Insurance Agent Resume Samples

Insurance agents are generally responsible for answering basic customer service questions and growing their client base by writing new insurance policies. Insurance agents can be responsible for a wide range of policy types including life insurance, home insurance, and property insurance. Our article is going to include two insurance agent resume samples that you can download to get started with writing your own.

Insurance Agent Resume Samples

Insurance Agent Resume Sample 1

Terrence Phillips
214 Jefferson Street, Linkensburg, Florida 33459
TPhillips@email.com
318-246-1449

A. Summary

With over 12 years of experience in both outbound and inbound insurance sales, I have established myself as a proven team member. Some examples of awards that I have received in my professional career include the Highest Gross Sales Rep of 2015, Top Five in Customer Satisfaction of 2017, and a nomination for Best Up and Coming Insurance Agent of 2012. As for office related skills, I am quite experienced with programs like Microsoft Office and VPN programs like Cisco Connect. I am looking for a job where I can develop my insurance agent skills.

B. Working Experience

November/2016 – Present – Princeton Insurance, Linkenburg, Florida

Responsibilities:

• Answering inbound sales calls for life insurance, home insurance, and auto insurance customers
• Processing payment information for new policies and distributing proof of insurance documents
• Completing follow up calls with customers that were still pending signups
• Greeting clients in the office and working with them to address their insurance needs

Achievements:

• Highest client growth of 2017
• Top sales agent for the months of November, January, and March
• Recognized for three consecutive months of five-star customer service reviews

December/2013 – November/2016 – Henkelman Comprehensive, St. Petersburg, Florida

Responsibilities:

• Setting up appointments with customers from our warm leads department
• Answering basic billing questions and directing phone calls to the appropriate department
• Informing customers of special discounts for insurance package bundles
• Participating in ongoing training programs designed to improve the customer experience

Achievements:

• Ranked the second highest grossing insurance agent of 2015
• Highest policy renewal rate for two quarters in a row
• Recognized for gold level customer satisfaction scores

December/2009 – December/2013 – Georgetown Neighborhood Insurance, Ft. Pierce, Florida

Responsibilities:

• Greeting customers in the office and ensuring an agent is assigned to them
• Directing phone calls to the appropriate department
• Handling basic billing disputes and escalates when necessary
• Maintain sales quotas and growing client listings

Achievements:

• Perfect attendance award for two years – 2010 and 2012
• Finalist for the Up and Coming award of 2011
• Top client satisfaction scores for third and fourth quarter

C. Education and Academic Training

BA in Business Administration, University of South Florida, Tampa, FL, 2008
High School Diploma, Lake Phiomia High School, Georgetown, FL, 2003

D. Job Related Skills

• Licensed for life insurance sales in Florida, Georgia, Alabama, and Tennessee
• Currently licensed to sell automotive and property insurance in Florida, Alabama, South Carolina, and Louisiana
• Skilled in informing customers about insurance policies
• Knowledgeable in processing payment information
• Competent in choosing personalized insurance according to the customers’ needs

E. General Skills

• Familiar with Microsoft Office
• WPM rate of 76
• Proficient in Spanish
• Customer service skills
• Good organization skills

Click below to download your free insurance agent resume Word and PDF sample

Insurance Agent Resume Sample 2

Mary Felts
612 Triad Lane, Haines City, Florida 32806
MaryFelts22@email.com
314-466-2289

A. Summary

I started my insurance agent career almost 18 years ago. With experience selling different types of insurance in as many as 13 different states, I have worked with both residential and business customers to ensure that their insurance needs are being met. I have also been nominated for several professional awards like the Top Grossing Sales Agent of 2015, Business Insider of 2013, and the Hinkelman Up and Coming Award of Excellence in 2012. At the present time, I am looking for a workplace that can benefit from my experience, and where I can develop my skills as an insurance agent.

B. Working Experience

December/2013 – Present – Lake Town Insurance, Haines City, Florida

Responsibilities:

• Supervising new agents and conducting random observations to ensure the quality of service is maintained
• Answering basic billing questions and directing calls to the appropriate department for resolution
• Cold calling potential clients and informing them of relevant insurance products
• Growing quarterly sales by expanding insurance offerings with established clients

Achievements:

• Top performing team for the third quarter of 2014
• Perfect Attendance Award for three years straight
• Recognized as a top customer ambassador in 2017

November/2010 – December/2013 – Perkinson Insurance, Daleview, Florida

Responsibilities:

• Meeting with clients in the office and answering insurance related questions
• Conducting follow up calls with customers that haven’t signed up for a new policy
• Attending various business seminars to meet new business clients
• Participating in ongoing training seminars and other educational opportunities

Achievements:

• Perkinson Guest Satisfaction Award recipient for two quarters
• Highest business policy originator for 2012
• Mentor Award recipient for 2011

January/2007 – November/2010 – Maurice Insurance Sales, Jenkins, Florida

Responsibilities:

• Printing the follow-up listings each day and ensuring all clients are called
• Meeting with prospective clients and developing comprehensive insurance plans
• Greeting customers the in office and ensuring that someone is assigned to them
• Working with the designated team lead to ensure sales targets are being met

Achievements:

• Top Performing Agent of 2008
• New Agent Award of Excellence in 2007
• Business Insider nomination for three consecutive years

C. Education and Academic Training

AA in General Studies, University of Florida, Gainesville, FL, 2006
High School Diploma, Haines City High School, Haines City, FL, 2002

D. Job Related Skills

• Licensed to sell automotive, life, and property insurance in 13 different states
• Member of the Life Insurance Business Association
• Able to offer personalized insurance to all customers
• Good presentation skills
• Able to preserve a long-standing relationship with customers

E. General Skills

• Proficient in Excel and PowerPoint
• Adept with Lotus Notes and Microsoft Office
• Speaks German and Spanish
• Communicates easily with clients

Click below to download your free insurance agent resume Word and PDF sample

Conclusion

When writing your very own insurance agent resume, it’s important to focus on as many specifics as possible. Be sure to mention any professional awards you may have received, and include sales related figures where appropriate. If you have any tips you would like to share for writing an insurance agent resume, feel free to tell us about them below. Our other readers will definitely benefit from learning more about the process of writing a resume for insurance agent job openings.

Recommended Read: Leasing Agent Resume Samples