Insurance Professional Resume Example

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Eric Harry

Insurance Professional


Dedicated Insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.


  • Business Development
  • Sales and Marketing
  • Broker Relationship Management
  • Underwriting Operations Management
  • Commercial Insurance Operations Management
  • Key Account Management

Work Experience

Senior Manager – Insurance & Marketing

Dex IT Consulting Private Ltd, Noida, UP


Insurance Management:

  • Managing Group Insurance Coverage ensuring that the Company assets are adequately insured, and insurance schedules are regularly amended and maintained.
  • Coordinating for policy renewal (collecting and validating values, review policy design and work actively with internal stakeholders and brokers to meet the deliverables)
  • Developed relationship with Insurers and brokers (proactive discussions and meetings)
  • Address internal queries (reviewing deviation requests regarding claims and endorsements)
  • Oversee claims (acted as primary contact for claims matters, managed day to day claims from incidents through final settlements)
  • Maintain Insurance Records and monitor costs (prepare insurance budgets, define cost allocations, preparing monthly accruals, and track premium billing)
  • Anticipate regulatory and market developments (maintain familiarity with legislation and developments in the insurance market)
  • Sales & Marketing of IT Solutions Products
  • Creating Customer leads and reach out through meetings/emails etc for generating Sales.
  • Present, Promote, and sell (including cross sell and upsell) IT solutions, products to existing and potential customers.
  • Perform cost benefit analysis of existing and potential customers to meet their requirements.
  • Establish, develop and maintain positive business and customer relationships for growing sales.
  • Prepare and deliver sales pitch and facilitate product demonstration.
  • Track and report sales lead, targets and performance metrics reports.
  • Track and renew existing service contracts.
  • Coordinate sales effort with pre sales, delivery and other team members and departments.

Deputy Manager (Executive)

Oman Insurance Company PJSC (Now Sukoon Insurance Company), Dubai, UAE

Feb 2020

  • Managed and trained team of 12 associates and executives for Policy and Endorsement Issuance. Preparing and tracking KPIs and day to day performance and Productivity of the team.

  • Handled around 60 Million AED premium Insurance policies in all Commercial Lines of Business (Property, Engineering, Liability, Aviation, Energy Insurance) for Major/Key Accounts, Category A Brokers, Reinsurance and Treaty.

  • Quality Check of all the Policy and Endorsement Issued so that these are issued as per the Underwriting terms and conditions.

  • Credit Codes Creation.

  • Assist Business Analyst team in preparing requirement gathering documents and test cases. Lead the Operations team in completing the UAT Testing in different IT projects in coordination with Business Analyst Team.

  • Providing Information/Inputs for Process Improvements and GAP Analysis.

  • Ensure Standard Operating Procedure and user guides are implemented properly.

  • Internal Coordination – Managing Meetings and Escalations of different internal department like Broker Relationship Management, Underwriting, Finance, Claims and Compliance/Audit.

  • External Coordination – Meetings different brokers and clients along with BMU Team to resolve any ongoing issues. Also sending the renewal notes to the brokers and clients.

  • Preparing, analyzing and sending different important reports to the Senior Management to assist the management to make informed decisions.

Territory Sales Manager

ICICI Lombard GIC Ltd, Pune

Jan 2016

  • Managed a team of 4 to 6 Sales Manager to achieve Corporate Business in and around Pune Region through all major Insurance Brokers. Handled around 50 crores of Commercial Line of Insurance Business from Brokers and also Direct Clients.

  • Responsible for increasing Insurance Business Share by offering entire range of Commercial Lines of Business (Group Health, Accident, Property, Engineering and Liability).

  • Responsible for overall profitability of the Portfolio under him keeping in mind underwriting constraints, overall organization needs and future growth expectations.

  • Smooth Coordination and negotiations with other departments – underwriting, Reinsurance, Product Specialists and Compliance.

  • Training and developing the team for career development needs to identify the future leaders.

  • Maintaining Sales Records, MIS and periodic submission to the senior management for making informed decision.

