Insurance Sales Resume Examples
Years of Experience
- 0
- 2-3
- 5-10
- 10+
Hazel Tomlinson
(876) 543-2100
[email protected]
567 Main Road, Baltimore, MD 67890
Profile
Ambitious business and finance graduate with experience working in an administrative role in an insurance company. Good working understanding of insurance products and proven talent for data entry and business scheduling. Developing knowledge of successful sales techniques with a thirst to learn and improve. Able to work calmly and efficiently under time pressure and collaborate effectively with colleagues.
Key Skills
- Personable and professional
- Articulate written and oral communicator
- Organized and punctual
- Able to multitask and prioritize
- Works well as part of a team
Education
Bachelor of Science in Business Administration and Finance
UNIVERSITY OF BALTIMORE Baltimore, MD, September 2016 – June 2020
- Statistics and Data Management
- Financial Accounting Theory
- Information Technology for Business
Professional Experience
Administrative Assistant, Hynson Insurance, Baltimore, MD
July 2020 – Present
- Answer client email and telephone queries and forward messages to colleagues when necessary
- Update and maintain contact lists using Microsoft Office software, ensuring that key information is accurate
- Manage leadership team diaries, schedule meetings, and make travel arrangements
- Assist during team meetings and take accurate minutes
Sales and Marketing Intern, Stanley Black & Decker Inc., Baltimore, MD
June 2019 – August 2019
- Presented products to potential customers and used feature-benefit strategy to secure sales
- Listened to customer’s requirements to find the best solutions for their home projects
- Used event reporting system to record sales, identify trends and plan next steps
- Actively sought new sales leads and made contact to grow the company’s client database
Certifications:
- Maryland Homeowners and Automobile Insurance License, 2021 (#657494)
Kamal P. Johnson
(810) 012-3456
[email protected]
222 Main St., Flint, MI 48531
Profile
Ambitious, coachable Insurance Sales Representative with over a year of experience in a high-volume sales environment. Proven ability to learn quickly and adapt to new technology systems. Driven to create superior customer experiences and strive for goals as an individual or part of a team.
Key Skills
- Strong interpersonal skills
- Analytical skills
- Team player
- Passionate about customer service
Education
High School Diploma
EAST LANSING HIGH SCHOOL East Lansing, MI, June 2018
President, Future Business Leaders of America
Professional Experience
Entry-Level Remote Insurance Sales Representative, Banking Life, Saginaw, MI
July 2019 – Present
- Handling inbound calls and warm transfers from other agents
- Prospecting for new business by cold-calling, lead databases and networking
- Setting appointments to pinpoint prospective client’s needs, financial goals and resources
- Developing a coordinated protection plan for immediate coverage and long-term strategy
- Cross-selling and upselling additional company products to existing clients
Wireless Retail Sales Associate, Flint Cellular Services, Flint, MI
June 2018 – June 2019
- Greeted customers and provided personalized service
- Handled customer contracts, payments and warranties
- Maintained and shared up-to-date knowledge of products, accessories, service features and pricing plans
- Met and exceeded team sales performance goals by upselling, personal and professional referrals and outbound marketing
Certifications:
- Michigan Life Insurance License, 2019 (#4816994)
Jasmine Burgess
(456) 789-0123
[email protected]
901 Address Road, Baltimore, MD 76543
Profile
Seasoned and hardworking life insurance sales representative with 7+ years’ experience helping Maryland residents find the best cost-effective insurance solutions for their needs and circumstances. Established reputation for providing outstanding customer services and driven to achieve ambitious sales targets to build company revenue. Strong team player with a friendly and enthusiastic interpersonal style.
