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Insurance Agent Resume Samples (Text format)

About Me

Insurance Agent

  • Extensive experience of XX years in discussing and assessing clients' current and future insurance needs; researching insurance policies and products; negotiating policy terms and costs with insurance providers; arranging insurance cover for clients with the insurance provider
  • Adept in providing options and premium quotes on available insurance products; locating insurance companies to provide the coverage requested by the client; furnishing information, including completed forms, to underwriters and insurance companies to process applications.
  • Deft in delivering policies, insurance binders, and certificates of insurance to clients and other parties who may require the information, such as government agencies, lenders, and owners of construction sites; receiving claims on policies and premium payments.
  • Experienced in developing and implementing local or regional advertising, and other types of marketing for the insurer and its products; offer annuities, financial products, and bonds for individuals in certain positions, such as fiduciaries and those performing contracting services


Insurance , Bachelor of Arts, Completed, 2003-04-01

Teerthanker Mahaveer University (TMU)

Marks null,

Moradabad, UP

Work Experience

2015-05-01 - Current

Licensed Life Insurance Agent / Financial advisor

PwC Ltd

Bengaluru, KA
  • Calculate premiums and establish payment method
  • Call on policyholders to deliver and explain policy, to analyze the insurance program and suggest additions or changes, or to change beneficiaries
  • Confer with clients to obtain and provide information when claims are made on a policy
  • Contact the underwriter and submit forms to obtain binder coverage
  • Customize insurance programs to suit individual customers, often covering a variety of risks
  • Develop marketing strategies to compete with other individuals or companies who sell insurance
  • Explain the features, advantages, and disadvantages of various policies to promote the sale of insurance plans
  • 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
  • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
  • Perform administrative tasks, such as maintaining records and handling policy renewals
  • Plan and oversee incorporation of the insurance program into the bookkeeping system of the company
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Select the company that offers the type of coverage requested by a client to underwrite the policy
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice


2008-07-01 - 2014-01-01

Insurance Advisor

Max Life Insurance

New Delhi,
  • Developed marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Evaluated business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Developed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals, etc.
  • Worked with clients to deliver risk management strategies that fit their risk profiles
  • Reported the progress of monthly/quarterly initiatives to stakeholders
  • Maintained bookkeeping systems, database, and records; fulfilled all policy requirements
  • Monitored insurance claims to ensure mutual satisfaction
  • Constantly updated job knowledge and learning about new products and services
  • Achieved customer acquisition and revenue growth objectives


  • Customer service
  • Numeracy
  • Organization
  • Problem-solving
  • Attention to detail
  • Analytical 
  • Communication


  • Chhattisgarhi
  • Hindi
  • English

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Insurance Agent Resume Sample

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