Independent Life Insurance Agent Resume Example

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(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing 3 years of superior insurance industry performance. Eager to fulfill a management role to further employer's mission and vision. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day.

Able to identify and resolve concerns while promoting new products and meeting sales objectives. Resourceful manager gifted in connecting with business customers to meet account needs, drive growth and build retention. Knowledgeable about business management and skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over 3 years of sales experience.

  • Building relationships
  • Streamlining processes
  • Insurance sales strategy
  • Client account management
  • Client retention
  • Policy management expertise
  • Policy adjustment knowledge
  • Customer follow-up
  • Cross-selling and upselling
  • Problem resolution
  • Multitasking
  • Leadership
  • Coordination
  • Conflict resolution
  • Customer service
Education and Training
Liberty University Lynchburg, VA Expected in 12/2021 Bachelor of Science : Business Administration - GPA :
Sanford Brown Business College City Of Saint Peters, MO, Expected in 05/1995 Associate of Science : Business Management And Accounting, Secretarial - GPA :
  • Life and Health Insurance Producer License - 2017- Present
Haley Auto Group - Independent Life Insurance Agent
Midlothian, VA, 11/2017 - Current
  • Researched strengths and weaknesses of competitors to develop strategies for increasing new business.
  • Upsold products to policyholders and potential new clients.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Provided quick turnaround time when customers called with questions, usually within 24 hours.
  • 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.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
7-Eleven, Inc. - Cashier
Folsom, CA, 03/2019 - 05/2019
  • Assisted with purchases, locating items and signing up for rewards programs.
  • Properly verified customer identification for alcohol or tobacco purchases.
  • Scanned customer purchases, supporting transactions to streamline sales process.
  • Wrapped items and bagged purchases properly to prevent merchandise breakage.
  • Worked closely with front-end staff to assist customers and maintain satisfaction levels.
  • Maintained high productivity by efficiently processing cash, credit, debit and voucher program payments for customers.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Operated cash register, collected payments and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum efficiency.
  • Processed all sales transactions accurately and promptly to prevent long customer wait times.
Citi Trends, Inc. - Store Employee
Bethlehem, PA, 08/2018 - 12/2018
  • Recommended optimal merchandise based on customer needs and desires.
  • Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current.
  • Recommended merchandise to customers based on needs and preferences.
  • Demonstrated products to customers, discussed features and redirected objections to capture sales.
  • Educated customers on product and service offerings.
  • Stayed up to date on store promotions, payment policies and security practices.
  • Helped customers sign up for loyalty programs and submitted completed paperwork.
  • Stocked shelves and supplies and organized displays to focus customer attention on specific items.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
Goodwill Of Missouri - Assistant Manager
City, STATE, 02/1995 - 11/1995
  • Enhanced sales by implementing merchandising and promotional improvements.
  • Reviewed sales reports to enhance sales performance and improve inventory management accuracy.
  • Cultivated hands-on training, assessment, guidance and performance monitoring programs to coach and mentor employees.
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Delegated daily tasks to team members to optimize group productivity.
  • Drove operational efficiency, building customer rapport to foster loyalty and increase sales.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Oversaw team development according to industry service standards to further customer loyalty.
  • Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
  • Collaborated with store manager to develop strategies for achieving sales and profit goals.
  • Analyzed trends, identifying consumer demand and forecasting seasonal trends to streamline operations.
  • Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Directed and led employees, supervising activities to drive productivity and efficiency.

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Resume Strength

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  • Target Job
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Resume Overview

School Attended
  • Liberty University
  • Sanford Brown Business College
Job Titles Held:
  • Independent Life Insurance Agent
  • Cashier
  • Store Employee
  • Assistant Manager
  • Bachelor of Science
  • Associate of Science

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