12 Health Insurance Agent Resume Examples

Five Key Resume Tips For Writing A Health Insurance Agent Resume:

1.
Relevant Experience
Make sure that the jobs, experience, and accolades that you include are relevant to the position you’re applying for.
2.
The Right Skills
This is a great time to run wild with those keywords from the job description. For example, if they’re looking for someone with experience in Health Insurance Products, be sure to list it in your resume’s skills section.
3.
Quantifiable Achievements
Your workplace accomplishments tell the story of the unique value you bring to an organization. Stay away from dry descriptions of job duties. Use numbers to help contextualize your achievements..
4.
ATS-Friendly
An applicant tracking system (ATS) is a piece of software employers use to collect, scan, organize, and rank applications. The key to getting your resume past ATS and into the hands of hiring managers is smart keyword usage.
5.
Impeccable Formatting
Formatting a resume so that it looks professional and attractive is important. With Zippia’s resume builder, you can put together a modern-looking resume in less than 10 minutes. Just choose a resume template that suits your style, answer some questions about your background, and you’ll have a resume that’ll pass muster with both the ATS and the hiring manager.
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Choose From 10+ Customizable Health Insurance Agent Resume templates

Zippia allows you to choose from different easy-to-use Health Insurance Agent templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Health Insurance Agent resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

 
Brenda Spencer
Health Insurance Agent
Contact Information
Hudson, OH
(930) 555-0644
bspencer@example.com
Skills
  • Diagnosis
  • Resubmit Claims
  • Bank Deposits
  • Policy Changes
  • Prospective Customers
  • Financial Products
  • CPR
  • Communication
  • Financial Needs
  • Ticket Sales
 
 
Employment History
Health Insurance Agent2020 - Present
Allstate
Hudson, OH
  • Delivered comprehensive service presentations and maintained communication with existing account holders to ensure business retention and revenue growth.
  • Mentored, supervised and evaluated new agents on product knowledge, sales, company policies and procedures.
  • Opened and maintained customer policies for Auto, Home, and Life, including Variable Life Insurances and Annuities
Outside Property Agent2016 - 2020
Allstate
Roanoke, VA
  • Establish strong relationships with clients by giving excellent customer service and customizing insurance products to what their needs are.
  • Sell and promote Allstate lines of insurance Assist customers with all insurance needs
  • Focus on presenting quality customer service while educating clients about insurance options that benefit the needs of the client.
  • Meet/exceed sales goals for each month.
Health Insurance Specialist2006 - 2016
Bank of America
Atlanta, GA
  • Involved in configuration of TIBCO Adapter for MQSeries which provide bidirectional communication between MQSeries queues and RV.
  • Train new team members on procedures and software used to produce modifications.
  • Closed tough deals as liaison between homeowners, agents and mortgage insurance companies.
  • Produced claims for insurance companies.
Education
Bachelor's Degree of Insurance1997 - 2000
Georgia State University
Atlanta, GA
 
 
Brenda Coleman
Health Insurance Agent
Contact Info
Phoenix, AZ
(330) 555-3455
bcoleman@example.com
Skills
Motorcycle
Morningstar
Communication
Wealth Management
Customer Service
Customers Needs
Internet
Medicare
Comprehensive Knowledge
Real Estate
Employment History
Health Insurance Agent2015 - Present
ProgressivePhoenix, AZ
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
  • Pivoted into additional insurance needs when handling daily customer service issues.\
  • Condense with other yellow highlight Total life insurance premium sold $49,737.
  • Applied functional knowledge of products and services to all customer interactions.
  • Understand and adhere to all Humana Inc. and CMS related policies and procedures.
  • Sell property, casualty and life insurance.
Sales Agent2014 - 2015
American ExpressPhoenix, AZ
  • Book flights, hotels, as well as vehicles Manage customer accounts Supervise sales floor
  • Remained positive and respectful throughout every customer conversation in order to hold and create positive customer relations.
  • Recommended and sold burglar alarm and surveillance systems to clients (ADT defines small business as 10,000 square ft. or smaller)
  • Developed PowerPoint presentations, new tracking systems and reports that were praised for their quality, comprehensiveness and timeliness.
Registered Representative2013 - 2014
American ExpressPhoenix, AZ
  • Trained to solicit and advise high income/high net worth individuals regarding wealth and risk management.
  • Analyzed and developed personalized financial plans and portfolios for clients.
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Presented comprehensive financial plan, and recommended suitable products for clients to attain their financial goals.
  • Provided financial advice to clients, via the financial planning process, as well as sell investment products to these clients.
Education
Bachelor's Degree of Business2010 - 2013
Ashford UniversitySan Diego, CA
 
