Insurance Planner Resume
Insurance planners work with insurance carriers and develop life insurance plans to sell to customers. They also meet individuals and help them in buying the most suitable insurance plans. To work in the insurance sector, you have to good in mathematical calculation, planning, coordination, and analysis. On the job, you need to devise insurance plans for different age groups. You will also be coordinating with the sales team and helping in selling insurance policies.
Insurance Planner Resume Template
James E. Jones
1025 Ross Street
Beckemeyer, IL 62219
Phone: 618-227-0003
Email: jejones@example.com
Career Objective:
To obtain a position as an Insurance planner in a reputed insurance company and prepare various life insurance plans for different age groups.
Summary of Skills:
- Extensive knowledge of the techniques and principles of insurance sales and marketing
- Ability to perform financial projections and develop budgets
- Possess excellent communication and presentation skills
- Good interpersonal and time management skills
- Ability to devise insurance products for specific and diverse age groups
- Possess excellent monitoring and supervisory skills
- Ability to perform tasks independently as well work with the sales team
- Extensive knowledge of risk management as well as financial management
- Ability and build good relationship with clients
Work Experience:
Insurance Planner
Sunshine Insurance Company, Beckemeyer, IL
October 2015 - Present
- Developing and promoting various life insurance plans for several age groups
- Planning and achieving monthly sales target with impressive margin
- Dealing with a variety of financial products like fixed income products, demat accounts and mutual funds
- Ensuring immediate discrepancy resolution regarding pending insurance claim cases
- Conducting training sessions for various insurance services for new insurance professionals
- Performing other tasks as required under the guidance of a senior insurance planner
Trainee Insurance Agent
Future Need Insurance Company, Beckemeyer, IL
February 2012 - September 2015
- Convinced and sold life insurance policies to new and current customers
- Made proper calculations and quoted premium rates for recommended Insurance policies
- Sent reminders and collected insurance premiums from different policyholders
- Coordinated with policyholders and explained policy plans as well as suggested additions or changes in insurance portfolio
- Explained clients on the advantages of new insurance offered
- Recommended changes and additions in insurance programs to the management
Education:
- Bachelor's Degree in Business Administration
ABC University, Beckemeyer, IL
2011
Reference:
On request.
