What does an insurance underwriter, sales do?
A sales insurance underwriter evaluates new or renewal applications in turn for insurance coverage for companies and individuals. Insurance underwriters analyze insurance proposal risks and identify policy terms. They perform calculations on premiums based on statistical, background, and actuarial information. Several insurance businesses and companies operate graduate schemes that offer to underwrite. Among the necessary skills for this job include communication, decision making, and detail orientation.
Insurance underwriter, sales responsibilities
Here are examples of responsibilities from real insurance underwriter, sales resumes:
- Used consultative upselling techniques to provide leads
- Sell life and health insurance, annuities and mutual funds.
- Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
- License in life, health and annuities.CLU certificate in pension planning.
- Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.
Insurance underwriter, sales skills and personality traits
We calculated that 27% of Insurance Underwriters, Sales are proficient in Lead Generation, Financial Services, and Customer Service. They’re also known for soft skills such as Analytical skills, Communication skills, and Initiative.
We break down the percentage of Insurance Underwriters, Sales that have these skills listed on their resume here:
- Lead Generation, 27%
Developed and maintained professional network of contacts to expand and grow lead generation.
- Financial Services, 13%
Created an independent financial advisory organization aimed at educating and providing financial services to those nearing and in retirement.
- Customer Service, 6%
Provided exceptional customer service in a production-oriented and time-sensitive environment.
- Sales Process, 6%
Performed all aspects of the Sales Process including prospect lists, cold calling, presentations, up selling, and closing.
- Strong Work Ethic, 5%
Maintain a strong work ethic with a total commitment to success each and every day.
- Insurance Carriers, 4%
Established and maintained relationships with clients as well as multiple insurance carriers and underwriters.
"lead generation," "financial services," and "customer service" are among the most common skills that insurance underwriters, sales use at work. You can find even more insurance underwriter, sales responsibilities below, including:
Analytical skills. The most essential soft skill for an insurance underwriter, sales to carry out their responsibilities is analytical skills. This skill is important for the role because "insurance sales agents must evaluate the needs of each client to determine the appropriate insurance policy." Additionally, an insurance underwriter, sales resume shows how their duties depend on analytical skills: "sell p&c; and life & health insurance, customer service, money handling, database management"
Communication skills. Another essential skill to perform insurance underwriter, sales duties is communication skills. Insurance underwriters, sales responsibilities require that "insurance sales agents must listen to clients and be able to clearly explain suitable policies." Insurance underwriters, sales also use communication skills in their role according to a real resume snippet: "provide excellent communication skills and knowledgeably assist customers in insurance claims matters. "
Initiative. This is an important skill for insurance underwriters, sales to perform their duties. For an example of how insurance underwriter, sales responsibilities depend on this skill, consider that "insurance sales agents need to actively seek out new clients in order to increase business." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of an insurance underwriter, sales: "assist with sales, marketing, and customer service initiatives resulting in significant revenue gains. ".
Self-confidence. For certain insurance underwriter, sales responsibilities to be completed, the job requires competence in "self-confidence." The day-to-day duties of an insurance underwriter, sales rely on this skill, as "insurance sales agents should be confident when contacting prospective clients." For example, this snippet was taken directly from a resume about how this skill applies to what insurance underwriters, sales do: "prepared new and renewal business of policy holders provided excellent quality service in demonstrating handling and confidentiality of secured information. "
The three companies that hire the most insurance underwriter, saless are:
- Family First Life37 insurance underwriters, sales jobs
- Symmetry Financial Group19 insurance underwriters, sales jobs
- The Hartford9 insurance underwriters, sales jobs
Choose from 10+ customizable insurance underwriter, sales resume templates
Build a professional insurance underwriter, sales resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your insurance underwriter, sales resume.Compare different insurance underwriters, sales
Insurance underwriter, sales vs. Agent
Agents are individuals who are employed by their clients to represent them in various dealings. Agents are usually employed by people in the show business industry, such as actors, writers, or directors. They meet people who are interested in dealing with their clients. They listen to the plans and vision for the project and assess if the project fits their clients' interests or public image. In the case of agents whose clients are actors, they send their clients to auditions upon review of the project details. Agents are also responsible for negotiating terms on behalf of their clients, such as salary, royalties, and set benefits, among others. They also inform the project leaders of their clients' demands on set. Agents are expected to be business-savvy and good negotiators.
These skill sets are where the common ground ends though. The responsibilities of an insurance underwriter, sales are more likely to require skills like "lead generation," "sales process," "strong work ethic," and "insurance carriers." On the other hand, a job as an agent requires skills like "insurance products," "life insurance," "hr," and "real estate." As you can see, what employees do in each career varies considerably.
On average, agents reach similar levels of education than insurance underwriters, sales. Agents are 3.6% less likely to earn a Master's Degree and 0.0% more likely to graduate with a Doctoral Degree.Insurance underwriter, sales vs. Sales representative internship
In a sales representative internship, an intern's duties depend on the directives of a supervising staff or manager. Typically, they are responsible for gaining industry insights while performing clerical tasks such as preparing and processing documents, greeting visitors, disseminating and organizing files, and running errands as needed. They may also participate in communicating with clients through calls and appointments to offer products and services, ensuring client satisfaction. Furthermore, as an intern, it is essential to familiarize and abide by the company's policies and regulations, including its vision and mission.
Each career also uses different skills, according to real insurance underwriter, sales resumes. While insurance underwriter, sales responsibilities can utilize skills like "lead generation," "financial services," "strong work ethic," and "insurance carriers," sales representative interns use skills like "kids," "sales presentations," "powerpoint," and "salesforce."
Average education levels between the two professions vary. Sales representative interns tend to reach similar levels of education than insurance underwriters, sales. In fact, they're 2.9% less likely to graduate with a Master's Degree and 0.0% more likely to earn a Doctoral Degree.Insurance underwriter, sales vs. Licensed agent
Licensed Agents act as authorized brokers acting on behalf of an individual owner or organization in selling a product, service, or property. There are many different pathways a licensed agent can delve into, such as in real estate, insurance, and banking. For instance, a real estate agent uses its license to be able to sell and rent properties. Their duties include gathering property information, evaluating property estimates, marketing properties, and represent sellers in the process of negotiation. They seek prospective buyers, monitor the sale process between stakeholders, and reach a mutually agreed price.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from insurance underwriter, sales resumes include skills like "sales process," "strong work ethic," "insurance carriers," and "auto insurance," whereas a licensed agent is more likely to list skills in "hipaa," "health insurance products," "real estate," and "health insurance. "
Licensed agents earn the best pay in the insurance industry, where they command an average salary of $45,577. Insurance underwriters, sales earn the highest pay from the insurance industry, with an average salary of $40,290.licensed agents typically earn similar educational levels compared to insurance underwriters, sales. Specifically, they're 1.3% less likely to graduate with a Master's Degree, and 0.0% less likely to earn a Doctoral Degree.Insurance underwriter, sales vs. Sales internship
Sales internship is a program that requires work in the business and sales development. Sales interns work as assistants to managers and senior staff. Their duties and responsibilities are administrative. They do research, send emails, update records, and make calls. It is their job to maintain good client relationships. They observe the process and other details related to sales. Also, they help in identifying and tracking sales leads, evaluating success, and generating sales reports.
Types of insurance underwriter, sales
Updated January 8, 2025











