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Insurance Specialist Resume

Professionals specializing in insurance sales and settlements can benefit from this sample of insurance specialist resume, which provides relevant information required for drafting a striking resume for the insurance specialist job application. The resume sample given below illustrates a professional way of drafting and sharing the skill sets in the resume.

The details given in the sample below can also be referred for finding information on the job responsibilities and qualifications required for presenting a strong candidature. However, the candidates must note that these details also depend on individual organizational policies and the relevant experience, though a management (post graduation) qualification is always recommended for long term benefits or higher designations. The layout of insurance specialist resume sample can be modified by the candidates and their personal ideas may be incorporated, provided they are in line with the desired professional standards and do not hamper the uniformity and legibility.

Sections such as objective statement, professional skills, and job responsibilities should be carefully written, befitting to one's personal profile. Employers mostly ask questions relevant to the details shared in these sections and can, at times, lead the candidates in uncomfortable situations by asking stressful or challenging questions. It must also be ensured that all the details shared are true and can be supported with documented proofs, if required. An additional section (declaration or acknowledgement) at the end, stating the same, can be included in the insurance specialist resume. For precise information, refer to resume example below.

Henry G. Covert
304 Glenwood Avenue
Garfield Heights
Ohio - 44125
Phone: (216) 308 2577

Career Objective

To obtain an opportunity to work as an insurance specialist with a renowned insurance service provider, where my in-depth knowledge of insurance products and 9 years of experience in the sector can be brought to effective use for achieving the organizational goals along with personal development.

Career Synopsis

An adept insurance professional with 9 years of experience in handling various aspects of insurance claims and settlements, specializing in general and life insurance products and services. Starting my career as an insurance sales executive, I have worked with reputed organizations and gained comprehensive knowledge of various products and competitors in the market. I have planned strategic and innovative insurance products and services for retaining market leadership, to drive sales, and attract new customers, all aimed towards revenue maximization and market share enhancement.

Professional Experience

Insurance Claims Officer
(2010 - till date)
Advantage General Insurance Pvt. Ltd., Englewood Dr., Stow, OH

Duties and Responsibilities

  • Responsible for insurance claims verification and settlement
  • Scrutinize the insurance claims applications and establish their legitimacy before approving them for claims settlement
  • Investigate the case and identify the extent of compensation to be paid for the risk insured
  • Attend to the customer queries pertaining to insurance policies and settlement process
  • Train the sales executives for claims settlement eligibility and the process for the same, so that the customers are not provided with false information
  • Review the insurance claims applications for determining the eligibility at par with the organizational policies and practices
  • Maintain a record of all applications approved or rejected for settlement
  • Coordinate with finance department for on time and quick disbursal of payments after a claims application is approved
  • Follow up with the customers for confirming the claims settlement and closure of the case or policy
  • Maintain a balance sheet of the total payments made for annual reportings and reviews
  • Assist in framing new and innovative insurance policies so that the organizational and customer interests are duly addressed
  • Take necessary feedback from the customers for developing new policies
  • Ensure that the government policies and guidelines are followed while framing the insurance policies and compensation settlements
  • Interpret terms and conditions wherever necessary
  • Ensure that the customers are provided with quality services by the staff

Insurance Sales Officer
(2007 - 2010)
Sales Executive
(2005 - 2007)
SumaCare Inc., Plaza Dr., Parma, OH

Duties and Responsibilities

  • Responsible for achieving the assigned sales targets
  • Provide customers with relevant information relating to various products and services offered by the firm
  • Perform cold calling in assigned areas and prepare area map for the same
  • Prepare necessary records of customer profile database and update the same on the system
  • Coordinate with the other team members to ensure in-depth and comprehensive coverage of the entire region
  • Train and assist new employees in learning about various products and services and sales techniques
  • Follow up with the customers for regular and on time payment of premiums
  • Perform up-sell or suggestive-sell for other products and services along with the core products
  • Ensure that organization policies and SOPs (Standard Operating Procedures) are followed at all times
  • Collect necessary feedback from the customers for the services and products offered to them
  • Responsible for following the ethical practices

Professional Strengths

  • Knowledge of insurance products and services in the market and the competitors
  • MS Office expertise
  • Meticulous work approach with effective strategic planning skills
  • Communication skills
  • Target orientation
  • Effective time management

Academic Qualifications

MBA with Marketing specialization
(2003 - 2005)
Ohio State University, Waterloo Rd., Mogadore, OH

BBI (B.Com with Banking and Insurance)
(2000 - 2003)
Allegheny Wesleyan College, Woodsdale Rd., Salem, OH


Available on prior information.

Signature: ####

Name: Henry G. CovertDate: May 11, 2012Place: Garfield Heights, OH

In the above given insurance specialist resume example, the candidates can also include their personal dossiers and details such as awards, memberships, etc., depending on their relevancy to the job profile. We hope that the resume sample proves to be informative and helpful in drafting a provoking and effective resume for the insurance specialist job application.

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