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Independent Sales Agent- Insurance Resume Example

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INDEPENDENT SALES AGENT- INSURANCE
Summary

High performing sales professional with over 11 years' experience in the insurance industry. Known for contributions of territory growth and for being focused on customer satisfaction. Extensive coordinator asst. experience with proven ability to manage and grow customer relationships to expand customer base. Superior time management and organization skills. Assisted with recruiting and training of new agents. Took them through entire process of becoming licensed, trained and ready for the field.

Skills
  • Insurance sales strategy
  • Sales and profits maximization
  • Sales skills
  • Revenue and sales projections
  • Agent coordination
  • Insurance procedures understanding
Experience
Independent Sales Agent- Insurance
McAllen, TXAflac/Nov 2019 to Current
  • Landed new customer accounts through effective customer service and powerful cold-calling scripts while maintaining full time status inside force.
  • Presented clients with estimates to quote pricing, outline terms and include all benefits information.
  • Established and serviced accounts in assigned territory.
  • Provided accurate and detailed quotes for customers to maintain customer satisfaction.
  • Answered customers' and agents' questions and addressed problems and complaints in person and via phone.
Administrator Assistant
McAllen, TXAflac Regional Office/Feb 2009 to Nov 2019
  • Answered daily phone calls on multi-line phone system and transferred calls to appropriate staff. We had two offices within one mail office. I was receptionist for both owners.
  • Compiled and analyzed data utilizing spreadsheets or other database software such as Excel.
  • Exceeded specific team goals and resolved issues by partnering with staff to share and implement program initiatives.
  • Compiled data and created reports and spreadsheets for use by field force department.
  • Scheduled appointments for management teams and maintained updated calendar.
  • Promoted goals of organization by keeping projects aligned.
  • Requisitioned office supplies, assisted in payroll, performed recordkeeping and tracked expenses for all departmental office employees.
  • Generated reports to present decision-makers with valuable data.
  • Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
  • Created agendas, took minutes and prepared many documents for meetings with agents, districts, Market level personnel and even Territory as needed.
Real Estate Assistant
McAllen, TXSignature Properties/Mar 1999 to Sep 2000
  • Created and distributed outbound print marketing materials and advertisement copy to promote new properties.
  • Created, updated and maintained detailed documents and spreadsheets by creating professional charts, pivots and filters.
  • Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
  • Met incoming customers with professional approach and provided friendly, knowledgeable assistance.
  • Produced professional and error-free letters, presentations and spreadsheets.
  • Responded to telephone inquiries from clients and delivered information to inform and educate callers.
  • Called inspectors, mortgage companies and the like to update information regarding properties.
  • Mailed out flyers introducing neighbors to new home owners.
  • Kept reception area clean and organized to offer positive first impression to every visitor.
CBA Clerk
Pharr, TXVIP Providers/Jun 1996 to Mar 1999
  • Answered over 20 calls per hour to answer provider questions regarding pay or clients.
  • Automated office operations, managing client correspondence, record filing and data communications.
  • Executed strategies to foster better caregiver service and promote positive and engaging environment for all.
  • Reviewed employee performance every 14 days and sent timesheets to accounting for payment.
  • Remained calm and professional in stressful circumstances and when dealing with unhappy clients, effectively diffusing situations.
  • Eliminated process discrepancies, implementing continuous improvements for scheduling DME deliveries.
  • Contacted Case Worker with state regarding any delays/ updates in DME, home modifications or medications being approved to the clients.
  • Partnered with inspector and contractor to assure construction of required home modifications constructed as per code.
  • Recruited, hired and assured new hire packets completed on all new employees.
  • Recruited and hired employees almost daily. We could not have any service breaks for our "nursing home" eligible" clients.
  • Supervised CBA department with over 180 employees and multimillion dollar budget.
Education and Training
Some College (No Degree): Business ManagementPan American UniversityEdinburg, TX
General Lines LicensingTexas Department of Insurance 2012Austin, Tx

Required to complete my CE hours every two years to stay up to date with changes.

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Resume Overview

Companies Worked For:

  • Aflac
  • Aflac Regional Office
  • Signature Properties
  • VIP Providers

School Attended

  • Pan American University
  • Texas Department of Insurance

Job Titles Held:

  • Independent Sales Agent- Insurance
  • Administrator Assistant
  • Real Estate Assistant
  • CBA Clerk

Degrees

  • Some College (No Degree) : Business Management
    General Lines Licensing

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