Resume Example
Insurance Agent Resume
Demonstrate tailoring a resume and cover letter for an Insurance Agent position.
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Sample Job Posting
The Job Ad
Here's the job posting that Diego tailored their resume and cover letter for.
Insurance Agent - P&C Specialist
Horizon Shield Insurance
About the Company
Horizon Shield Insurance is a rapidly expanding regional firm dedicated to providing personalized, comprehensive insurance solutions across Texas. We value agents who are entrepreneurial, client-focused, and committed to ethical sales practices.
Responsibilities
- Generate new personal and small commercial lines premium volume through cold calling, networking, and referral programs.
- Conduct thorough needs analyses to assess client risk profiles and recommend appropriate policy structures.
- Maintain a policy retention rate above 90% through proactive client servicing and annual policy reviews.
- Effectively cross-sell and up-sell supplementary coverages (e.g., umbrella, flood) to existing clients.
- Accurately process applications and maintain detailed client records using Salesforce CRM.
Requirements
- Active Texas P&C Insurance License (Required).
- Minimum 3 years of proven sales experience in Property & Casualty insurance.
- Demonstrable track record of meeting or exceeding sales quotas (new premium volume).
- Proficiency in using CRM software for pipeline management.
- Exceptional communication and client relationship management skills.
Nice to Have
- Prior experience working with small commercial insurance policies.
- Existing network within the Austin business community.
- Familiarity with commercial liability assessment.
Tailored Output
Resume & Cover Letter
AI-tailored to match the job requirements above.
Resume
Diego Fernandez
Licensed Property & Casualty Agent specializing in Client Growth and Risk Assessment
Profile
Highly motivated and licensed P&C Insurance Agent with 5 years of experience driving premium growth through consultative sales and exceptional client retention.
Proven track record in needs analysis, complex policy structuring, and exceeding quarterly sales quotas.
Expert in building sustainable client relationships and maintaining high compliance standards.
Skills
Experience
Senior Insurance Producer
Apex Financial Services
- Achieved 125% of annual new business premium goal in 2023, generating $450K in new annual premium.
- Managed a book of business exceeding 300 active clients, maintaining a policy retention rate of 94% through proactive annual reviews.
- Successfully cross-sold supplementary coverage (umbrella, life insurance) to 30% of P&C clients, increasing average client policy count by 0.5 policies.
- Conducted thorough risk assessments for commercial small business clients, resulting in a 15% reduction in client-reported coverage gaps.
Insurance Sales Representative
SecurePath Insurance Group
- Generated an average of 15 new client policies per month across Auto, Homeowners, and Renters lines.
- Trained two new hires on internal quoting systems and compliance procedures.
- Consistently ranked in the top 10% of sales representatives for lead conversion efficiency.
Education
The University of Texas at Austin
Cover Letter
Diego Fernandez
Licensed Property & Casualty Agent specializing in Client Growth and Risk Assessment
Dear Hiring Team,
I am writing to express my enthusiastic interest in the Insurance Agent position at Horizon Shield Insurance, as advertised on your careers portal. With five years of dedicated experience in P&C sales, robust client acquisition success, and a commitment to detailed risk management, I am confident that my proven abilities align perfectly with the needs of your growing Austin team.
Horizon Shield Insurance seeks an agent capable of both driving significant new business and maintaining exceptional client retention. In my current role as Senior Insurance Producer at Apex Financial Services, I have consistently exceeded targets, achieving 125% of my annual new business premium goal in 2023. This success was driven by a consultative sales approach focused on deep needs analysis, mirroring the proactive sales environment I see described in your posting.
Furthermore, I excel at the detailed policy management you require. I successfully manage a book of over 300 clients, maintaining an impressive 94% policy retention rate through diligent annual policy reviews and proactive client outreach. I also have a strong background in up-selling, increasing the average client policy count by 0.5 policies by effectively cross-selling supplementary coverages like umbrella policies.
I am particularly drawn to your focus on commercial lines and risk assessment for small businesses. I have direct experience conducting thorough risk assessments for commercial clients, which has helped existing policyholders reduce potential coverage gaps. My expertise with Salesforce CRM ensures I can seamlessly integrate into your operations and manage client data efficiently.
I am eager for the opportunity to bring my results-oriented approach and deep understanding of P&C insurance to Horizon Shield Insurance. Thank you for considering my application; I look forward to discussing how my sales achievements can contribute directly to your firm’s continued success.
Sincerely,
Diego Fernandez
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