 
Beverly Dixon
Health Insurance Agent
Northbrook, IL
(390) 555-5480
bdixon@example.com
Experience
Health Insurance Agent2018 - Present
AllstateNorthbrook, IL
  • Licensed Insurance agent selling property and casualty insurance in Minnesota.
  • Provided excellent customer service and built excellent relationship with the customers.
  • Process mail correspondences and provided extensive phone customer service.
Licensed Sales Agent2017 - 2018
AllstateNorthbrook, IL
  • Assist current Allstate clients with support if a loss has occurred in the client s household.
  • Sell various types of Allstate automobile and home insurance to individuals.
  • Provide timely quotes for Allstate Insurance Agency that underwrites property and casualty insurance programs to licensed agents in Rhode Island.
Insurance Agent2016 - 2017
American Income Life Insurance ...Schaumburg, IL
  • Field work for Life Insurance new clients Upload the E-Apps from laptop to the home office.
  • Provide knowledgeable information on Products and customer service
  • Provide high quality customer service after policy initialization.
  • Studied and passed the state exam to become a certified life insurance agent.
  • Addressed and resolved all customer service issues.
  • Researched and cold called companies and municipalities Provided customer service to existing accounts and individuals Planned and executed large benefit enrollments
Skills
Policy HoldersAuto InsuranceRisk ManagementUnderwriting GuidelinesHealth CareNew CustomersIncomeIndependent InsuranceIndividual NeedsSales Agents
Education
Bachelor's Degree In Business2007 - 2010
DeVry UniversityOakbrook Terrace, IL
 
 
Rose Reyes
Health Insurance Agent
Employment History
Health Insurance Agent2019 - Present
Mutual of OmahaOmaha, NE
  • Generated new business with leads and cold calling as well as maintaining existing clients.
  • Maintained three databases with customer information.
  • Provided much-needed educational resources to clients and business owners, in the areas of health care and health care reform.
  • Achieved monthly sales goals of at least $250K.
  • Design and market life insurance solutions to families and individuals who need or have inadequate insurance coverage
  • Advised business owners on tax free income, partnership protection, retirement accumulation, and estate planning.
Insurance Broker2015 - 2019
American Income Life Insurance ...San Diego, CA
  • Second time, I have been selling Life-Only Products for American Income life.
  • Addressed and resolved all customer service issues.
  • Deliver excellent customer service to existing policyholders and prospective customers.
  • Secure referrals and set appointments to present to prospective customers.
Direct Sales Representative2011 - 2015
CUTCOSan Diego, CA
  • Organized promotions for salons and conducted product knowledge seminars.
  • Maintained builder accounts by keeping up to date information in CRM database.
  • Promoted and marketed services to residential customers.
  • Used in-depth product knowledge to solve customer issues and coach clients on best product fit.
Education
Bachelor's Degree In Business2002 - 2005
American InterContinental UniversityChandler, AZ
 
 
Contact Information
Omaha, NE
(550) 555-5273
rreyes@example.com
Skills
Insurance Premiums
Oversight
Sales Activities
BDS
Brokerage
CRM
Describe Products
Insurance Companies
Auto Insurance
Internal Departments
 
 
Nathan Bennett
Health Insurance Agent
Los Angeles, CA
(870) 555-1466
nbennett@example.com
Skills
Phone ServicesInternal DepartmentsResidential AreasPublic CommentsNew PoliciesDifferent CompaniesCustomer RelationsResidential CustomersInstallation DatesTV
 
 
Employment History
Health Insurance Agent2015 - Present
Farmers InsuranceLos Angeles, CA
  • Solicit and sell personal and commercial insurance; customer service to handle customer inquires, claims and service.
  • Provide life, home, auto and financial products to new customers Established new customers using lead sources and mailings.
  • License insurance producer, office manager, collections, customer service
Outside Property Agent2005 - 2015
DialSan Diego, CA
  • Provided service of Data Entry, Bookkeeping, Customer Service and Sales, and ecommerce sales.
  • Describe products or services, in order to persuade potential customers to retain a product.
  • Consult, install, and upsell premium entertainment and computer systems.
  • Set sales goals and met them.
  • Used Salesforce to manage client accounts and communication.
Direct Sales Representative2003 - 2005
DialSan Diego, CA
  • Persuaded potential customers to purchase the service.
  • Provide historical records by maintaining records on area and customer sales.
  • Achieve and exceed Sales goals each month through various techniques such as cold calling, personal networking, and email communication.
  • Interacted with potential customers to explain all products and services offered Followed up with previous customer to ensure satisfaction and offered services
  • Track daily, weekly, and monthly calls for follow up in company CRM.
Education
Bachelor's Degree of Business1994 - 1997
Ashford UniversitySan Diego, CA
 
