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Insurance Agent Resume Example

Resume Score: 70%

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INSURANCE AGENT
Professional Summary
As an Insurance Agent, I've increased my knowledge on concerns of working class and retired Americans as it pertains to medical coverage, extended care, estate planning needs and nest egg security. These skills combined with my banking and military experience makes me a valuable asset. My objective is to obtain a career with growth and advancement opportunities within a professional environment while contributing my skills, abilities and experiences in a sales, client servicing, and military disciplines.
Work History
Insurance Agent, 12/2007 to 06/2017
Bankers Life – Charlotte, NC
  • Evaluated leads obtained through direct inquiries, databases, referrals and cold calling.
  • Calculated quotes and educated prospects on insurance products to secure retirement planning goals.
  • Met with an average of 15 prospects each week in their homes or place of business to select appropriate insurance coverage.
  • Conducted annual reviews of existing client's investment portfolios to update and advise of market status.
  • Mentored an average of 3 entry-level and/or intermediate experienced agents in the field per month.
  • Closed an average of 8 to 10 new sales per week.
  • Assisted in facilitating meeting and product training weekly.
Treasury Management Sales Analyst - Banking Officer, 08/2005 to 12/2007
Bank of America – Charlotte, NC
  • Managed and increased revenue in portfolio through prospecting and consistent treasury reviews with commercial clients.
  • Consistently met monthly sales goals by identifying potential solutions and presenting recommendations in person to clients (i.e. CFO, Controller, Treasurer, etc.) as a result of needs analysis.
  • Supported and coordinated schedules for Treasury Sales Officer and Relationship Manager reviews.
  • Utilized technical knowledge to run pricing / cost benefit models and confers with Treasury Sales Officer and Client Team on a regular basis to support business goals.
  • Consistently update sales pipeline with pending, existing and closed deals.
  • Served as liaison with the Client Service Center and Implementation Team while building strong relationships that ensure effective communication and trust. 
  • Prepared account schematics, proposals, pricing scenarios, and sales presentations as needed.
Global Treasury Services Advisor - Banking Officer, 04/1997 to 08/2005
Bank of America – Charlotte, NC
  • Served as the main liaison between customers, management, implementation, technical support and sales team.
  • Managed a high-volume Treasury Management portfolio within a deadline driven environment.
  • Set up customer profiles, open new bank deposit and lockbox accounts, order bank supplies, process ACH and wire transfers, stop payments.
  • Answered an average of 50 calls per day by addressing customer inquiries, solving problems and providing new product information.
  • Earned management trust by training new advisers on job products, procedures, functions and responsibilities.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service.





​

Commercial Customer Service Representative, 06/1994 to 04/1997
First Union National Bank – Charlotte, NC
  • Effectively managed a high-volume of inbound and outbound customer calls.
  • Gathered and verified all required customer information for tracking purposes.
  • Accurately documented, researched and resolved customer service issues.
  • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
  • Met or exceeded service and quality standards every review period.
  • Displayed unwavering commitment to customer service, with the ability to build relationships, resolve complex issues and win customer loyalty
Mortgage Loan Processor, 01/1992 to 06/1994
First Union National Bank – Charlotte, NC
  • Reviewed and verified borrowers income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal and accuracy.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Provided support to loan officer and underwriter teams by ensuring the timely, judicious and accurate processing of mortgages.
  • Successfully closed an average of 25 loans per month.
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
Field Radio Operator, 11/1987 to 12/1995
UNITED STATES MARINE CORPS – Camp Pendleton, CA
  • Studied strategy, tactics, leadership skills and Military Occupational Specialty (MOS) qualifications.
  • Operated and maintained communications equipment worth millions.
  • Planned and briefed personnel on missions.
  • Established and commanded field communication operations.
  • Led Tactical Air Control Party reconnaissance operations and reported enemy movements to commanding officers.
  • Oversaw command's encrypted communications department budget.
  • Received Combat Action Ribbon, Navy Unit Commendation, Meritorious Unit Commendation, Marine Corps Good Conduct Medal, Marine Corps Expeditionary Medal, National Defense Service Medal, Southwest Asia Service Medal, Sea Service Deployment Ribbon, Kuwait Liberation Medal (Kingdom of Saudi Arabia), Kuwait Liberation Medal (Kuwait).
Education
Some college: Psychology , University of Washington - Seattle, WA
Additional Information
Certifications/Licenses North Carolina, South Carolina, Ohio and California Life and Health Insurance Licenses.
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Resume Overview

Companies Worked For:

  • Bankers Life
  • Bank of America
  • First Union National Bank
  • UNITED STATES MARINE CORPS

School Attended

  • University of Washington

Job Titles Held:

  • Insurance Agent
  • Treasury Management Sales Analyst - Banking Officer
  • Global Treasury Services Advisor - Banking Officer
  • Commercial Customer Service Representative
  • Mortgage Loan Processor
  • Field Radio Operator

Degrees

  • Some college : Psychology ,

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