Professional Experience
Sales Representative, Family First Life, Baltimore, MD
February 2016- Present
- Maintain an up-to-date understanding of mortgage protection and life insurance companies and products
- Conduct consultations with clients and gain insights into their needs to recommend the most suitable policies
- Promptly follow potential leads and search existing client lists to find opportunities for upselling
- Communicate with insurance companies to get quotes and set up policies for clients
Life Insurance Agent, Assurance, Baltimore, MD
July 2013 – February 2016
- Scheduled health screening for life insurance clients with approved clinics
- Clearly explained the billing options and benefits of individual insurance companies and policies to clients
- Provided comparisons of different policies to help clients make the best choice for their circumstances
Education
Bachelor of Science in Business Administration, Risk Management and Insurance
UNIVERSITY OF BALTIMORE Baltimore, MD, September 2009 – July 2013
Key Skills
- Proven ability to manage time effectively and prioritize tasks to meet targets
- Able to gather and analyze information from clients to generate appropriate insurance options
- Clear communicator via telephone, email, and face-to-face
- Dedicated and results-oriented work ethic
- Database management
Certifications
- Life and Health Insurance License, Maryland Insurance Administration, 2013 (#2222-45A)
Carl Collins
(324) 817-6372
[email protected]
23 Steep Avenue, San Diego, California, 92104
Profile
A confident individual with 15 years of experience in insurance sales and a track record of new business acquisition. Bachelor’s degree in business administration from the University of California. Seven years of experience in a sales management position with proven performance of excellent performance and ability to motivate a team. Strong aptitude for leadership and a results-oriented approach to work.
Professional Experience
Insurance Sales Manager, The Insurance Company, San Diego, CA
June 2014 – February 2021
- Marketed new products to both new and existing clients with a 65% sale rate
- Experience in quoting insurance rates
- Prepared and delivered clear and effective sales scripts
- Compiled and maintained marketing status reports and client contact lists
Insurance Sales Specialist, Insurance and Sales Corporation, San Diego, CA
March 2006 – May 2014
- Created proposals in order to generate new customer leads
- Attended networking events and trade shows
- Fielded all inbound and outbound calls and emails
- Followed up all sales inquiries with a 72% uptake rate
Education
Master of Science in Financial Engineering
THE UNIVERSITY OF CALIFORNIA, BERKELEY Berkeley, CA, September 2002 – September 2005
Bachelor of Science degree in Business Administration
THE UNIVERSITY OF CALIFORNIA, BERKELEY Berkeley, CA, September 1999 – July 2002
Key Skills
- Gathered accurate marketplace intelligence to increase sales
- Friendly and professional customer service manner
- Responsible for data entry via company software systems
- Contacted and liaised with underwriters
Certifications:
- Chartered Property Casualty Underwriter Certificate in General Insurance, 2006 (#14-00098)
- The American Institute for Chartered Property Casualty Underwriter Certificate, 2006 (#A45-7689090)
Common Key Skills and Action Verbs for Insurance Sales Resumes
Highlighting key skills and appropriate action verbs is an integral part of getting your resume noticed. Hiring managers often use applicant tracking systems (ATS) to screen applications and identify candidates with potential. The ATS scans and evaluates each resume and forwards those with a high number of matching keywords and phrases to the hiring manager. This means the more skill keywords included in your resume, the greater the chance you’ll be invited for an interview.
| Key Skills & Proficiencies | |
|---|---|
| Business administration | Casualty insurance |
| Communication | Compliance |
| Customer service | Database |
| Entrepreneurship | Final expense |
| Health insurance | Insurance license |
| Interpersonal skills | Licensed insurance agent |
| Life insurance | Medicare |
| New business development | Outbound phone calls |
| Persistence | Problem-solving |
| Quoting | Reading comprehension |
| Relationship management | Sales |
| Time management | |
| Action Verbs | |
|---|---|
| Administrate | Assist |
| Bill | Communicate |
| Comply | Develop |
| Explain | Insure |
| Learn | Manage |
| Market | Network |
| Organize | Phone |
| Prioritize | Read |
| Sell | Solve |
Tips for Writing a Better Insurance Sales Resume
Highlight your insurance sales certifications
Insurance agents throughout the United States must have a license to sell insurance, and employers want licensed agents. Make sure to include the type of insurance you’re licensed to sell, known as the line of authority. Stating the licensing state and your National Producer Number also helps employers verify your license. If you have any other certifications that can enhance your resume, include this information as well, including the full name of the certification, the year you received it, and the certifying agency or school.
