Insurance Advisor Resume Sample

Are you an Insurance Advisor by profession and looking for an exciting career? We have good news for you! use our professional Senior Insurance Advisor Resume Sample. You don’t have to start writing from scratch. Just click “Edit Resume” and modify it with your details. Update the template fonts and colors to have the best chance of landing your dream job. Find more resume samples.


James Michael

Insurance Advisor




Focused and dedicated insurance professional with proven multi-tasking, problem-solving, and team-work skills. Motivated to providing superior customer service and drive sales through cold calling, referrals and analyzing market trends to increase revenue and meet sales goals.



  • Multi-Tasking & Organization
  • Superior Customer Service
  • Self-Starter & Self-Motivated
  • Handle Complaints & Negotiations
  • Sale Strategies & Hitting Quotas
  • Dependable, Adaptable & Flexible


Work Experience


Insurance Advisor

SelectQuote Insurance Services (WAH)



Interview prospective clients that have responded to a variety of marketing campaigns and conduct an extensive needs analysis by asking questions and listening carefully to their responses to match them with the products that meet their needs. Following up with prospects several times throughout the sales cycle to ensure needs are being met.

Sales & Customer Service Agent

SafeAuto (WAH)

Aug 2019


Resolved customer inquiries and assisted through written corrrespondence and phone support regarding billing, policy status, coverages, change requests, and other service needs. Provided customers with product and service information and seized opportunities to upsell products.

Insurance Agent

Allstate Legacy Ford

May 2018


Identified and qualified sales leads generated from a variety of sources, including networking, referrals, live transfers, marketing, cold-calling and lead databases. Provided prompt and friendly customer service while responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers and billing clarifications.

Licensed Agent

Chime Solutions

Apr 2017


Provided quality service by providing quotes and information for malpractice insurance. Ensured that overall customer satisfaction remained high while addressing any issues or concerns and resolved on the 1st call. Completed and processed endorsements and explained policy coverage changes. Processed payments for renewals and reinstatement of lapsed policies.

Sales Representative

Verizon Wireless Advantage

Oct 2016


Approached, greeted, and offer assistance and established the cusomter’s needs and wants. Overcame any objections to close sales, and performed all other steps of the sales process in accordance with company standars. Continual learned about product updates, features, accessories, inventory and their benefits to the customer.

Licensed Producer


Jul 2015


Solicited to new business via cold-calling, networking and other lead sources. Prepared quotes and performed closing of all prospective sales leads. Maintained knowledge of all underwriting and rating plans to ensure compliance.





San Jose State University

May 2000


Property & Casualty License

Northeastern University






  • English
  • French
  • Arabic
  • German

Career Expert Tips:

  • Always make sure you choose the perfect resume format to suit your professional experience.
  • Ensure that you know how to write a resume in a way that highlights your competencies.
  • Check the expert curated popular good CV and resume examples

How to write an Insurance Advisor Resume

If you’re looking to apply for an insurance advisor position or want to start your career in the field, you might be curious about how to write a resume for insurance manager. Whether it is the first application in your career, or you have years of experience under your belt, there are many important factors to consider when writing your resume.

The insurance advisory profession is a competitive field that requires expert knowledge and skills. A successful application starts with your resume, which you need to present your qualifications in the clearest way possible. The first step is to decide what information you want to include on your resume. Consider how many different jobs you’ve held, your level of experience, and any awards or honors you may have received in the past.

Insurance Advisor job Description:

The primary responsibilities of insurance advisors include studying the risks that clients are exposed to, identifying the best risk-reduction strategies, monitoring insurance coverage to ensure compliance with agreements, and creating new products for clients. Insurance advisors also educate consumers about insurance policies and work to maintain customer satisfaction. Above all, insurance advisors need to be highly skilled in assessing risk and communicating with clients.

The description above describes the general duties of insurance advisors. Your resume should include more specific information about your experience in the industry and what you can offer to employers. Use bullet points and include quantifiable details when describing your experience. Try to avoid using vague language such as “developed” or “managed”, which do not give an employer an idea of the specifics behind your responsibilities.