Premier Wealth Manager

HSBC Bank And HDFC Bank Ltd, Pune, Maharashtra

Aug 2012

  • Managed AUM (Asset under Management) Portfolio of 25 crores plus of affluent and HNI Clients.

  • Acquiring profitable client relationships with high income/net worth clients.

  • Provides high level consultative financial advice using the full range of investment products and services designed for the affluent/high-end private customer needs.

  • Drive business results and acquire new assets both from existing client base and new client acquisition.

  • Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products.

  • Advise clients on their overall balance sheet including asset allocation, investment management, wealth planning and credit needs.

  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

  • Responsible for increasing allotted branches liability products business through HNI Clients.

  • Products Driven – ULIP, Endowments plans, Term Plans, Life Insurance Products, Structured products, Fixed Deposits, Health Insurance, Motor Insurance, Fire Insurance, Gold etc

Sales Manager (Investment & Services)

ICICI Bank Ltd, Gurgaon (Haryana)

Dec 2010

  • Monitor and address HNI clients banking and Investment requirements

  • Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

  • Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

  • Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

  • Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

  • Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

  • Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

  • Resolution of queries for all managed clients within TAT specified

  • Assisting ICICI Lombard corporate managers in closing corporate and retail insurance deals


MBA (International Business)

San Jose State University

May 2007

Bachelor of Engineering (B.E), Chemical Engineering

Northeastern University

May 2003


Arizona State University

Dec 2014


Implementation of Policy Issuance System (TCS Bancs)

UAT Testing

Dec 2019

  • Assisting Business Analyst Team for Requirement Gathering
  • Operations Lead for User Acceptance Testing (UAT)

Implementation of Quote Generation and Policy Administration System – I Partner

UAT Testing

May 2014

  • Assisting Business Analyst Team for Requirement Gathering
  • Sales Team Representative for User Acceptance Testing (UAT)


  • English
  • French
  • Arabic
  • German

Career Expert Tips:

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Exploring the Role of an Insurance Professional

Insurance is a cornerstone of financial stability and security in our lives. Whether it’s protecting your home, car, health, or even planning for your retirement, insurance professionals play a vital role in helping individuals and businesses navigate the complex world of insurance. In this comprehensive guide, we will delve deep into the multifaceted role of an Insurance Professional. It’s a profession that demands a unique blend of industry knowledge, interpersonal skills, and financial expertise. Let’s unravel the various aspects of what it takes to be a successful Insurance Professional.

What Does It Mean to Be an Insurance Professional?

Insurance professionals, often referred to as insurance agents or brokers, are experts in the field of risk management. They act as intermediaries between insurance companies and individuals or businesses seeking insurance coverage. Their primary goal is to assess the unique needs and risks of their clients and recommend insurance policies that provide adequate protection.

Being an insurance professional goes beyond just selling policies. It involves a deep understanding of insurance products, excellent communication skills, and the ability to build trust with clients. Let’s explore the various facets of this dynamic profession:

  • Insurance Product Knowledge: Insurance professionals must have an in-depth knowledge of various insurance products, including auto insurance, home insurance, life insurance, health insurance, and more. They should be able to explain the features, benefits, and limitations of each policy to clients.
  • Client Assessment: Understanding a client’s specific needs and risk profile is crucial. Insurance professionals conduct thorough assessments to determine the right coverage for their clients. This involves asking questions about the client’s assets, liabilities, financial goals, and personal circumstances.
  • Policy Recommendations: Based on their assessment, insurance professionals recommend insurance policies that align with the client’s needs. They explain the details of each policy, including premiums, deductibles, and coverage limits, to help clients make informed decisions.
  • Claims Assistance: Insurance professionals assist clients in filing insurance claims when they experience a covered loss or damage. They act as advocates for their clients throughout the claims process, ensuring a smooth and fair resolution.
  • Continuous Learning: The insurance industry is constantly evolving, with new products and regulations emerging regularly. Insurance professionals must stay updated on industry trends and changes to provide the best service to their clients.

