Insurance Agent

The following is an example of a qualified / professional Insurance Agent resume sample(s). These resume examples uses an integration resume layout. The Resume initiates with the applicants qualification profile, outlining key-qualifications for Insurance job field.

Then, the candidate has an outline of their full work experience (employment history) in sequential order with employment dates on file.

Next is the Educational background, listed in descending order (most recent first). It then moves onto the Professional Background, highlighting skills separated into professional & personal skills.

And lastly, Certifications/Licenses that the candidate it involved with. Then a final part displays any other additional information that the candidate want it to be listed.

Resume Example for Insurance Agent

Insurance Agent – Joseph M. Wade Agency

Mullica Hill, NJ

Seeking a position in which extensive experience in customer service and other administrative duties are required. My excellent communication skills, strong work ethic and record of success in my field will be invaluable to your organization.

Authorized to work in the US for any employer

Work Experience

Insurance Agent

Joseph M. Wade Agency

Lansdale, PA

April 2007 to Present

Prospecting and generating new business through leads and referrals 
➢ Retention; build lasting relationships with clients 
➢ Conduct policy reviews; update policies and coverage’s as needed 
➢ Cross sell, up sell and win backs 
➢ Generate quotes for new business and renewals 
➢ Application compliance and underwriting requirements 
➢ Correspondence creation 
➢ Billing inquires and resolution 
➢ Payment processing; prepare bank remittance and bank statement reconciliation 
➢ Manage claim prerequisite; act as liaison between client and claims department 
➢ Manage agency inbox 
➢ Train and onboard new employees 
◆ Personal Lines Insurance License PA & NJ 
◆ Life, Accident and Health Insurance License PA & NJ

Customer Service Representative/ Title Clerk

AllStar Insurance Agency

Philadelphia, PA

January 2001 to April 2007

PENNDOT title registration and driver’s license application processing 
➢ Maintain PENNDOT files 
➢ Manage inventory of PENNDOT license plates and registration stickers 
➢ Utilize PENNDOT GSS System to issue PA registration 
➢ Notary Public 
➢ Responsible for end of day close out; bank deposits and reconciliation 
➢ Assist with insurance application processing 
➢ Payment processing 
➢ Phones, filing, general office duties 
◆ Notary Public for PA 1995-2016


High School Diploma

Little Flower High School

Philadelphia, PA

1985 to 1989

Additional Information

➢ Leader with strong organizational skills with the ability to work effectively under pressure while maintaining deadlines. Precise ability to identify problems/needs, while initiating effective solutions. 
➢ Motivated to work efficiently without direct supervision in a busy environment, handling many tasks simultaneously; able to prioritize workload and multi-task effectively. Consistently meet and exceed expectations. 
➢ Experienced in general office principles, practices, and procedures. Skilled in many computer programs including Word, Lotus Notes, Outlook, Nationwide Database Systems and Salesgenie. 
➢ Detail-oriented, a proficient organizer with the ability to delegate and train others. 
➢ Recognized by management as extremely strong in compliance and customer service. Efficient and driven to fulfill client needs. Ability to effectively work with teammates to ensure an excellent customer experience. 
➢ Team oriented; Team player with emphasis on quality.