insurance agent resume example with 11+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.

  • Customer follow-up
  • Insurance sales strategy
  • Client account management
  • Decision-making
  • Critical thinking
  • Clerical
  • Analytical
  • Organization
  • Reliable and trustworthy
  • Training & Development
  • Team management
  • Organizational skills
  • Problem resolution
  • Microsoft
  • Timeline Planning and Management
  • Types 70 WPM

  • Back office operations
  • Document retrieval
  • Report analysis
  • Excel spreadsheets
  • Data entry documentation
  • Insurance eligibility verification
  • CRM and office management software
  • PC proficient
  • QuickBooks expert
  • Phone call answering
  • Dedicated team player
  • Appointment scheduling
  • File and data retrieval systems
  • Recruiting
  • Spreadsheet development
  • Time and labor control
06/2021 to Current
Insurance Agent Farmers Insurance Group Bedford, TX,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
  • Conducted CRM tasks to maintain quality assurance satisfaction levels.
03/2017 to Current
QA Analyst Lead Related Companies Amherst, MA,
  • Maintained policy, procedures, work instructions and projects for quality and continuous improvement agendas.
  • Set and achieved product quality objectives while meeting product specifications.
  • Promoted company in maintaining work environment focused on quality, communication, collaboration, integration and teamwork.
  • Oversaw process checks to verify proper completion and correct frequency.
  • Created, edited, and updated project manuals and technical documentation used by entire QA team.
  • Implemented internal auditing practices to create standards and statutory obligation compliance reports.
  • Crafted quality control tests to analyze data for process improvement initiatives.
  • Reported on internal and external outcomes of quality activities project stakeholders.
  • Devised strategic and operational planning to evaluate client outcomes with quality management team.
  • Constructed tools for auditing teams to complete compliance assessments.
10/2015 to 02/2017
Administrative Assistant Design Within Reach Inc. Batavia, OH,
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Updated details in company database by keying in customer contacts and delivery dates.
  • Maintained inventory in supply closet to prevent shortages.
  • Directed customer communication to appropriate department personnel.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
  • Prepared packages for shipment by generating packing slips and setting up courier deliveries.
  • Reviewed and suggested improvements for interoffice correspondence, reports and presentations.
03/2010 to 09/2015
Assistant Manager Sheetz City, STATE,
  • Delegated daily tasks to team members to optimize group productivity.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Collaborated with store manager to develop strategies for achieving sales and profit goals.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Completed inventory audits to identify losses and project demand.
  • Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
  • Planned and prepared workflow schedules, delegating tasks for 8-member team.
  • Managed personnel scheduling, facilitating adequate coverage to meet demand.
Education and Training
Expected in 01/1997 to to
Studies with Art Certificate:
Martinsburg High School - Martinsburg, WV
GPA: 3.7, Completed James Rumsey Commercial
Expected in to to
Art Institute of Pittsburgh - Pittsburgh, PA
In the time at AIP, I completed course study in a major of Interior Design and graphic design. GPA: 3.8

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Resume Overview

School Attended

  • Martinsburg High School
  • Art Institute of Pittsburgh

Job Titles Held:

  • Insurance Agent
  • QA Analyst Lead
  • Administrative Assistant
  • Assistant Manager


  • Studies with Art Certificate

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