Insurance agent Resume Examples

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Professional Resume Samples for  a  Insurance agent

Insurance agent Resume Tips and Ideas

Insurance agents are the professionals that keep the biggest insurance giants running. Thanks to their effort and expertise, insurance policies get to the target clients more effectively and at the customers’ convenience.

An insurance agent is usually the first point of contact between the insurance firm and the clients and is, therefore, a representative of the company’s organizational culture, preferences, and competence. Your job will involve providing information to prospective clients or existing policyholders about various policies and helping them make informed purchasing decisions. You may work in a team or individually, and will often interact with senior managers and clients depending on a day’s duties. In a nutshell, here are some of the responsibilities you can expect to have in your new job:

– Calculating premiums and discuss the fine print and requirements with prospective clients
– Interview clients to acquire data about their physical condition, financial resources, and beneficiaries.
– Confer with clients to explain and deliver the policy and make any desired changes such as changing the beneficiaries
– Monitor claims and ensure that they are rightfully settled for both the insurer and insured
– Collaborate with underwriters to come up with new, intuitive plans that cover upcoming risks and benefit clients’ unique needs. These may include covers that insure multiple risks and health insurance for specific patients

All these duties will require you to be personable and have excellent communication and organization skills. Proficiency in computer applications, marketing, and customer service are also needed. A degree in Business or Economics is the minimum requirement for an insurance agent’s job.

For you to get that dream job in a prestigious insurance agency, you need to write an exceptional resume that will demonstrate your ability to carry out the duties above. Consider using our reliable online resume generator to create an impressive insurance agent’s job in minutes.

Top Tips

Format

Reverse chronological

Design

– Neat resume design
– Margins and white space
– Minimal formatting
– Resume fonts types and size
– Subheadings and bullets
– Columns

Photo

No

Sections

    Required

  • Contact information
  • Resume professional summary
  • Work history
  • Education background
  • Additional skills and certifications
  • Licensure
  • Professional affiliation

    Optional

  • Volunteer work
  • Hobbies and interests
Resume Length

1 page

Format

When writing an insurance agent’s resume, the reverse chronological format is usually the better option. The combination format may work well if you are returning from a hiatus, but the former is more widely accepted. It is easier to read, is friendly on ATS applications, and highlights your work experience and career accomplishments.

In this resume format, you start with your resume title, which conventionally is your profession. Write your updated contact information, and then proceed to your resume summary statement, work history section, education section, additional skills, certifications, licensure, or professional affiliations, then finally, your hobbies and interests.

Design

An insurance agent is expected to be organized, high functioning, and professional; your resume appearance and layout will imply these vital values to a hiring panel. An appealing yet formal resume layout is a sure way to impress them before they even start reading through your qualifications.

While plenty of white space will keep your resume looking neat and easy on the eyes, a drab white sheet creeping with facts and figures will turn off your recruiter. Add some edge to your resume using a maximum of two dark colors, like maroon, navy blue, or jungle green. Set a one-inch margin around your document, and minimize the use of bold and underline formatting to enhance neatness and avoid screaming. Use a formal resume font (Georgia, Arial, Cambria, or Times New Romans) in sizes 11-13 to write your details. Use resume subheadings and bullets instead of paragraphs to maximize your resume readability.

Photo

Adding a photo to a resume is highly advised against as this may expose you to hiring biases and discrimination.

Sections of a Resume

The main sections of your resume are your key selling point. If you fail to win over hiring managers through these sections, you can’t expect to do it with the optional sections.

Therefore, don’t miss out the following vital sections in your insurance agent resume:

  • Contact information
  • Resume professional summary
  • Work history
  • Education background
  • Additional skills and certifications
  • Licensure
  • Professional affiliation

The optional sections will then serve to clear any lingering doubts that hiring managers may have about considering you for an interview.

