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
ORGANIZATIONAL EXPERIENCE
Since MM YY | XYZ Ltd, Delhi | Insurance Agent
Key Result Areas:
Calculate premiums and establish payment method
Call on policyholders to deliver and explain policy, to analyze 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 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 features, advantages and disadvantages of various policies to promote 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 insurance program into bookkeeping system of company
Seek out new clients and develop clientele by networking to find new customers and generate lists of
prospective clients
Select company that offers type of coverage requested by client to underwrite 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
Key Highlights:
Any existing systems/ processes streamlined???? Results obtained????
Major assignments handled????
Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
Awards/appreciation letters received???? Other relevant achievements????
MM YY – MM YY | ABCD Ltd, Delhi | Consultant
Key Result Areas:
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 learn about new products and services
Achieved customer acquisition and revenue growth objectives
Key Highlights:
Any existing systems/ processes streamlined???? Results obtained????
Major assignments handled????
Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
Awards/appreciation letters received???? Other relevant achievements????
EDUCATION
YYYY
BA in Insurance from ABC College, Delhi
TECHNICAL PURVIEW
MS Office – Word, Excel & PowerPoint
Internet Applications
PERSONAL DETAILS
Date of Birth: 01st October 1981 | Languages Known: English & Hindi
