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Life Insurance Agent resume examples

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Skills

  • Asset protection
  • Auto insurance
  • Policy management
  • Analyzing data
  • Financial analysis
  • Risk mitigation
  • Business Strategy
  • Complex problem-solver
  • Streamlining processes
  • Customer satisfaction

Work Experiences

  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Returned customer calls within 13 hours, resolving issues and answering questions quickly.
  • Contributed ideas and provided constructive feedback at weekly sales and training meetings.
  • Achieved a 50% increase in retention rates.
  • Evaluated leads obtained through cold calling, lead databases, and direct referrals.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Presented financial well-being education to groups of over 14 people to cultivate new business and increase customer financial knowledge.
  • Took continuing education courses and workshops to learn more about the insurance industry.
  • Mentored a group of 13 new brokers.
  • Organized racks and shelves to keep the store looking nice, attract customers, and promote specific items.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Recognized on a regular basis for outstanding performance and contributions to the Insurance industry's success.
  • Detail-oriented Insurance Sales Agent looking to capitalize on 17 years of team development and client retention to help clients grow and be satisfied.
  • Procedure Insurance Agent with superior project management and stakeholder engagement abilities.
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Exceptional juggler of multiple competing responsibilities at the same time.
  • Dynamic communicator who consistently outperforms company goals and expectations.
  • Top-producing salesperson and industry expert in Insurance.
  • Insurance agent with experience in financial accounting and cost estimation.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Received the “President’s Club” award for 14 consecutive years for outstanding sales performance.
  • Prepared
  • Expanded business by 4% while maintaining 16% rate of customer retention.
  • Consistently maintained top performance among agents at Lakeside Partners by surpassing monthly and quarterly sales targets by an average of 63%.
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.
  • Proposed
  • Identified
  • Represented
  • Monitored
  • Resolved product issue through consumer testing.

Affiliations

  • Association of Information Technology Professionals
  • Society of Human Resource Management
  • Association for Advanced Life Underwriting (AALU)
  • Member, Life Insurance Council of Boston
  • Associate in Insurance Services (AIS) Certification
  • American Medical Informatics Association
  • Member, Certified Insurance Service Representatives (CISR) Forum
  • Institute of Business & Finance (IBF) - Registered Financial Consultant
  • American Society of Safety Professionals
  • International Association of Insurance Professionals (IAIP)

Certifications

  • Certified Long-Term Care (CLTC)
  • Accredited Estate Planner (AEP)
  • NAIFA’s Life & Annuity Certified Professionals (LACP)
  • Certified in Long-Term Care Insurance (CLTC) Brightline
  • Project Management Professional (PMP)
  • Elder Planning Counselor (EPC)
  • CompTIA Security+
  • Advanced Sales Training for Life Insurance Agents Ironclad Systems
  • Certified Fund Specialist (CFS)
  • SHRM Certified Professional (SHRM-CP)

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