Insurance Advisor Resume
Insurance advisors are experts in helping clients secure financial loss. The loss could be of the assets such as house, vehicle, as well as to one's life. By speaking with clients, and assessing their need of insurance, these advisors assist in purchasing the right insurance policies. They work for insurance firms or as an individual insurance agent serving their own clients. In any case, their role is to protect their clients from financial losses. By suggesting suitable insurance policies, the insurance advisors help clients cover damage financial damage to their vehicles, and properties that could occur due to theft and damage. They may specialize either in auto insurance, health insurance, property insurance, and life insurance.
Insurance Advisor Sample Resume
Christopher T. Eaton
1631 Radford Street
Louisville, KY 40202
Phone: 502-278-5029
Email: cteaton@freemail.com
Career Objective:
To work as an insurance advisor for “Southern Financial Group,” and help individuals and organizations select the right auto policies for their vehicles.
Summary of Skills:
- Experience of selling auto insurance policies to individuals and companies
- Excellent knowledge of the content on the policy and rules and regulations
- Skilled in investigating papers of vehicle, accident site, and damage to the vehicle
- Strong mathematical, analytical, customer service, and computer skills
- Superb knowledge of the makes of auto and details to consider for insurance policy
- Proven record in achieving and exceeding monthly and annual sales target
Work Experience:
Insurance Advisor
Leo Max Insurance Firm, Louisville, KY
October 2014 - Present
- Researching prospective auto owners and meeting them for selling auto policies
- Scrutinizing papers of the vehicle and ascertaining whether the ownership title is clear or not
- Calculating the insurance coverage and the annual installment customers need to pay
- Contacting auto dealers in the city and collecting data for booked vehicles
- Updating information of auto insurance in the system and informing customers about renewals
- Contacting customers who have failed to renew their auto insurance policy and providing them new policies
Insurance Advisor
ABC Insurance Group, Louisville, KY
February 2013 - September 2014
- Assisted clients in completing application forms and understanding terms and conditions of auto insurance
- Visited accidents site, collected evidence, and ascertained extent of damage to vehicles
- Provided compensation to the damaged vehicles after deducting primary cost
- Coordinated with auto mechanics and identified whether the damage to the vehicle can be repaired
- Provided expert advice to clients in following the rules of the auto insurance policies
- Developed new business opportunities for the company by contracting with manufacturing companies and auto dealers
Education:
- Bachelor's Degree in Commerce
ABC University, Louisville, KY
2012
Reference:
On request.
