Auto Insurance Sales Agent resume example with 6+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Professional Summary
Talented Manager with expert team leadership, planning and organizational skills. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Skills
Service-Oriented
Clientele Development
Insurance Program Analysis
CRM Software
Work History
Auto Insurance Sales Agent, 12/2020 - Current 24Hr Homecare – El Segundo, CA,
Consist of: Provide front desk support, greet customers, and manage their flow through the office
Provide prompt, accurate, and friendly customer service
Service can include responding to inquiries regarding insurance availability, eligibility, overages, policy changes, transfers, and billing clarification
Compile end of month sales receipts and invoices for insurance, taxes and DMV transactions
Manage office functions including; office supply list, office daily reports, bank deposits, and customer complaints
Manage a high volume of incoming and outgoing calls, emails, referrals, sales leads, and returning clients general inquiries
Develop leads via telephone, email or office walk-ins, schedule appointments, identify customer needs and market appropriate products and services
Hit sales and revenue goals on a daily and monthly basis
Create client relationships with follow-up phone calls such as; welcome calls, upcoming appointment reminders, payment reminders and policy cancellation
Complete DMV transactions such as; renewals, title transfers, duplicate titles, and change of addresses
Process tax returns, new ITIN applications and renewals, e-files, extensions, tax amendments and scanning original documents
Copy, scan, file and organize client data and retain appropriate documentation
Keep up to date retention for all paper and electronic documents.
Solar Sales District Manager, 10/2017 - 12/2020 Voltio Smart Home – City, STATE,
Tasks Consist of: Door to door sales for solar contracts
Lead team meetings and office administrative responsibilities such as; cash handling, inventory of office supplies, uniforms, scheduling, and daily and monthly financial reports
Assist with marketing projects as needed
Train and help develop future managers
Work with utilities and homeowners to gather energy consumption data and use appropriate design tools to generate proposals
Ability to explain energy savings in a simple manner that then results in customers and effectively sells a project
Maintain expert level knowledge of the residential solar industry, including products, utility rates, and incentive programs
Respond to new inquiries; gather information from and pre-qualify prospective customers, close sales and execute contracts
Created a high-performing culture through management and continued training the sales team by developing and implementing detailed action plans with each team member
Worked one on one with sales team members and customers as needed throughout the sales process
Monitor team’s performance throughout the day and provide team members with strategies and techniques to ensure a successful day
Follow up with sales staff regarding their achievements and deficiencies through daily and monthly reviews
Develop and maintain relationships with prospective and existing customers, serve as the primary point of contact throughout the sales process
Perform site visits to oversee property inspections, take photos and generate marketing material
Develop a sales and marketing plan for areas of responsibility
Recruit, interview and hire new talents
Supervised teams of 35+ empoyes
Office Coordinator, 09/2015 - 10/2017 Pacific Workplaces – City, STATE,
Tasks Consist of: Provide front desk support, greet customers, and manage their flow through the office
Maintain order & cleanliness of lobby, meeting rooms, and back offices
Handle miscellaneous office administration duties such as banking, cash payments and office paperwork
Prepare daily and monthly financial reports
Manage a high volume of incoming and outgoing calls, emails, faxed referrals, sales leads, while returning client's general inquiries interested in office space
Schedule appointments for meeting room use
Data entry via Microsoft Word, Microsoft Excel and other common office software
Sort and deliver mail to full-time tenants and virtual members
Take care of troubleshooting the back of house computers and POS systems
Interview prospective residents and answer questions pertaining to building, office space discusses size and layout of rooms, terms of leave and meeting room usage packages Qualify prospective residents, verify applications, lease documents and related paperwork
Complete lease form or agreement and collect rental deposit and application fee
Manage all tenant correspondences, move-ins and move-outs, and the preparation of all related document variances
Collect rent and maintain ledger on balances owed
Assist Property Manager with filling reports and following up on violations to building rules
Ensure tenant files are complete and in compliance with building standards
Input prospective residents' information and needs for future available space
Fax, copy, and scan documents as needed.
Education
High school diploma: , Expected in - Everest Public High School - Redwood City, CA GPA:
Certifications
Personal Lines Broker- Agent
A personal lines insurance agent is licensed to sell multiple types of insurance policies including property and casualty, life, health, liability, and umbrella insurance to protect individuals and families against financial loss.
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.