Insurance Advisor Resume Sample Template
Looking for proven insurance advisor resume examples that will showcase your skills and qualifications? This insurance advisor resume guide provides a sample resume, writing tips, and key skills to highlight when applying to insurance sales, broker, or client manager jobs. Learn how to craft an impressive insurance advisor resume that will catch recruiters’ attention.
Gabriel Macdonald
123 Main Street, Philadelphia, PA 19123| (555)-555-5555 | gabriel.macdonald@email.com
Professional Summary
Licensed Insurance Advisor with 8 years of experience assessing client needs, explaining policy options across health, life and P&C insurance and delivering customized protection solutions. Built trusted relationships with 143 long-term clients. Seeking to leverage advisor expertise to reduce risks and ensure financial stability for more families and businesses at Action Insurance.
Skills
- Policy Analysis
- Risk Assessment
- Client Relationships
- Claims Processing
- Presentations & Closings
Work Experience
Insurance Advisor (2016-Present)
Action Insurance, Philadelphia, PA
- Meet with an average of 8 new and existing clients per week for policy reviews and quotes.
- Increased annual insurance sales volume from $253K to over $361K in 2 years.
- Secure carrier appointments to represent clients from 4 top-rated insurance companies.
- Maintain a 98% client retention rate thanks to transparent advice and ongoing support.
Trainee Insurance Advisor (2014-2016)
Farmers Insurance, Lancaster, PA
- Shadowed senior team members during 85 client meetings in the first 3 months to learn the consultation approach.
- Passed Life & Health Insurance exam on first attempt. Obtained Pennsylvania advisor license.
- Assisted clients with documenting claims, leading to an 18% decrease in processing times in 8 months.
Education
Bachelor of Science in Risk Management & Insurance
Temple University, Philadelphia, PA