agency process specialist resume example with 9 years of experience

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

Customer-oriented, strategic-thinking sales professional with over 9 years of experience in building relationships, cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections, persuasively introducing products, implementing pricing models, inventory control and projections, vendor relations, territory development and revealing customer needs to deliver solutions.

  • Product Knowledge
  • Conflict Resolution
  • Risk Management Process & Analysis
  • Inside Sales
  • Process Implementation
  • Self-motivated
  • Business Development
  • Processes and procedures
  • Adaptable learner
College of Charleston Charleston, SC Expected in : GE - GPA :
USF St. Petersburg St. Petersburg, FL Expected in : - GPA :
Christ School Arden, Expected in 05/2011 High School Diploma : - GPA :
  • 2-20 Property & Casualty General Lines License
  • 2-15 Health & Life License
Employment History
Allstate - Agency Process Specialist
Greenwich, CT, Spring, TX 12/2022 - Current
  • Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth.
  • Helping implement universal process to implement countrywide at over 60 locations and for 300+ employees
  • Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
  • Performed visual assessment of products to evaluate conformance with quality standards.
  • Collaborated with team to define business requirements for organizational processes, achieve productivity standards and adhere to accuracy standards.
Afmic American Family Mutual Insurance Company, S.I. - Agency Success Leader - Office Manager
Toledo, OH, Spring, TX 01/2022 - Current
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Oversaw work processes and performed quality control tasks to increase revenue and reduce production times.
  • Drove operational improvements which resulted in savings and improved 2022 cash flow/revenue YTD when compared to 2021.
Economy Forms Corp - Licensed Sales Representative
Marlboro, NJ, 05/2020 - 01/2022
  • Exceeded corporate quotas for monthly policy sales.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Promoted Company products and services using upselling and other sales strategies.
  • Top personal lines sales producer in last 4 months of 2021, which lead to promotion to Agency Success Leader.
Total Insurance Brokers LLC - Licensed Sales Agent
City, STATE, 10/2019 - 05/2020
  • Worked with qualified customers to understand requirements and provide exceptional service.
  • Operated with high integrity, built trust, and earned sustained credibility with clientele.
  • Provided consulting services to over hundreds of individuals on various health insurance-related issues and communicated with clients to determine needs and goals.
  • Provided beneficial resolutions to clients across multiple states
  • Documented all communication with applicants and inputted information into system using Five9 & SalesForce.
HPA - Territory Manager
City, STATE, 08/2019 - 09/2019
  • Conduct free home performance assessments of single family residences to ensure that residence is running efficiently as possible from energy perspective
  • Provided alternative solutions to not only provide valuable hurricane protection, but additional energy efficiency as well
  • Sold over $150,000 in first month with Home Performance Alliance
TBIG Insurance - Licensed Sales Agent
City, STATE, 09/2013 - 04/2019

Customer Service Representative (2013-2014) :

  • Manage existing accounts and assure customer satisfaction was above average through service provided
  • Was also responsible for rewriting clients policy to different insurer, if required and/or requested by insured or insurer
  • Also main source of single line policyholder cross sells, which resulted in promotion and creation of new department at T.B.I.G

Personal Lines Retention Agent (2014-2016) :

  • Because of consistent progress and work ethic, was promoted to Retention Department and assisted with creating guidelines and regulations agency still enforces today
  • Retention Ratio was over 90%, while cross selling over $250,000 in new business premium in 2015

New Business Personal Lines Sales Agent (2016- 2019) :

  • While in new business sales, thrived with closing new business and generating prosperous referral sources
  • Issued over $350,000 new business premium in 2016 and concluding 2018 with over $480,000 new business premium, which increased office revenue
  • Exceeded monthly quota at least 20 times
  • Increased Sales by 38% over two year period
  • Advanced from Licensed Sales Agent to Office Manager within 6 months at NavSav for process implementation and sales driven results and revenue created for the agency.
  • Increased Revenue Margin by 35% as an Office Manager within first 7 months of managing office in Spring,TX.

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Resume Overview

School Attended

  • College of Charleston
  • USF St. Petersburg
  • Christ School

Job Titles Held:

  • Agency Process Specialist
  • Agency Success Leader - Office Manager
  • Licensed Sales Representative
  • Licensed Sales Agent
  • Territory Manager
  • Licensed Sales Agent


  • Some College (No Degree)
  • High School Diploma

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