Experienced professionals · 8 years, B.A.

Insurance advisor / agency manager resume sample

A complete, ready-to-edit resume for life and health insurance advisors applying for agency manager or branch roles. It fits on two pages, follows the format Indian employers expect, and every line below is yours to copy or change.

  • 2 pages
  • Professional Summary
  • Free to use
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Mohan Lal Meena

Agency Manager – Life Insurance · Jaipur, Rajasthan

Professional Summary

Insurance professional with 8 years, starting as an advisor and now managing a team of 28 agents. The team brought in ₹2.6 crore of new premium last year, 118% of target. Known for explaining policies in plain Hindi and helping families with claims.

Skills

Sales

  • Needs-based selling
  • Term and health plans
  • Renewals
  • Cross-selling

Team

  • Agent hiring
  • Training
  • Daily target reviews
  • Field visits

Service

  • Claims help
  • KYC
  • Policy servicing
  • Customer follow-up

Tools

  • Company sales app
  • MS Excel
  • WhatsApp Business

Work experience

Agency Manager, Suraksha Life Insurance Co. Ltd.

Jaipur, Rajasthan · Apr 2022 – Present

  • Hire, train and guide 28 insurance agents in Jaipur and nearby towns.
  • Team earned ₹2.6 crore new premium in 2025–26, 118% of the yearly target.
  • Kept policy renewals at 89% by calling customers a month before due dates.
  • Helped 40+ families file death and health claims; most were paid within 30 days.

Insurance Advisor, Suraksha Life Insurance Co. Ltd.

Jaipur, Rajasthan · Jun 2018 – Mar 2022

  • Sold term, savings and child plans to 300+ families.
  • Qualified for the company's top-advisor club three years in a row.

Customer Relationship Officer, Marudhar Gramin Bank

Dausa, Rajasthan · Jul 2016 – May 2018

  • Opened savings accounts and explained deposit and loan schemes to village customers.

Education

  • B.A. (Economics, Hindi Literature)

    University of Rajasthan · University of Rajasthan · 61.0% · 2012 – 2015

Certifications

  • IRDAI Licensed Insurance Agent (Life) – IRDAI (2018)
  • Licentiate – Life Insurance – Insurance Institute of India (2021)

Achievements & Awards

  • MDRT (Million Dollar Round Table) member – MDRT (2021)
  • Best Agency Manager – Rajasthan zone – Suraksha Life Insurance (2025)

Languages Known

  • Hindi – Native
  • Rajasthani – Fluent
  • English – Good

Tips for sales resumes

  • Lead with targets and results: % of target, revenue, new accounts, region.
  • Name the products, channels and kinds of customers you sold to.
  • Mention your CRM (Salesforce, Zoho) and the languages you sell in.
  • Before you apply, paste the job advert into Dossier4u's ATS check: it lists the skills, years and qualifications the advert asks for that your resume does not show yet.

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