insurance agent resume example with 4+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary
Hardworking, detail-oriented data entry and customer service professional accustomed to fast-paced call center environments as well as front office work and administrative duties. Works quickly and offers 5 years of customer service experience. Outstanding knowledge of Microsoft office and training tasks. Committed employee and a fast learner.
Skills
Customer follow-up
Lead development
Client retention
Client account management
Customer service
Planning and coordination
Problem resolution
Project organization
Team building
MS Office
Process improvement
Organization
Team management
Supervision
Inventory management
Administrative support
Customer assistance and interaction
Issue handling
Package and mail receipt
Microsoft Office
Call routing
Appointment confirmation
Recordkeeping
Call center operations
Technical troubleshooting
Data gathering
Data entry
45 WPM
Payment processing
Documentation and reporting
Quality control
Account updating
Call center experience
Communicating with clients
Quality assurance controls
System documentation
Training experience
Experience
08/2019 to 02/2020
Insurance AgentFirst Mid-Illinois Bancshares, Inc. – Edwardsville, IL,
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Analyzed customer needs and provided best options, upselling products and services.
Cultivated professional relations to establish long-term profitable partnerships.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Increased data collection accuracy by recording client account information with zero discrepancies.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Continually improved office operations by maintaining records, tracking data and promoting internal communications.
Monitored clients' insurance coverages to ensure changing needs were met.
Maintained pleasant and cordial attitude at all times, even when issues arose.
Increased client retention through loyalty rewards and incentivization program.
Generated new leads and identified potential clients by using successful direct marketing strategies.
Managed schedule for myself and my superior to insure all appointments were kept and maximized amount of clients.
Answered emails and completed spreadsheets in a timely manner.
Completed all weekly and monthly spreadsheets and paperwork on time.
09/2015 to 06/2019
Record Retrieval SpecialistCotiviti – City, STATE,
Improved customer satisfaction by finding creative solutions to problems.
Recognized by management for providing exceptional customer service.
Utilized Microsoft office to compile data gathered from various sources.
Handled all delegated tasks, including creating spreadsheets, distributing work, and updating goals board.
Supported the department by compiling paperwork and taking detailed meeting minutes.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Earned reputation for good attendance and hard work.
Improved operations by working with team members and customers to find workable solutions.
Learned all three department processes to support office needs.
Performed site evaluations, customer surveys and team audits.
Collaborated with others to discuss creating training opportunities.
Created agendas and communication materials for team meetings.
Completed training project resulting in less HIPAA violations and better department numbers.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Worked as a team lead answering questions and training new hires.
Was consistently a top performer in all departments.
Collaborated in development of training procedures.
Helped train entire department when switching to new software.
02/2015 to 06/2015
Dog Groomer/Front Desk ReceptionistSami’s Pet Grooming – City, STATE,
Supported animal health by keeping all areas clean, neat and properly sanitized.
Cleaned and disinfected kennels and common areas to reduce spread of illness from infected animals.
Assisted grooming staff with nail clipping, fur blow drying and combing out matted fur during high-volume periods, including holidays.
Delivered consistent customer service to pet owners, effectively increasing repeat business.
Reviewed inventory levels during shifts and placed orders to replenish supplies, including shampoo, canine toothpaste and styptic powder.
Met with pet owners, explained lodging, grooming and daily care services and cross-sold specialty products like bows, ribbons, pet toys and treats.
Washed, groomed and trimmed each animal to enhance coat health.
Refilled shampoo bottles, sanitized clippers, combs and brushes and placed clean towels at each station following shift completion.
Removed animal waste from kennels, runs and exercise areas, placing in trash receptacles or in-ground septic systems.
Pitched in with laundry duties, including washing, drying and folding towels during busy periods, ensuring consistent workflow.
Bathed animals.
Monitored office expenditures and managed office contracts, keeping meticulous records on all transactions.
Handled payment processing duties and provided customers with receipts and proper bills and change.
Filed all customer paperwork and completed new customer paperwork to ensure a smooth process.
Contacted customers to schedule drop off and pick up times.
Answered questions and pricing over the phone.
Completed owner paperwork and obtained all necessary information, including possible allergies, potential aggressive behavior, preferred food type and owner contact details.
Education and Training
Expected in 06/2015 to to
High School Diploma: Cyprus High School - Magna, UT GPA:
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.