 
Brenda Spencer
Health Insurance Agent
Contact Information
Hudson, OH
(930) 555-0644
bspencer@example.com
Skills
  • Diagnosis
  • Resubmit Claims
  • Bank Deposits
  • Policy Changes
  • Prospective Customers
  • Financial Products
  • CPR
  • Communication
  • Financial Needs
  • Ticket Sales
 
 
Employment History
Health Insurance Agent2020 - Present
Allstate
Hudson, OH
  • Delivered comprehensive service presentations and maintained communication with existing account holders to ensure business retention and revenue growth.
  • Mentored, supervised and evaluated new agents on product knowledge, sales, company policies and procedures.
  • Opened and maintained customer policies for Auto, Home, and Life, including Variable Life Insurances and Annuities
Outside Property Agent2016 - 2020
Allstate
Roanoke, VA
  • Establish strong relationships with clients by giving excellent customer service and customizing insurance products to what their needs are.
  • Sell and promote Allstate lines of insurance Assist customers with all insurance needs
  • Focus on presenting quality customer service while educating clients about insurance options that benefit the needs of the client.
  • Meet/exceed sales goals for each month.
Health Insurance Specialist2006 - 2016
Bank of America
Atlanta, GA
  • Involved in configuration of TIBCO Adapter for MQSeries which provide bidirectional communication between MQSeries queues and RV.
  • Train new team members on procedures and software used to produce modifications.
  • Closed tough deals as liaison between homeowners, agents and mortgage insurance companies.
  • Produced claims for insurance companies.
Education
Bachelor's Degree of Insurance1997 - 2000
Georgia State University
Atlanta, GA
 
 
Brenda Coleman
Health Insurance Agent
Contact Info
Phoenix, AZ
(330) 555-3455
bcoleman@example.com
Skills
Motorcycle
Morningstar
Communication
Wealth Management
Customer Service
Customers Needs
Internet
Medicare
Comprehensive Knowledge
Real Estate
Employment History
Health Insurance Agent2015 - Present
ProgressivePhoenix, AZ
  • Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
  • Pivoted into additional insurance needs when handling daily customer service issues.\
  • Condense with other yellow highlight Total life insurance premium sold $49,737.
  • Applied functional knowledge of products and services to all customer interactions.
  • Understand and adhere to all Humana Inc. and CMS related policies and procedures.
  • Sell property, casualty and life insurance.
Sales Agent2014 - 2015
American ExpressPhoenix, AZ
  • Book flights, hotels, as well as vehicles Manage customer accounts Supervise sales floor
  • Remained positive and respectful throughout every customer conversation in order to hold and create positive customer relations.
  • Recommended and sold burglar alarm and surveillance systems to clients (ADT defines small business as 10,000 square ft. or smaller)
  • Developed PowerPoint presentations, new tracking systems and reports that were praised for their quality, comprehensiveness and timeliness.
Registered Representative2013 - 2014
American ExpressPhoenix, AZ
  • Trained to solicit and advise high income/high net worth individuals regarding wealth and risk management.
  • Analyzed and developed personalized financial plans and portfolios for clients.
  • Answered clients' questions about the purposes and details of financial plans and strategies.
  • Presented comprehensive financial plan, and recommended suitable products for clients to attain their financial goals.
  • Provided financial advice to clients, via the financial planning process, as well as sell investment products to these clients.
Education
Bachelor's Degree of Business2010 - 2013
Ashford UniversitySan Diego, CA
 

What Should Be Included In A Health Insurance Agent Resume

1

1. Add Contact Information To Your Health Insurance Agent Resume

Your name should be the biggest text on the page and be at or near the top of the document.

Your address doesn't need to include your street name or house number - listing your city and state works just fine.

Your email address should be professional, but not your current work email address. It's not a good look to use your work email for personal projects (job-searching).

Your social media can be included if you have a fully-fledged LinkedIn page or another social media page that showcases your relevant skill set.

Health Insurance Agent Resume Contact Information Example #1
Hank Rutherford Hill
St. Arlen, Texas | 333-111-2222 | hank.hill@gmail.com

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2

2. Add Your Relevant Education To The Resume

Your resume's education section should include:

  • The name of your school
  • The date you graduated (Month, Year or Year are both appropriate)
  • The name of your degree
If you graduated more than 15 years ago, you should consider dropping your graduation date to avoid age discrimination.

Optional subsections for your education section include:

  • Academic awards (Dean's List, Latin honors, etc. )
  • GPA (if you're a recent graduate and your GPA was 3.5+)
  • Extra certifications
  • Academic projects (thesis, dissertation, etc.)

