Insurance Advisor Resume

Good resume is essential to get an interview call for the applied job. This insurance advisor resume highlight all the essential sections of building a great sample. You will find here the complete information on how to make a strong and attractive sample. This sample is for your perusal and you are free to use it as a reference guide.

An insurance advisor is a licensed individual who is permitted to sell insurance for one or more specific insurance companies. The main role of an insurance advisor is to convince customers in buying the insurance policies. Insurance advisor assist customer, clients and companies in selecting the right insurance policies.

This resume example provides effective guidelines towards drafting a professional resume template.

Sample Insurance Advisor Resume

Darcy Moore
7930 Carpenter St, Apt#55
Seattle, WA 98119
Cell: 123-456-8978


Summary of Objectives:

Skilled, dynamic, and result oriented professional with an achiever’s mindset seeking a career as an insurance advisor in a renowned organization

Summary of Skills:

  • More than four years of professional experience as an insurance advisor
  • Comprehensive knowledge of advertising insurance products and policies
  • Great customer service and communication skills
  • Highly skilled in handling insurance sales tasks and ability to meet sales target
  • Ability to build and maintain good rapport with customers
  • Flexible, target oriented with excellent organizational skills
  • Good time management, positive attitude with excellent reporting skills
  • Comprehensive knowledge of major computer applications like Microsoft Word, Access, Lotus Notes and the Internet
  • Detail oriented with excellent problem solving skills
  • Possess excellent sales, convincing and negotiation skills

Employment History:

Insurance MY, Washington

June 2005 till date

Insurance Advisor

  • Responsible for follow- up with potential clients with inquiry for the services of the organization
  • Coordinate with potential clients on various insurance plans and suggest insurance package as per their income
  • Handle tasks of providing numerous insurance quotes and solutions for individuals and families seeking insurance
  • Perform tasks of monitoring and overseeing the renewal process for existing clients
  • Provide assistance to clients by generating ideas on managing their benefits
  • Conduct client interview and gather information pertaining to their needs and objectives
  • Implement innovative strategy to meet the goal of the organization

Melmot Life Insurance Company, Washington

April 2003 to December 2004

Insurance Advisor

  • Handle tasks of providing quotes the existing and new clients
  • Assigns responsibilities of servicing clients, processing renewals, and processing billing transactions
  • Communicate with brokers and acts as liaison between insurers and clients
  • Responsible for marketing new business and renewals to ensure best insurance pricing
  • Review and compare proposals received from underwriters
  • Provide information concerning claims inquiries and sets up claims files

Educational Summary:

Achieved bachelor’s degree in Accounting

University of Washington in the year 2000

Personal Details:

Name: Darcy Williams

Date of Birth: 13/01/1978

Employment Status: Full time

Relationship status: Single


Will be pleased to furnish upon request

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