Insurance agent CV sample - CV formats / templates

An effective CV for an insurance agent should highlight following qualities:

1. Good knowledge of various insurance schemes and other products
2. Financial planning skills
3. Ability to follow up and keep a track of each case
4. Business Ethics
5. Honesty
6. Passion
7. Good listener
8. Customer oriented

Refer to following Sample CVs :

Sample Agent CV
Sample Air Hostess CV
Sample Assistant CV
Sample Associate CV
Sample Attendant CV
Sample Auditor CV
Sample Banker CV
Sample Bartender CV
Sample Billing CV
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  • Insurance agent CV sample



    WDE
    Tel: 91 872*******
    Email: wde78@email.com

    Objective: To obtain a position of an Insurance agent in a well established Insurance Company to help people in their investments.

    Core Competencies

    -Good Communication & negotiation skills.
    -Ability to handle the fussy people.
    -Positive approach & highly motivated.
    -Aware about the geographical area of the city.
    -Extensive knowledge about the health insurance, vehicle insurance, etc.
    -Sound knowledge of the competitor’s policies & plans.

    Work Experience

    Working as an Insurance Advisor at BGY Insurance Co.
    (February 2008 – till date)

    -Create a database of the prospective customers
    -Tele marketing of existing and new insurance plans to the prospective customers
    -Take appointments and meet customers for various insurance promotion related activities
    -Meet the customers & convince them for the various insurance plans.
    -Close the deals & make the necessary completion of the documents & formalities.
    -Coordinate with the manager for allocation of targets and its achievement
    -Update the customers for the premium due dates.
    -Maintain the DSR (Daily Sales Report)
    -Investigate & close the claim requests.

    Worked as an Insurance Agent at KUL Insurance Co.
    (June 2005- January 2008)

    -Tele-calling to the prospective clients
    -Attending the incoming customer query calls
    -Visiting the clients and customers for feedback & closing of the deals.
    -Solving the customer queries.
    -Plan the daily activities & achieve the given targets.
    -Keep a follow-up with the customers on scheduled premium payments.
    -Coordinating with the Manager for Group Insurance Closing deals.

    Achievements

    -Achieved 16% hike in annual sales for the year 2009-2010
    -Increased the sales of the Co. by 8%.
    -Awarded the Best Advisor for successively 3 quarters.
    -Awarded the Best Client Relationship Management reward in the year 2006-2007

    Educational Details

    -Bachelor’s degree in Commerce from DRT University with 61.34% marks.
    -Passed HSC (Commerce) from State Board with 69% marks.
    -Passed SSC from State Board with 76% marks.
    -Passed Insurance Advisor Certification of Instt. Of Insurance, IBT.

    Personal Details

    Birth Date:4th March 19**
    Address:N-2, C wing, Aranyeshwar Colony,Bhilara,MMU.

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