Insurance Agent Resume

Insurance agents work with insurance companies on a full-time basis or on a commission basis. They locate potential customers and sell them insurance policies to get their life, and properties covered. These agents meet customers, understand their needs of insurance, and suggest them the suitable policies. They explain several insurance policies and help clients to select the best one.

A resume with prior experience in selling insurance policies is needed to work with an insurance company. It should highlight the type of policies the candidate is experienced in selling along with the number of claims settled.

Sample Insurance Agent Resume

Edward L. McHaney
2718 Sumner Street
Santa Monica, CA 90405
Phone: 310-664-9890
Email: elmchaney@freemail.com

Career Objective:

To work as an insurance sales agent with “All Needs Insurance Company,” and sell insurance policies to customers.

Summary of Skills:

Experience of selling auto, life, and health insurance policies
Skilled in locating and convincing potential customers in buying insurance policies
Excellent customer service and sales skills
Proven track record of meeting sales goals
Ability to understand and deliver customer needs in time
Skilled in building and developing client relationships

Work Experience:

Insurance Agent
ABC Insurance Firm, Santa Monica, CA
October 2014 - Present

Representing the company and selling more than one insurance products to clients
Locating potential customers and developing business opportunities
Calling customers, scheduling meetings, and giving presentations
Organizing gatherings and calling individuals and companies and speaking publicly on insurance policies
Ascertaining customers' needs and financial status and preparing long-term insurance goals
Coordinating with underwriters and discussing on legal matters of selling insurance products
Assisting customers in completing application forms for insurance purchase

Insurance Agent
ATC Insurance, Santa Monica, CA
February 2013 - September 2014

Called, met, and converted potential customers into regular clients for the company
Discussed with clients about their financial resources, existing coverage, and additional insurance
Read out and explained legal matters and features of policies
Analyzed clients' insurance policies, calculated coverage, and suggested additional purchase
Handled opening and closing of accounts and policy renewals
Helped policy holders in completing formalities for claims settlement

Education:

Bachelor's Degree in Arts
ABC University, Santa Monica, CA
2012

Reference:

On request.

See Also