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account manager insurance agent resume example with 20 years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Focused and dedicated insurance professional with 14 years of experience providing superior customer service and rates for Personal lines policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Hardworking and reliable Insurance Agent with strong ability in Sales and Customer Service. Highly organized, proactive and punctual with team-oriented mentality.

Skills
  • Passion for customer satisfaction
  • Excellent communication skills
  • Computer proficient/MS Office proficient
  • Data management
  • Telephone etiquette
  • Recordkeeping strengths
  • Multi-line phone talent
  • Service standard compliance
  • Complaint resolution
  • Clerical, Telephone etiquette
  • Customer support
  • Direct marketing
  • Documentation
  • Financial
  • Insurance
  • Policies
  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Email marketing
  • Customer follow-up
  • Client retention
  • Problem resolution
  • Supervision
  • Reliable and trustworthy
  • Friendly, positive attitude
Education and Training
Denver High School , Expected in ā€“ ā€“ High School Diploma : - GPA :
AD BANKER Denver, CO, Expected in 11/2020 ā€“ ā€“ Property & Casualty License : Insurance And Risk Management - GPA :
Experience
Poolcorp - Account Manager /Insurance Agent
Albuquerque, NM, 10/2020 - Current
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Resolved policy issues quickly through meticulous research, Property and Casualty.
  • Developed insurance cross-selling opportunities in partnership with Account management.
  • Provided quick turnaround time when customers called with questions, usually within 1-2 hours.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Diligently filed and followed up on third party claims.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Monitored clients' insurance coverages to ensure changing needs were met.
Public Storage - Customer Service Representative
Alamo Heights, TX, 04/2008 - 09/2020
  • Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Responded to customer requests for products, services and company information.
  • Evaluated account and service histories to identify trends, using data to mitigate future issues.
  • Fielding diverse customer questions about issues such as available merchandise, current prices and upcoming company changes.
  • Addressed customer service inquiries quickly and accurately.
  • Documented conversations with customers to track requests, problems and solutions.
  • Exceeded company productivity standards by 50% on consistent basis, handling more than 30% of quota each day.
  • Reviewed account and service histories to identify trends and issues.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Assessed customer needs and upsold products and services to maximize Catering sales.
  • Set up and activated customer accounts to maintain QA satisfaction levels.
  • Delivered service and support to each customer, paving way for future business opportunities.
Arbor Realty Trust - Customer Service Representative Manager
Boston, MA, 01/2002 - 01/2007
  • 40 plus hours per week A Complete Auto Insurance ā€“ Aurora, Colorado.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Obtained underwriting approval by completing application for coverage.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Maintained high standards of customer service by building relationships with clients.
  • Spent ample time with each customer, going over and explaining documents to ensure that key information was understood.
  • Developed and maintained long-term relationships with policyholders and small business entities.
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Directed 4 employees and preferred partners to facilitate sales and renewals of stop-loss products Re: Jessica Martinez ā€“ Resume.
  • Trained new hires on relationship building, benefit-oriented sales presentations, sales processes and protocol, product knowledge, customer needs analysis and overcoming objections.
  • Developed open and professional relationships with team members, enabling better, more effective customer service.
Etai's40 Hours Per Week GoKirgisKirgis - Receptionist Administrative Assistant
City, STATE, 12/1999 - 01/2002
  • Protected staff and building assets by upholding optimal visitor policies, including issuing badges and maintaining logs.
  • Minimized interruptions for office team members by screening incoming calls and visitors.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Produced highly accurate internal and external office communications such as letters and memoranda.
  • Managed all customer service and administrative functions including maintaining calendar, preparing documents and coordinating deliveries.
  • Responded to customer inquiries in a clear, concise and friendly manner to establish an excellent first impression.
  • Performed clerical work such as sorting mail, restocking supplies and typing documents.
  • Attended safety training meetings to learn procedures for handling medical and fire emergency calls.
Accomplishments
  • Customer Service Consistently received positive feedback from guests and created repeat business by developing long-term relationships with customers.
  • Handled guest complaints, maintaining a positive dining experience for all rest.
  • Customer Follow-up Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Telephone Service Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.

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Resume Overview

School Attended

  • Denver High School
  • AD BANKER

Job Titles Held:

  • Account Manager /Insurance Agent
  • Customer Service Representative
  • Customer Service Representative Manager
  • Receptionist Administrative Assistant

Degrees

  • High School Diploma
  • Property & Casualty License

By clicking Customize This Resume, you agree to ourĀ Terms of UseĀ andĀ Privacy Policy

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