Insurance Agent Resume Example
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Rachel Thomas
Summary
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.
Skills
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Experience
Insurance Agent, Company Name, December 2018-December 2019City, State
- 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.
Donor Center Technician, Company Name, July 2018-December 2018City, State
- 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.
Retail Sales Associate, Company Name, May 2016-July 2018City, State
- 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 allcompany 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.
Education and Training
High School DiplomaLloyd V. Berkner, , CityJuly 2018
Early Grad. Student
Certifications
Donor Center Technician Certificate
Property and Casualty (General Lines} License
Hobbies
- Writing
- Reading
- Dog walking
- Pilates
- Watching movies
- Driving
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Resume Overview
School Attended
- Lloyd V. Berkner
Job Titles Held:
- Insurance Agent
- Donor Center Technician
- Retail Sales Associate
Degrees
- High School Diploma
