independent insurance agent resume example with 20+ years of experience

(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

  • 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
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.
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


  • Associate of Arts
  • Associate of Arts

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