You can add these optional sections:

  • Volunteer work
  • Hobbies and interests

Resume Length

One A4 size page is the maximum length recommended when writing an insurance agent’s resume. Only include the most current and relevant career information, and be concise to avoid overwhelming the recruiters with excessive information. Use columns to fit in all your information neatly onto your resume.

Insurance agent Resume Section Headings

The secret to providing the most compelling information is to consider both positive and negative perceptions that hiring managers may have of your resume. If you find that the likely negative perception is greater than the potential positive perception, change the details in the resume sections.

Here’s how you can provide the best information in each section.

Objective

The resume summary is the first paragraph right below your contact information, where you briefly introduce yourself to the hiring panel. If you just graduated and are starting out, you may not have plenty of experience to leverage in this section, so yours will be a resume objective. Here, show your recruiter the direction you hope your career will take and the knowledge and skills you got from school. If you have plenty of experience, add your most outstanding career achievements and the length of experience you have. Use positive statements to describe your expertise and professional excellence.

Work experience

The work experience section carries the most weight in any job application, which is why you need to pay additional attention here. Tailor your experience to fit the job description, so that you appear as the perfect match for the vacancy.

Write your job stints in reverse chronological order, starting with the job title, name of previous employer, then the period of tenure plus a maximum of 7 bullets detailing your specific duties and responsibilities. Use action verbs, quantifiable achievements and resume buzzwords to make this section less generic.

Insurance agent Resume Vocabulary & Writing Tips

One of the ways recruiters assess your understanding of the advertised insurance agent job is by evaluating your resume vocabulary. Someone experienced in this field would know exactly what is involved and mention things that directly apply to the job.

Use the following resume action verbs to make your work experience section have a more significant impact on the hiring panel.

Words to Use

  • Cold calls
  • Insurance policies
  • Premiums
  • Principles of insurance
  • Endowment policy
  • Underwriters
  • Customer service
  • Claim processing
  • Product promotion
  • Leads
  • Target
  • Sales
  • Communication/interpersonal skills
  • Prospective clients
  • Work under pressure
  • Negotiation

Action Verbs

  • Sell
  • Develop
  • Explain
  • Present
  • Mentor
  • Achieve
  • Devise
  • Meet
  • Introduce
  • Illustrate
  • Implement
  • Offer
  • Delegate
  • Convince
  • Listen
  • Interview

Resume Samples

1. Candidate seeking Insurance agent position

Effective, outgoing, and personable insurance agent with 4 years of experience in qualifying and upselling leads.

Hit and surpassed the sales target at Acme Ltd by 7.5-10% for three consecutive years through cold calling and maintaining a 12% high upsell rate, thus generating $240,000 in annual sales.

  • Enrolled 342 clients in Acme Ltd new Health insurance policy
  • Build mutually beneficial relationships with clients and oversaw the handling of customer complaints, which led to a customer satisfaction rating of 98%
  • Supervised a team of 5 interns and mentored them in the practice of proper insurance sales and customer service techniques
  • Maintained a high sales rate on inbound queries through exceptional communication and interpersonal skills, knowledge of policies and principles of insurance and active listening
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  • 4 yearsExperience
  • EducationBachelor’s degree in marketing
  • SkillsExcellent communication

2. Candidate seeking Insurance agent job

Passionate and customer-oriented insurance agent with over 5 years of experience in providing clients with insurance policies that adequately covered their needs for their benefit and that of the insurer.

Eager to join the fast-paced environment at Prestige Assurance Ltd to bring my expertise on board and develop my career further.

  • Collaborated with insurance underwriters to offer clients accounts of premium payments based on risk assessment and customize policies to fit their needs
  • Interacted with both prospective and existing customers with the purpose of pitching and selling various insurance policies to them
  • Assisted customers through the process of making claims on their policies in the event that the insured risk occurred and oversaw the process to ensure customer satisfaction
  • Made over 90 cold calls every week and transformed 85% of these into sales, and maintained a client base of 189 in Acme Mutual Life
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  • 6 yearsExperience
  • EducationDegree in business management
  • SkillsExcellent sales, leadership and management