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independent insurance broker resume example with 10 years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary

Enthusiastic Veteran eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Finance and Management and training in Business. Motivated to learn, grow and excel in Financial word.

Skills
  • Client relationship management
  • Life insurance
  • Business planning
  • Account management
  • Marketing initiatives
  • Asset protection
Work History
Independent Insurance Broker, 09/2020 to Current
Department Of Health And Human ServicesLenexa, KS,
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

+ Edit or add your own

  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Remained impartial in order to advise clients based on circumstances.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Conducted research on insurance packages and investment options to generate client recommendations.
Inventory Management Specialist, 07/2016 to Current
Department Of Health And Human ServicesLisle, IL,
  • Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
  • Addressed internal supply problems head-on and developed creative solutions to prevent delays and missed targets.
  • Restocked inventory to sustain par levels and produced quarterly inventory audits and calculated, updated and presented reports.
  • Adapted to shifting customer demands by strategically implementing and updating purchasing procedures.
  • Reviewed inventory to eliminate unnecessary expenses and provide optimal stock levels.
  • Recorded adjustments, pallet audits and tracked discrepancies.
  • Utilized Defense Property Accountability System to prepare and maintain records and reports of inventories, price lists, shortages, shipments and expenditures.
  • Administered inventory network, controlled stockroom procedures and supervised warehouse administration exercises.
  • Completed scheduled inventory counts and supply audits to track shrinkage and inform purchasing decisions.
  • Coordinated, collected and maintained vendor and organizational records.
  • Strategized, introduced and updated purchasing procedures and objectives to adapt to shifting customer demand.
  • Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
  • Completed physical inventory counts each month.
  • Managed inventory team to achieve optimal productivity and inventory control.
  • Marked stock items with identification tags, stamps, electric marking tools or other labeling equipment.
  • Performed data entry and completed proper paperwork.
  • Verified contents of inventory loads against Bills of Lading.
  • Maintained and organized inventory receipts and processed changes to reduce process lags.
  • Drafted concise and accurate reports detailing inventory, trends and sales for distribution to upper management and use in strategic planning.
  • Moved and loaded drums and containers weighing as much as [Number] pounds.
  • Cleaned contaminated equipment or areas for reuse using detergents or solvents, sandblasters or steam cleaners.
  • Operated power tools, industrial cleaning equipment and sprayers to remove harmful substances from surfaces.
Inventory Management Specialist, 06/2016 to Current
Center For CountermeasuresCity, STATE,
  • Insures proper receipt, inspection, issue, and monitoring of property.
  • Tracks logistic budget and fiscal data.
  • Assist with Spillage Access Prevention sites & Hazardous-waste disposal program.
  • Organizational Recycling program.
  • Environmental clean-up, sanitation, and safety program.
  • Provides proper documentation for Center hand receipt holders to conduct annual and quarterly sensitive item inventories.
  • Manages non-expendable document register, durable register, document support files, property book and posting of hand receipt transactions to the property book.
  • Coordinates activities with other organizations within the installation.
  • Administers the property disposal system for excess accountable property.
  • Coordinates, schedules, and conducts property turn-in and disposal transactions.
  • Oversee property automation requirements and changes to ensure system currency.
  • Provides liaison, advice and assistance concerning property administration to hand receipt holder, managers, and higher headquarters.
Unit Supply Specialist (92Y), 06/2010 to 04/2015
US ArmyCity, STATE,
  • Oversaw supply requests, accountability and receipts.
  • Prepared unit and organizational supply documentation.
  • Maintained automated system for tracking group supplies and equipment.
  • Completed Timeframe inventory counts of equipment on book for unit.
  • Planned and conducted annual section training.
  • Managed production levels, identified material shortages and monitored inventory levels to meet order delivery requirements.
  • Built exceptional rapport with suppliers and transportation companies to create seamless operations.
  • Managed availability of supplies from vendors by ensuring core items were on hand to keep inventory values low and consistently moving.
  • Managed distribution network, including logistics, trade compliance and warehouse management.
  • Deployed logistics systems and outsourced transportation to maximize efficiency, cost and benefit.
  • Facilitated change management strategies and incorporated functional area infrastructure to support demand planning and supply initiatives.

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  • Consolidated supplier base while maintaining redundant sources of supply to reduce transit expenses and improve timely delivery.
  • Provided supply chain guidance to team of Number employees.
  • Forecasted and managed Timeframe operating budget for every location.
Education
Bachelor of Science: Small Business Management And Entrepreneurship, Expected in 12/2019 to University Of Phoenix - Tempe, AZ
GPA:
Certificate in: Accounting, Expected in 08/2020 to University Of Phoenix - Tempe, AZ
GPA:
MBA: Accounting And Business Management, Expected in 06/2022 to University Of Phoenix - Tempe, AZ
GPA:
Certifications
  • Licensed Life, Health, and Annuity TX # 2573943 - 2020
,

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Resume Overview

School Attended

  • University Of Phoenix
  • University Of Phoenix
  • University Of Phoenix

Job Titles Held:

  • Independent Insurance Broker
  • Inventory Management Specialist
  • Inventory Management Specialist
  • Unit Supply Specialist (92Y)

Degrees

  • Bachelor of Science
  • Certificate in
  • MBA

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