Allstate Insurance Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing [Number]-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over [Number] client appointments per [Timeframe]. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. Persuasive [Job Title] with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with [Number] years of experience with [Type] insurance products. Proficient in job-related software, including [Software] and [Software]. Dedicated to developing meaningful clientele and offering best solutions for insurance coverage. Driven [Job Title] with [Number] years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, including prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Senior [Job Title] and outstanding performer in [Skill] and [Skill] within [Industry]. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of [Type] business. Recognized for inspiring management team members to excel and encouraging creative work environments. [Job Title] with over [Number] years of successful experience in [Skill] and [Skill]. Recognized consistently for performance excellence and contributions to success in [Industry] industry. Strengths in [Skill] and [Skill] backed by training in [Area of study]. Experienced [Job Title] with over [Number] years of experience in [Industry]. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits. Multi-talented [Job Title] consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity. Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry].

  • Insurance expert
  • Insurance approvals
  • Auto insurance
  • Verifying insurance
  • Understands insurance benefits
  • Certificates of Insurance
  • [Insurance company] knowledge
  • Insurance practices
  • [Product ] insurance specialist
  • Insurance claims analysis
  • Insurance billing procedures
  • Insurance documentation processing
  • Calculating insurance coverage
  • Understanding of insurance business
  • Insurance plan expert
  • Insurance verifying
  • Insurance authorization
  • Insurance claims cases
  • Insurance product expertise
  • Insurance procedures
  • Understanding of insurance details
  • Property insurance
  • Insurance and collections procedures
  • Insurance policy review
  • Reading insurance documents
  • [Type] insurance expertis
Work History
Allstate Insurance Office Manager, 09/1990 to 07/1995
Brink's IncorporatedAnnapolis Junction, MD,
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Obtained underwriting approval by completing application for coverage
  • Built relationships with clients through active listening and [Skill] talents to provide excellent service
  • Maintained high standards of customer service by building relationships 2with clients
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Responded to customer calls within [Number] hours to swiftly resolve issues and answer questions
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments
  • Drove operational improvements which resulted in savings and improved profit marginsi
  • Increased customer satisfaction by resolving [Product or Service] issues.i222
  • Increased customer satisfaction by resolving [Product or Service] issues.problems
  • Increased customer satisfaction by resolving [Product or Service] issues.problems within one hour
  • Resolved [Type] problems, improved operations and provided exceptional client support.Questions about their policies or adding or taking off a car from their policy
Vault Manager , 08/1987 to 10/1989
Cit GroupMarina Del Rey, CA,
  • Maintained excellent attendance record, consistently arriving to work on time
  • Increased customer satisfaction by resolving [Product or Service] issues
Teller, 05/1986 to 09/1988
Heritage BankCity, STATE,
  • Promoted products or services to each customer to consistently achieve sales targets
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets
  • Maintained balancing record with [Number]% rate of accuracy
  • Processed quarterly vault and ATM audits with zero error rate
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Created strategies to develop and expand sales of services to existing customer which resulted in [Number]% increase in annual revenue
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Coordinated daily cash reconciliation in high-volume location
  • Opened accounts with cross sale ratio of [Number] products opened
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Organized and removed online banking files no longer in use
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions
  • Collected member loan payments
  • Enthusiastically greeted customers and offered dedicated service during entire transaction, improving bank satisfaction ratings by [Number]% in [Timeframe]
  • Sold cashier's checks, traveler's checks and money orders
  • Assisted estimated [Number] customers each [Timeframe] and remained poised and professional even in high-stress situations and when dealing with irate individuals
  • Handled various accounting transactions
  • Regularly exceeded [Type] and [Type] goals set by [Job title] by using [Skill], [Skill] and [Skill] in all professional interactions
  • Maintained scheduling for main branch to keep all shifts appropriately staffed
  • Executed wire transfers, stop payments and account transfers
  • Served needs of more than [Number] customers in busy [Type] environment
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals
  • Increased loans and earnings by establishing [Number] new accounts in [Timeframe]
  • Maintained teller drawer to perform bank transactions
  • Advised clients on mortgage, education and personal loans
  • Organized, stocked and maintained teller window area
Authorized Cashier , 07/1972 to 09/1988
Meijer Thrifty AcresCity, STATE,
  • Transported [Product or Service] to customer locations [Timeframe]
  • Increased customer satisfaction by resolving [Product or Service] issues
  • Resolved conflicts and negotiated mutually beneficial agreements between parties
  • Worked with [Type] customers to understand needs and provide [Type] service
  • Led [Type] team in delivery of [Type] project, resulting in [Result]
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys
  • Saved $[Amount] by implementing cost-saving initiatives that addressed long-standing problems
  • Drove operational improvements which resulted in savings and improved profit margins
  • Developed team communications and information for [Type] meetings
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
  • Handled [Number] calls per [Timeframe] to address customer inquiries and concerns
  • Maintained excellent attendance record, consistently arriving to work on time
  • Resolved [Type] problems, improved operations and provided exceptional client support
High School Diploma: , Expected in 06/1971
Carman Senior High - Flint, MI,

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Resume Strength

  • Personalization
  • Target Job

Resume Overview

School Attended
  • Carman Senior High
Job Titles Held:
  • Allstate Insurance Office Manager
  • Vault Manager
  • Teller
  • Authorized Cashier
  • High School Diploma

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