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Insurance Agent Resume Sample
specific financial backgrounds
Customize insurance programs to meet the specific requirements of each client by
ensuring proper coverage of risks
Insurance Agent(5/2009 to 6/2013)
Maple Insurance Company, Rosedale, MD
• Generated 1500 leads within 2 months, 855 out of which were converted into
business-providing clients
Trained 18 newly hired insurance agents in handling clients’ prospecting and lead
generation activities
• Explained features and advantages and disadvantages of different policies
• Performed background checks to verify clients’ backgrounds
Assisted clients in filling out insurance forms and following up on insurance claims
• Maintained records of insurance policies to ensure timely renewals
Insurance Intern (2/2007 to 5/2009)
The Insurance Solution, Rosedale, MD
• Made telephone calls to prospective clients to prospect business
Responded to inbound calls by providing information of offered insurance policies
• Assisted clients in determining their insurance coverage needs by interviewing
them and providing feedback
• Created and maintained files and records of insurance policies in a confidential
• Assisted in following up with clients to ensure timely policy payments
St. James High School, Rosedale, MD 2009
High School Diploma
MS Word, Excel and Outlook
Typing Speed: 40 wpm without errors
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Insurance Agent Resume Sample