csr commercial insurance producer resume example with 14+ years of experience

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

Outgoing Commercial Insurance Producer with 18+years experience in insurance sales and over 35+ years experience in customer service. Skilled at closing sales, answering questions quickly and handling any issues professionally. Promoting sales to increase revenue while addressing diverse issues. Proven history of building trust with customers to promote satisfaction, resolve concerns and maintain long-term loyalty.

  • Customer relations
  • Sales expertise
  • High-energy attitude
  • Courteous demeanor
  • Credit card payment processing
  • Inbound and Outbound Calling
  • Clerical support
  • Product organization
  • Promotional support
  • Problem-solving abilities
  • Retail sales customer service
  • Adaptive team player
  • Insurance regulations knowledge
  • Office equipment proficiency
  • System implementation
  • Report creation
  • Report generation
12/2014 to 03/2021
CSR & Commercial Insurance Producer Members Edge Insurance Services City, STATE,
  • Build a book of business after a promotion to producer of $1,500,00 in approximately 3 years.
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Leveraged knowledge of customer and market to sell specific programs and initiatives.
  • Provided leadership and training for new agents and customer service representatives regarding industry best practices and company policies.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Wrote policies, finalized documents and filed paperwork.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Reached out to potential clients to schedule appointments.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Offered information about policy and coverage details.
  • Kept thorough records of customer details and previous sales.
  • Increased revenue by applying in-depth policy knowledge and persuasive communication skills to complete sales.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Attended continuing education courses to maintain insurance license.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Answered insurer questions regarding policyholders.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Promptly responded to reported claims by communicating with customers and reporting information.
  • Documented detailed records of customer interactions and activities in TAM/Applied Insurance Software.
  • Conducted research to identify ideal coverage options for customers.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Employed assumptive sales techniques to efficiently close and process sales.
  • Upheld all compliance standards for Commercial and Personal insurance sales.
  • Provided quick turnaround time when customers called with questions, usually within minutes.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Identified and reached out to prospective clients through customer referrals and Marketing techniques.
  • Communicated with insured individuals to explain audit classifications, computations in our agency and with third party financing company,
  • Outperformed sales targets by 45% yearly.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
06/2014 to 12/2014
Commercial and Personal Insurance Producer Nationwide Insurance City, STATE,
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Made appointments with potential clients to discuss products.
  • Liaised with clients to aid in purchasing appropriate insurance products to protect commercial assets.
  • Explained coverage options to potential policyholders, answering questions or concerns.
08/2010 to 10/2013
Dealer (Cards) Thunder Valley Casino City, STATE,
  • Maintained enjoyable environment by entertaining and engaging players at tables.
  • Performed functional game duties quickly by efficiently handling money and chips.
  • Strictly followed all federal and state regulations along with company policies.
  • Managed smooth operations by efficiently paying out winnings and collecting bets.
  • Greeted incoming guests with enthusiasm to promote fun, memorable and exciting experience.
  • Explained rules, took bets, and delivered payouts to facilitate movement of games.
  • Provided gambling chips and coin money in exchange for legal currency for players to join in games.
  • Communicated with supervisors and managers about suspicious or unruly behavior from patrons.
  • Calmed down angry guests or patrons using skills in active listening and positive engagement.
  • Monitored behavior of players while dealing cards in various games, observing individuals for possible cheating.
03/2002 to 03/2007
Commercial Insurance Tri Valley Insurance Services, Inc City, STATE,
  • Built a book of business of $3,000,00,
  • Utilized effective pricing structures to accomplish business objectives and meet customer expectations.
  • Stayed up to date on industry standards and underwriting guidelines.
  • Coached less experienced team members and offered subject matter expertise.
  • Worked with field agents to provide recommendations on customer applications.
  • Worked with colleagues to review and accept or deny new and renewal business.
  • Negotiated coverage, policy pricing and service delivery during meetings with customers, agents or brokers.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
Education and Training
Expected in 01/2001
Insurance License: Insurance
Americas Training Center - Sacramento, CA,
Expected in 10/1992
Bookkeeping Certificate : Accounting
Heald College - Rancho Cordova, CA,
Expected in
: Accounting And Business Management
Sierra College - Rocklin, CA
Expected in 06/1988
High School Diploma:
Oakmont High School - Roseville, CA
  • Licensed P&C Insurance - 2001
  • Call Center Training - 2001
  • Certified Bookkeeper - 1991

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Resume Overview

School Attended

  • Americas Training Center
  • Heald College
  • Sierra College
  • Oakmont High School

Job Titles Held:

  • CSR & Commercial Insurance Producer
  • Commercial and Personal Insurance Producer
  • Dealer (Cards)
  • Commercial Insurance


  • Insurance License
  • Bookkeeping Certificate
  • Some College (No Degree)
  • High School Diploma

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