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
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Experience
Insurance AgentFeb 2014 to Current
Bankwest － Gregory , SD
Bankwest － Gregory , SD
- 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
Leidos Holdings Inc. － Fort Eustis , VA
Leidos Holdings Inc. － Fort Eustis , VA
- 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
Community Solutions, Inc. － Santa Barbara , CA
Community Solutions, Inc. － Santa Barbara , 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
Community Care, Inc － Appleton , WI
Community Care, Inc － Appleton , WI
- 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 － City
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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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