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Insurance Agent Resume Example

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INSURANCE AGENT
Summary

Multi-faceted, results-focused, educated, professional, with in-depth knowledge of sales, negotiation, account management, and training, with exceptional organization, time management, and multi-tasking abilities. Follows directives and employs all necessary steps to excel in high-pressure situations. Committed to addressing customer concerns with speed, accuracy, and professionalism.

Skills
  • Customer follow-up
  • Cross-selling and upselling
  • Lead development
  • Client account management
  • Organizational skills
  • Complaint handling and resolution
  • Client relations expert
  • Organized
  • Thrives under pressure
  • Negotiation proficiency
  • Building strong relationships
  • Cold calling
  • Quoting and pricing policies
  • Complex problem-solver
  • CRM expertise
  • Self-motivated
  • Data collection
  • Excellent communication skills
  • Natural leader
Experience
Insurance AgentFeb 2014 to Current
AFLAC － Lancaster, California
  • Engaged customers and provided a high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provide best options, upselling products and services.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as a service provider.
  • Delivered outstanding customer service and built rapport with clients.
  • Coordinated appointments and consultations with clients to identify individual needs and gain a better understanding of overall financial situations.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Maintained a pleasant and cordial attitude at all times, even when issues arose.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
Customer Relationship ManagerMar 2010 to May 2013
Bank Of America － Lancaster, California
  • Upheld strict quality control policies and procedures during customer interactions.
  • Drove customer escalations to resolution by engaging directly with customers.
  • Addressed inquiries from clients and relationship management department team members.
  • Answered customer requests with friendly, knowledgeable service and support.
  • Monitored and reviewed all incoming and outgoing documents for accuracy and timeliness.
  • Provided detailed monthly departmental reports and updates to senior management.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Informed customers about billing procedures, processed payments and provided payment options setup assistance.
  • Built customer loyalty by following up with borrowers on a constant basis.
  • Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
Case Manager SupervisorJan 2008 to Mar 2010
Jewish Vocational Services For DPSS (GAIN) － Palmdale, CA
  • Trained, mentored and supervised, a team of 14 employees
  • Increased team productivity by 40%, by identifying inefficiencies in existing methods, and implementing improvements.
  • Recommended changes to existing methods to increase the accuracy, efficiency, and responsiveness of the department.
  • Reviewed, and approved, files submitted for payments to clients.
  • Provided detailed departmental reports and updates to senior management
  • Interviewed clients to determine what services would best address their needs.
  • Communicated with public social and welfare agencies to obtain and provide necessary information.
  • Maintained thorough case history records and wrote detailed reports.
  • Acted as an advocate for client rights.
  • Motivate, encourage and support participants in successfully completing each step of the program.
Case ManagerJun 1999 to Dec 2005
Law Firm Of R. Rex Parris － Lancaster, CA
  • Met with clients and other legal professionals to discuss case details.
  • Conducted client interviews.
  • Corresponded daily with clients, insurance adjusters, doctors, and attorneys.
  • Investigated and negotiated claims, in order to settle, by applying technical knowledge and human relations skills, to effect fair and prompt disposal of cases and to contribute to a fair and adequate settlement.
  • Organized legal memoranda and client correspondence.
  • Interpreted and relayed legal information in a clear format for clients.
  • Mentored and supervised 3 assistants.
  • Composed and typed routine letters of correspondence.
  • Assisted in the selection of jury members, reviewed potential jury applications, attended jury selection, interviewed jury members at conclusion of trial.
  • Adhered to established rules, ethical standards, statutes, and codes of professional conduct conducive to a positive working atmosphere.



Education and Training
Bachelor of Arts, PhilosophyJun 1983University of California At Los Angeles － Westwood, CA
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Resume Overview

Companies Worked For:

  • AFLAC
  • Bank Of America
  • Jewish Vocational Services For DPSS (GAIN)
  • Law Firm Of R. Rex Parris

School Attended

  • University of California At Los Angeles

Job Titles Held:

  • Insurance Agent
  • Customer Relationship Manager
  • Case Manager Supervisor
  • Case Manager

Degrees

  • Bachelor of Arts , Philosophy Jun 1983

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