Finance And Insurance Manager Resume Sample

Finance and Insurance Managers coordinate the financial and insurance information of clients. They must ensure all transactions within a company meet regulations by preparing reports, receipts, and other documentation while making sure all clients and relevant departments are informed of all aspects of each transaction.

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 Finance And Insurance Manager Resume Samples

These are some examples of accomplishments we have handpicked from real Finance And Insurance Manager resumes for your reference.

Finance and Insurance Manager Resume Sample 1

  • Successfully completed re-branding project of the company, including development and implementation of a new marketing strategy that increased sales by 25%.
  • Successfully grew life insurance book of business by 35% through aggressive marketing and networking initiatives.
  • Earned top performer status for two consecutive years, generating over $1 million in new premiums.
  • Consistently achieved customer satisfaction ratings above 95%, resulting in repeat business and referrals.
  • Experienced in managing and directing a team of 10+ employees.

Finance and Insurance Manager Resume Sample 2

  • Oversaw the day-to-day operations of a team of financial counselors.
  • Recommended, negotiated, and closed loans for over $75 million in real estate properties.
  • Streamlined the bank’s lending application process to expedite turnaround time from application through loan close.
  • Allocated funds to support claims at an insurance company that had suffered significant loss due to extensive flood damage. Assisted with negotiations during litigation against property owners.
  • Grew sales by 130% within 3 years of professional experience; developed new market segments and developed marketing plans for acquisition growth across product lines.

Finance and Insurance Manager Resume Sample 3

  • Successfully managed a team of 5 insurance professionals.
  • Increased the team’s productivity by 20% through efficient delegation and motivation.
  • Achieved an increase in customer satisfaction ratings from 80% to 95%.
  • Led negotiations that resulted in an increase of business by 25%.?

Finance and Insurance Manager Resume Sample 4

  • Reduced the number of claims in each department by 15% while decreasing related expenses by $10,000.
  • Achieved retention bonus three times during promotion to regional manager; successfully managed multiple branches and staff over 100 people total.
  • Awarded president’s club for achieving company-wide profit goal two years in a row; reduced departmental expenses by 18%.
  • Introduced new insurance products to increase sales volume 50% within 6 months; built relationships with local insurers for product development.
  • Launched direct mail campaign resulting in increased sales 20%, allowing for an extra day of business per week; recognized at awards ceremony for outstanding efforts.

Finance and Insurance Manager Resume Sample 5

  • Wrote and presented proposals to clients that generated an additional $1.5 million in premium volume over two years.
  • Negotiated and placed insurance coverage for a portfolio of high-value assets valued at $10 million.
  • Proven experience with workers’ compensation, general liability, automobile, property, and product liability insurance policies.
  • Successfully completed insurance continuing education requirements for licensure renewal in all states where required.
  • Expertise in loss control and risk management with over 10 years of experience in the field.

Finance and Insurance Manager Resume Sample 6

  • Negotiated, structured, and placed over $5 million in commercial property and casualty insurance premiums in my market.
  • Managed a staff of 10 insurance agents and generated over $1 million in annual revenue.
  • Developed new business opportunities and increased market share by 20%.
  • Won “agent of the year” award two years in a row.
  • Excelled in customer service; maintained an A+ rating with the Better Business Bureau.

Finance and Insurance Manager Resume Sample 7

  • Successfully negotiated and closed transactions with companies such as Allstate, State Farm, Farmers, and GEICO.
  • Demonstrated in-depth knowledge of property & casualty products, workers’ compensation, and automobile insurance.
  • Handled the training and development of new employees, ensuring that all team members were up to speed on company procedures and products.
  • Achieved 95% customer satisfaction ratings by providing excellent customer service and responding promptly to customer inquiries.
  • Recognized as “Employee of the Month” multiple times for going above and beyond in providing support to coworkers and clients.

Finance and Insurance Manager Resume Sample 8

  • Increased annual company revenue by 20% through aggressive marketing and sales initiatives
  • Negotiated and closed six-figure insurance contracts with large corporate clients
  • Demonstrated expertise in risk assessment, resulting in reduced insurance premiums for the company by 10%
  • managed a team of five insurance brokers, overseeing all day-to-day operations
  • Received numerous awards for excellence in customer service, including top performer of the year award three consecutive years in a row.

Finance and Insurance Manager Resume Sample 9

  • Managed insurance agency; held meetings to increase sales, tracked production and commission reports, reviewed variances from projected sales or costs, and recommended changes as needed.
  • Recruited new business partners from local corporations for a substantial increase in market revenues.
  • Mentored entry-level staff members on basic service skills such as customer relations, product knowledge, and handling objections.
  • Developed tools to directly impact consumer behavior including social media marketing plans that effectively increase brand awareness among targeted geographic areas.
  • Educated clients about general insurance coverages by phone and email using preferred communication method surveys through weekly activity reports.

Finance and Insurance Manager Resume Sample 10

  • Streamlined operations and increased revenue by 10% through cost savings, improved efficiencies, and problem resolution.
  • Led the finance department to achieve first place in fund-raising for three out of four years; recognized as Employee of the Year.
  • Pioneered radical advances in risk assessment that led to doubling the company’s profit within two years after joining company.
  • Increased insurance broker agency performance by 15% based on research & analysis report results over past five years compared to overall market increase of 1.5%.
  • Played an integral role in converting $20 million/year regional bank brokerage business into national accounts contract worth $6 billion/year through relationship mapping and management.

Finance and Insurance Manager Resume Sample 11

  • Assembled and developed a team of ten competent, empowered associates.
  • Managed the profitability for six P&C insurance companies; obtained $7 million increase in net premiums.
  • Improved department’s performance; reduced costs by $40,000 through effective collaborations with operations and production teams.
  • Directed financial operations during corporate office relocation. Performed duties successfully despite constantly changing work responsibilities and uncontrolled factors.
  • Recognized as an innovative leader in developing a collaborative, cohesive organizational structure that accurately represented skill sets and interests of all members.

Finance and Insurance Manager Resume Sample 12

  • Administered insurance plans for employees, dependents, and retirees; researching cost comparison analysis on different policies.
  • Monitored changes in financial conditions of companies covered under reinsurance contracts to ensure that the company’s exposure is minimized.
  • Developed skills in forecasting claims costs by analyzing past history of claims; conducted cash flow projections based on these forecasts.
  • Identified savings opportunities through reviewing alternative service delivery options for paperless correspondence processing.
  • Introduced new procedures for priority claim handling which improved turnaround time on average by 21%.

Finance and Insurance Manager Resume Sample 13

  • Negotiated and placed over $2,000,000 in property and casualty insurance premiums annually.
  • Created and managed a portfolio of commercial accounts worth over $5,000,000 in premiums.
  • Achieved 95% customer satisfaction rating by effectively addressing customer needs and concerns.
  • Received award for meeting customer satisfaction guidelines based on survey ratings from customers who had applied for a policy.
  • Effectively compiled data relating to insurance applications while maintaining compliance with state and federal regulations.

Wrap Up

The position requires a Bachelor’s Degree in finance or a similar field, and at least three years of financial or insurance experience. They must also pay close attention to detail, understand all necessary rules and regulations, communicate clearly among departments, manage time and resources, and keep careful track of important data.

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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