Other tips to consider when writing your education section include:

  • If you're a recent graduate, you might opt to place your education section above your experience section
  • The more work experience you get, the shorter your education section should be
  • List your education in reverse chronological order, with your most recent and high-ranking degrees first
  • If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school

Majors
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Health Insurance Agent Resume Relevant Education Example #1
Bachelor's Degree In Insurance 2014 - 2016
Georgia State University Atlanta, GA
Health Insurance Agent Resume Relevant Education Example #2
Bachelor's Degree In Business 2014 - 2016
Ashford University San Diego, CA
3

3. Next, Create A Health Insurance Agent Skills Section On Your Resume

Your resume's skills section should include the most important keywords from the job description, as long as you actually have those skills. If you haven't started your job search yet, you can look over resumes to get an idea of what skills are the most important.

Here are some tips to keep in mind when writing your resume's skills section:

  • Include 6-12 skills, in bullet point form
  • List mostly hard skills; soft skills are hard to test
  • Emphasize the skills that are most important for the job
Hard skills are generally more important to hiring managers because they relate to on-the-job knowledge and specific experience with a certain technology or process.

Soft skills are also valuable, as they're highly transferable and make you a great person to work alongside, but they're impossible to prove on a resume.

Top Skills for a Health Insurance Agent
Source: Zippia.com
Not sure which skills are really important?
3 Big Tips For Listing Skills On Your Resume
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4

4. List Your Health Insurance Agent Experience

The most important part of any resume is the experience section. Recruiters and hiring managers expect to see your experience listed in reverse chronological order, meaning that you should begin with your most recent experience and then work backwards.

Don't just list your job duties below each job entry. Instead, make sure most of your bullet points discuss impressive achievements from your past positions. Whenever you can, use numbers to contextualize your accomplishments for the hiring manager reading your resume.

It's okay if you can't include exact percentages or dollar figures. There's a big difference even between saying "Managed a team of engineers" and "Managed a team of 6 engineers over a 9-month project."

Most importantly, make sure that the experience you include is relevant to the job you're applying for. Use the job description to ensure that each bullet point on your resume is appropriate and helpful.


Work History Example # 1
Insurance Agent/Office Manager
Humana
  • Provided enrollment assistant into Medicare Health Plans to beneficiaries aging into Medicare.
  • Licensed and appointed in 13 states to conduct business and sell to Medicare Recipients
  • Presented plan benefits providing guidance and assistance to Medicare qualified individuals.
  • Processed numerous individual Medicare plan sales on a daily basis.
  • Educated customers on the Medicare eligibility, enrollment and guidelines.

Work History Example # 2
Insurance Sales Representative
Aflac
  • Conducted group presentations to businesses * Marketed AFLAC to business owners * Wrote and managed insurance policies
  • Generated sales of AFLAC supplemental policies to local businesses
  • Launched entrepreneurial venture leveraging extensive background in HR, benefits administration, and employee relations.
  • Attended classes to stay current with changes within the insurance industry as well as within the Aflac company.
  • Served as an expert with in-depth knowledge of the different product portfolios of AFLAC.

Work History Example # 3
Health Insurance Agent
BANKERS LIFE CASUALTY OF NEW YORK
  • Maintained knowledge of insurance products and Medicare.
  • Specialized in helping seniors and their families understand Medicare and Medicare supplements.
  • Cultivated productive relationships with clients through positive and efficient communication.
  • Provided medical supplements to seniors; Authorized to discuss Medicare benefits and products that complement those benefits.
  • Trained Medicare Specialist in Open Enrollment Procedures and Medicare Supplement Products.

Work History Example # 4
Health Insurance Agent
New York Life Insurance Company
  • Created and implemented a systematic approach, ensuring accurate communication and top efficiency.
  • Used multiple forms of communication to market business, extremely proficient in all Microsoft office applications.
  • Utilized Microsoft Word and Powerpoint for proposal and presentation purposes.
  • Licensed as General Lines Agent for Life, Accident and Health (LAH) and HMO.
  • Worked in the Affordable Care Act (ACA), mostly known as Obama Care for Arches Health Insurance.

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5

5. Highlight Your Health Insurance Agent Certifications On Resume

Certifications can be a powerful tool to show employers that you know your stuff. If you have any of these certifications, make sure to put them on your health insurance agent resume:

  1. Certified Professional, Life and Health Insurance Program (CPLHI)
  2. Health Insurance Associate (HIA)
  3. Certified Insurance Examiner (CIE)
  4. Certified Sales Professional (CSP)
  5. Certified Correctional Health Professional - Mental Health (CCHP-MH)
  6. Dental Assistant (RDA)
  7. Associate, Life and Health Claims (ALHC)

6

6. Finally, Add A Summary Or Objective Statement

A resume summary statement is a 1-3 sentence spiel at the top of your resume that quickly summarizes who you are and what you have to offer. In this section, include your job title, years of experience (if it's 3+), and an impressive accomplishment, if you have space for it.

Remember to address skills and experiences that are emphasized in the job description.

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Updated October 6, 2021