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Insurance Sales Agent Resume Samples
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0-5 years of experience
Responsible for prospecting for new clients to generate new business and expand the organization’s customer base.
- Trained new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
- Conducted a detailed requirements analysis to tailor a program to suit a client’s individual needs.
- Attained top sales to become one of the leading sales reps for the company, earning invitations to both the Winners Edge Program and Agent Bankers University in 2013.
6-10 years of experience
Currently among top producing Internet Sales Agents in region
- Consistently ranked among the top 10 Outbound Sales Agents nationally
- Coached and trained new sales agents to exceed company goals and metrics
- Developed training materials for effective call handling and sales success
- Achieved corporate recognition for Inbound Sales performance
- Awarded Customer Interaction awards for maintaining high levels of customer satisfaction
- Awarded GEICO quality awards for exceptional underwriting quality
0-5 years of experience
Proven track record for not only meeting quota for sales but also exceeding that quota.
- Increased my monthly sales average 20% from pervious year.
- Proficient in selling insurance policies over the phone and in house.
- Consistently developing relationships with customers’ to improve sales.
- Provided training for new [company name] employees.
- Involved in attending marketing events for the [company name] local office.
- Volunteered to promote [company name] insurance and sell insurance at offsite events.
- Consistently developing relationships with customers’ to improve sales.
0-5 years of experience
Sold [company name] HMO /PPO products to in-bound potential customers from 27 states.
- Adminstered [company name] Supplemntal Plans to outbound customers.
- Attended required Medicare HMO training progams to quickly learn all facets of insurance industry.
- Entered newly enrolled customers in programs during open enrollment period.
- Gathered and analyzed key customer data to reconmmend best suited programs.
- Reviewed customers’s existing plans to make appropriate judgement decisions.
0-5 years of experience
Sold over $666K in renters insurance premium and over $1.2M in mobile home premium in 2012
- Top 10% performer for over 2 years
- Top producer in sales in both renters & mobile home insurance for over 2 years
- Responsible for mobile home insurance quotes and sales
- Responsible for rental insurance quotes and sales
- Maintaining monthly sales quotas
- Establishing sales techniques and applying my skills to an inbound call center environment
0-5 years of experience
Inside sales environment selling property and casualty insurance to a diverse
demographic in 42 states.
- Promoted a broad range of products and services to consumers using suggestive selling
- Suggested coverage options to better protect customer’s assets.
- Maintained continuing education required for insurance license and professional sales
- Consistently received top awards and recognitions for sales and customer service.
0-5 years of experience
Secured a position in the top percentile bracket of highest producing sales reps for the 25 plus agent sales force on a consistent basis. # 1 Insurance sales rep out of incoming group of 6 trainees.
- Consistently outperformed an average of 85% of the office sales force.
- Handled in excess of 150 outbound and 50 inbound sales related calls daily to qualify individuals interested in purchasing Medical/Dental/Supplemental Insurance coverage.
- Represented all of the major Insurance carriers and sold for them as a Broker.
- Marketed policies to secure the most viable and competitive options for the consumer by online rating, policy and premium comparisons and thorough review of clients health history.
- Responded to all customer inquiries and/or concerns over the phone daily, providing verbal and email quotes and consistently maintaining one of the highest overall contact rates in the office.
- Performed constant navigation between multiple open windows on computer while accessing client info, carrier rates/policy information and maintaining a steady and smooth flow of conversation while providing an overall positive and satisfactory experience for the customer.
0-5 years of experience
Proficient in underwriting Auto, Renters, VPP, Umbrella, and Homeowners Insurance Policies in over 50
states and US territories; as well as a proficiency in bank deposit accounts, credit cards and consumer lending
- Trained and developed new employees in sales techniques, team presentations and computer walk-throughs
- Consistently received high remarks for customer service and member satisfaction in current job roll.
