advisor resume example with 15+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Insurance Professional bringing a motivated and forward-thinking approach to driving business growth and building productive customer relationships. Licensed in California and eager to apply knowledge and experience to a new growth-oriented position.

  • Knowledgeable in FSC Rating System /Applied Epic
  • Personal and Commercial Lines Experience
  • Bilingual: Fluent in Spanish
  • Account Management / Accounting Procedures
  • MS Office
  • Telephone Etiquette
  • Intuit QuickBooks Experienced
  • Supervision
  • Self-Motivated Professional
  • Dependable and Resourceful
  • Problem Solver
  • Leadership Abilities
University of Phoenix Sacramento, CA, Expected in 05/2013 Bachelor of Science Degree : Business Administration/ Accounting - GPA :
Heald College Roseville, CA, Expected in 02/2010 Associate of Arts And Sciences : Business Administration/Accounting - GPA :
  • Member of Phi Theta Kappa Honor Society
  • Property & Casualty License: 0F58593
  • Insurance Designation: CRIS
Work History
Columbia University - Advisor
New York, NY, 01/2020 - Current
  • Manage 750+ customers yearly while maintaining average renewal retention of 94% or more monthly.
  • Contacted current customers for cross sale efforts and to recommend additional insurance policies.
  • Sought out new clients and developed client relationships through direct referrals and agency generated leads.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Customized existing insurance policies to suit individual client needs by analyzing specific requirements.
  • Sold various commercial insurance products to business owners mainly contractor related businesses for California and several non-resident States using consultative selling techniques.
  • Reviewed quotes and renewal offers for errors and liaised with underwriters to facilitate quick completion of corrections.
  • Negotiated rates with underwriters when competitive price is warranted based on customer's clean loss history and reputable industry experience.
  • Finalized application for sale of policy and collected necessary deposit for account manager to bind coverage including completing all follow up required.
Brown & Brown, Inc. - Sales Producer
Orlando, FL, 04/2019 - 01/2020
  • Managed book of business with 94% or higher renewal retention.
  • Identified and solicited sales prospects in agency databases for cross sale efforts.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Collected premiums on or before effective date of coverage.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Developed advanced understanding of products and services to react to customer objections, competitive questions and other FAQs.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Obtained underwriting approval by completing application for coverage.
  • Finalized sales and collected necessary deposits.
Skyles Insurance Agency Inc. - Sales Agent / Agent Assistant /Customer Service Representative
City, STATE, 04/2010 - 04/2019
  • Obtained book of business of 750+ customers to offer renewals, service and cross sale additional policy needs.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Recommended products to customers, thoroughly explaining details.
  • Answered constant flow of customer calls with minimal wait times.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Endorsed changes to client policies and issued certificates of insurance at client’s request.
  • Manage all receiving email correspondence related to policy and invoices and forward to accounting department accordingly.
  • Sort all appropriate paperwork in policy for filing.
  • Assist agents with customer changes and collect any additional premiums prior to processing changes.
  • Processed renewal, new and returning business policies including payment and data recording.
Baja Insurance Services, Inc - Office Manager/Sales Agent/Customer Service
City, STATE, 12/2005 - 04/2010
  • Introduced personal lines insurance products and premiums to potential clients.
  • Completed all documentation and executed new projects and marketing events (job fairs, farmers markets, and festivals).
  • Translated radio commercials from English to Spanish.
  • Utilized QuickBooks to complete bi-weekly and monthly payroll for employees and assist with payroll taxes.
  • Coordinated office employee hours and schedules to maintain hours of operation.
  • Performed hiring, training, and discharge measures in accordance with CEO.
  • Implemented organizational structures for data entry and record keeping methods.

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Resume Overview

School Attended

  • University of Phoenix
  • Heald College

Job Titles Held:

  • Advisor
  • Sales Producer
  • Sales Agent / Agent Assistant /Customer Service Representative
  • Office Manager/Sales Agent/Customer Service


  • Bachelor of Science Degree
  • Associate of Arts And Sciences

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