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independent insurance agent resume example with 8+ years of experience

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

Industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.

Skills
  • Financial management product knowledge or ability to learn new programs quickly
  • Strong processing skills with great attention to detail and accuracy
  • Excellent presenting and communication abilities. Strong analytical, organizational, and planning skills with the capacity to successfully multitask and prioritize
  • Knowledge of the business unit's standard desktop software
  • Expert influence management and negotiation skills
  • Concentrate on sales, marketing, and customer service
  • Comprehensive familiarity with credit finance analysis methodologies and tools as well as computer literacy
  • Ability to work independently, reviewing, researching, analyzing, and responding to all documents
Experience
07/2022 to Current Independent Insurance Agent American National Insurance Company | Ambridge, PA,
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Researched insurance plans to find good options for clients' needs.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
05/2019 to 07/2022 Bilingual Medicare Sales Consultant Parts Town | Cincinnati, OH,
  • Using knowledge of the Medicare product portfolio to accurately analyze individual prospects' particular needs, explain the distinctions between various products, and help the prospect pick a product that best matches their unique needs.
  • Assist the prospect in completing the enrollment application over the phone with complete, accurate, and required information, consistent with Medicare requirements and enrollment guidelines.
  • Meet the goals established for the position in the areas of sales quota, attendance, and other performance criteria.
  • Meet and maintain requirements for agent licensure, appointments, and annual product certification.
  • Submit enrollment applications in a complete and timely manner.
  • conducted telemarketing activities, both inbound and outbound, to respond to inquiries, generate appointments, and follow-up on leads, referrals, and re-marketing opportunities.
01/2016 to 05/2019 Licensed Sales Producer Farmers Insurance Agency | City, STATE,
  • Officer Manager who oversees the Farmers location and demonstrates leadership.
  • Dedicated sales person that prioritizes ethics and professionalism in all aspects of the job.
  • Maintains fiduciary responsible to customer by remitting premium payments and making deposits.
  • Maintain a great relationship with all current and prospective consumers.
  • Responded to all product-related inquiries via email, phone calls, and walk-ins.
  • Resolve complaints and respond to prospective inquiries in a timely and professional manner.
  • Quote and bind new personal, and commercial lines policies.
  • Service current customers, make adjustments, review coverages, and file claims.
  • Use a cross-sell and up-sell marketing list to contact clients and offer new products while emphasizing the significance of having adequate insurance.
  • Clients were presented with and properly explained insurance policy options depending on their needs and goals.
  • Developed productive working relationship with car dealers, loan processors, and other business partners in the community.
07/2014 to 01/2016 Customer Service Representative Alorica | City, STATE,
  • Answered inbound calls from customers, quickly assessed customer needs and proactively provided solutions for order placement, product inquiry, connections and activation of new customer account.
  • Provided quality, professional customer service which consistently exceeded or far exceeded company standards of excellence and customer expectations.
  • Managed customer questions, complaints, and billing inquiries with the highest degree of professionalism, empathy, and courtesy to achieve one-call resolution.
  • Directly responsible for creating, maintaining, and improving customer relationships while interacting with customers daily during sales and product inquiry transactions.
  • Offered alternative solutions where appropriate with the objective of retaining customer loyalty.
  • Documented details of customer interaction into CRM while on the telephone.
  • Exceeded or met requirements for productivity, schedule adherence, quality, and attendance.
Education and Training
Expected in 05/2023 to to Associate of Business Administration | Business Administration And Management New Mexico State University - Dona Ana Community College, Las Cruces, NM GPA:
Expected in 05/2009 to to High School Diploma | Desert Pride High School, Anthony N.M, GPA:
Certifications
  • Licensed for General Lines Agent Life, Accident, Health, and HMO
  • Licensed Property & Casualty
  • 20 Hr Comprehensive Pre-Licensing- NMLS
  • 3 Hr TX-SML
  • Business Fundamentals

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Resume Overview

School Attended

  • New Mexico State University - Dona Ana Community College
  • Desert Pride High School

Job Titles Held:

  • Independent Insurance Agent
  • Bilingual Medicare Sales Consultant
  • Licensed Sales Producer
  • Customer Service Representative

Degrees

  • Associate of Business Administration
  • High School Diploma

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