Resume making and

Shortlisting.
Group members:
• Neibeizo Theunuo 12303441
• M.Shiva Karthik 12309337
• Santosh 12321576
• Raj Gill 12302878
• Girish 12318429
Peer Rating
Name Registration Rating

Neibeizo Theunuo 12303441 10

M.Shiva Karthik 12309337 10

Santosh 12321576 10

Raj Gill 12302878 7

Girish 12318429 7
Agency manager
Job Description Job Specification
• Education: Bachelor's degree in Business,
• Responsibilities:
Marketing, or related field preferred.
- Recruitment, Training, and Support. • Experience: Minimum of 5 years in insurance sales,
- Performance Management and Feedback. with at least 2 years in a managerial role.
- Sales Assistance and Issue Resolution. • Certifications: Relevant certifications in insurance
or management preferred.
- Compliance Assurance and Reporting.
• Skills:
- Leadership and Team Management
• Qualifications:
- Sales and Negotiation
- Bachelor's Degree (Preferred).
- Strategic Thinking and Planning
- Sales and Leadership Experience.
- Excellent Communication and Presentation
- Necessary Insurance Licenses.
-Analytical and Problem-solving Abilities
- Strong Communication and Analytical Skills.
- Proficiency in Computer Applications.
Insurance executive
Job Description
• Responsibilities:
- Lead recruitment and training of insurance agents.
- Manage team performance and set targets.
- Develop and implement sales strategies.
- Expand agency network and foster relationships.
- Assess performance and ensure compliance.
• Qualifications:
- Bachelor's degree in Business or related field.
- Minimum 5 years in insurance sales, 2 years in
managerial role.
- Relevant certifications in insurance or
management.
- Strong leadership, communication, and analytical
skills.
Job Specification
• Education: Bachelor's degree in Business,
Finance, or related field.
• Experience: Minimum of 2-3 years in
insurance or financial sales.
• Certification: Insurance industry certifications
preferred.
• Skills:
- Sales and negotiation
- Communication and presentation
- Analytical and problem-solving
- Customer relationship management
- Proactive team player
- Computer literacy (MS Office proficiency)
Sales Manager
Job Description Job specification
• Responsibilities:

- Team Leadership: Lead and motivate sales team to achieve targets. • Education:
- Recruitment and Training: Recruit, onboard, and train new agents. - Bachelor's degree in Business, Marketing, or related
- Sales Strategy: Develop plans to drive sales growth and analyze market trends. field.
- Target Achievement: Monitor performance and implement corrective actions. • Experience:
- Client Acquisition: Identify and acquire new clients, build relationships.
- Minimum 5 years in insurance sales, with 3 years in a
- Product Knowledge: Stay updated on products and support sales team. managerial role.
- Sales Support: Collaborate with teams for efficient sales process.
• Certifications:
- Performance Analysis: Conduct reviews and enhance team performance.
- Relevant certifications in insurance and management
- Compliance: Ensure regulatory compliance and ethical standards.
preferred.
- Reporting: Prepare and present sales reports and recommendations.
• Skills:
- Market Research: Conduct research to identify opportunities and trends.

• Qualifications:
- Leadership and Team Management
- Education: Bachelor's degree. - Strategic Thinking and Planning
- Experience: Substantial insurance sales experience, preferably in leadership. - Sales and Negotiation
- Licenses: Relevant insurance licenses.
- Communication and Presentation
- Skills: Strategic thinking, communication, team building, analytical, problem-solving,
regulatory knowledge, computer proficiency. - Analytical and Problem-solving
• Five years of sales management
experience in roles such as Area Sales
Manager, Retail Sales Manager, and Sales
Associate.
• Expertise in strategic planning, driving
sales growth, customer engagement, and
fostering strong client relationships.
• Proven track record of achieving targets
and delivering exceptional results in
various sales environments.
• Strong
S.N NAMES Reason why they are rejected
1. SAHIL KUMA No work experience whatsoever and no skills
which are applicable in the job and still pursuing
bba as we don't want to hire a fresher in our job
as it requires as work experience and also no
care is taken while preparing this cv the spelling
of assistant is wrong. We may also consider how
well a candidate fits with their organizational
culture. If a candidate's values, work style, or
approach to sales management don't align with
the company's culture, they may not be
selected for the position.