Key Responsibilities of an Insurance Professional

The role of an insurance professional is diverse, encompassing a wide range of responsibilities. Let’s take a closer look at the key tasks that define this profession:

  • Educating Clients: Insurance professionals educate clients about the importance of insurance and the specific risks they face. They explain complex insurance concepts in simple terms, ensuring clients understand their coverage.
  • Policy Analysis: When clients already have insurance policies, insurance professionals review their existing coverage to identify gaps or areas where improvements can be made. This analysis helps clients optimize their insurance portfolios.
  • Building Client Relationships: Trust is fundamental in the insurance industry. Insurance professionals build long-term relationships with their clients, providing ongoing support and addressing their changing needs over time.
  • Market Research: To offer competitive insurance products, professionals stay informed about the offerings of various insurance companies. They compare policies, premiums, and customer reviews to recommend the best options to clients.
  • Negotiation Skills: Insurance professionals negotiate with insurance companies on behalf of their clients. This includes negotiating policy terms, premiums, and claim settlements to ensure clients receive the best possible outcomes.
  • Ethical Standards: Upholding ethical standards is paramount in the insurance industry. Professionals must act in the best interests of their clients and adhere to industry regulations and guidelines.

Qualifications and Skills Required

Becoming a successful insurance professional requires a combination of education, skills, and personal qualities. Here are the qualifications and skills typically required for this profession:

  • Education: While a specific degree may not be mandatory, a bachelor’s degree in fields like finance, business, or economics can be advantageous. Many insurance professionals pursue industry-related certifications to enhance their knowledge and credibility.
  • Communication Skills: Effective communication is essential when explaining complex insurance concepts to clients. Insurance professionals should be able to listen to clients’ needs and convey information clearly and persuasively.
  • Analytical Skills: Analyzing clients’ financial situations and assessing risk requires strong analytical skills. Professionals should be detail-oriented and capable of evaluating policy options critically.
  • Negotiation Skills: Negotiating with insurance companies and advocating for clients during claims processes necessitates excellent negotiation skills. Insurance professionals should be assertive and persuasive.
  • Ethical Integrity: Clients trust insurance professionals to act in their best interests. Maintaining high ethical standards, honesty, and integrity is non-negotiable in this profession.
  • Networking: Building a client base often relies on networking and referrals. Insurance professionals should be proactive in networking within their communities and industries.

Creating an Impactful Insurance Professional Resume

Your resume is your ticket to a successful career as an insurance professional. It’s the document that introduces you to potential employers and showcases your qualifications and skills. Here are some tips to craft an impactful resume:

  • Highlight Your Achievements: Instead of merely listing job duties, emphasize your achievements and contributions in previous roles. Did you surpass sales targets? Were you recognized for exceptional client service? Mention these accomplishments.
  • Customize for Each Application: Tailor your resume for each job application by aligning your qualifications with the specific job requirements. Highlight relevant skills and experiences that make you a strong fit for the position.
  • Include Certifications: If you hold industry certifications, such as Certified Insurance Agent (CIA) or Chartered Property Casualty Underwriter (CPCU), include them prominently on your resume to demonstrate your expertise.
  • Quantify Your Impact: Use metrics whenever possible to quantify your contributions. For example, “Increased client portfolio by 20% in the first quarter” or “Processed an average of 50 claims per month with a 98% success rate.”

Insurance Professional Resume Summary Examples

Your resume summary is the first impression you make on potential employers. Make it count by crafting a compelling summary that encapsulates your qualifications and aspirations. Here are some examples to inspire you:

  • “Results-driven Insurance Professional with a track record of exceeding sales targets and providing top-notch client service. Dedicated to helping individuals and businesses safeguard their assets through tailored insurance solutions.”
  • “Experienced Insurance Agent with expertise in analyzing client needs and recommending comprehensive insurance coverage. Adept at building and maintaining long-term client relationships while delivering exceptional results.”
  • “Detail-oriented Insurance Broker with a passion for helping clients navigate the complexities of insurance. Skilled in policy analysis, negotiation, and ethical standards, committed to ensuring clients receive the best possible insurance solutions.”

