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
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.
• Prospecting
• Sales Generation
• Claims Monitoring
• Customization
• Needs Assessment
• Risk Management
• Marketing Strategies
• Annuities Plans
Mutual Funds
• Property Inspection
• Statistical Analysis
• Lead Generation
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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