Insurance Sales Representative Resume Sample

5.0
14 votes
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Deven Nolan
283 D'Amore Plain,  Houston,  TX
+1 (555) 410 5542

Work Experience


Insurance Sales Representative
06/2016 - PRESENT
Phoenix, AZ
  • Meets individual monthly sales growth objectives by quoting and issuing new policies
  • Handles both incoming telephone requests for insurance coverage and makes outbound telephone contacts soliciting qualified prospects in accordance with annual growth and productivity goals
  • Maintains general customer diary/follow-up system. Maintains customer’s electronic and paper files according to management specifications. Maintains and utilizes working knowledge of agency CRM system and other web-based quoting and policy issuing platforms, procedural manual and processes
  • Possesses an in-depth knowledge of company policies, practices, procedures and processes. This includes, but is not limited to underwriting guidelines, policy and branch management manuals, employee handbook and department procedures manual
  • Currently possess a Property & Casualty, or Personal Lines Insurance license or have the ability to obtain a Personal Lines Insurance license. Red Ventures does offer financial assistance towards obtaining a required license (pre-licensing training and state exam fees)
  • Possess above average computer proficiency and the ability to multi-task: working on multiple internet platforms while conversing with a client and navigating our CRM system simultaneously
  • Excellent communication skills and the ability to assertively recommend appropriate coverage based on your professional qualifications, product knowledge and proven sales techniques
  • The ability to pass a background check and a drug test
Life Insurance Sales Representative
02/2013 - 02/2016
New York, NY
  • Market and sell personal insurance policies by proactively contacting all leads to recommend appropriate insurance, quote, and place coverage
  • Foster any referral relationships with real estate personnel to maximize sales opportunities
  • Identify and asses any client risk exposures
  • $40,000 per year
  • Direct Hire - 33-40 hours/week
  • Arranging appointments with members and prospective members regarding life insurance and financial products
  • Anticipating future needs and calling on established clients to renew and upgrade accounts
  • Complete Continuing Education requirements for licenses
  • Continued license sponsorship
Inside Property Insurance Sales Representative
01/2008 - 08/2012
Philadelphia, PA
  • Insurance premium reductions
  • Travel and entertainment discounts
  • Problem solving skills with the ability to look for root causes and implementable, workable solutions Interpersonal skills with the ability to work in a fast-paced environment and participate as an independent contributor with little supervision or as an active team member depending on the situation and needs
  • Continuous training opportunities via the Auto Club University
  • Valid Alabama drivers license, a good driving record and a current Alabama Life license
  • Selling personal lines of Auto, Home, Life and other insurance and annuity products to individuals and families
  • Prospecting for new business opportunities through a variety of methodologies to include establishing centers of influence, networking, cold calling, and building referral networks
  • Utilize a consultative sales approach to educate prospects and policyholders in order to tailor insurance coverage specific to their needs, and potential exposures
  • Making presentations to decision-makers of corporations to establish or maintain an Affinity relationship to provide additional prospecting opportunities

Education


Wittenberg University
2003 - 2007
Bachelor's Degree in Business

Professional Skills


  • Prior experience working from home or great self-management skills
  • Excellent PC, data entry and word processing software skills
  • Strong and accurate verbal and written communication skills (grammar and
  • Strong and persuasive sales skills with an ability to overcome objections and close
  • Valid Indiana drivers license, a good driving record and a current Indiana Life Insurance license
  • Valid Kansas/Missouri drivers license, a good driving record and a current Kansas/Missouri Life Insurance license
  • Valid drivers license, a good driving record and a current Life Insurance license

How to write Insurance Sales Representative Resume

Insurance Sales Representative role is responsible for events, travel, insurance, compensation, training, software, supervision, health, drivers, marketing.
To write great resume for insurance sales representative job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Insurance Sales Representative Resume

The section contact information is important in your insurance sales representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Insurance Sales Representative Resume

The section work experience is an essential part of your insurance sales representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous insurance sales representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance sales representative position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Sales Representative resume experience can include:

  • Handling inbound calls and answering questions from members interested in life insurance and financial products
  • Take initiative, multi-task, be collaborative, and use sound judgment in decision making and problem solving
  • Attend industry-leading, paid sales training in either our Auto or Property insurance divisions
  • Our GEICO Sales Representatives earn an hourly rate starting at $18.36 / hour with a potential of earning additional monthly sales incentives
  • Attend industry-leading, paid sales training in either our Auto, Property, or Commercial insurance divisions
  • Maintain state licensing requirements

Education on an Insurance Sales Representative Resume

Make sure to make education a priority on your insurance sales representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance sales representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Sales Representative Resume

When listing skills on your insurance sales representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance sales representative skills:

  • Relevant sales experience required
  • Proven ability to work in an environment without direct supervision
  • Experienced in the use of successful sales techniques
  • A strong work ethiv
  • Demonstrate knowledge on carrier guidelines
  • Prospecting, Networking, generating your own leads

List of Typical Skills For an Insurance Sales Representative Resume

1

Skills For Outside Insurance Sales Representative Resume

  • Understanding of Carriers, web sites, plan benefits, provider networks in order to provide current and accurate information to a client or prospect
  • Use third party or carrier based quoting and enrollment software programs and guide applicants through paper and web-based processes
  • Successfully complete web-based training
  • Successfully complete company-provided training
  • Provide customer service to clients, strategic partners and prospective clients
  • Request additional information from external sources when required
  • Acquire all necessary information to complete census information for Small Employer Group business
  • Issue written correspondence to clients, partners or carriers
  • Cross sells insurance products, identifies sales leads, and makes outbound calls to finalize a sale
2

Skills For Life Insurance Sales Representative Resume

  • Achieve unit performance standards for inbound and outbound calls
  • Maintain an accurate Client Management System, using available software, ensuring that all data fields are filled and updated; gather all required documentation and materials for business submissions
  • Phone prospecting with company provided warm leads (outbound calls)
  • Our GEICO Inside Sales Representatives earn an annual salary of $31,000 - $33,000 / year with the potential of earning additional monthly sales incentives
  • Sales-driven and goal oriented with a focus on achieving sales success
  • Passion for people and developing sales relationships
3

Skills For Experienced Insurance Sales Representative Resume

  • Present quotes to prospects, consult on coverage needs, conduct “one call close” process and document results/follow ups needed into Agency Management System
  • Achieve production goals while working with a variety of tools and applications such as comparative raters, insurance carrier systems, CRM and agency management systems
  • Present quotes to prospects, consult on coverage needs, conduct €œone call close€? process and document results/follow ups needed into Agency Management System
  • Advance your career and become a lead, coach, trainer, or supervisor
  • Obtain a Property & Casualty license in all states
4

Skills For Inside Property Insurance Sales Representative Resume

  • Be persuasive over the phone
  • Obtain TX Property & Casualty license – Company Paid
  • Work in a high performance environment
  • Active Property & Casualty licensed in home state
  • Active or ability to obtain Property & Casualty licensed
  • Follow a customized sales process
  • Able to learn and retain new information quickly and independently
5

Skills For Insurance Sales Representative Week Paid Training Resume

  • Coachability and willingness to learn
  • Quote and sell insurance via telephone and internet
  • Respond timely and follow-up to customer inquiries in an effort to finalize the sale
  • Recommend solutions and provide product options to best meet the customer’s needs
  • Educate customers on insurance products
6

Skills For Inside Commercial Insurance Sales Representative Resume

  • Remain current on product offerings and company procedures
  • Dedicated home office workspace free of background noise and distractions
  • Technologically savvy with ability to pick up new systems and processes quickly

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