What is the role of an insurance agent?
The insurance sector is prosperous and necessary in the economy. In our volatile reality, we all need someone to take care of us and buy our loved ones and us in times of need. Insurance agents are involved in the most sensitive parts of our lives, home insurance, life, and pension. The work of the insurance agent combines, on the one hand, sales and customer service skills and, on the other, knowledge of the insurance world and an understanding of economics and finance. If you are interested in getting involved in this field, these important aspects will stand out in your resume. We have compiled the most necessary information to understand better how to manifest this.
Education in the resume of an insurance agent
In the field of insurance, there are different positions, whether agent, consultant or marketer. The basic threshold condition of holding a valid license applies to all of them. The most common permits are pension and elementary, and the demand for them in the market is high. Knowing that this license is necessary for you to work as an insurance agent is important. There are positions in the insurance world that do not require this, and it is important to understand the requirements detailed in the ad if this is the case. So if you hold a valid license, state it prominently and early on in your resume because this is one of the critical factors that will allow the employer to know that you are qualified for the position. Beyond that, another relevant education is in economics and finance; some employers will even ask for it explicitly. If you graduate from a degree, courses, or various professional training (even from previous work settings), state and detail this. As extensive knowledge as possible in finance and economics is a significant advantage in this field.
Experience in the resume of an insurance agent
In this profession, which is based on expanding the circle of customers and their retention, work experience is a tremendous advantage. If you have previously worked in the insurance field, expand and emphasize this, and note that this experience is placed in a prominent place that catches the eye and at an early stage in the resume. When you describe your previous experience, expand not only on your achievements but also on the field of work, the type of tasks you performed, and the relations with the clients so that you get a complete picture of your knowledge and skills as gifted insurance agents. If you have no previous experience in the field, it is crucial to mention work experience in customer service and sales. Because it is a significant part of the job, experience in marketing and customer service is almost mandatory on an insurance agent's resume. Be as specific as possible and try to imagine the launch points between the previous position and the position of an insurance agent so that your resume will present you as an ideal candidate.
What skills do you write in an insurance agent's resume?
When writing resumes, we often give little, if any, thought to detailing our unique skills. In the case of an insurance agent, a thought that should guide us is that as people from the world of sales and marketing, our dominant and colorful character should stand out in the resume. To satisfy customers, you must be charismatic, caring, creative, engaging, and have excellent social skills. Our resume language must reflect this. Note that how you have formulated your experience and the education you have acquired is not too dry. It may sound petty, but this is how the employer gets your first impression. Remember that your resume is a marketing document, and the language should be as lively and attractive as the one you would use in a conversation with a client. And yet, in the resume of an insurance agent, there is also room to describe your outstanding character traits directly. Either under the heading "special skills," as an opening sentence to the resume, or as a short paragraph in the body of the email to which you attach your resume.
Beyond that, list all the computer software you control, emphasizing professional software you've worked with. Although the agent's work highlights the human side, mastery of computers is always an advantage worth emphasizing. Also, state if you are proficient in other languages and to what extent. Remember that these languages can give you a significant advantage in the sales world over candidates with similar data.