insurance agent resume example with 3+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Skilled representative offering proven leadership, problem-solving and team building abilities developed over progressive career. Consistently empower employees to improve performance and maximize customer satisfaction through advanced training and mentoring. Resourceful and forward-thinking Manager steadfast in pursuing opportunities to improve day-to-day operations and bottom-line profits.

  • Email marketing
  • Insurance sales strategy
  • Customer follow-up
  • Cross-selling and upselling
  • Client retention
  • Long-term care expert
  • Analyzing data
  • Organizational skills
  • Excellent communication skills
  • Loss prevention
  • Data collection
  • Quality control
  • Active Property and Casualty Insurance License with the Texas Department of Insurance
  • Thrives under pressure
  • Managing risk
  • Complaint handling and resolution
  • Skilled negotiator
  • Negotiation proficiency
  • Complex problem-solver
  • Natural leader
  • Influencing business growth
  • Self-motivated
  • Building strong relationships
  • In-depth knowledge of markets and relationships
  • Client relations expert
  • Finance background
  • Organized
  • Customer advocate
  • Fluent in Spanish
  • Teamwork
  • In-depth fashion knowledge
Education and Training
Lloyd V. Berkner Richardson, TX, Expected in 07/2018 High School Diploma : - GPA :

Early Grad. Student


Donor Center Technician Certificate

Property and Casualty (General Lines} License

Stauffer Financial Agency - Insurance Agent
Fort Myers, FL, 12/2018 - 12/2019
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Diminished project lags by effectively training employees on best practices and protocols.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Diligently filed and followed up on third party claims.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Delivered outstanding customer service and built rapport with clients.
  • Delivered effective, informative financial presentations to large groups in effort to build lucrative client base and improve customers' financial well-being.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
Immunotek - Donor Center Technician
Cocoa, FL, 07/2018 - 12/2018
  • Kept work areas and equipment correctly cleaned, sterilized and organized.
  • Established new donor files and added the latest information.
  • Performed finger sticks and utilized centrifuge to test blood for iron and protein levels.
  • Collected information on patient vital signs, including current height, weight and BP.
  • Enforced infection control and sharps disposal procedures to protect patients, co-workers and self.
  • Conducted bleeding time tests and updated results into paper or electronic charts.
  • Screened prospective donors by conducting interviews, obtaining medical histories, and measuring vital signs.
Trek Bikes - Retail Sales Associate
Venice, CA, 05/2016 - 07/2018
  • Maintained current store, product and promotional knowledge to drive consistent sales.
  • Generated brand awareness and positive product impressions to increase sales.
  • Provided every customer with professional and polite support for sales and service needs.
  • Processed payments and maintained accurate drawers to meet financial targets.
  • Initiated friendly conversation with each customer to determine level of assistance required.
  • Followed all company policies, rules and procedures to promote company goals and ensure safety.
  • Designed and deployed new display ideas to improve accessibility to merchandise, increasing sales by 80%.
  • Arranged merchandise for display to highlight new styles, attract customers and enhance sales.
  • Assisted in ringing up sales at registers and bagging merchandise.
  • Maintained friendly, outgoing personality to promote positive work environment and build customer loyalty.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Proactively engaged shoppers, providing assistance and information on merchandise and product features.

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Resume Overview

School Attended

  • Lloyd V. Berkner

Job Titles Held:

  • Insurance Agent
  • Donor Center Technician
  • Retail Sales Associate


  • High School Diploma

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