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Independent Insurance Agent Resume Example

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

Motivated customer service specialist, licensed insurance agent, and military veteran with over 20 years of experience in a fast-paced, team-based environment.

Skills
  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Insurance sales strategy
  • Customer follow-up
  • Email marketing
  • Lead development
  • Client account management
  • Client retention
  • Data management
  • Project planning
  • Organization
  • Conflict resolution
  • Working collaboratively
  • Decision-making
  • Multitasking
  • Reliable and trustworthy
  • Planning
  • Shipping and receiving understanding
  • Transportation solution development
  • Microsoft Office expertise
  • Call Center Operations
  • Customer relations
  • Inbound and Outbound Calling
  • Materials transport
  • Technologically savvy
  • Business development understanding
  • Sales expertise
  • Problem-solving abilities
Education and Training
Tampa Bay Technical High School Tampa, FL Expected in High School Diploma : - GPA :
Community of College of The Air Force Maxwell Afb, AL Expected in Associate of Science : Logistics Management - GPA :
Ashford University Clinton, IA Expected in Bachelor of Arts : Business Administration - GPA :
University of Phoenix Tampa, FL Expected in MBA : Business - GPA :
Experience
Dairy Farmers Of America - Independent Insurance Agent
Mcallen, TX, 05/2019 - Current
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Leveraged industry trends to shape solutions and approaches.
Humana - DMS Sales Agent
City, STATE, 06/2015 - 02/2019
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Exceeded company sales goals for new policies.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
US Air Force - Logistics Manager
City, STATE, 06/2000 - 08/2014
  • Saved costs through negotiating contracts with freight companies and suppliers.
  • Utilized ordering, tracking and billing systems and associated processes.
  • Analyzed operational performance and implemented plans to attain organizational and financial goals.
  • Consistently met company and department objectives within budget and time constraints.
  • Led and managed projects to support logistics efforts and plans.
  • Reconciled shipment data between multiple systems to maintain alignment.
  • Coordinated with freight forwarders to expedite international shipments.
  • Implemented ordering, tracking and billing systems and associated processes to streamline procedures.
  • Maintained high standards of internal and external customer service.
  • Troubleshot and formulated strategies for expected and unanticipated logistics issues.
  • Created and enforced policies and procedures for entire logistics team.
  • Refined and improved product transport and storage processes.
  • Developed strong rapport through effective client needs assessment and commitment to top satisfaction levels.
  • Identified and resolved shipping and packaging errors.

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Resume Overview

School Attended
  • Tampa Bay Technical High School
  • Community of College of The Air Force
  • Ashford University
  • University of Phoenix
Job Titles Held:
  • Independent Insurance Agent
  • DMS Sales Agent
  • Logistics Manager
Degrees
  • High School Diploma
  • Associate of Science
  • Bachelor of Arts
  • MBA