LiveCareer-Resume

independent life insurance agent resume example with 7+ 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

Results-driven sales leader with outstanding sales record as a Life Insurance Agent. Handles stress well and quickly flexes with changing demands to consistently exceed sales quotas. Disciplined and resourceful professional with expertise in account development and market penetration. Focused on always growing customer base and increasing revenue numbers. Diligent and forward-thinking professional with organized and competitive nature.

Skills
  • Time Management
  • Document Control
  • Insurance Coverage Verification
  • Binder Coverage
  • Client Prospecting
  • Underwriter Collaboration
  • Critical Thinking
  • Policy Changes
  • Insurance Customization
  • Client Interviews
  • Premium Calculations
  • Policy Feature Explanations
  • Financial Needs Assessment
  • CRM Software
  • Insurance Policy Sales
  • Policyholder Communication
  • Verbal and Written Communication
  • Life Insurance Sales
  • Final Expense Insurance
  • Asset Protection
  • Relationship Building
  • New Agent Training
  • Licensing Requirements
  • Upselling and Cross-selling
  • Insurance Eligibility
Work History
Independent Life Insurance Agent, 05/2021 to Current
Aaa Mid-AtlanticSpringfield, VA,
  • Provided coverage option information to assist clients in protecting assets.
  • Maintained high standards of customer service by building relationships with clients.
  • Obtained underwriting approval by completing application for coverage.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Identified and solicited sales prospects in agency databases.
  • Met with customers to provide information about available products and policies.
  • Remained impartial in order to advise clients based on circumstances.
  • Conducted annual reviews of existing policies to update information.
Life Insurance Sales Agent, 04/2019 to 12/2020
New York Life Insurance CoCity, STATE,
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Drove team revenue totals by bringing in top sales numbers.
  • Identified and solicited sales prospects in agency databases.
  • Conducted annual reviews of existing policies to update information.
  • Collected premiums on or before effective date of coverage.
  • Remained impartial in order to advise clients based on circumstances.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Roll-up Door Technician, 03/2018 to 02/2019
Specialty Doors Of CaliforniaCity, STATE,
  • Adjusted doors to open or close with correct amount of effort and made simple adjustments to electric openers.
  • Diagnosed problems and completed timely repairs.
  • Measured and estimated jobs in order to calculate fees.
  • Installed door frames, steel rolling curtains or electric door openers using power tools, hand tools and electronic test equipment.
  • Fabricated replacements for worn or broken parts using welders, lathes or shaping or milling machines.
  • Carried out day-day-day duties accurately and efficiently.
  • Developed and maintained courteous and effective working relationships.
  • Served customers and followed outlined steps of service.
  • Developed team communications and information for meetings.
Overhead Door Technician/Salesman, 06/2013 to 02/2018
Lawrence 24-Hour Roll Up DoorsCity, STATE,
  • Kept appropriate inventory level of new systems and replacement parts to meet all job requirements.
  • Updated daily logs with hours and materials used.
  • Fabricated replacements for worn or broken parts using welders, lathes or shaping or milling machines.
  • Educated homeowners about proper care and maintenance of garage door systems.
  • Diagnosed problems and completed timely repairs.
  • Adjusted doors to open or close with correct amount of effort and made simple adjustments to electric openers.
  • Measured and estimated jobs in order to calculate fees.
  • Completed required paperwork such as work orders according to services performed or required.
  • Installed door frames, steel rolling curtains or electric door openers using power tools, hand tools and electronic test equipment.
  • Resolved problems, improved operations and provided exceptional service.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Delivered exceptional level of service to each customer by listening to concerns and answering questions.
Education
High School Diploma: , Expected in 06/2002 to Warren High School - Downey, CA
GPA:
Accomplishments
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
Certifications
  • Licensed Life Insurance Agent- 2015-Present
,
Affiliations
Languages
Spanish:
Native or Bilingual
Negotiated:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Warren High School

Job Titles Held:

  • Independent Life Insurance Agent
  • Life Insurance Sales Agent
  • Roll-up Door Technician
  • Overhead Door Technician/Salesman

Degrees

  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: