insurance agent resume example with 2+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Knowledgeable and dedicated customer service professional with extensive experience in medical industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Gap of Unemployment due to pregnancy and taking time off to be with my young son.

  • Auto insurance
  • Client needs analysis
  • Health insurance
  • Life insurance
  • Quotes and sales
  • Policy renewals
  • Property insurance
  • Quote information
  • Written Communication
  • Excellent Communication
  • Active Listening
  • Clerical Support
  • Teamwork and Collaboration
  • Interpersonal Communication
  • Critical Thinking
  • Attention to Detail
  • Self-Motivated
  • Dependable and Responsible
  • Decision-Making
  • Problem-Solving
  • Switched telephone operation
  • Videoconferencing
  • Personal computer maintenance
  • Oral communications
  • Account services
  • Customer retention
  • Online chat
  • Customer experience management
  • Medical terminology knowledge
  • Multi-line phone talent
  • Sales expertise
  • CRM
Work History
Insurance Agent, 03/2022 - Current
Pharmacists Mutual Insurance Company Bloomington, IN,
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Maintained high standards of customer service by building relationships with clients.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Collected premiums on or before effective date of coverage.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Operational Manager, 04/2021 - 08/2021
Sedgwick Claims Management Services, Inc. Independence, OH,
  • Prepared annual budgets with controls to prevent overages.
  • Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Reviewed operations reports to understand numbers and trends.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
  • Led improvement initiatives to advance operational efficiencies and increase revenue.
  • Planned and resourced personnel and logistics for operations component exercises resulting in highly trained personnel ready to act quickly in critical roles.
  • Increased profit by streamlining operations.
Work From Home Customer Service Agent, 12/2020 - 04/2021
Firstgroup Plc Northbrook, IL,
  • Troubleshot and resolved online ordering issues and concerns to promote seamless ordering process for customers.
  • Answered live online chats to give quick answers and solve problems faster.
  • Maintained functional and productive workspaces, prioritizing quiet atmospheres for call quality and clarity.
  • Provided empathetic and amiable communications to callers in stressful situations to support constructive outcomes and satisfactory resolutions.
  • Documented calls according to DMV policies for use in performance measurement and business progress tracking.
  • Answered inbound customer queries according to internal policies, meeting concerns and resolving questions.
  • Attended virtual department meetings, contributing to ongoing improvement initiatives and addressing emerging performance concerns.
  • Maintained positive and professional attitude toward customers to foster positive experiences resulting in repeat online purchases.
Business Office Associate, 08/2019 - 12/2020
National Church Residences Hialeah, FL,
  • Routed business correspondence, documents and messages to correct departments and staff members.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Engaged with customers to build business relationships.
  • Reviewed invoices, payment requests, advance requests, expense reimbursements and proper coding, prior to approval.
  • Proactively engaged customer in various departments in order to provide in-depth product knowledge in non-commissioned environment
  • Enhanced customer experience using all omnichannel offerings.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Applied core knowledge to effectively communicate sensitive or technical information while adhering to regulatory guidelines.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
Bachelor of Science: Health And Kinesiology, Expected in 12/2022
Virginia Commonwealth University - Richmond, VA
Status -
Associate of Science: Certified Medical Assistant , Expected in 08/2022
John Tyler Community College - Chester, VA
Status -
  • CCMA - Certified Clinical Medical Assistant
  • CMA - Certified Medical Assistant

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Resume Overview

School Attended

  • Virginia Commonwealth University
  • John Tyler Community College

Job Titles Held:

  • Insurance Agent
  • Operational Manager
  • Work From Home Customer Service Agent
  • Business Office Associate


  • Bachelor of Science
  • Associate of Science

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