As an insurance account manager, you might find it challenging to clearly showcase your extensive client management experience without overwhelming your resume. Our guide can help you strategically structure your resume to highlight your achievements and skills, ensuring that your most impressive accomplishments catch the eye of recruiters.
- Format your insurance account manager resume to ensure that it balances professionalism with creativity, and follows the best practices.
- Match the insurance account manager job requirements by including industry keywords on your resume.
- Use various resume sections to showcase your skills and achievements to answer why you're the best candidate for the insurance account manager role.
Take inspiration from leading insurance account manager resume examples to learn how to tailor your experience.
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Optimize your insurance account manager resume format to pass the recruiters' assessment
You may be wondering just how much time you need to spend on designing your insurance account manager resume.
What recruiters are looking for is systematised content that is clear and coherent. Thus, your insurance account manager resume needs to answer requirements and why you're the best candidate for the role from the get-go.
Often, a clear layout consists of:
- Sorting your experience in the reverse chronological order - starting with your most recent and relevant roles. This is an excellent choice for more experienced professionals;
- Writing your contact information (e.g. personal phone number and email address) and your portfolio or LinkedIn link in your insurance account manager resume header. If you're wondering to include a photo or not, always make sure that it's appropriate for the country you're applying in;
- Use the basic, most important insurance account manager resume sections - your experience, education, summary, etc. Use your resume's real estate wisely to tell a compelling, professional story and match job description's keywords;
- Don't go overboard with the length of your resume. One page is absolutely fine if you happen to have under a decade of relevant experience.
Are you still wondering if you should submit your insurance account manager resume in PDF or Word format ? The PDF has a few more advantages, as it doesn't change the format and the text can't be altered upon application.
Format matters most when your insurance account manager resume is assessed by the Applicant Tracker System (or the ATS).
The ATS parses resumes, looking for specific keywords, skills or experience that match the job description.
P.S. We recently did a study on how the ATS works and were able to demystify three of the biggest misconceptions about how it assesses candidate resumes.
To pass the ATS evaluation, select any of the serif or sans-serif fonts. Popular choices that would help your insurance account manager resume stand out include Raleway, Exo 2, Montserrat, etc.
Most traditionalists go for Arial or Times New Roman, but it's often the case that many candidates choose these fonts, and you'd thus lose points on the uniqueness front.
Be aware of location-based layout differences – Canadian resumes, for instance, might differ in format.
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PRO TIP
Showcase any ongoing or recent educational efforts to stay updated in your field.
Don't forget to include these six sections on your insurance account manager resume:
- Header and summary for your contact details and to highlight your alignment with the insurance account manager job you're applying for
- Experience section to get into specific technologies you're apt at using and personal skills to deliver successful results
- Skills section to further highlight how your profile matches the job requirements
- Education section to provide your academic background
- Achievements to mention any career highlights that may be impressive, or that you might have missed so far in other resume sections
What recruiters want to see on your resume:
- Demonstrated ability to manage and grow a book of insurance business through account retention and new policy sales.
- Strong knowledge of insurance products, markets, and regulations to effectively manage client portfolios and provide informed recommendations.
- Proven track record of successful client relationship management, including the handling of renewals, endorsements, and claims support.
- Exceptional organizational and time-management skills to oversee the servicing of multiple accounts efficiently while maintaining high customer satisfaction.
- Excellent communication and negotiation skills, critical for liaising between clients, underwriters, and insurance carriers to secure competitive terms and resolve issues.
Creating your insurance account manager resume experience to catch recruiters' attention
Remember that for the insurance account manager role, hiring managers are looking to see how your expertise aligns with their requirements. Here's where your resume experience section can help out. Make sure you:
- Include mainly roles that are relevant to the insurance account manager job you're applying for;
- Don't go too far back in your experience - recruiters will only care what you did a decade ago if it's really important for the insurance account manager role;
- Each bullet you include should say what you did, followed by the skills you used and the actual end result of your efforts;
- Quantify each of your achievements with numbers and possibly the overall effect it had on the organization;
- Highlight transferrable skills - or personal skills you've attained thanks to past jobs - that could be applicable within your potential workplace. This would showcase your unique value as a professional.
Formatting the experience section of your resume doesn't have to be an over-the-top deep dive into your whole career. Follow the insurance account manager resume examples below to see how industry-leading professionals are presenting their experience:
- Lead the development and implementation of a new client onboarding process, decreasing time-to-coverage by 30% and enhancing customer satisfaction.
- Managed a portfolio of 250+ high-value accounts, focusing on retention and identifying upsell opportunities, resulting in a 15% YOY growth in account value.
- Collaborated with underwriters to tailor policies that met specific client needs, improving tailored coverage options by 25%.
- Orchestrated the implementation of a CRM system that streamlined client information management and improved data accuracy by 40%.
- Fostered strong client relationships, achieving a 95% retention rate through personalized account reviews and proactive risk management.
- Coordinated with cross-functional teams to launch an educational webinar series for clients on risk management, reaching an attendance of over 1,000 clients.
