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Insurance Agent Assistant Resume Example

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INSURANCE AGENT ASSISTANT
Professional Summary

Esteemed Multi-Line Insurance Agent with excellent Life Insurance and Commercial/Business marketing . Highly effective at juggling multiple responsibilities at once and providing friendly service.

Persuasive and trusted professional with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with close to 10 years of experience with multi-line insurance products. Proficient in industry related marketing with unique and relatable networking that brings dedication to developing meaningful clientele while offering the best solutions for insurance needs.

Winner of multiple trips and contests that were the result of focus driven life insurance sales accompanied with supporting productive personal lines.

Highly ambitious along with self disciplined , making a work ethic a truly motivating and rewarding experienced career.

Skills

  • Client needs analysis

  • Life insurance

  • Underwriting and adjustments

  • Auto insurance

  • Quotes and sales

  • Health insurance

  • Property insurance

  • Account management

Work History
Insurance Agent Assistant08/2020 to Current
Company Name – City, State
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Presented financial well-being education to groups of over 12 people to cultivate new business and increase financial knowledge of customer base.
  • Maintained high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using centers of influence and direct marketing techniques that include social media, calling and mailings.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Responded to customer calls within 24 hours to swiftly resolve issues and answer questions.
Agent04/2014 to 08/2020
Company Name – City, State
  • Advised customers about new products and assisted customers in determining best discounts, programs and qualifications for their product needs.
  • Established lists of potential clients to develop and expand book of business by building and maintained revolving pipeline.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance as well and individual and group health.
  • Directed office employees and preferred partners to facilitate sales and renewals of stop-loss products.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts along with social media and centers of influence inside community.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Established high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments with customers in non-pressured environment.
  • Presented financial well-being education to groups of over 12 people to cultivate new business and increase financial knowledge of customer base.
  • Performed underwriting approval by completing applications for coverage and using pre-underwriting questions to provide correct eligibility for product based on customer's needs.
Customer Service Representative10/2012 to 04/2014
Company Name – City, State
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Leveraged sales expertise to promote multi-line products and capitalized on upsell opportunities and achieved 79% cross sell in force.
  • Regularly exceeded daily sales and product add-on quotas with 10 "touches" per day .
  • Educated customers on promotions to enhance sales.
  • Worked closely with Texas County Farm Bureau Board to organize growth and awareness strategies to promote organization's impact on community .
  • Provided support for meetings by taking minutes, filing with courts proper documentation for proposing bills and amendments.
  • Maintained detailed and proficient office schedule that optimized Agent's productivity and goal's .
Computer Technician Assistant10/2010 to 10/2012
Company Name – City, State
  • Responded to support requests from end users and patiently walked individuals through basic troubleshooting tasks.
  • Linked computers to network and peripheral equipment, including printers and scanners.
  • Configured hardware, devices and software to set up work stations for employees.
  • Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
  • Helped streamline repair processes and update procedures for support action consistency.
  • Removed malware, ransomware and other threats from laptops and desktop systems.
  • Explained technical information in clear terms to non-technical individuals to promote better understanding.
Education
Associate of Business Administration: Entrepreneurship/Entrepreneurial Studies.06/2014Drury University- City, State
High School Diploma05/2005Lebanon Sr. High School- City, State
Professional References

Hollie Estes - Missouri Farm Bureau Agent 417-522-5430

Hollie worked along side of me inside the company for the past 7 years.

Robert Ross - Former Missouri State Representative 417-247-2020

Robert worked with me on multiple projects on county and state level to make changes for our communities during his term in office.

Calvin Malone - American Family Insurance 573-247-9339

Calvin and I have worked and known eachother in this industry for the past 10 years.

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Resume Overview

School Attended

  • Drury University
  • Lebanon Sr. High School

Job Titles Held:

  • Insurance Agent Assistant
  • Agent
  • Customer Service Representative
  • Computer Technician Assistant

Degrees

  • Associate of Business Administration : Entrepreneurship/Entrepreneurial Studies. 06/2014
    High School Diploma 05/2005

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