LiveCareer-Resume

insurance agent resume example with 3+ years of experience

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

Goal-oriented Agent effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 1-year background generating new business by selling various insurance plans. Motivated agent offering 1 years of experience in insurance sales within banking environments. Accomplished professional with active life,health,and accident licensure. Trains and coaches insurance agent performance, maximizing productivity and performance. Talented at building and maintaining strong network relationships and strong referral partnerships. Focused and dedicated insurance professional with 1 years of experience providing superior customer service and rates for life , health and accident policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Resourceful insurance agent gifted in connecting with business customers to meet account needs, drive growth and build retention. Knowledgeable about policies and skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over 1 years of insurance experience. Respected agent Insurance Representative known for successfully completing tasks in high-volume setting. Promoting professional and accurate skills. Seeking similar position with your institution . Strategic thinker offering skills in insurance sales and education and marketing . An innovative and enthusiastic agent Insurance Representative valuing the opportunity to work with a sense of service and ethical purpose. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Experience
Insurance Agent, 03/2021 - Current
Stauffer Financial Agency Fort Myers, FL,
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
Housekeeping Supervisor, 10/2017 - Current
Aparium Hotel Group Kansas City, MO,
  • Stocked room attendant carts with supplies to keep carts organized and clean.
  • Established hands-on, proactive management style to facilitate improvements to workflow and room turnover.
  • Sustained safety protocols to support proper and cost-effective equipment and material usage.
  • Commanded controls over expenses and inventory for optimal budget tracking.
  • Employed deep-cleaning techniques for areas in need of additional sanitation.
  • Washed and polished glass windows and doors to keep entryways clear and professional.
  • Followed manufacturer instructions for using chemicals and equipment to avoid burns, injuries and workplace accidents.
Insurance Agent, 11/2020 - 02/2021
Stauffer Financial Agency Fort Myers, FL,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Education and Training
Life Insurance: Insurance, Expected in 02/2021
-
Frith Consultation Services - Raleigh, NC,
GPA:
Status -
Health And Accident: Insurance, Expected in 11/2020
-
Exam FX - Online,
GPA:
Status -
EKG Tech : EKG, Expected in 12/2019
-
Wayne Community College - Goldsboro, NC
GPA:
Status -
Dental Assistant 1: Dental Assisting, Expected in 07/2012
-
North Carolina Dental University - Greenville ,
GPA:
Status -

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Resume Overview

School Attended

  • Frith Consultation Services
  • Exam FX
  • Wayne Community College
  • North Carolina Dental University

Job Titles Held:

  • Insurance Agent
  • Housekeeping Supervisor
  • Insurance Agent

Degrees

  • Life Insurance
  • Health And Accident
  • EKG Tech
  • Dental Assistant 1

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