Agent Resume Sample

An Insurance Agent is responsible for identifying business opportunities for insurance plans. Their main duties include Soliciting for new business, processing information necessary for underwriting, answering clients’ queries on insurance, developing and implementing marketing strategies, collecting premiums from clients, developing and implementing marketing strategies.

For many, writing a resume can be daunting. If you are working on your own, it is easy to become overwhelmed with the amount of information you need to include and how best to present yourself.

The sample resumes below provide great examples of how to write an effective resume.

The Best Agent Resume Samples

These are some examples of accomplishments we have handpicked from real Agent resumes for your reference.

Agent Resume Sample 1

  • Effectively closed accounts on first contact by pre-qualifying prospects according to company guidelines.
  • Assisted in the authorization of over 100 replacement policies without error, saving insurance company over $20,000 annually.
  • Recognized for outstanding sales volume after an increase of income by 25%.
  • Successfully generated over $60,000 in new business and obtained renewal contracts from existing clients for a total value of $240,000.
  • Identified areas for system improvements and collaborated with team members and management regarding recommendations and results.

Agent Resume Sample 2

  • Profitably closed sales of comprehensive and agency-only insurance policies, increasing the policy count from 24 to 45.
  • Torchbearer in community outreach programs for local hospitals, including attendance at health fairs, sponsored by hospital administrators.
  • Earned regional recognition as a top-producing Agent; produced eight successful client events resulting in more than $4 million of new business for company within four months.
  • Received two commendations for going above and beyond the call of duty by providing exceptional customer service to a high number of new accounts opened during a time when other agents were struggling with production.
  • Exceeded expectations by making up to 10 calls per day resulting in 12 wins and no defeats for new business and client renewal.

Agent Resume Sample 3

  • Actively developed new customers, generating sales of $10,000 or more within the first year. Created positive customer relationships with professionalism and integrity.
  • Resolved complaints in less than 30 days after receiving at 80% rate of success. Allowed customers to voice their concerns without reprisal or negative insinuations towards them.
  • Boosted market share by 15% over 3 years by creating authentic connections between customers and insurance providers based on shared community values.
  • Grew existing client base 40% annually through effective negotiation strategies that resulted in higher payout for claims while maintaining long-term relationships with clients that surpassed industry benchmarks for retention rates.
  • Maintained a 100% satisfaction ratings among customers and peers (according to professional poll across all agent and customer contacts) by ensuring that no client was left without recourse or compromised in any way.

Agent Resume Sample 4

  • Handled 30+ active insurance cases, including renewals and new business to policyholders.
  • Negotiated with homeowners’ association and attorneys on behalf of policyholders, settling claims for damages caused by erosion and leaks.
  • Gained proficiency in reporting systems; delivered monthly report to assigned clients within deadlines; recognized by the Regional Manager for outstanding performance.
  • Trained underwriters in proper submission procedures resulting in a reduction of returned submissions from 10% to less than 1%.
  • Improved financial results by 20%; increased yearly revenue from $20,000 to $60,000; recognized by the Regional Claims Supervisor for outstanding performance.

Agent Resume Sample 5

  • Provided superior service to insure the safety and security of citizens throughout the state during storm and fire emergencies.
  • Oversaw and verified all aspects of home policyholders, including existing policies, installing new systems, transferring policies into other names or companies, terminating existing policies for nonpayment.
  • Spoke to 10 different insurance agents on the phone per day explaining options for insurance packages.
  • Created a plan to update four underperforming offices by training employees how to work with customers better regarding changes needed in services offered with assistance from management team.
  • Worked closely with three sales departments by coaching staff members on building strong business relationships through continued communication between divisions that strengthened market share in agent base.

Agent Resume Sample 6

  • Handled all facets of the sales process from developing a rapport with potential customers to maximizing insurance products.
  • Obtained largest new account in company history within first six months of employment by surpassing quota sixfold.
  • Responded quickly and effectively to meet clients needs, minimizing their out-of-pocket expenses through prompt claim resolution for covered services resulting in a 100% customer satisfaction rating.
  • Awarded Rookie of the Year for achievements as top producer within company’s business development department during rookie year.
  • Promoted after only two years to Assistant Manager due to success handling all aspects of insurance sale transactions from developing trusting relationships with customers, understanding their risk management goals, and prioritizing insurance needs.

Agent Resume Sample 7

  • Acted as lead agent for new business development through face-to-face meetings, networking, and cold calling.
  • Initiated $1 million policy with family owned restaurant to increase company’s presence in the community.
  • Secured C&R account which generated an additional $45,000 in annual premium volume within first three months.
  • Achieved series 6 & 63 licenses to enhance ability to sell insurance products by 3/6/2012; ongoing proactive efforts build strong client relationships while sustaining personal productivity.
  • Collaborated to expand customer base with purchase of an existing book of business valued at nearly $3 million within six months; initiated correction measures to improve agency procedures.

Agent Resume Sample 8

  • Introduced a brand new insurance product to the market, resulting in a record number of first-year sales.
  • Designed and implemented a client retention program which saved the company nearly $250,000 annually.
  • Pioneered a state-wide agency acquisition team that increased annual revenue by over 20% within three years.
  • Promoted as National Sales Trainer for Insurance Product Development; set national training seminars on developing best practices for reaching new customers.
  • Recognized as Most Valuable Agent nationwide 5 times consecutively for achieving highest sales volume among all agents for an international corporation.

Agent Resume Sample 9

  • Contacted clients on a regular basis by phone to build relationships and market appropriate insurance products.
  • Increased sales from $500,000/yr. to more than one million dollars of face value per year through client referrals, cold calls, and mailers.
  • Achieved the Partner Club award for building agency sales volume in excess of $100,000 within 6 months.
  • Earned the Top Producer award for three years in a row; recognized as top producer among 13 agents across four agencies with annual sales over 50%.
  • Developed policies that produced revenue exceeding 15% of premium volume without jeopardizing client confidentiality or loyalty.

Agent Resume Sample 10

  • Solicited applications for new insurance policies, upselling additional insured to upgrade minimum limits of liability.
  • Recognized for 11 consecutive years as top sales agent in company; sold approximately $3 million in premiums annually.
  • Collaborated with other agents across the nation via telephone and email to increase policyholder base.
  • Resolved customer claims issues to conclusion by mediating between customers and adjusters within required guidelines.
  • Earned 2015 President’s Club award for achieving highest annual income for the fourth year running.

Wrap Up

To work as an Insurance Agent, you require a High School Diploma or GED equivalent and a life & Health license in case of a life insurance job. Insurance agents must be ethical, strategic and analytical, must have organizational, networking abilities, communication, customer service and negotiation skills.

Resumes are a crucial aspect of any job search. In order to make a good first impression, it is important that your resume be formatted and written professionally. To create the perfect resume, think about what skills and qualities you want your future employer to see.

Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.

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