property location, company underwriting guidelines, previous loss experience and credit scores
Probe customer coverage needs and upgrade/cross-sell additional products as appropriate
Organize and prioritize work process based on order of importance to meet department requirements and performance expectations
Ensure a positive customer experience. Be familiar with all aspects of Call Quality Standards: Customer Care, Insurance Knowledge and Service
Return voice mails by end of business day, maintain voice mail logs daily
Identify target source leads for outbound call follow-up through the use of various builder and lender inventory, closing, and title reports
Establish and maintain relationships with lead sources and settlement service providers

Insurance Sales Agent Resume Examples & Samples

Current Property & Casualty Insurance Sales license (preferred) or ability to obtain license within 90 days of hire
Two years of professional sales experience in an Insurance environment or related industry (i.e. Auto sales); experience quoting and selling insurance products preferred
Ability to actively work all leads provided, generate new business and retain current Agency business
Ability to work flexible hours including rotating evenings and weekends

Agent, Insurance Sales Resume Examples & Samples

Development of prospect pipeline
Sale of property and casualty, and Life & Health insurance products through various methods including phone solicitation, direct mail, group presentations, referrals, etc
Ability to determine a client’s needs and match those needs with the appropriate coverage endorsements
Utilizing online insurance rater to generate quotes, and working with customer to assure accurate coverage and rates are provided
Complete sales process by delivering and reviewing policy with client, establishing payment plan and completing required forms
2+ years successful insurance sales experience or other equivalent successful sales experience
Excellent interpersonal skills; must be engaging, personable, empathetic
Entrepreneurial Spirit and desire to ‘own the desk&#8217
Existing prospect pipeline and familiarity with the city/area in which the position is located
Knowledge of Personal Lines insurance products and regulations preferred
Detail-oriented, organized and excellent time management skills
Technical skills: typing, data entry, internet, Microsoft Office. Familiarity with Applied / Epic Agency Management System a plus
Excellent written and verbal communication skills are essential
Ability to make decisions in accordance with established practices and procedures
A competitive salary and commissions paid on new and renewal business
AAA Insurance believes in giving their agents the resources necessary to be as successful as their abilities and knowledge will allow. Our agents are able to rely on a dedicated support team, technology offerings, and access to markets that make this a truly unlimited income position

Insurance Sales Agent Resume Examples & Samples

Current Property & Casualty Insurance Sales license or ability to obtain within the first 90-days of employment
Two years of professional sales experience in an Insurance environment or related industry (i.e. financial/banking)
Professional communicator with excellent listening and problem solving skills

Agency Insurance Sales Agent Resume Examples & Samples

High school, GED or equivalent combination of education and work experience is required
2-3 years of successful experience in commercial or auto/property insurance sales required
Strong organizational, customer service and sales skills are required
Must be able to demonstrate competency/knowledge of insurance coverage, terminology, and practices
Must have current valid P&C insurance license

Insurance Sales Agent Trainee Resume Examples & Samples

BA/BS degree and/or 2+ years of proven sales experience
A successful candidate will have excellent communication and interpersonal skills, competitive sales drive and a commitment to maintaining superior member relationships
Valid California drivers license, a good driving record, ability to qualify for California Personal Lines agent license are required

Life Insurance Sales Agent Resume Examples & Samples

2+ years of current life insurance sales experience
BA/BS degree a plus
A qualified candidate will also have excellent communication and interpersonal skills, competitive sales drive and a commitment to maintaining superior member relationships; proficiency utilizing computer hardware and software systems
Valid Hawaii drivers license, a good driving record and a current Hawaii Life license
Work days include some evenings, weekends and holidays

Sales Agent, Insurance Resume Examples & Samples

Responsible for using various systems to track, gather information and answer customer inquiries
Identify customer needs and works to meet those needs using sales tools and techniques
Provide appropriate educational information
Strive to sell the product that best meets each customer's needs
Working in a team oriented environment
Meeting key performance metrics such as sales, productivity and quality requirements
Strives to sell the NatGen Insurance product that meets the customer's need or other products when appropriate
Performs other duties as requested, including attending required meetings
High school diploma or general education degree (GED)
Complete New Hire Technical Training Program
Property and Casualty license or ability to acquire within 60 days of hire
Demonstrates adequate/accurate typing speed while talking to the customer
Demonstrate a working knowledge of auto policies and procedures
Demonstrate thorough knowledge of underwriting guidelines
Demonstrate thorough knowledge of billing guidelines
Demonstrate professional phone etiquette
Demonstrate proficiency with Sales systems
High degree of initiative, mature judgment, and discretion
Associates or Bachelor's degree, or equivalent customer service experience
Prior experience working with the public in a customer service or sales environment
Demonstrates the ability to make the "Human Connection" and empathize with the customers
Demonstrates the ability to negotiate in order to adequately sell the brand and product
Demonstrates basic math skills
Demonstrates strong attention to detail, organization skills, and timeliness in order to meet customer service expectations
Demonstrates the ability to think analytically
Demonstrates a high degree of dependability and motivation