- Spearheaded a regional sales initiative that targeted underserved markets, increasing regional market share by 20%.
- Provided expert guidance on complex claims to ensure proper settlement, reducing the average claim processing time by 2 weeks.
- Implemented rigorous follow-up procedures to ensure all client service requests were resolved within 48 hours, boosting client satisfaction rates.
- Pioneered a risk assessment program that enhanced policy customization, contributing to a 10% increase in premium sales.
- Delivered comprehensive quarterly reports on market trends and performance metrics to guide strategic planning and resource allocation.
- Negotiated with providers to expand the network of services available to clients, adding 5 new partner companies.
- Piloted a digital transformation project for account management practices, increasing operational efficiency by 35% due to workflow automation.
- Executed rigorous training programs for junior account managers, resulting in a 20% improvement in cross-selling and client retention metrics.
- Masterminded a customer loyalty program that incentivized referrals, yielding a 25% increase in new business from existing client networks.
- Developed and monitored key performance indicators for service delivery, achieving a 90% client satisfaction rate for the managed portfolio.
- Structured and closed complex commercial insurance deals averaging $500,000 in annual premiums each quarter.
- Drove the transition to a paperless account management system, significantly reducing errors and client response time by approximately 50%.
- Revitalized underperforming account segments by developing a custom re-engagement strategy that reclaimed 20% of at-risk accounts.
- Liaised with product development teams to provide feedback on client needs, directly influencing the launch of two new insurance products tailored to niche markets.
- Championed a client referral initiative that expanded the clientele by 30%, surpassing anticipated growth figures for the fiscal year.
- Directed account retention initiatives that yielded a 98% client retention rate, outperforming the industry average by 8%.
- Assessed and improved policy renewal processes, which cut down administrative costs by 15% while maintaining policyholder satisfaction.
- Implemented targeted cross-selling techniques that resulted in an additional $300,000 in policy upgrades annually.
Quantifying impact on your resume
- Include the percentage by which you consistently met or exceeded sales targets to demonstrate your effectiveness in revenue generation.
- List the number of key accounts you managed to highlight your capacity for maintaining and growing client relationships.
- Detail the size of the insurance portfolios you handled to show your competency in managing substantial assets.
- Outline the amounts of claims you successfully processed to exhibit your efficiency and accuracy in claim management.
- Mention any cost reduction percentages achieved through negotiation or process improvement to reflect your strategic financial management skills.
- Quantify the number of cross-sell or up-sell initiatives you led to indicate your proactive contribution to business growth.
- Provide figures on customer retention rates to showcase your effectiveness in sustaining and strengthening client loyalty.
- State the number of new insurance products you introduced to the market to display innovation and initiative.
Action verbs for your insurance account manager resume
Four quick steps for candidates with no resume experience
Those with less or no relevant experience could also make a good impression on recruiters by:
- Taking the time to actually understand what matters most to the role and featuring this within key sections of their resume
- Investing resume space into defining what makes them a valuable candidate with transferrable skills and personality
- Using the resume objective to showcase their personal vision for growth within the company
- Heavily featuring their technical alignment with relevant certifications, education, and skills.
Remember that your resume is about aligning your profile to that of the ideal candidate.
The more prominently you can demonstrate how you answer job requirements, the more likely you'd be called in for an interview.
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PRO TIP
If you failed to obtain one of the certificates, as listed in the requirements, but decide to include it on your resume, make sure to include a note somewhere that you have the "relevant training, but are planning to re-take the exams". Support this statement with the actual date you're planning to be re-examined. Always be honest on your resume.
Bringing your insurance account manager hard skills and soft skills to the forefront of recruiters' attention
Hard skills are used to define the technological (and software) capacities you have in the industry. Technical skills are easily defined via your certification and expertise.
Soft skills have more to do with your at-work personality and how you prosper within new environments. People skills can be obtained thanks to your whole life experience and are thus a bit more difficult to define.
Why do recruiters care about both types of skills?
Hard skills have more to do with job alignment and the time your new potential employers would have to invest in training you.
Soft skills hint at how well you'd adapt to your new environment, company culture, and task organization.
Fine-tune your resume to reflect on your skills capacities and talents:
- Avoid listing basic requirements (e.g. "Excel"), instead substitute with the specifics of the technology (e.g. "Excel Macros").
- Feature your workplace values and ethics as soft skills to hint at what matters most to you in a new environment.
- Build a separate skills section for your language capabilities, only if it makes sense to the role you're applying for.
- The best way to balance insurance account manager hard and soft skills is by building a strengths or achievements section, where you define your outcomes via both types of skills.
There are plenty of skills that could make the cut on your resume.