Insurance Professional Resume Experience Section

Your experience section is where you showcase your journey in the insurance industry. Highlight your roles, responsibilities, and achievements. Here are some examples to guide you:

  • “Served as an Insurance Agent at XYZ Insurance Agency, consistently exceeding annual sales targets by 15%. Provided personalized insurance solutions to over 200 clients, resulting in a 98% client retention rate.”
  • “Managed a diverse portfolio of clients as an Insurance Broker at ABC Insurance Services. Conducted in-depth policy reviews, identifying coverage gaps and saving clients an average of 15% on premiums.”
  • “Led a team of insurance professionals at DEF Insurance Group, fostering a culture of excellence and client-focused service. Increased team productivity by implementing streamlined processes, resulting in a 25% reduction in processing time.”

Education and Certifications for Your Insurance Professional Resume

Your educational background and certifications play a significant role in showcasing your qualifications as an insurance professional. Here’s how to present them effectively:

  • Bachelor of Business Administration (BBA) in Finance, University of [Your University], [Year of Graduation]
  • Certified Insurance Agent (CIA), [Certifying Body], [Year of Certification]
  • Chartered Property Casualty Underwriter (CPCU), [Certifying Body], [Year of Certification]

Each educational achievement and certification represents a milestone in your journey towards becoming a proficient insurance professional.

Skills for Your Insurance Professional Resume

Your skill set is your toolbox as an insurance professional, equipped with a range of abilities that set you apart. Let’s list down the essential skills required for success in this profession:

Soft Skills:

  1. Effective Communication
  2. Client Relationship Building
  3. Negotiation and Persuasion
  4. Analytical Thinking
  5. Ethical Integrity
  6. Networking and Referral Generation

Hard Skills:

  1. Insurance Product Knowledge
  2. Policy Analysis
  3. Claims Processing
  4. Risk Assessment
  5. Market Research
  6. Software Proficiency (Insurance Management Software)

Each skill is a tool that empowers you to provide exceptional service and support to your clients.

Common Mistakes to Avoid in Your Insurance Professional Resume

When crafting your resume, steer clear of common pitfalls that can hinder your chances of landing your dream job. Here are some mistakes to avoid:

  • Using Generic Language: Avoid using generic terms like “team player” or “detail-oriented.” Instead, provide specific examples that demonstrate these qualities.
  • Ignoring Keywords: Many employers use applicant tracking systems (ATS) to scan resumes for specific keywords. Tailor your resume to include relevant keywords from the job description.
  • Neglecting the Cover Letter: A well-written cover letter allows you to showcase your personality and enthusiasm for the role. Don’t miss the opportunity to connect with potential employers.
  • Overloading with Jargon: While industry-specific terms are important, avoid overwhelming your resume with jargon that may be unfamiliar to some readers.
  • Skipping Proofreading: Typos and grammatical errors can leave a negative impression. Proofread your resume carefully to ensure it’s error-free.

Key Takeaways for Your Insurance Professional Resume

As we conclude this comprehensive guide, remember that your resume is not just a document; it’s your ticket to a rewarding career as an insurance professional. Here are some unique key takeaways to keep in mind while crafting your resume:

  • Emphasize your ability to build trust and long-term relationships with clients.
  • Showcase your expertise in insurance products and risk assessment.
  • Highlight your track record of achieving results and exceeding expectations.
  • Demonstrate your commitment to ethical standards and ongoing professional development.

Now that you have the insights and tips needed to create a standout insurance professional resume, you’re well-prepared to embark on a successful career in this dynamic industry.

Finally, feel free to utilize resources like AI Resume Builder, Resume Design, Resume Samples, Resume Examples, Resume Skills, Resume Help, Resume Synonyms, and Job Responsibilities to create a standout application and prepare for the insurance professional job interview.