health insurance agent resume example with 11+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • :
Professional Summary
Skilled Sales Representative well-versed in sales, customer service and management. Demonstrated track record of success in generating new revenue streams while building customer loyalty and retention.
  • Team Player
  • Shared Product Knowledge
  • Goal Oriented
  •  Detailed Oriented
  • Perfect Attendance Record
  • Excellent Communication Skills
  • Highest Level Of Integrity
Work History
HEALTH INSURANCE AGENT, 08/2014 to Current
American National Insurance CompanyClarksburg, MD,

    Made outbound and received inbound calls from existing customers and new prospects to increase customer database and my book of business.

    Evaluated and customized a health insurance package that would best fit their needs and wants with the proper health insurance plans available.

    Updated required information by the Health Marketplace and uploaded confidential information to be sent for verification purposes.

  • Met with 300 existing and prospective clients each week to select appropriate insurance policies.
  • Calculated quotes and educated potential clients on insurance options.
  • Calculated premiums and established payment methods for sales.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Finalized sales and collected necessary deposits.
  • Collected all premiums on or before effective date of coverage.
  • Met with prospective customers and business owners in their homes, businesses and other settings.

ASSISTANT MANAGER, 05/2011 to 11/2012
Heights Finance CorporationMuskogee, OK,
  • Greeted customers in a timely fashion while quickly determining their needs.
  • Recommended merchandise to customers based on their needs and preferences.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Responded to customer questions and requests in a prompt and efficient manner.
  • Contacted other store locations to determine merchandise availability.
  • Completed all cleaning, stocking and organizing tasks in assigned sales area.
  • Built relationships with customers to increase likelihood of repeat business.
  • Stocked and replenished merchandise according to store merchandising layouts.
  • Priced merchandise, stocked shelves and took inventory of supplies.
  • Completed all point of sale opening and closing procedures, including counting the contents of the cash register.
  • Educated customers about the brand to incite excitement about the company’s mission and values.
  • Planned budgets and authorized payments and merchandise returns.
  • Scheduled and led weekly store meetings for all employees.
  • Increased profits through effective sales training and troubleshooting profit loss areas.
  • Reported to the district manager regarding all store and staff issues.
  • Completed profit and loss performance reports.

MEMBER ORIENTATION, 2008 to 03/2011
  • Improved call center functionality and service capacity by resolving customer complaints efficiently and quickly.
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Effectively managed a high-volume of inbound and outbound customer calls.
  • Addressed and resolved customer product complaints empathetically and professionally.
  • Skillfully developed departmental goals, objectives, standards of performance, policies and procedures.
  • Educated community members about environmentally-related health issues.
  • Assessed and responded to individual and community health education needs.
  • Wrote summaries, reports and other correspondence regarding individual outreach efforts.

Bachelor of Science: SUPERVISION AND MANAGEMENT, Expected in 2013 to MIAMI DADE COLLEGE - MIAMI,
  • 3.4 GPA
  • Human Resources Policy and Management coursework
  • Business and Marketing coursework
  • Continuing education in International Business
Associate of Applied Science: BUSINESS ADMINISTRATION, Expected in 2011 to MIAMI DADE COLLEGE - Miami, FL
  • 440 Property and Casualty License
  • 215 Life, Health and Variable Annuities License

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  • Bachelor of Science
  • Associate of Applied Science

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