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Insurance Agent Resume Example

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INSURANCE AGENT
Professional Summary

Welcoming clerical professional with 4 years of experience in Insurance front office setting assisting customers and teammates. Positive and upbeat attitude while greeting and interacting with customers, answering calls, bill/payment resolution and customer conflicts. Accurate when entering information in multiple office software's and keeping organized filing systems.

Skills
  • Filing
  • 55 WPM typing speed
  • Multi-Line Phone Proficiency
  • Data Entry
  • Invoice Processing
  • Employee training and development
  • Appointment setting
  • Mail handling
  • Scheduling
  • Payment Collection and Processing
  • Recordkeeping
  • Scheduling and calendar management
  • Customer and client relations
  • Documentation
  • Administrative support
  • Customer service
  • Office Supply Ordering
Work History
Insurance Agent06/2016 to Current
Company Name – City, State
  • Promoted State Farm products and services using upselling and other sales strategies.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Tracked progress of all outstanding insurance claims.
  • Reviewed stop-loss reporting to customer accounts and ensured compliance with policies and procedures for release of information.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Obtained underwriting approval by completing application for coverage.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
Phlebotomist Technician06/2015 to 01/2016
Company Name – City, State
  • Followed physician orders when administering therapeutic phlebotomy.
  • Stocked phlebotomy cart or carrier with appropriate supplies.
  • Collected blood samples using vacutainer tubes, tourniquets, syringes, butterfly needles, and straight needles.
  • Drew blood from veins by vacuum tube, syringe or butterfly venipuncture methods.
  • Maintained exam rooms by ordering supplies, transporting specimens, washing and packing instruments and changing solutions.
  • Protected patients by following infection control, sharps disposal and biohazardous waste disposal procedures.
  • Accurately labeled vacutainer tubes with patient name, date and time of collection.
  • Obtained blood specimens by performing venipunctures and finger sticks multiple times per day.
  • Tracked collected specimens by initialing, dating and noting times of collection.
  • Validated blood and specimen collection orders, alerting nurses or physicians of discrepancies between order and nursing station logs.
  • Assisted with office procedures by monitoring patient flow, performing telephone screening and maintaining sample drug lists.
  • Resolved unusual test orders by contacting physicians, nursing stations or reference laboratories.
  • Spoke with patient to gather information for lab records, reduce fear or anxiety and optimize cooperation.
  • Assembled tourniquets, needles and blood collection devices to prepare work trays.
Assembly Line Operator06/2001 to 08/2015
Company Name – City, State
  • Kept work areas clean, organized and safe to promote efficiency and team safety.
  • Mentored junior team members on protocols and procedures of each station to maximize contributions.
  • Work 7 different stations each night to provide optimal coverage and meet production goals.
  • Conducted frequent equipment inspections and basic repair actions to keep machinery operating at peak levels.
  • Performed minor maintenance on dies and haizen equipment to keep tools operational and detailed all repair work in reports for Operator dailies.
  • Took on additional job duties, including cutting and boxing during unexpected backlog, resulting in meeting project target date.
  • Mentored new operators, boxers, cutters and scrapers by relaying information on company procedures and safety requirements and delivered constructive criticism upon completion of job tasks.
  • Removed debris and trash and swept up floors following each shift to keep work areas clean and organized
  • Handled troubleshooting tasks and used multiple methods to immediately rectify assembly line issues.
  • Operated all lock out/tag out machinery safely to reduce workplace accidents.
  • Maintained order accuracy and customer satisfaction by double-checking packing labels while packaging cheese products.
  • Safely operated Haizen equipment to prepare cheese products for inspections and packaging.
  • Continuously checked cheese products for quality assurance according to strict guidelines.
  • Quickly adapted plans and adjusted line equipment to maintain high standards of functionality and safety.
  • Distributed individual assignments to team members and monitored progress against production timetables.
  • Applied finishes to completed products and packaged completed items in boxes and containers for shipment.
  • Performed quality checks on finish products to verify compliance specifications and assign appropriate quality grades.
  • Held meetings with employees to evaluate performance and make plans for improvement.
  • Optimized safety and productivity by regularly cleaning and organizing work zones.
  • Analyzed blueprints and work orders to understand specifications and complete accurate assembly of cheese products.
  • Trained new employees and promoted supportive, performance-oriented atmosphere by, instructing each in use of machinery, standard operating procedures and company policies.
Education
High School Diploma05/1989Sky View High School- City, State
Certifications
  • EMT
  • Medical Assisting
  • Property/Casualty Certified
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Resume Overview

School Attended

  • Sky View High School

Job Titles Held:

  • Insurance Agent
  • Phlebotomist Technician
  • Assembly Line Operator

Degrees

  • High School Diploma 05/1989

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