The work of an insurance agent involves constant contact with the client. Therefore, the ability to easily establish new contacts and take care of the existing ones are extremely important here. Knowledge of sales techniques and understanding the client’s needs are also crucial. Find out how to describe it all in your insurance agent’s CV for a reliable and professional result.
In this article you will learn:
- how to write a good CV for the insurance agent position
- what skills and experience are important as an agent
- overview of the most important elements of the insurance agent CV template
What should I write when writing an insurance agent’s resume?
Start writing your application document (CV) by selecting a convenient word processing tool. It can be Word (remember to choose the right CV template).
Remember that when applying for the job of an insurance agent, you cannot have a final conviction, inter alia, for property and fiscal crimes.
An entry in the register of insurance agents may be useful.
As you will be working with clients, it will be important to include a picture of yourself on your CV. Remember that the photo shows you as a professional.
Professional resume of an insurance agent
An important element of the CV is the professional purpose it contains. It shows the employer who we are and what are our most important achievements in our career so far.
By writing a professional goal, answer the following 3 questions:
- Who are you?
- What can you do, what are your achievements?
- What kind of job are you looking for?
Example:
I am an insurance agent with over 3 years of experience work in insurance sales. I have an extensive network of clients with whom I maintain good relations. I am looking for a job where I can further develop my sales skills.
How to correctly describe the professional experience in an insurance agent’s CV?
In the agent’s CV the most important thing is selling experience. As it is useful to know about the insurance products sold, experience from a customer service office in an insurance company may also be useful. Remember to show off your most important sales achievements.
Example:
Insurance agent / PZU Życie / 02.2017 – currently
- Acquiring clients for life and motor / property insurance
- Interviews with potential clients to obtain information about their financial needs
- Upgrading / extending the scope of insurance to existing clients
- Telephone calls with potential clients in order to expand the base.
- Professional and prompt presentation of offers to customers.
- Participate in lifelong learning and training programs to continue professional and personal development.
Education – What should I enter in my CV?
To work as an insurance agent, at least secondary education is required. List completed schools in reverse chronological order and only the last stage of education. If you graduated from high school, do not enter middle school and elementary school.
Education example:
Technical Secondary Economics in Warsaw / 09.2014 – 06.2018
Skills in an insurance agent’s CV – what to enter?
Skills are a very important part of an insurance agent’s CV. Focus on the elements that describe your sales skills and customer service. If you have experience managing a team, be sure to describe it.
You can write about your driver’s license or the skills to operate the computer.
In this section you can also present your knowledge of foreign languages, e.g. English.
Example:
-
- Effective verbal communication
- Fast learning
- Internal motivation
- Energetic approach to work
- Ability to efficiently solve problems
- Organizational skills
- Computer literacy
- Customer orientation
- Build strong customer relationships
- Customer Service Proficiency
- Communicative English
What interests to enter into your insurance agent’s CV
List as many skills as possible related to the work of an insurance agent, such as knowledge of sales techniques.
Example:
- sales techniques
- growing potted plants
- history of ancient Rome
