Independent Life & Health Insurance Agent Resume Example
Love this resume?Build Your Own Now
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
|
|
Work History
Independent Life & Health Insurance Agent | 02/2018 to 03/2019
Scheels Sports - Sioux Falls , SD
Scheels Sports - Sioux Falls , SD
- 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
D G Schults Business Services - City , STATE
D G Schults Business Services - 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
The Marketing Answer Group - City , STATE
The Marketing Answer Group - 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
Crowning Light Productions - City , STATE
Crowning Light Productions - 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
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
Resume Strength
- Completeness
- Word choice
- Length
- Measurable results
- Typos
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
Similar Resumes
