Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Goal-oriented Insurance 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 30-year background generating new business by selling various insurance plans. 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.

  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Insurance sales strategy
  • Customer follow-up
  • Client account management
  • Client retention
  • People skills
  • Time management
  • Conflict resolution
Insurance Agent, 07/2012 - Current
Barrett Business Services West Valley City, UT,
  • 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.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Wrote policies, finalized documents and filed paperwork.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Communicated with clients by phone and email to answer questions and offer services.
Owner and Primary Agent, 07/1985 - 06/2012
The Goodyear Tire & Rubber Company Commerce City, CO,
  • Developed business objectives and strategies to define goals and methods for achievement.
  • Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
  • Reconciled daily sales, returns and financial transaction reports and prepared bank deposits.
  • Directed implementation of strategic business plans to achieve goals and objectives.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Devised and implemented standard operating procedures, training programs and office management systems.
  • Tracked and measured success by [Action].
  • Analyzed client business needs and assisted in determining appropriate resources and strategies.
  • Built and enhanced relationships with clients to boost revenue.
  • Managed organizational budget and finances.
  • Managed financial functions such as operations budgeting, accounts payable and accounts receivable and payroll.
  • Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.
  • Kept up-to-date on all regulatory changes affecting business operations.
  • Created and implemented marketing and advertising strategies to support revenue goals and promote strategic growth.
Assistant District Manager, 1979 - 1985
Circle K Coporation /Utotem Inc. City, STATE,
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Collaborated with store manager to develop strategies for achieving sales and profit goals.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Completed inventory audits to identify losses and project demand.
  • Reviewed sales reports to enhance sales performance and improve inventory management accuracy.
  • Supported sales management initiatives to optimize business development.
  • Improved efficiency and productivity by implementing organization systems for financial reports, schedules and inventory control.
  • Analyzed trends, identifying consumer demand and forecasting seasonal trends to streamline operations.
  • Drove operational efficiency, building customer rapport to foster loyalty and increase sales.
Education and Training
BBA: Major - Marketing/Minor - Marketing Research, Expected in
The University of Texas At Austin - Austin, TX,
Activities and Honors

* Life Member - The University of Texas At Austin

* McCombs School of Business Alumni Association

* The University of Texas American Marketing

* The University of Texas Handball Association

* Member of Christ Chapel Church



Texas General Lines Agent, Property and Casualty

License #810056

Texas Life and Health Product Lines

License #810056

State Board Licensed and Certified VIP

Property Inspector for Property Insurability

Texas Windstorm Insurance Association Certified

Texas Auto Insurance Plan Certified

Texas Homeowner's Fair Plan Certified

FEMA Certified Flood Insurance Provider

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School Attended

  • The University of Texas At Austin

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  • Insurance Agent
  • Owner and Primary Agent
  • Assistant District Manager


  • BBA

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