Executive Insurance Agent Resume

Executive Insurance Agent Resume Template
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1409 Sunshine Drive
Birmingham, Alabama 35213
(205)595-5315
Wesley Anderson
Education
1995-1998 University of Alabama Birmingham, Alabama
B.S., Accounting. Minor, Business Administration.
1992-1994 Jefferson State Birmingham, Alabama
Associates Degree.
Experience
2011-Present Birmingham, Alabama
Independent Insurance Agent
Call on policyholders to deliver and explain policy, to analyze
insurance program and suggest additions or changes, or to
change beneficiaries.
Calculate premiums and establish payment method.
Customize insurance programs to suit individual customers,
often covering a variety of risks.
Seek out new clients and develop clientele by networking to find
new customers and generate lists of prospective clients.
Explain features, advantages and disadvantages of various
policies to promote sale of insurance plans.
Contact underwriter and submit forms to obtain binder coverage.
Ensure that policy requirements are fulfilled, including any
necessary medical examinations and the completion of
appropriate forms.
Confer with clients to obtain and provide information when
claims are made on a policy.
2010-2011 Usrey Funeral Home Talladega, Alabama
Director
Consulted with the family of the deceased regarding the nature
of the funeral service, the disposition of the remains and funeral
costs.
Directed funeral services.
Transferred and also arranged for the transfer, of the remains
from the place of death to the funeral home.
Informed survivors of benefits for which they may be eligible.
Issued death notices to newspapers.
Oversaw the preparation of the remains, planned and scheduled
funeral services, co-coordinated burials and cremations and
completed legal documents.
Discussed and negotiated pre-arranged funerals with clients.
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