customer service insurance agent resume example with 17+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Vibrant professional proficient in performing office and management duties. Energetic leader with proven success in maximizing potential for business development.

  • Customer follow-up
  • Customer service
  • Relationship development
  • Problem resolution
  • Open enrollment
  • MS Office
  • Team building
  • Verbal and written communication
Education and Training
Georgia Perimeter College Decatur, GA Expected in : Business - GPA :
Business First Bank - Customer Service Insurance Agent
Metairie, LA, 12/2020 - Current
  • 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.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Managed high-volume of inbound and outbound customer calls.
  • Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
  • Pursued networking opportunities to advance client relations skills and enhance customer satisfaction.
  • Helped clients navigate online systems within established frameworks to obtain services.
Holt Of California - Insurance Specialist
Salida, CA, 06/2018 - 12/2020
  • Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health benefits.
  • 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.
  • Cultivated lasting professional relationships, which created continuous client referrals.
  • Provided quick turnaround time when customers called with questions, usually within hours.
  • Reviewed employee enrollments to verify accuracy, inputting all information into company's database.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Processed changes in insurance policies and periodically reassessed client needs.
  • Participated in weekly training sessions to improve product knowledge and enhance company growth.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Managed high-volume of inbound and outbound customer calls.
  • Corrected issues by giving agents targeted and highly constructive feedback.
Avery Dennison Corporation - Branch Manager
Mill Hall, PA, 10/2018 - 04/2019
  • Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
  • Designed sales and service strategies to improve revenue and retention.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Prepared operational and risk reports detailing financial metrics to help management make proactive decisions.
  • Networked within communities to identify and capitalize on business opportunities.
Great Expressions Dental Centers - Operations Manager
Akron, OH, 12/2017 - 04/2019
  • Conducted performance reviews providing coaching and feedback to benefit both company and employee.
  • Monitored and directed all aspects of department operations and -member team in production, safety, equipment, performance, quality and records management.
  • Established organizational vision and developed strategies to achieve sales, profit and loss and customer service goals.
  • Implemented conflict-resolution tactics by cooperating with clients and staff to achieve team objectives.
  • Improved morale and management communication by creating employee recognition and rewards practices.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics to implement improvements.
Atlas Air - Owner
Florence, KY, 01/2014 - 06/2017
  • Monitored market conditions to set accurate pricing structures and take advantage of emerging trends.
  • Recruited and trained independent sales associates and agents during - business history.
  • Presented products at events and tradeshows to increase brand awareness.
  • Developed business and marketing plans and prepared monthly financial reports.
  • Hosted fundraising events for various charities to boost brand awareness and community engagement.
  • Hired and mentored core start-up team, working to outline initial company policies and procedures.
Croda - Administrative Coordinator
Mill Hall, PA, 06/2013 - 07/2015
  • Coordinated special meetings and events on behalf of executive leaders.
  • Handled all incoming mail and prepared outgoing mail.
  • Assisted with sustainable, scalable administrative operations and project management support.
  • Collaborated in timely processing of billing and accounts receivables.
  • Made travel arrangements and reservations for senior managers.
  • Liaised with IT and human resources teams to establish best practices for new employee onboarding.
Hyatt - Accounts Payable Clerk
Rosemont, IL, 02/2009 - 04/2013
  • Reconciled monthly statements and transactions to keep records accurate and current.
  • Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
  • Compiled budget documents and monitored costs to maintain control systems.
  • Verified accuracy of information and resolved discrepancies with vendors before entering invoices for payment.
  • Prepared and updated vendor files, including tax and insurance information.
Pegasystems Inc. - Administrative Assistant
City, STATE, 06/2004 - 03/2009
  • Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
  • Managed building access by supplying key cards to employees and visitors.
  • Liaised with senior and executive administrative assistants to handle requests and queries from senior managers.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Arranged travel and hotel accommodations for international and domestic business meetings and trips.
  • Conducted and initialized background checks for potential employees.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

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.

Resume Overview

School Attended

  • Georgia Perimeter College

Job Titles Held:

  • Customer Service Insurance Agent
  • Insurance Specialist
  • Branch Manager
  • Operations Manager
  • Owner
  • Administrative Coordinator
  • Accounts Payable Clerk
  • Administrative Assistant


  • Some College (No Degree)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: