Insurance Sales Representative Resume

Insurance sales representatives sell life, health, vehicle and property policies to people. They have to hold specialty in any of these insurance categories. To sell policies, they have to find prospective customers, convince them, and handle insurance policy accounts. These insurance sales representatives also assist in claim settlement in case of policy maturity, or untimely death of the policy holders. While there is no specific educational qualification for this profile, a bachelor's degree in relevant course with the state's license is a benefit for the role. Reflecting qualities like friendly attitude, strong knowledge of policies, confident marketing tactics, and exceptional customer services skills can make your resume stand out in the crowd.

Insurance Sales Representative Resume Sample

Harvey V. Cook
4339 Hawks Nest Lane
Saint Louis, MO 63108
Phone: 486-897-7381
Email: harvey.cook@anymail.com

Career Summary:

Hardworking, dedicated and goal-focused sales professional with more than 5 years of experience in all types of insurance policies. Astute understanding of insurance policies and adept at suggesting the best coverage to clients based on their requirements. Consistently exceeding sales targets, and generating business using effective sales strategies. Excellent communicator with strong convincing skills.

Summary of Skills:

Strong persuasive skills to nurture healthy and professional relationships with clients
Skilled in opening and closing insurance policy accounts
Exceptional knowledge of financial and insurance products
Proficient analytical skills to evaluate the risk in each policy, and give appropriate guidance to customers
Capable of taking initiatives to find new customers, and explain available policies using excellent customer service skills
Adept at working with computer applications to understand, and interpret standard statistical findings
Good interpersonal and communication skills

Work Experience:

Insurance Sales Representative
Syneos Commercial Solutions, Saint Louis, MO
August 2017 – Present

Assisting clients in finding suitable coverage according to their assets by following company's guidelines
Reviewing market data to ensure that proper rate is implemented for monthly premium amounts
Effectively using innovative sales techniques for identifying prospective clients to provide leads for additional business
Maintaining professional and dedicated relationships with new as well as existing clients by informing them about the best options as per the market scenarios
Closing policy sales by meeting clients for presenting the policy material with clarity and enthusiasm to build outstanding rapport to ensure long term relations
Efficiently achieving monthly sales target, and consistently featuring in the list of the top 5 sales representatives within the company for 25 weeks in a row
Effectively counseling and advising prospective clients, and existing policy holders on matters of protection and proper coverage limits

Insurance Sales Representative
CheckPoint Technospace, Saint Louis, MO
April 2015 – August 2017

Performed duties of calling existing insurance policy holders, and suggesting additional investment or modifications in current policy program
Contacted prospective clients and informed them about features and merits of the policies offered
Analyzed clients' needs and recommended types of coverage suiting their financial conditions
Performed cold calling for prospective clients, and generated solicited leads from referrals given by existing customer base
Answered customer queries regarding coverage levels, and informed about options for policy enhancement after maturity period to ensure customer satisfaction
Consistently exceeded sales goals, and added 15% clients in each quarter thereby increasing $55.5M revenue

Insurance Sales Agent
FortuneBuilders Corporation, Saint Louis, MO
September 2013 – March 2015

Participated in ongoing sales training, and coaching programs on weekends to understand the strategies associated with the sales industry
Persuaded existing clients to adopt new introduced Medicare plans
Handled responsibility to manage daily tasks including business book, distribution of revised prospectus to ensure task deadlines were not missed
Delivered powerful yet captivating presentations on company's insurance policies, and services that converted 43% clients to enroll in our firm
Served as inside sales representative to brainstorm marketing techniques, and generated high-quality B2B opportunities
Assisted to complete critical steps in business sales cycle, and transitioned probable opportunities to the outside sales team
Reviewed outstanding account, and collected payments from clients

Education:

Bachelor's Degree in Sales and Marketing
Saint Louis University, Saint Louis, MO
2012

Certifications:

Independent Insurance Agents and Brokers of America – Member since 2014
National Association of Professional Insurance Agents – Member since 2013

License:

Insurance Agent License, State of Saint Louis, 2013

Reference:

On request.