- Served as the Insurance Underwriting POC for my team, to ensure compliance when writing and maintaining policies
0-5 years of experience
Licensed Insurance Health Agent in 49 states, Indiana as the Resident State
- Educated customers in regards to Medicare Advantage and Prescription Drugs Plans
- Ability to input confidential data quickly with 100% accuracy
- Placed outbound calls to customers from data base as well as informed customers on plans and processes
- Provided assistance in enrollment electronically and scheduled customers with community meetings and in-home appointments
- Provided objective information that pertained to coverage, annual notice of change, pharmacy/network coverage and drug formularies
- Have used the following software to do my job which are RxWeb, Citrix, Rumba, B-Connect, Microsoft Word
0-5 years of experience
- Created and developed marketing and cold call campaigns.
- Conducted face to face sales presentations for consumers and businesses.
- Representing 13 different life insurance companies.
0-5 years of experience
Utilized marketing tools and resources to generate new business
- Secured referrals and set appointments to present to prospective customers
- Conducted consultative sales presentations to a wide range of individuals
- Delivered excellent customer service to existing policyholders and prospective customers
0-5 years of experience
Outbound licensed personal lines sales agent
- Handled an average of 100+ calls daily
- Developed and maintained business relationships with potential policyholders
- Counseled consumers on the best insurance policy for their specific needs
- Sell auto policies to individuals using our consultative selling techniques
0-5 years of experience
Placed and serviced health and life policies for the Medicare senior market
- Explained features, advantages, and disadvantages of various policies to promote the sale of insurance plans
- Prepared paperwork to activate and maintain contract services
- Oversaw account services through quality checks and other follow-up
- Identified and resolves client concerns
- Independently sought out new clients and develops client relationships by networking
- Maintained policies including managing change requests and follow-up with billing and payment changes
10+ years of experience
Sold insurance to new and current clients.
- Compiled lists of prospective clients to provide leads for additional
- Wrote, designed and produced a product tailor for clients needs.
- Contacted prospective clients and explained features and merits of policies
- Recommended amount and type of coverage based on analysis of prospect’s circumstances and utilized persuasive sales techniques.
- Trained and managed new agents on new products and presentation skills to achieved significant improvements in their productivity.
- Calculated and quoted premium rates for recommended policies, using
- Called on policyholders to deliver and explain policy, to suggest additions and changes in insurance programs, and to make changes in beneficiaries.
- Collected premiums from policyholders and kept records of payments.
0-5 years of experience
Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Provide mentorship and training to many of the new agents, based on my leadership, performance, thorough company product knowledge and experience.
- Consistently in the top ten producing agents during promotion months in a branch of over seventy agents.
6-10 years of experience
- Sold insurance to new and current clients.
- Wrote, designed, and produced property and casualty policies.
- Recommended amount and type of coverage based on analysis of prospect’s circumstances and utilized persuasive sales techniques
- Calculated and quoted premium rates for recommended policies, using calculator and rate books.
- Called on policyholders to deliver and explain policy, to suggest additions and changes insurance programs, and to make changes in beneficiaries.
- Supervised and managed office as needed.
- Collected premiums from policyholders and kept records of payments
- Successfully demonstrated ability to deal with clients on professional level during difficulties.
0-5 years of experience
- Sold policies which protect individuals and businesses from financial loss resulting from automobile accidents, fire, theft, storms, and other events that may result in property damage or loss.
- Processed policy changes and policy issuance transactions received through various channels within specified guidelines.
- Recommendation and sale of additional or increased coverage in appropriate situations and within specified guidelines.
- Liaison with departments to resolve identified issues/problems.
- Researched and reconciled discrepancies in direct billing records.
0-5 years of experience
Licensed in 50 states as a Property, Casualty, Life and Health Insurance Agent, authorized to quote and sell various insurance products in a call center environment.
- Consistently achieving and improving sales performance.
- Recipient of commendations from company, customers and peers for outstanding customer service, excellent quality assurance, and no errors for new business and underwriting.
- Expert in assessing client needs and educating the customer to provide adequate coverage, including follow up with customer to complete the sales process.
- Proficient in learning and mastering company databases, carrier websites, computer programs, and rating systems.
0-5 years of experience
- Quoted, sold, and packaged new business policies based on qualifying criteria found on various reports ran and inspections completed.
- Serviced large book of business by completing many tasks such as endorsements, payment processing, exception requests to underwriting, and providing answers to all policy questions while maintaining a high Member Satisfaction Index score.
- Ensured high retention rate and new business survival rate of over 90%.
- Cross-sold on new business and renewals for various insurance and member products including but not limited to life insurance.
- Performed comprehensive policy reviews to meet the ever changing needs of insured’s at time of new business and at renewal.
- Maintained exceedingly high accuracy of 99.5% -100% submitted on new business policy applications.
- Surpassed challenging monthly sales goals and completed daily reports with sales, quotes, marketing, and membership results.
- Complied with strict underwriting guidelines and maintained excellent relations with underwriters.
0-5 years of experience
Compared rates of 25 carriers and sold policies to prospective clients
- Worked with clients in person and over phone
- Maintained changes of current policies through endorsements
- Wrote up to 20 policies a day in fast pace working environment
- Processed payments through several online systems
- Helped maintain online social networking sites
6-10 years of experience
- Determine client needs, gather information to underwrite policy accurately, provide guidance regarding appropriate coverage options available, and efficiently obtain commitment from client to purchase policy.
- Successfully completed thorough agent selection and training program provided by GEICO, obtaining Insurance licenses for 19 states.
- Consistently maintained highest evaluation rating on sales team which encompasses metrics including closure percentages and quality.
0-5 years of experience
- Obtained a property and casualty license, currently licensed in 46 states
- Operated teleset phone, assisted callers with auto and home insurance quotes, set up policies, and answered questions about coverages, billing, discounts, etc.
- Promoted unique selling points included with our AARP auto and home policies
- Effectively ordered reports, reviewed underwriting guidelines for eligibility, and declined inelligible policies
- Position includes a strong emphasis on sales, reviewing underwriting guidelines correctly, and providing excellent customer service
0-5 years of experience
- Generated successful sales from leads-based door knocking, referrals, and networking
- Self-disciplined, self-motivated, and self-managed performance in a 100% commission setting
- Established trust-filled relationships with each client regardless of buying power or policy value
0-5 years of experience
- Specialized in single unit and small fleet policies.
- All sales were initiated through cold calls on a national level.
- Instilled new ideas to create new business which resulted in a 10% increase in sales.
- Met and exceeded sales goals weekly.
- In charge of receiving and sending all insurance certificates.
0-5 years of experience
Maintained and handled client policies and accounts for multiple insurance companies.
- Assisted in the development and execution of marketing campaigns and client retention strategies.
- Held responsibility for all client service needs pertaining to insurance policies, including renewal efforts, premium financing, billing, special needs issues and risk management strategies.
- Performed multiple and relevant administrative tasks, such as processing endorsements, tracking past due account, filing and following up with claims status, and electronic client file maintenance.
- Worked with multiple insurance companies including, Travelers, The Hartford, Metlife, Zurich, Progressive, GMAC, ASI, Infinity, Mercury, CNA, and others.
Insurance Sales Agent Duties and Responsibilities
Based on job postings that we analyzed, most insurance sales agents share several core duties:
Identify Client Needs
One of the central duties of an insurance sales agent is assessing client information to determine their insurance needs and identify opportunities to bundle multiple products. If a client has a home and a vehicle, for example, an insurance sales agent may identify insurance plans that cover both and provide the customer with a balance of protection and affordability. Insurance sales agents also identify areas where clients may be exposed to excess liability.
