insurance agency owner resume example with 19+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Creative, detail-oriented, and results-driven business professional with exceptional background centered on company success and growth in all facets of the Insurance Industry. Talented in sales process, relationships, support and project management. Offering excellent communication, multi-tasking and project management skills.

  • Problem Anticipation and Resolution
  • Verbal and Written Communication
  • Presentation Development and Delivery
  • Process Development and Streamlining
  • Project Management
  • Multi-tasking/Prioritizing
Work History
Insurance Agency Owner, 11/2017 - Current
Allstate Carrollton, GA,
  • Built and deployed operational procedures, training programs and administrative systems to handle needs.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Maintained updated knowledge of regulatory changes to adjust business operations accordingly.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Commercial Account Manager, 11/2015 - 11/2017
Juniper Networks Sacramento, CA,
  • Prepared customer presentations and demonstrations of products to solicit new business.
  • Analyzed client needs to identify coverage solutions and produced policy and quotes.
  • Negotiated rates to set up finance contracts.
  • Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
  • Maintained required data in agency management system to follow corporate guidelines.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
  • Maintained up-to-date knowledge of competitor products and pricing in market served.
  • Developed compelling presentation decks to gain approval for ideas and communicate results.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Investigated and integrated new strategies to expand business operations and grow customer base.
  • Developed and executed sales presentations as well as internal and external product training.
  • Prepared sales presentations for clients showing success and credibility of insurance products.
  • Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
Commercial Sales Administrator/CSR Field Coach, 09/2002 - 11/2015
Farm Bureau Insurance Of Michigan City, STATE,
  • Presented bids and contracts for potential clients to review during meetings.
  • Analyzed and structured sales forecasts to reflect needs of Michigan market.
  • Provided day-to-day support for Commerical Sales Specialist accounts by answering inquiries, checking availability of products and corresponding with customers via email.
  • Maintained relationships with existing customers to optimize service quality, business growth and customer satisfaction.
  • Drafted, submitted and processed sales contracts for orders received.
  • Attended training sessions on sales skills, product knowledge, technical information, as well as company policies and procedures.
  • Presented professional image consistent with company's brand values.
  • Prepared and deliver customer sales quotes.
  • Presented information to customers, peers and management.
  • Communicated well with broad range of professionals to promote theCommerical Sales Department.
  • Prioritized tasks and projects to meet tight deadlines.
  • Recorded accurate and efficient records in customer database.
  • Liaised between clients and support team to quickly resolve issues.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Worked independently with minimal supervision.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.

  • Developed new training programs such as online modules, interactive software, language labs and online programs and provided ongoing training to staff.
  • Traveled to client locations to conduct training classes.
  • Designed and facilitated training courses, aligning new learning development and solutions to organization's strategic goals, mission and vision.
  • Trained and mentored new personnel hired to fulfill various roles.
  • Developed training handbooks, computer tutorials and reference materials.
Life & Health License: , Expected in 09/2017
State of Michigan - ,
Status -
Property & Casualty License: , Expected in 12/2008
State of Michigan - ,
Status -
Associate Degree in General Insurance: , Expected in 05/2005
Insurance Institute of America - ,
Status -

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Resume Overview

School Attended

  • State of Michigan
  • State of Michigan
  • Insurance Institute of America

Job Titles Held:

  • Insurance Agency Owner
  • Commercial Account Manager
  • Commercial Sales Administrator/CSR Field Coach


  • Life & Health License
  • Property & Casualty License
  • Associate Degree in General Insurance

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