Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary
Business professional with extensive experience in management, sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.
Work History
06/2016 to Current
Direct Sales Manager Dupont De Nemours Inc. Louisville, KY,
  • Achieves production objectives for new business through the coordination and supervision of new business agent activities. Uses coaching and leadership skills to encourage agents to meet and exceed sales and other goals.  
  • Provides input to the planning, development and monitoring of sales plans and objectives at the unit, product and division level. Analyzes results for unit and recommends improvements.
  • Facilitates training for direct sales agents to ensure that they obtain and maintain currency in products, sales techniques, systems, underwriting, regulations, and service.
  • Supervises unit work volume, delegates responsibilities, organizes non-standard schedules and makes recommendations regarding staffing needs. Creates and maintains records and reports.
  • Responsible for associate management including: performance management, salary planning and administration, training and development, workflow and organizational planning, hiring and placement, and disciplinary actions.
  • Maintains currency in product, sales, and regulatory practices and procedures.
  • Coordinates resolution of customer complaints. Interacts with and consults with other units/functions to answer/eliminate issues. Handles escalated sales questions and problems.
  • Performs all other duties as assigned.

2014 to 06/2016
National Direct Sales Agent & Interim Manager Nationwide City, STATE,
  • Job Duties and Responsibilities:.
  • Handles incoming calls/emails from prospective personal lines and affinity part- nership customers for all property/casualty lines of insurance according to best practices in all states using multiple operating systems/platforms.
  • Performs out- bound calls and follow-up work to close the sale.
  • Writes quality risk policies based on underwriting requirements; makes decisions by interpreting and using appropriate classification systems, rating plans, tiers, and selection standards; utilizes training and sales techniques to close the sale.
  • Answers questions, provides explanations, and makes recommendations to applicants regarding appropriate coverage for all personal lines policies, limits, deductibles; considers customer needs as well as company guidelines.
  • Determines and enters rating information into systems; provides quotes, and binds coverage within prescribed limits.
  • Completes necessary applications and forms; issues conditional contact/binder within authority.
  • Follows up for necessary documents and payments in order to complete business.
  • Assists and contributes to the team's current quotas/goals by meeting individual.
  • Maintains current understanding and proficiency in sales techniques and prod- uct offerings, keeps up to date with market conditions and competitors, and systems enhancements.
  • Cross-trains on other products and lines of business.
  • Serves as subject matter expert providing coaching and feedback in the train- ing classroom, on the job training area, mentoring team members.
  • Performs all other duties as assigned.
  • Acts as interim manager while supervisors were away which included responsibilities such as (but not limited to):
  • Conducting manager meeting huddles and voicing goals and performance improvement areas to department executives.
  • Coaching agents in ways to better improve their overall performance and job functions.
  • Consistent subject matter expert to new and developing agents.
  • Calculated premiums and established payment methods for sales.
  • Identified and solicited sales prospects in agency databases.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Collected all premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Calculated quotes and educated potential clients on insurance options.
  • Conducted annual reviews of existing policies to update information.
  • Current Advisory Council member.
06/2009 to 04/2013
Licensed P&C / Bank Originations Specialist USAA Federal Savings Bank City, STATE,
  • Licensed Property and Casualty & Consumer Lending Representative Manager: Veronica Moore Licensed Property and Casualty Duties:.
  • Responsible for writing auto insurance policies for members Making suggestions on limited liability coverages.
  • Gathers information and closes on product sales for a suite of services demonstrating advanced skills and knowledge of USAA products and benefits.
  • Identifies member events to provide integrated solutions on products and close on product sales that meet the member's needs and facilitate the member's financial security.
  • Consumer Lending Duties
  • Knows our members, understands their individual needs, and provides appropriate solutions.
  • Originates applications and gains proficiency in various lending products.
  • Evaluates whether a member is pre-approved or meets credit criteria.
  • If necessary, directs application with a recommended credit decision to appropriate level of lending authority for review.
  • Makes credit decision within approved lending authority and communicates decisions and status to member.
  • Recognizes life events, identifies member's needs and advises/educates, or refers member to provide appropriate USAA solutions to meet each member's needs.
Expected in 2018
Bachelor of Science: Business Administration
Wayland Baptist University - ,

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School Attended

  • Wayland Baptist University

Job Titles Held:

  • Direct Sales Manager
  • National Direct Sales Agent & Interim Manager
  • Licensed P&C / Bank Originations Specialist


  • Bachelor of Science

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