Complete Insurance Product Sales
Another central duty of an insurance sales agent is completing insurance product sales, whether in person, over the phone, or using a combination of online and phone sales techniques. If a potential client fills out an information form online, for example, the insurance sales agent may follow up with them on the phone to discuss their needs and options and provide pricing and coverage information.
Network with Potential Clients
Insurance sales agents need to maintain a steady stream of new and renewing clients, so networking and client research is essential to generate leads and build a database of potential clients. An insurance agent may network in person or send out periodic mailers and promotional emails to highlight new products and services, for example, or use their existing client base to build their network.
Outline Product Information
Frequently, insurance sales agents assist clients with decision-making by outlining several different insurance product options and providing details about each. This may involve providing the client with brochures or marketing materials or developing insurance quotes for various products based on different factors. Additionally, the insurance sales agents may provide potential clients with information regarding savings and comparisons to products offered by competitors.
Submit Client Insurance Applications
After completing a sale, the insurance sales agent submits the application to underwriters for final approval. In this aspect of the role, the insurance sales agent ensures that client information is complete and free of errors while also providing any necessary supporting documents such as proof of home ownership or vehicle registration information. Typically, an insurance sales agent also confirms this submission with their client.
Maintain Client Records
Finally, insurance sales agents maintain detailed client records and periodically check in with clients to make sure that their needs have not changed and that their information remains up to date. This aspect of the role can also relate closely to marketing and promotional activities, since a client that moves from an apartment to a home or adds dependents may need more extensive insurance coverage.
Insurance Sales Agent Skills and Qualifications
Insurance sales agents work directly with clients to sell insurance products. Workers in this role typically have a bachelor’s degree and the following skills:
- Sales skills – insurance sales agents should have the ability to follow sales leads, initiate discussions, and land sales with a wide variety of clients and with many different insurance products
- Industry knowledge – insurance industry knowledge is essential in this role, and insurance sales agents should be familiar with a wide variety of products and how they can benefit potential customers
- Negotiation – insurance sales agents frequently negotiate rates and offerings with clients, so they should have excellent negotiation skills
- Client service – client service in central to this role, so insurance sales agents should have some experience providing excellent customer or client support
- Time management – insurance sales agents must be highly organized to keep track of client conversations and meetings and to ensure that they follow up with potential clients to offer the latest products
- Communication skills – effective written and verbal communication are both central to this role, since insurance sales agents need to communicate with clients through the phone, e-mail, and in-person meetings
Insurance Sales Agent Education and Training
Insurance sales agents need at least a high school diploma, although most have a bachelor’s degree in a related field such as business, finance, or economics. Additionally, insurance sales agents need to be licensed in their state and may need different licenses depending on the type of insurance they sell. While there are few opportunities for direct on-the-job training in this role, most insurance sales agents learn effective techniques and best practices while working in the field.
Insurance Sales Agent Salary and Outlook
According to the Bureau of Labor Statistics (BLS), insurance sales agents earn a median annual salary of $49,710. The highest-paid workers in this role earn more than $125,190 per year, while the lowest-paid insurance sales agents earn less than $27,180 per year. It is also worth noting that many insurance sales agents are paid solely on commission, so actual salaries can vary. The BLS expects employment in this field to grow at a faster-than-average rate of 10 percent through 2026.
Helpful Resources
We searched the web and found many resources if you’d like to learn more about working as an insurance sales agent:
Insurance Information Institute – the III is a professional and advocacy organization for the insurance industry that provides news and information, professional development materials, and conferences and meetings around the United States
Secrets of Successful Insurance Sales – read this book, based on decades of industry experience and growth, to learn how to effectively connect with customers and sell them insurance products
Council of Insurance Agents and Brokers – insurance sales agents can join the CIAB to access career development resources, connect with companies and professionals, and stay updated on the latest industry news and regulations
Getting “Yes” Decisions: What Insurance Agents and Financial Advisors Can Say to Clients – this book presents five questions that insurance clients consider when deciding whether to buy, and explains how insurance sales agents can use these questions to land sales
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
