Insurance Agent Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

To work as an insurance sales agent with “All Needs Insurance Company,” and sell insurance policies to customers.

Summary of Skills:

  • Experience of selling auto, life, and health insurance policies

  • Skilled in locating and convincing potential customers in buying insurance policies

  • Excellent customer service and sales skills

  • Proven track record of meeting sales goals

  • Ability to understand and deliver customer needs in time

  • Skilled in building and developing client relationships

Work Experience:

Insurance Agent

ABC Insurance Firm, Santa Monica, CA

October 2014 – Present

  • Representing the company and selling more than one insurance products to clients

  • Locating potential customers and developing business opportunities

  • Calling customers, scheduling meetings, and giving presentations

  • Organizing gatherings and calling individuals and companies and speaking publicly on insurance policies

  • Ascertaining customers’ needs and financial status and preparing long-term insurance goals

  • Coordinating with underwriters and discussing on legal matters of selling insurance products

  • Assisting customers in completing application forms for insurance purchase

Insurance Agent

ATC Insurance, Santa Monica, CA

February 2013 – September 2014

  • Called, met, and converted potential customers into regular clients for the company

  • Discussed with clients about their financial resources, existing coverage, and additional insurance

  • Read out and explained legal matters and features of policies

  • Analyzed clients’ insurance policies, calculated coverage, and suggested additional purchase

  • Handled opening and closing of accounts and policy renewals

  • Helped policy holders in completing formalities for claims settlement

Education:


  • Bachelor’s Degree in Arts

    ABC University, Santa Monica, CA

    2012

Reference:

On request.

See Also

  • Insurance Agent Responsibilities

  • Life Insurance Agent Resume

  • Insurance Manager Resume