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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
manner
• Assisted in following up with clients to ensure timely policy payments
EDUCATION
St. James High School, Rosedale, MD 2009
High School Diploma
TECHNOLOGICAL SKILLS
MS Word, Excel and Outlook
Typing Speed: 40 wpm without errors
!
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