Resume Skills and Keywords for Insurance Executive

An insurance executive's role is to entice potential customers to the insurance firm by providing a variety of insurance services. To give clients the finest insurance alternative on the market, insurance agents must have a thorough understanding of insurance kinds. They assess a client's long-term needs and financial goals in order to design customised packages as authorised by the insurance company. In addition, an insurance agent manages policy renewals and maintains customer insurance files for future reference.

Skills required for an Insurance Executive's  role

  • Customer Service
  • Life Insurance
  • New Clients
  • Prospective Customers
  • New Customers
  • Insurance Companies
  • Administrative Tasks
  • Product Knowledge
  • Payment Method
  • Cold Calling
  • Database management
  • Insurance laws and regulations 
  • Networking and 
  • Relationship Building
  • Interpersonal Skills 
  • Result Oriented 
  • Analytical Ability 
  • Active Listening & Responsiveness 

What recruiters look for in an Insurance Executive's resume: 

  • Proficient at calculating dividends and create payment methods.
  • Capable of establishing a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
  • Accomplished at distributing policy proceeds after a claim is submitted and approved.

What can make your Insurance Executive's  resume stand out:

A strong summary that demonstrates your skills, experience and background in the BFSI

  • A motivated sales professional, particularly interested in dealing with personal insurance schemes including auto, home, health, and life. Specializes in utilizing the Internet and other new technology to and prospects and maintain contact with client base. 

Targeted job description 

  • Track insurance claims to ensure client and company satisfaction.
  • Describe the advantages and disadvantages of different policies to promote the sale of insurance plans.
  • Create and implement marketing strategies to compete with other individuals or insurance companies.
  • Respond to clients’ insurance-related questions and issues.

Related academic background 

  • IBS College| MBA (Sales) | 2019 
  • Ramdas College of Management and Technology | BBA | 2017 
  • Vishu Bharti Public School | Higher Secondary | 2014 
  • Vishu Bharti Public School | Senior Secondary |2012 

Sample Resume of Insurance Executive in Text Format

SARAH PEARL 

Insurance Agent

81078690696 | sarahpearl@gmail.com | linkedin/sarah-pearl | C-11 West Coast, Mumbai 

SUMMARY

A motivated sales professional, particularly interested in dealing with personal insurance schemes including auto, home, health, and life. Specializes in utilizing the Internet and other new technology to prospects and maintains contact with client base. 

SKILLS

  • Database management
  • Insurance laws and regulations 
  • Networking and 
  • Relationship Building
  • Inter-Personal Skills 
  • Result Oriented 
  • Analytical Ability 
  • Active Listening & Responsiveness 

EXPERIENCE / INTERNSHIP 

Benett Insurance Group | Insurance Agent Assistant | Jun 2018 – Aug 2018 

  • Built an active database of over 50 regular life insurance clients and compiled lists of prospective clients to provide leads for additional business. 
  • Assisted seniors in developing marketing material for group presentations. 
  • Contacted prospective clients and explained features and merits of policies. 
  • Attended phone calls and provided customers with proper information about their inquiry. 

Trippin Events | Campus Ambassador |  Jun 2016 – Aug 2016 

  • Formed networking with the peer group and promoted the Trippin events among students 
  • Sponsored various events in the colleges on the behalf of Trippin events in order to create a buzz and excitement about Trippin events in the college campus. 
  • Posted about Trippin events on social media platforms like Instagram, Facebook, Twitter, etc. 

EDUCATION 

  • IBS College| MBA (Sales) | 2019 
  • Ramdas College of Management and Technology | BBA | 2017 
  • Vishu Bharti Public School | Higher Secondary | 2014 
  • Vishu Bharti Public School | Senior Secondary |2012 

PROJECTS 

Study on analysis of the customer satisfaction level towards landline service provided by BSNL 

  • Prepared a project report on study of customer satisfaction level towards Landline service provided by BSNL. 
  • Analyzed how Telecommunication is recognized as a key factor in the development of social, economic, commercial and cultural activities. 

PROFESSIONAL ENHANCEMENTS 

Certifications 

  • Completed 2 Months Digital Marketing course from Delhi Institute. Courses / Workshops / Seminars 
  • Attended seminar on topic Capital Budgeting at Venkateshwar University. 

EXTRA-CURRICULAR 

Positions of Responsibility 

  • Deputy Secretary of College MUN during BBA. 

Volunteering 

  • Volunteered at college fest "Nivasa 2016" .