Agency Owner resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Highly-accomplished and detail-oriented financial professional successful at attaining business goals through in-depth financial analysis, budget strategy design and sales development and execution.

Technically proficient with customer data management software

Able to communicate effectively with diverse customer base

Ability to analyze financial data to make competent recommendations

Organizational Efficiency to protect personal, confidential client information

Work History
Agency Owner, 05/1997 - Current
Farmers Insurance Metro North District Denver, CO,

* Opened a start-up agency and grew to $1,000,000 in premium in three years

* Consistently exceeded company sales and quality requirements

* Purchased two additional agencies in 2000 and 2001

* Expanded premium to $6,000,000 while simultaneously initiating policies and

   procedures to maximize profitability and customer retention

Licensed Sales Producer, 1994 - 05/1997
Metromile Phoenix, AZ,

* Sold, marketed, and serviced insurance products to existing clients and new customers. 

* Met new business production goals and objectives as established

* Prepared insurance quotes, conducted sales presentations, and closed sales 

* Managed two sales producers and one CSR

* Presented and explained insurance policy options based upon prospective

   client needs and their personal goals

* Achieved new agency owner candidate status required to open a new Allstate Agency


Registered Representative and Agent, 06/1992 - 1994
Midwestone Financial Group, Inc. Coon Rapids, MN,

* Discovered clients' particular needs and financial situations by scheduling

   fact-finding appointments  

* Determined extent of present coverage and investments

* Solidified long-term goals and objectives

* Developed a coordinated protection plan by calculating and quoting rates for

   immediate coverage action and long-term strategy implementation.

Registered Representative and Agent, 07/1991 - 06/1992
New England Financial Group City, STATE,

* Actively solicited new financial planning customers by attending trade shows and


* Strategically targeted commercial prospects for estate planning, succession

   planning, and 401(K) management services. 

Loan Officer - Real Estate Banking Group, 07/1989 - 07/1991
NCNB National Bank City, STATE,

* Managed $60,000,000 construction loan portfolio

* Negotiated criticized asset dispositions resulting in recovery of substandard

  and doubtful exposure totaling $4.2M

Credit Analyst, 07/1988 - 07/1989
NCNB National Bank City, STATE,

* Analyzed and consolidated customer financial statements for loan committee

* Assisted loan officers in credit approval process


Bachelor of Science: Finance, Expected in 1988
Indiana University - Bloomington, IN

Licensed in Property and Casualty, and Life and Health

Registered Representative Series 6 and 63

Multiple Allstate Agency Awards including Best Performing New Agent, Honor Ring, Quality Agent, Leaders Forum, National Conference, Chairmen's Conference.

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Resume Overview

School Attended

  • Indiana University

Job Titles Held:

  • Agency Owner
  • Licensed Sales Producer
  • Registered Representative and Agent
  • Registered Representative and Agent
  • Loan Officer - Real Estate Banking Group
  • Credit Analyst


  • Bachelor of Science

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