Insurance Advisor Job Responsibilities:

  • Assess the client’s risk issues.
  • Develop best risk-reduction strategies.
  • Keep insurance coverage up to date for clients.
  • Educate clients on what type of policies are available.
  • Respond to claims quickly and efficiently.
  • Create new products for clients.
  • Make sure client renewals are in process.
  • Communicate well with clients.
  • Maintain customer satisfaction.
  • Advise clients on any of their issues.
  • Flexible schedule is required for this position.

Tips to Write an Insurance Advisor Resume Summary:

You may be thinking of writing your resume but unsure of how to start. Use the tips below to draft an effective summary while still keeping your employer interested and intrigued by what you have to offer. Avoid common resume mistakes but ensure that you highlight your relevant experiences and achievements.

If you do not have any experience, it is possible to write a summary based on achievements from school or extracurricular activities. These can include accomplishments and awards from student organizations, family responsibilities, volunteer work, and any other aspects of your life that highlight your skills.

If you have limited experience but are trying to break into an industry, focus on the skills you develop through school or any special training courses. These are important to show an employer that you have the potential to succeed in a new position.

Summary Example:
“I am a motivated and skilled candidate who is eager to utilize my expertise in sales, customer service, and negotiation for a position as an insurance advisor. I am able to work independently or as part of a team, and have experience successfully achieving desired results in a fast-paced, competitive environment. My interpersonal skills and ability to communicate effectively allow me to establish positive client relationships that help ensure future business for the company.”

Top 10 Must-have Insurance Advisor Skills:

  1. Sales
  2. Communication
  3. Negotiation Skills
  4. Financial Literacy/Tax Knowledge
  5. Time Management Skills
  6. Research/Competitive Analysis
  7. Risk Assessment/Insurance Claim Investigation
  8. Leadership Skills and Teamwork
  9. Customer Advocacy/Relationship Building Skills
  10. Analytical and Problem-Solving skills

Tips to Write an Insurance Advisor Cover Letter:

  • Use active tense. When you are writing a cover letter, use the active voice rather than the passive voice.
  • Rewrite it if necessary. While you might think that your first draft is perfect, with a little editing you can make it even more effective.
  • Highlight key skills and experience from your resume in the letter and present them in a way that is engaging and easy to read.
  • Focus on the job offer and what you can bring to the position in your letter.
  • Do not include personal information, such as your age, marital status, or religious affiliation.
  • Make sure that you are using the correct employer name and address on your letter if you are mailing it in rather than emailing it.
  • Make sure that the entire letter is less than one page and presents your strongest points first.
  • Avoid common resume/cover letter mistakes.
  • Proofread your cover letter for spelling, grammar, and formatting errors.

Tips to Write an Insurance Advisor Resume with no experience:

  1. Use resumes that showcase your skills, principles, and experience.
  2. Include a description of your qualifications in the “Education” section of your resume.
  3. Try to tailor your resume to the role you are applying for which should help employers understand how you would fit into their team.
  4. Proofread your resume carefully for spelling and grammar as well as formatting errors before sending it out to potential employers.
  5. Make sure that you are using the employer’s name and address in your mailing and not your own.
  6. Send your resume to a minimum of 5 potential employers and follow up on each one with a telephone call asking whether they received it, whether they would be interested in discussing further opportunities, and whether there is anyone else that you should be aware of (from a recruiter or networking contacts).
  7. Avoid common resume mistakes.
  8. Take advantage of career services resources when job searching (e.g. resume templates, job search tips, assessment and testing).
  9. Avoid the use of “objective statements” at the beginning of your resume.
  10. Don’t sell yourself short with salary requirements; if you’re looking for a mid-level career position, you should be expecting a mid-level salary.


Writing a resume can be intimidating, but by following the steps above you’ll learn how to put together a resume that will impress hiring managers and help you land the job. Once you’ve written your resume, why not share it with your friends? With their help, you’ll be able to get your resume out into the world in no time!