2. HARNEET KAUR Too low work experience to be selected on this

job and the reason for leaving the job at such an
early phase is still nebulous also due to the
concern for early departure from the
organisation because of the limited time she
worked and she don’t had a skill on leadership
skills, we have reject this CV .
Work experience: Candidate has a
previous knowledge about the job and
has good work experience in reputable
companies as mentioned in his CV it is
also verified by our staff are constantly
required by an agency manager to be
used in a day-to-day basis
S.no Name Reason they are rejected
1. Robert Smith Everything is good but the reference did not
add up and the work experience doesn’t seem
legit

2. Rachel Vega Even though she worked in a different industry

She has a good work experience but the only
problem is the skills aren’t transferrable and
cannot be applied as an agency manager as she
is not proficient in any of the software required

3. Isaiah funk No work experience minimum of 5 years

required

4. Theodora Devine Skills are of different sector and can’t be

transferrable to the other job role. So, can ‘t be
selected
John Anderson
Professional Experience
 Insurance Executive
 Senior Insurance Account Manager | XYZ Insurance Services |
 Email: john.anderson@email.com 2015–Present
 LinkedIn: linkedin.com/in/johnanderson o Manage a portfolio of corporate clients, providing customized
 Location: New York, NY insurance solutions.
o Collaborate with underwriters to assess risk and tailor policies.
Summary
o Successfully negotiated renewal terms, resulting in a 20%
increase in client retention.
Dedicated and results-driven insurance professional with 10 years of experience in the
industry. Proven track record of achieving sales targets, building client relationships, and o Led a team of junior account managers, providing mentorship
ensuring customer satisfaction. Skilled in risk assessment, policy analysis, and team and training.
leadership.
 Insurance Sales Representative | ABC Insurance Agency | 2010–2015
Skills and Keywords o Prospected and acquired new clients through cold calling,
referrals, and networking.
 Sales and Business Development
o Conducted policy reviews to identify coverage gaps and
 Risk Management
recommend appropriate adjustments.
 Underwriting o Consistently exceeded monthly sales targets by 15%.
 Relationship Management o Received multiple awards for outstanding performance.
 Claims Processing
Education
 Product Knowledge
 Bachelor of Business Administration (BBA) | University of New York
 Negotiation
| 2009
 Compliance
 Masters of Business administration (MBA)
 Customer Service
 Team Leadership
 Analytical Thinking
 Problem Solving
Reasons:
1. Experience Level: The applicant has enough experience to run the organisation. The
extensive work experience and achievement of the applicant is best suitable.
2. Skills: The skills and keywords highlighted in the resume is relevant and exceptional for
the job. The organisation could benefit from his leadership.
3. Achievements: The achievements of the applicant is his previous jobs shows the is an
exceptional and hardworking employee.
1. Sarah Pearl
 Insurance Executive  Analytical Ability
 Email: sarahpearl@gmail.com  Active Listening & Responsiveness
 LinkedIn: LinkedIn/sarah-pearl
Professional Experience
 Location: C-11 West Coast, Mumbai
 Insurance Agent | IBS College | MBA (Sales) | 2019
Summary o Called potential clients to expand customer base.

A motivated sales professional with a keen interest in dealing with personal insurance o Interviewed clients regarding their financial resources.
schemes, including auto, home, health, and life. o Explained features of policies.
o Handled policy renewals and maintained electronic and
Skills and Keywords
paper records.
 Customer Service
 Life Insurance Education

 New Clients Prospective Customers  BBA | Ramdas College of Management and Technology | 2017

 Insurance Companies
 Administrative Tasks
 Product Knowledge
 Payment Method
 Cold Calling
 Database Management
 Insurance Laws and Regulations
 Networking and Relationship Building
 Interpersonal Skills
 Result-Oriented
 Name Reason

Sarah Pearl 1. Her experience lacks compared to other

applicants.
2. She does not have the required training
to be an insurance executive
3. Her skills don’t go well with the
required skills to work as an insurance
executive
:

Rajat 1. He doesn’t have experience; this may be an

Sharma issue to work as an insurance executive.
2. He needs to work on acquiring more skills as
he doesn’t have enough and relevant skills
to work as an insurance executive.