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Independent Life & Health Insurance Agent Resume Example

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INDEPENDENT LIFE & HEALTH INSURANCE AGENT
Professional Summary

Customer-focused professional bringing 30+ years of applying exceptional customer service, conflict mediation, and communication skills to address diverse needs. Smoothly mitigate customer conflicts through calm, level-headed strategies. Solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Articulate, energetic, and results-oriented with exemplary passion for developing relationships. Seeking to join Lead Out Loud, Inc to build customer loyalty and maintain the highest level of customer service.

Skills
  • Microsoft Office
  • Improving Customer Experience
  • Proficient in MS Excel
  • Attention to detail
  • Time Management
  • Communications
  • Organization
  • Proficient in MS Word
  • Proficient in QuickBooks and QuickBooks Enterprise
  • Interpersonal Skills
  • Problem Solving
  • Highly Organized
  • Copywriting expertise
  • Building Effective Relationships
  • Customer Service
  • Multi Tasking
  • Troubleshooting
  • Research
Work History
Independent Life & Health Insurance Agent | 02/2018 to 03/2019
Company Name - City, State
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Explained features, disadvantages and advantages of health and life insurance policies to promote insurance sales.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Used Everwell proprietary CRM software to maintain new and existing accounts.
Self-Employed Consultant | 08/2014 to 01/2018
Company Name - City, State
  • Input financial data and produced reports using Quickbooks.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
  • Performed wide-ranging administrative, financial and service-related functions including customer service and marketing.
Self-Employed Consultant | 02/2011 to 07/2014
Company Name - City, State
  • Worked with a variety of customers to understand needs and provide marketing and promotions services.
  • Resolved problems, improved communications, and provided exceptional client support.
  • Coordinated resources to craft marketing plans for various projects including product launches and events.
  • Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
  • Supervised marketing for product launches, including public relations tasks, direct mail pieces, trade shows, sales training and e-mail blasts.
  • Tracked and reported on marketing campaign responses.
  • Planned and executed events and marketing programs, producing 10 times goal of qualified leads.
  • Planned events, including tradeshows and vendor fairs, for clients and partners to attend.
  • Established community relationships by coordinating events to maximize marketing strategies.
  • Wrote engaging and successful marketing, advertising and website copy.
Event Coordinator | 01/2010 to 12/2010
Company Name - City, State
  • Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
  • Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, budget administration and rehearsal and day of event coordination.
  • Coordinated schedules and timelines for all events.
  • Planned large-scale events such as tradeshows, conferences, and meetings.
  • Accurately calculated and processed expenses during and after events.
  • Solicited feedback from clients to assess event success and uncover opportunities for improvement.
  • Managed event logistics and operations, including support staff, vendor services and volunteers.
  • Generated 600 leads for special event, resulting in a 25% profit margin for event producers.
  • Supervised onsite team of 50 including caterers, audio-visual technicians, facility management team and volunteers.
Education
Westchester Community College - City, State | No DegreeAccounting And Business Management
Career Institute of Florida - City | Certificate ProgramTourism And Travel Services Marketing Operations
Palm Beach Community College - City | No DegreeBusiness Administration And Management
Additional Information
  • Multiple Certificates of Completion from AFLAC for Everwell software training
  • State of Pennsylvania Licensed Health & Life Insurance Agent
  • Co-founder of The Marketing Answer Group
  • Board of Directors, Women's Business Exchange - 2010
  • Board of Directors, Zing Productions, Inc - 2014 - 2015
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Resume Overview

School Attended

  • Westchester Community College
  • Career Institute of Florida
  • Palm Beach Community College

Job Titles Held:

  • Independent Life & Health Insurance Agent
  • Self-Employed Consultant
  • Event Coordinator

Degrees

  • Westchester Community College - City , State | No Degree
    Career Institute of Florida - City | Certificate Program
    Palm Beach Community College - City | No Degree

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