Insurance Agent resume example with 14+ 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

Focused customer service professional skilled in lead generation, customer relationship development and sales. known for partnering with supervisory staff in

collecting, compiling, and tracking data.

Accomplished in providing unsurpassed support to demanding customers. Offering over 10 years of experience in related roles, as well as passion for always improving numbers, enhancing knowledge and exceeding expectations.

  • Quotes and sales
  • Client needs analysis
  • Property insurance
  • Quote information
  • Auto insurance
  • Policy renewals
  • Operations management
  • Underwriting knowledge
  • Staff management
  • Job inspections
  • Sales and marketing
  • Verbal and written communication
  • Positive and friendly
  • People-oriented
  • Natural leader
  • Cost controls
  • Hiring standards
  • Scheduling
  • Business planning
  • Customer service
  • Team management
  • Sales planning
  • Cleanliness
  • Budgeting
  • Safe food handling
  • Serve safe certification
  • Training personnel
  • Cash handling expert
  • Critical Thinking
  • Communication skills
  • Cash handling
  • Gathering information
  • Payment processing
  • Vendor management
  • Account oversight
  • Account management
  • Sales reporting
  • Team training
  • Upselling
  • Business planning
  • Organization
Work History
Insurance Agent, 03/2017 - Current
Stauffer Financial Agency Fort Myers, FL,
  • Built relationships with clients through active listening and communiction talents to provide excellent service
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Worked closely with external partners and members of local community to create continuous client referral sources
  • Responded to customer calls within 1 hours to swiftly resolve issues and answer questions
  • Developed and maintained long-term relationships with policyholders and small business entities
  • Determined client needs and financial situations by listening to the client
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Customer Service Representative, 01/2017 - 03/2017
Sheridan Group Inc. Company Hudsonville, MI,
  • Maintained customer happiness with forward-thinking strategies focused on addressing customer needs and resolving concernscall
  • Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
  • Answered average of 75 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information
  • Answered customer questions regarding merchandise and pricing
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information
Retail Sales Manager, 02/2016 - 06/2016
Trident Seafoods Petersburg, AK,
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences
  • Identified and qualified accounts to assess revenue potential
  • Contacted clients to verify account information and maintain accuracy, resulting in 20% increase in client satisfaction
  • Retained 75% of clients through changing atmospheres by quickly and professionally resolving customer issues
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
  • Assessed sales reports to identify and enhance sales performance, support inventory oversight and capitalize on emerging trends.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Kept orderly and accurate accounting records by monitoring sales documentation.
  • Conducted ongoing staff development to help employees achieve growth within job roles.
Shift/Assistant Manager , 11/2005 - 02/2016
Wendy's City, STATE,
  • Tracked receipts, employee hours and inventory movements
  • Excelled in every store position and regularly backed up front-line staff to keep expertise fresh and relevant
  • Adhered to company standards and compliance requirements for operations and cleanliness of all areas
  • Kept employees operating productively and working on task to meet business and customer needs
  • Produced regular labor and food count reports to evaluate performance, adjust strategies and maintain agile, sustainable operations
  • Regularly checked building to confirm maintenance and cleaning met code and regulations
  • Coached crew members to optimize performance and motivate toward more efficient work
  • Managed schedules, accepted time off requests and found coverage for short shifts
  • Worked closely with team members to schedule breaks and shifts to meet state regulations
  • Assisted management team in developing and creating welcoming atmosphere for crew members to voice complaints
High School Diploma: , Expected in 11/2006
West Laurens High School - Dexter, GA
: Certified Nursing Assisant, Expected in
Heart of Georgia Tech - Dublin, GA,

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Resume Overview

School Attended

  • West Laurens High School
  • Heart of Georgia Tech

Job Titles Held:

  • Insurance Agent
  • Customer Service Representative
  • Retail Sales Manager
  • Shift/Assistant Manager


  • High School Diploma
  • Some College (No Degree)

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