123 Main Street • Atlanta, Georgia • 30339
Home: (555) 555-1234, Cell: (555) 555-1235
Seek the Challenging Position of Insurance Sales Agent
A highly talented Insurance Sales Agent with huge experience in selling life, property, casualty, health, automotive, and other types of insurance; and referring clients to independent brokers.
Summary of Qualifications
More than eight years experience.
Great ability to prepare routine administrative paperwork.
Remarkable ability to lead and train staff and/or students.
Deep knowledge of customer service standards and procedures.
Strong ability to persuade and influence others.
Solid ability to analyze and solve problems.
Excellent ability to gather data, compile information, and prepare reports.
Profound knowledge of planning and scheduling techniques.
Uncommon ability to utilize advertising and sales promotion techniques.
Strong ability to create, compose, and edit written materials.
Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
Remarkable ability to plan, organize, and implement a range of sales promotion programs and events.
Excellent ability to identify and follow up sales leads and referrals.
Strong interpersonal skills, especially telephone demeanor.
Strong team player ethics, and willingness to help all reach goals.
Great knowledge of and ability to learn Insurance Service's automation system.
Tom Capital Inc., Tarrytown, NY 2003 - Present
Insurance Sales Agent
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Calculate premiums and establish payment method.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Sell various types of insurance policies to businesses and individuals on behalf of insurance Tom Capital, including automobile, fire, life, property, medical and dental insurance and specialized policies such as marine, farm/crop, and medical malpractice.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Contact underwriter and submit forms to obtain binder coverage.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Confer with clients to obtain and provide information when claims are made on a policy.
Sparkle Super Stores, Tarrytown, NY 1997 - 2003
Prepared action plans and schedules to identify specific targets and to project number of contacts to be made; followed up on new leads and referrals resulting from field activity.
Identified sales prospects and contacts these and other accounts as assigned.
Established rapport and maintained contact with contract clients and potential clients.
Developed and supervised the preparation, issuance, and delivery of sales materials, exhibits, and promotion programs; prepared for and attended exhibits, conferences, meetings, and other local, regional, and national promotional opportunities.
Prepared paperwork to activate and maintain contract services; oversaw account services through quality checks and other follow-up; identified and resolved client concerns.
Prepared a variety of status reports, including activity, closings, follow-up, and adherence to goals; reported on special developments, information, or feedback gathered through field activity.
Developed and implemented special sales activities to reduce stock.
Coordinated shipping schedules and delivery of merchandise and services.
Performed miscellaneous job-related duties as assigned.
Education and Professional Training
State of New York Licensed Health and Life Insurance Agent