Sample Resume of Insurance Executive with Template & Writing Guide

Resume of Insurance Executive

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Description

Insurance Executive: Sarah is a recent MBA in sales and wants to pursue as a career in Insurance Sector. She is capable of fulfilling all the responsibilities of Insurance agent such as calling potential clients to expand customer base, interviewing clients regarding their financial resources, explaining features of policies, handling policy renewals and maintaining electronic and paper record. With her Resume created through Resumod's builder she is looking forward to work under experienced agents to learn how to grow the company's business.

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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