Auto Insurance Sales Agent resume example with 6+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • 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.

  • 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.
High school diploma: , Expected in
Everest Public High School - Redwood City, CA

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.

English :
Native or Bilingual:
Negotiated :
Spanish :
Native or Bilingual:
Negotiated :

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Resume Overview

School Attended

  • Everest Public High School

Job Titles Held:

  • Auto Insurance Sales Agent
  • Solar Sales District Manager
  • Office Coordinator


  • High school diploma

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