Life Insurance Sales Agent Resume Examples & Samples

At a minimum, devote 80% of efforts to new business sales and/or retention of existing AAA Insurance business, based upon priority of responsibilities as assigned by management. Solicit Life Insurance business; qualify applicants, counsel customers concerning new life insurance applications. Place customers in appropriate products using the life company’s and AAA Insurance Sales prescribed guidelines
Successfully navigate required computer applications Life carriers’ systems, MPS, CRM, carrier application, Intranet, contact management system. Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customer’s confidentiality and privacy in accordance with club and regulatory requirements
Execute and facilitate Insured’s service requests, while anticipating account rounding and cross-selling opportunities. Complete training and continued education and professional development programs, as required. As approved by management, represent AAA Mid-Atlantic Insurance Sales in public forums to enhance networking and sales opportunities
Associate's degree or equivalent work experience/education
2 years of Life Insurance sales experience in an Insurance environment or related industry (e.g., financial services, banking, etc.) or equivalent
Life and Health licenses required
Ability to interpret and/or analyze complex work situations
Actively work all leads provided, generate new business and retain current Agency business
Ability to navigate easily through multiple computer systems concurrently (i.e. Microsoft Office & Agency Management Systems)
Team player who is assertive in obtaining individual and team goals & targets

Insurance Sales Agent Trainee Resume Examples & Samples

Inbound, outbound and potentially face to face multi-media contact with new and existing clients to discuss their needs, explain insurance and emphasize benefits of various product offerings based on analysis of those needs
Quote prices on products and/or services and answer any related questions
Assist clients with electronic signature (e-sign) of their paperwork, and follow up on signed paperwork on any clients who do not choose to complete this option
Responsible for sales administration and reporting activities
Ensure applications and paperwork are completed accurately and in a timely manner
High School Diploma/equivalent required, college experience a plus
Must acquire and maintain State Property/Casualty and/or Life/Health licenses as required
Bilingual (English/Spanish) a plus
Strong demonstrated ability to market and sell in multi-product environment where cross selling and customer retention is essential to sales goal attainment
Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of insurance and other ancillary products to customers
Knowledge of insurance laws, regulations and processes, ability to analyze and interpret insurance policies and insurance coverage and/or experience in working in a compliance and regulatory environment strongly preferred
Strong computer skills and working knowledge of Microsoft Office applications including Outlook Email, Word and Excel

Insurance Sales Agent Resume Examples & Samples

Contact KB Home buyers by phone and email to offer homeowners insurance or dwelling fire products for home loan closings
Offer and quote flood insurance as requested
Customize insurance programs to suit individual customers
Minimum high school diploma or equivalent
Active State of California Property and Casualty Insurance license
Non-resident P&C licensed in other states helpful
3-5 years' experience in insurance agency sales environment or call center
Strong and effective interpersonal and telephone communication skills
Strong sense of customer service in fast paced sales office
Computer literate, proficient with Microsoft Word and Excel
Homeowners, Dwelling Fire and Flood Insurance Knowledge

Insurance Sales Agent Resume Examples & Samples

Meet and exceed sale's goals through new product sales, cross selling and retention of current customers
Build and maintain relationships with community organizations and local business
Develop and manage customer relationships and serve as a resource to customers and potential customers on all Direct General's products and services
Responsible for monitoring key competitors in the local market area and making suggestions on initiatives that could improve Direct General's position in the marketplace
Active Property/Casualty and Life Insurance licensure is required
Minimum 1 year successful business-to-consumer sales experience, ideally within the insurance industry
Strong demonstrated ability to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment

Sales Agent, Retail Insurance Resume Examples & Samples

Implement marketing programs and initiatives which further the Direct General brand in the local market (car dealerships, local events, etc.)
Receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
Active Property/Casualty and Life Insurance licensure
1 years of successful business-to-consumer sales experience
Excellent interpersonal skills with the ability to establish working relationships with internal and external clients at varying levels within the organization
Demonstrated ability to develop and maintain customer relationships and provide excellent customer service
Valid U.S. State-issued driver's license
Strong computer skills and working knowledge of MS Office applications
Bachelor Degree
Knowledge of insurance laws, regulations and processes, ability to analyze and interpret insurance policies and insurance coverage and/or experience in working in a compliance and regulatory environment

Insurance Sales Agent Trainee Resume Examples & Samples

Actively prepare to become a licensed agent through attending appropriate courses, self-study, participation in training activities and job shadowing of agents to learn skills and accumulate experience
Provide general clerical and administrative support to staff including handling inbound and outbound phone calls, reports, filing, researching and gathering information, and maintaining overall appearance of sales office
Assist customers with general questions, receive customer payments, issue receipts and verify balance/daily reports of receipts for cash drawers
Complete marketing & sales related activities which further the Direct brand in the local market (outbound marketing calls, car dealerships visits, local events, distribution of flyers, etc.)
Contact customers regarding account status and renewals
Prepare and send information to customers and lien holders
Read and remain current on company guidelines, announcements, memos and bulletins related to company policy and procedure
Obtain appropriate insurance licenses as required to become an Agent and sell our products (Direct will cover fees for courses and licensing as per our internal guidelines) within reasonable timeline as outlined by management
High School Diploma/equivalent. Some college/degree a plus
Some prior customer service or sales experience required. Retail Sales/Business-to-consumer sales experience strongly preferred
Previous successful experience working in a position with sales quotas/targets preferred
Demonstrated ability to provide excellent customer service and develop and maintain customer relationships
Highly motivated to market and sell in multi-product environment where cross selling and customer retention is essential to sales budget attainment
Excellent interpersonal skills including written, verbal and presentation delivery with ability to clearly communicate the features and benefits of products to customers
Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community
Strong computer skills and aptitude to quickly learn new systems Individual must have a high level of initiative, drive and desire/openness to learn new skills and information
Must have current valid driver's license and consistent access to a personal vehicle which can be utilized to complete business marketing activities in the local community