LiveCareer-Resume

independent insurance agent resume example with 20+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. I love helping

Skills
  • Insurance Customization
  • Client Prospecting
  • Policy Feature Explanations
  • Administrative Support
  • Premium Calculations
  • Email Marketing
  • Policyholder Communication
  • Quotes and Sales
  • Insurance Program Analysis
  • Health Insurance Industry Knowledge
  • Excellent Communication Talents
  • Vision and Dental Insurance
  • Quote Information
  • Insurance Policy Sales
  • Policy Renewals
  • Life Insurance
  • Form Completion and Submission
  • Production Goals
  • Agent Support
  • Information Updates
  • Licensing Requirements
  • Service Quality
  • Benefits Guidelines
  • Inbound Customer Calls
  • Team Meetings
  • Adobe Photoshop
  • Mortgage Protection,Annuities,Term/Whole & Life
  • Final Expense
  • Telesales
  • Home Visits
Education
Austin Community College Austin, TX Expected in Associate of Arts : Education - GPA :
Southwest Texas Junior College Uvalde, TX Expected in Associate of Arts : Education - GPA :

Have not finished my Education Degree. Went to Austin Community College in 08/1988-08/1990. Transferred to SWTJC in Del Rio/Uvalde Campus. 08/1996-05/1999

Have 17 hours left for my Bachelors. Just enrolled in Sul Ross State University for this Spring 2023 to complete by hours.


Work History
Psecu - Independent Insurance Agent
State College, PA, 11/2021 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Sell life and other various insurance products to individuals and affinity groups . Licensed in 17 states.
  • Obtained underwriting approval by completing application for coverage.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Met with customers to provide information about available products and policies.
  • Licensed in 17 States to sell Life/Health/Accident Insurance. The states are Texas, California, Michigan, Ohio, South Carolina, South Dakota, New Mexico, Maryland, Iowa, Virginia, Maine, Alabama, Oregon, Arizona, Indiana, Missouri and Colorado.

Self Employed - Independent Educational Consultant
City, STATE, 01/1999 - 10/2020
  • Coordinated training and professional development courses for teachers and school administrators to create new teaching strategies that encourage student learning.
  • Delivered presentations at conferences and trade shows, representing diverse training programs.
  • Strategized and implemented methods for increasing sales within territory based on specific needs of area educators.
  • Helped customers navigate choices between services with support for questions such as terms, pricing and availability.
  • Resolved issues efficiently and enhanced customer satisfaction ratings.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Performed cold-calling and follow-ups with leads to secure new revenue.
  • Assisted clients throughout sales process and provided after-sales support to assess satisfaction and resolve problems.
  • Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
  • Drove new business by acquiring new clients and expanding new and existing relationships.
  • Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
  • Set up appointments with potential and current customers to promote new products and services.
  • Serviced existing accounts on regular basis to maximize revenue.
  • Contacted customers to follow up on purchases and suggest additional purchase options.
  • Exceeded established sales goals and increased client retention.
  • Demonstrated products and specific features at customer locations and special events.
George Automotive - Service Advisor
City, STATE, 06/1999 - 11/2016
  • Pleasantly greeted customers and asked open-ended questions to better determine needs.
  • Suggested add-on services that would be helpful to customers and improve bottom line.
  • Developed estimates by costing materials, supplies and labor.
  • Changed vehicle oil and replaced filter.
  • Test drove vehicles to determine problems and test repairs.
  • Assessed vehicle maintenance status and completed needed service.
  • Communicated issues to supervisor and helped develop solutions.
  • Read and followed technical documentation to complete accurate repairs.
  • Maintained fleet vehicles in good working order by following preventive and corrective maintenance schedules according to OEM.
  • Explained estimates and determined repair timelines to manage customer expectations.
  • Broke down complex mechanical information into simpler parts for individuals with little or no understanding of system operations.
  • Inspected damaged vehicles to estimate repair labor cost and required parts expense.
  • Gave accurate quotes on needed repair work, fully educating customers on possible options and plans of action.
  • Measured depth of current tire tread and educated customers about dangers of low tread.
  • Retained accurate records of purchases, titles and sales.
  • Maintained awareness of vehicle market trends to assess customer demands and budgets.
  • Implemented tracking systems to monitor parts inventory and transactions to reduce discrepancies.
  • Certified ASE Brakes Foreign and Dometic
  • Texas State Certification on Alcohol/Drug Install/Calibration on autos and devices. Request by the State /Federal Courts.
St Martins Lutheran Day School - Bilingual Teacher/Assistant Specialist
City, STATE, 06/1991 - 12/1994
  • Created dynamic curriculums to include all students needs and levels.
  • Assigned homework in multiple languages.
  • Participated in staff meetings to advocate for students of different backgrounds.
  • Increased students' understanding of [Language] through teaching in various languages.
  • Kept detailed records of student progress and attendance.
  • Educated students in basics of English grammar and conversational speaking.
  • Gave one-on-one attention to each student while maintaining overall focus on entire group.
  • Attended workshops to learn about student motivation and engaging learning activities.
  • Developed and taught ESL curriculum to improve students' conversational abilities.
  • Increased ESL students' reading levels by integrating online word games and altering lesson plans for students needing extra guidance.
  • Created new lesson plans based on course objectives.
  • Emphasized critical thinking through small group activities.
  • Created monthly academic status reports based on in-depth student evaluations.
  • Assisted department head in establishing daily schedules, curriculum and ESL activities.
  • Coordinated communication between students and school administration to create culturally-sensitive learning environment.
Languages
Spanish :
Full Professional
Negotiated :

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Resume Overview

School Attended

  • Austin Community College
  • Southwest Texas Junior College

Job Titles Held:

  • Independent Insurance Agent
  • Independent Educational Consultant
  • Service Advisor
  • Bilingual Teacher/Assistant Specialist

Degrees

  • Associate of Arts
  • Associate of Arts

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