Insurance Advisor Resume Example

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Ernest Coleman

Insurance Advisor

✉ fatima.bonilla@email.com📱 +1 555 2999📍 Tampa, FL

Profile

Insurance Advisor with 6 years across life, health and auto lines. Manage a book of 200 policies with renewal tracking and claims support.

Skills

Life and health lines

Auto insurance

Renewal management

Claims support

Needs analysis

Prospecting

Education

B.B.A. in Business Administration
Metropolitan University · 2019

Insurance Producer Licence
Financial System Superintendency · 2020

Languages

SpanishNative

EnglishProfessional working proficiency

Professional Experience

Insurance Advisor

Istmo Insurance Brokerage · 2021 – Present

Manages a book of 200 life, health and auto policies with follow-up on every renewal.

Analyses each client's coverage needs before recommending a product, explaining exclusions and deductibles.

Supports policyholders through the claims process, handling documentation with the carrier.

Prospects new clients through referrals and follow-up on the existing book.

Sales Executive

National Insurance Company · 2019 – 2021

Placed policies across assigned lines, meeting commercial management targets.

Handled client enquiries on coverage and conditions of active policies.

Supported collection of outstanding premiums within the assigned book.

Certifications

Insurance Producer Licence — current

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