Example #1
Good
- Arizona Insurance Producer License, Casualty and Property Insurance Producer, 2015; NPN #55555555
- Certified Professional Insurance Agent, Insurance Agents & Brokers, 2017
Bad
- Insurance producers license
- Insurance agent certification
Example #2
Good
- New York Insurance Producer License, Life, Accident, & Health Agent, 2014; NPN #11111111
- Limited-Investment Securities License (Series 6), Financial Industry Regulation Authority, 2015
- Uniform Securities Agent State Law License (Series 63), New York, Financial Industry Regulation Authority, 2015
Bad
- Licensed to sell insurance with New York State and FINRA
Emphasize your insurance sales soft skills
Insurance sales agents sell insurance, so sales skills are essential to include on your resume. However, the ability to sell products often starts with soft skills. Insurance agents must be able to actively listen to what the customer wants, communicate which products meet the customer’s needs, and solve client problems. It will also help your career if you can network, manage your time, and stay organized. Try to highlight at least one soft skill in your resume, preferably one that’s specified in the job listing or one in which you excel.
Example #1
Good
Listened to customers and analyzed their needs to determine the best health insurance option and communicated with customers regarding how their insurance works and what’s covered.
Bad
Helped customers choose health insurance.
Example #2
Good
Used networking and interpersonal skills to build relationships with managers and entrepreneurs who developed into new customers and $1.4 million of business insurance premiums for the company.
Bad
Sold business insurance to new clients.
How to Align Your Resume With the Job Description
Hiring managers need to look through a lot of resumes to find a person who fits their needs, and most use job descriptions to define what those needs are. Mentioning the skills and experience you have that match key requirements in the job description can help you stand out from the crowd.
To determine the skills and experience you need to feature, start by looking at the requirements listed first in the job description. These are generally the most important, along with attributes that are mentioned multiple times. Use the list of key priorities to write your resume, ensuring you include examples that demonstrate you can meet the company’s needs. Generic resumes are often overlooked, so make sure you highlight your major contributions and steer clear of copy and pasting.
Example Insurance Sales Job Description
Atlas Insurance is looking for a sales-minded licensed insurance agent to join our growing team. The ideal candidate will be a reliable professional with experience selling life insurance. Your primary responsibility will be generating new business by contacting potential customers and building relationships. You must be able to listen to customer needs and tailor a policy that fits their life. If you have excellent communication, interpersonal and networking skills, we’re eager to hear from you.
Responsibilities:
- Build relationships with potential clients from various sources, such as networking, referral, and cold calling
- Communicate advantages and disadvantages of various policies to promote the sale of insurance
- Tailor insurance policies to ensure they meet customer needs
- Respond to insurance-related questions and issues regarding how to make a claim, update policies, and maintain records for possible claims
- Create marketing strategies that bring customers to the company
- Use company software to file all necessary paperwork to ensure the insurance policy is in place
- Track insurance claims to ensure both client and company are satisfied
Qualifications:
- Bachelor’s degree in business, finance, or related field preferred
- State and federal insurance license for health and life insurance
- Three years of insurance sales experience
- Excellent written and verbal communication skills
- Ability to network and build customer relationships
- In-depth knowledge of life insurance plans
- Proficient in computers and database software
The job description shows that the ideal candidate will have the following skills and experience:
- Life insurance
- Networking
- Build customer relationships
- Communication skills
- Sales skills
- Generate new business
- Tailor policies
Use the list of attributes you highlighted in the job description to craft your resume. Make sure your profile and bullet points include the experience and skills you have that match the company’s requirements. See below for an example of how best to incorporate them into your resume:
Insurance Sales Work Experience Example
Licensed Insurance Sales Agent, Achilles Insurance
March 2015 – Present
- Communicate with customers to determine their needs and use extensive knowledge of life insurance to tailor policies that meet their requirements
- Use networking opportunities, referrals, and cold calling to generate new business
- Build relationships with each customer and utilize extensive sales skills to sign people up for policies, selling over $565,000 of life insurance premiums in 12 months