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Insurance Advisor Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

Sophisticated advisor with extensive experience serving wide range of customers by presenting insurance suggestions to drive sales. Seasoned professional at smoothly obtaining potential customer information to provide attractive insurance options to fulfill desired needs. Practiced at describing different insurance options in understandable terms. Able to build a strong connection witch each customer I come across no matter the type of personality they display. Highly organized and decisive with extensive background working efficiently. Goal-oriented and effective at dealing with individuals during stressful and confusing situations to address benefits needs and guide into the right direction. Practiced at working with regulatory limits and in multiple insurance department standards to handle requirements via email and telephone calls. Offering extensive knowledge and background generating new business by various insurance options.

Skills
  • Able to take and maintain control of conversation
  • Helping and problem solving with any customer issues
  • Connecting and building relationships with all types of customers
  • Persuasive
  • Top converter for numerous months at previous company
  • Insurance sales strategy
  • Flexibility
  • Willing to work as much overtime as needed
  • Customer follow-up
  • Cross-selling and upselling
  • Lead development
  • Client account management
  • Collaboration
  • Critical thinking
  • Planning
  • Team building
  • Team management
  • Data management
  • Time management
  • Relationship building
Experience
Insurance Advisor, 02/2019 to 12/2020
Bluecross Blueshield Of Tennessee, Inc.Nashville, TN,
  • Reached out to all generated leads and presented them with the necessary information to help them with their current coverage or to find better coverages/plans
  • Took inbound call as well to help resolve any problems, answer any questions, or get them to the right person if looking for new coverage
  • Helped with all fields of insurance such as Medicare, Health, Life, Auto, and Home
  • Conducted research to identify ideal coverage options for customers.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns before transferring them to a licensed agent/enroller in their area.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Communicated with clients by phone to answer questions and offer services.
  • Identified and reached out to prospective clients through customer referrals and lead generation
  • Documented detailed records of customer interactions and activities in Five9 spreadsheet.
Management Assistant , 01/2018 to 02/2020
LandorNew York, NY,
  • Set up and maintained physical and electronic filing systems to maintain organizational efficiency.
  • Wrote email messages, memos and business letters for management.
  • Communicated updates and requirements between internal team members and clients to keep all parties informed of plan progress.
  • Monitored and tracked Medicare plan data with spreadsheets to generate reports and keep management informed of important information.
  • Help conducted research using various media sources to obtain relevant data for lead generation
  • Kept track and updated status of all medicare plans (past, current, and potential enrollees).
  • Reached out daily to new leads, pending enrollments, and clients looking into new plans
  • Constantly writing new scripts and coming up with new conversation tactics to make sure we obtain the highest conversion rate possible
  • Utilized problem solving and adaptive customer service skills to alleviate issues and promote conflict resolution.
  • Constantly updating plans of action for each client to improve guest services in order to drive sales and customer satisfaction.
  • Watching, learning, and studying new trends, tactics, and information in the Medicare world to make sure the team is always going to be not only well prepared but also remain 10 steps ahead
  • Recruited qualified candidates to help build a team that has drive, ambition, and motivation to be the best they can be.
Videographer and Editor, 08/2010 to 12/2017
Vanderbilt UniversityNashville, TN,
  • Filmed, Photographed, and edited all types of events all over the United States. From weddings, sports promos, commercials for small businesses, photography for events, music videos, and even traveling the states for music tours.
  • Also my dad was the Creative Director and Manager for NBC Action News so I would often help out with work there; from commercials, promotional videos for the sports teams, etc..
TDR/Logistics Coordinator, 03/2014 to 03/2016
AmazonCity, STATE,
  • Cultivated carrier relations and tracked financials to ensure optimum performance.
  • Read and interpreted schematics, work orders and reports to identify needed materials and understand instructions.
  • Strengthened operational efficiencies by developing organizational filing systems for invoices, customer orders and contract records.
  • Relayed information between drivers and recipients, including ETA and potential delays.
  • Loaded, unloaded, moved and sorted materials to keep items flowing to correct locations.
Education and Training
High School Diploma: , Expected in 05/2012
Olathe Northwest High School - Olathe, KS
GPA:
  • Was enrolled in AP and Honors classes as well as the 21st Century Program: E-Communications
  • E- Communications gave me the ability to perfect programs such as all of the Microsoft Programs, numerous video and editing programs, as well as receiving my Apple Certification.
: , Expected in
University Of Kansas - Lawrence, KS
GPA:
  • Finished my first year with a GPA of 3.4 but received an opportunity to go on a 6 month tour where I would be hired as the main videographer. Considering I was going to school for videography, it was an opportunity I could not pass up and it ended up landing me many more jobs as well as meeting the right people in that industry.

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Resume Overview

School Attended
  • Olathe Northwest High School
  • University Of Kansas
Job Titles Held:
  • Insurance Advisor
  • Management Assistant
  • Videographer and Editor
  • TDR/Logistics Coordinator
Degrees
  • High School Diploma
  • Some College (No Degree)

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