That's why we've compiled for you some of the most wanted skills by recruiters, so make sure to include the technologies and soft skills that make the most sense to you (and the company you're applying for):
Top skills for your insurance account manager resume:
CRM Software (e.g., Salesforce, HubSpot)
Policy Management Systems
Claims Processing Software
Data Analysis Tools (e.g., Excel, Tableau)
Risk Assessment Tools
Insurance Underwriting Software
Customer Relationship Management Tools
Billing and Invoicing Software
Regulatory Compliance Systems
Policy Quoting Tools
Communication Skills
Customer Service Orientation
Negotiation Skills
Problem-Solving Skills
Time Management
Attention to Detail
Interpersonal Skills
Adaptability
Team Collaboration
Empathy
PRO TIP
If the certificate you've obtained is especially vital for the industry or company, include it as part of your name within the resume headline.
Your academic background: should you include your education and certifications on your insurance account manager resume?
Adding relevant education and certifications to your insurance account manager resume is beneficial, whether you're an experienced candidate or just starting in the field.
Featuring your higher education degree that aligns with the role demonstrates your commitment to the industry. On your insurance account manager resume, include the start and graduation dates, followed by the name of the institution that awarded your degree.
Regarding certifications, it's wise to list those most relevant to the role or that have contributed to your array of crucial technical or personal traits. Be sure to include the name of the certificate and the awarding institution.
If uncertain about which certifications to feature prominently on your insurance account manager resume, refer to our compiled list of the most in-demand ones for guidance.
The top 5 certifications for your insurance account manager resume:
- Chartered Property Casualty Underwriter (CPCU) - The Institutes
- Certified Insurance Counselor (CIC) - The National Alliance for Insurance Education & Research
- Associate in Risk Management (ARM) - The Institutes
- Certified Risk Manager (CRM) - The National Alliance for Insurance Education & Research
- Accredited Adviser in Insurance (AAI) - The Institutes
PRO TIP
Bold the names of educational institutions and certifying bodies for emphasis.
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Choosing between a insurance account manager resume summary or objective
Many may argue that, in recent times, the insurance account manager resume summary or objective has become completely obsolete.
But the reality is different as both of these resume sections provide you with an opportunity to :
- integrate insurance account manager-vital keywords
- showcase your accomplishments
- answer why you're applying for this particular role.
The difference (between the summary and the objective) is that the:
- Resume objective puts your career goals in a more prominent position.
- Resume summary focuses more on career milestones.
We recommend you select the summary if you happen to have plenty of experience you'd like to spotlight from the very start of your insurance account manager resume.
Meanwhile, the objective is ideal for those candidates who'd like to further prove their suitability for the role with their goals and soft skills.
We've featured some industry professional insurance account manager resume samples to the best resume summary and objective structures:
Resume summaries for a insurance account manager job
- With over eight years of dedicated experience in property and casualty insurance, I bring a comprehensive understanding of risk management and client retention strategies. My track record includes a 30% increase in client base during my tenure at a leading insurance firm, driven by expert account management and relationship building skills.
- Seasoned professional from the financial sector, eager to transfer 10 years of client management and portfolio optimization experience into the insurance industry. Proven success in fostering client growth, maintaining a 95% client retention rate, and consistently outperforming sales goals by tapping into advanced analytical capabilities.
- Former healthcare administrator poised to transition into insurance account management, capitalizing on a 7-year career of developing patient care policies that align with regulatory standards. Excited to apply transferable skills in client service, data analysis, and strategic planning to optimize insurance solutions for a diverse client base.
- Prepared to leverage a decade's worth of sales experience in the automotive industry to excel in insurance account management. My background includes surpassing sales targets by over 40%, with a particular knack for identifying client needs and guiding them through complex product selections in a high-stakes environment.
- Eager to underpin my budding career in insurance with an unwavering commitment to excellence in client servicing and risk evaluation. As a recent business graduate, I’m keen to apply contemporary market analysis techniques and my rigorous academic training in finance to support and expand a vibrant client portfolio.
- With a fresh perspective and innate drive, I am ready to immerse myself in the dynamic world of insurance. My objective is to apply my comprehensive background in interpersonal communication and problem-solving, gained through extensive volunteer work, to forge lasting relationships with clients and contribute to achieving strategic business goals.
Miscellaneous insurance account manager resume sections for a more personalized approach
Your insurance account manager resume can reflect even more upon your personality and best qualities - that is if you decide on including a couple of additional resume sections to support your application.
Some of the best-accepted industry-wide choices include the:
- Resume projects - getting into the outcomes of your most important work, so far;
- Languages on your resume - detailing your proficiency level;
- Special recognitions - dedicated to your most prominent industry awards;
- Hobbies and interests - defining how you spend your free time.
Key takeaways
We trust that this Enhancv guide has been informative and useful. To summarize the essential points:
- Opt for a simple and readable format, focusing more on your insurance account manager achievements rather than just duties;
- Emphasize your accomplishments in the insurance account manager experience section over mere responsibilities;
- If lacking relevant experience, utilize various resume sections like education and volunteering to demonstrate your suitable skill set;
- Never overlook the significance of pertinent higher education, training, and certifications;
- Incorporate diverse sections in your resume to highlight not just your skills expertise but also your personality.
