insurance agency manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Customer Service (10+ years)
  • Microsoft Office Suite
  • Salesforce
  • Event scheduling
  • Team management
  • Work flow planning
  • Process implementation
  • Sales background
  • Networking
  • Negotiations
  • Compliance management
  • Client account management
  • Strategic and financial planning
  • Public speaking
  • Outlook
  • Website management
  • Conflict resolution
  • Performance improvement
  • Process & Procedure manual construction
  • Process improvement
  • New business development
  • Relationship building
  • Contract management
  • Risk management
  • Cost control and reduction
Work History
Insurance Agency Manager, 07/2014 - 03/2020
Comsonics Norcross, GA,
  • Licensed Insurance Professional in an administrative role.
  • Responsible for training & supervising team members.
  • Managed the daily administrative operations of the agency.
  • Responsible for maintaining a diplomatic and professional work environment.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Provided front line inquiry research and response by phone, in writing or in person to the public & internal team members.
  • Worked without supervision exercising independent judgment to manage time; organize and prioritize work; handling multiple tasks simultaneously.
  • Responsible for establishing and maintaining effective office policies & procedures, adhering to state & company regulations.
  • Assisted in monitoring property and liability claims; working with customers and adjustors.
  • Sales Leader, assisting sales force in obtaining goals; distributing work load and developing systems to create an efficient work environment.
  • Maintained databases and daily production.
  • Responsible for equipment inventory and ordering supplies.
  • Operated software for publishing, graphics and spreadsheet development.
  • Maintained effective customer relationships, understanding customer needs; handling confidential information; answering questions; explaining policies, processing and conducting follow-ups.
  • Consistently meeting customer expectations of providing excellent service; ability to resolve customer issues, possess excellent de-escalation skills.
  • Responsible for accounts payable.
  • Responsible for agency calendar, coordinate and schedule appointments; update daily activity; manage day-to-day office activity.
  • Accepted payments; reconcile petty cash, prepare and finalize daily deposits; agency bank account reconciliation.

General Manager, 04/2008 - 01/2014
Great Expressions Dental Centers Sarasota, FL,
  • 2012 Franchise Innkeeper Of the Year.
  • 2012 Award winner: First Impression, Curb Appeal and Breakfast presentation; October Spotlight of the Month.
  • 2011 Boomerang Franchise, Top 20 hotels nominee.
  • Develop and maintain local website.
  • Consciously managed $600,000 operating budget; utilizing management tools and financial analysis.
  • Successfully maintained exceptional quality control standards to provide Signature legendary customer experience.
  • Manage all department operations to ensure efficient transactions; setting goals and delegating responsibilities.
  • Solicit and develop new business accounts by cold calling and networking, while maintaining relationships with existing accounts.
  • Analyze trends and compile data to revise planning and strategy for successful performance.
  • Working manager, that recruited, trained and supervised 12+ employees.
  • Compiled payroll data; prepared hiring and termination paperwork.
  • Maintained records for vacations and sick-day eligibility.
  • Establish morale building philosophy & employee development resulting in high employment retention rate.
  • Fostering an environment in which customers enjoy high levels of service & employees are motivated to deliver top performance.
  • Solicited customer feedback to understand customer needs and the needs of the community.
  • Provided staff with coaching, feedback and developmental opportunities.
  • Identified problems and concerns for opportunities of improvement to meet operational goals.
  • Managed with integrity and honesty, promoting a transparent culture and values.
  • Ensured adherence to employment laws and safety standards.
  • Assisted in processing worker's compensation claims; working with claims adjustors and attorneys.
  • Increased revenue streams by reducing costs, managing schedules and performing variance and risk analysis to implement corrective actions.
  • Maintained employee records; counseling of employees; investigated work comp and unemployment issues.
  • Wrote business correspondence and procedure manual.
  • Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
Owner, 01/1999 - 04/2008
Park Hotels & Resorts Tysons Corner, VA,
  • Founded and managed a subcontracting janitorial business, growing revenue from $25,000 annually to $50,000 in first year and to $100,000 within two years.
  • Adhering to safety & procedural requirements specific to each contract.
  • Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Managed day-to-day business operations, including accounting, finance, HR, marketing and public relations.
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Aligned branding initiatives and sales strategies with client goals.
  • Consulted with customers to assess needs and propose optimal solutions.
Front Office Manager, 06/1990 - 07/1995
Palm Bay Surgery Center City, STATE,
  • Worked with surgeons and their office staff to schedule outpatient procedures.
  • Insured medical records were in order.
  • Responsible for discussing financial obligations with the patient for payment to the surgery center.
  • Registration of patients & waiting room responsibilities.
  • Audited customer files to verify medical necessity and satisfaction of coverage criteria.
  • Maintained patient databases and updated information in alignment with HIPAA protocols.
  • Verified benefits and worked with insurance companies to obtain payments.
  • Assisted with regulatory issues such as compliance.
  • Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
  • Scheduled, rescheduled and handled cancelled appointments for patients.
  • Double-checked forms for accuracy and completion in terms of admission, transfer and discharge of patients.
  • Pulled charts and prepared for nurse and doctor assessment.
Associate of Science: General Studies, Expected in 03/2014
Iowa Western Community College - Council Bluffs, Iowa,
Status -
High School Diploma: , Expected in
Harlan Community High School - Harlan, IA,
Status -
No Degree: Mortuary Science And Embalming, Expected in
Arapaho Community College - Littleton, CO,
Status -
Additional Information
  • Authorized to work in the US for any employer
  • CERTIFICATIONS AND LICENSES , Insurance License, Property-Casualty & Life-Health

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

  • Iowa Western Community College
  • Harlan Community High School
  • Arapaho Community College

Job Titles Held:

  • Insurance Agency Manager
  • General Manager
  • Owner
  • Front Office Manager


  • Associate of Science
  • High School Diploma
  • No Degree

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

*As seen in:As seen in: