Insurance Agent Resume Sample - Free Download
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Insurance Agent Resume Sample
Insurance Agent Resume Sample
Doug Matte
69 Catoctin Street Rosedale, MD 89700 (000) 741-1421 dmatte @ email . com
INSURANCE AGENT
Performance Summary: Forward-looking insurance agent with 9 years’ track
record of determining clients’ insurance coverage needs and creating insurance
plans to meet them specifically. Exceptionally well-versed at developing bases for
long term sources of clients through dedicated referral systems. Competent at
interviewing clients to obtain preliminary data about their financial resources. A
meticulous individual who effectively customizes standard insurance programs to
meet the individual needs of each client. Proficient in contacting underwriters and
handle forms to obtain binder coverage for existing plans.
CORE COMPETENCIES
• Prospecting
• Sales Generation
• Claims Monitoring
• Customization
• Needs Assessment
• Risk Management
• Marketing Strategies
• Annuities Plans
Mutual Funds
• Property Inspection
• Statistical Analysis
• Lead Generation
PROFESSIONAL EXPERIENCE
Insurance Agent (6/2013 to Present)
BB & T Insurance, Rosedale, MD
Provide insurance coverage to a 55 year old client, whose eligibility had run out, by
generating a custom plan for her
• Create a set of “needs assessment” checklist, resulting in increased efficiency in
assessing clients’ insurance requirements
• Prospect potential clients by calling them on the telephone or contacting them
through emails
• Generate leads and follow up on them to gain business opportunities
• Interview clients to determine their insurance needs and provide them with
insurance coverage options
• Determine what types of insurance plans will suit clients, in accordance to their
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