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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Focused and dedicated insurance professional with over 11 years of experience providing superior customer service to clients and demonstrating efficient use of time in a busy work environment. Always going above and beyond to build long-term relationships with clients as well as helping my teammates wherever necessary to achieve collective goals.

Skills
  • Asset protection expertise
  • Customer follow-up
  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Client retention
  • Email marketing
  • Customer relationship development
  • Client account management
  • Inventory coordination
  • Documenting information
  • Resolving customer issues
  • Ensuring customer satisfaction
  • Strong communication abilities
Experience
Associate Agent, Insurance, 10/2018 - Current
Puffenbarger Insurance & Financial Services City, STATE,
  • Collaborated with customers about company offerings, budget concerns and other questions.
  • Completed and processed sales paperwork efficiently, consistently meeting accuracy targets for optimal quality.
  • Collaborated with various departments and new customers on product offerings.
  • Expanded client list by compiling information of potential clients to contact.
  • Responded promptly to customer service calls and inquiries from diverse groups of individuals.
  • Collaborated with individuals through meetings and conference calls.
  • Communicated with clients to determine property needs and budget constraints.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Developed insurance cross-selling opportunities in partnership with [Job titles].
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Developed and implemented promotions to maximize sales and customer numbers.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
Associate Agent, Insurance, 10/2016 - 10/2018
Matt Stone Insurance, Inc. City, STATE,
  • Analyzed customer needs and provided best options, upselling products and services.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Developed insurance cross-selling opportunities in partnership with [Job titles].
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Diligently filed and followed up on third party claims.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Associate Agent, Insurance, 12/2013 - 09/2016
Lazor Insurance & Financial Services City, STATE,
  • Analyzed customer needs and provided best options, upselling products and services.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Diligently filed and followed up on third party claims.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
Associate Agent, Insurance, 10/2009 - 11/2013
Matt Stone Insurance, Inc. City, STATE,
  • Analyzed customer needs and provided best options, upselling products and services.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Diminished project lags by effectively training employees on best practices and protocols.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Resolved [Type] issues quickly through meticulous research, [Skill] and [Skill].
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Developed insurance cross-selling opportunities in partnership with [Job titles].
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Diligently filed and followed up on third party claims.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
Education and Training
: Graphic Design, Expected in
-
Virginia Commonwealth University - Richmond, VA
GPA:
High School Diploma: , Expected in 05/2006
-
Robinson Secondary - Fairfax, VA
GPA:
Certifications
  • Property & Casualty Insurance Licensed - 2009-Present
  • Life, Health & Annuities Insurance Licensed - 2009-Present

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Resume Overview

School Attended

  • Virginia Commonwealth University
  • Robinson Secondary

Job Titles Held:

  • Associate Agent, Insurance
  • Associate Agent, Insurance
  • Associate Agent, Insurance
  • Associate Agent, Insurance

Degrees

  • Some College (No Degree)
  • High School Diploma

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