Insurance Agent Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Capable A/R Specialist committed to keeping accurate accounting records. Offering natural talent for numerical accuracy and calculating balances. Unwavering commitment to efficiency and supporting business needs with full-service accounting management expertise.

  • Insurance sales strategy
  • Cross-selling and upselling
  • Customer follow-up
  • Client retention
  • Client account management
  • Lead development
  • MS Office
  • Customer service
Insurance Agent, 05/2009 to 09/2014
Pharmacists Mutual Insurance Company Ames, IA,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Provided quick turnaround time when customers called with questions, usually within 1 hour.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Executed on-time, under-budget project management by handling complex issues effectively for senior leadership.
  • Delivered outstanding customer service and built rapport with clients.
Store Manager, 04/2007 to 05/2009
Gustave A. Larson Company Bloomington, MN,
  • Oversaw inventory management with cycle counts, audits and shrinkage control.
  • Secured store perimeter and enforced procedures to minimize losses and protect store assets.
  • Reorganized sales floor, changing product layout to optimize customer flow and improve product visibility.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Delegated work to employees based on shift requirements, individual strengths and unique training.
  • Updated store pricing, signage and merchandising based on current promotions.
  • Processed shipments and maintained stock shelf organization.
  • Managed sales, reconciled cash and made bank deposits while performing store opening and closing duties.
  • Managed store appearance, including merchandising and displays, signage, decorations and cleaning.
  • Kept accounts current and funds deposited to keep on-site cash low.
  • Maintained daily record of all transactions.
  • Coached and empowered employees by creating and sharing motivational vision plans.
  • Contributed to merchandising ideas at team sales meetings.
  • Delivered excellent customer service by greeting and assisting each customer.
  • Provided excellent customer service and adhered to all standard practices, maximizing sales and minimizing shrinkage.
  • Resolved customer problems by investigating issues, answering questions and building rapport.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Oversaw inventory tracking, management and physical inventory counts.
  • Coordinated sales reports, reconciled accounts and made bank deposits.
  • Arranged inventory in rotation from oldest to newest, moving aging items to customers first to maintain fresh stock.
  • Oversaw inventory management to minimize waste.
Sales Associate, 03/2005 to 04/2007
The Hertz Corporation Eugene, OR,
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions.
  • Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
  • Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
  • Sold various products by explaining unique features and educating customers on proper application.
  • Negotiated and closed deals with minimal oversight.
  • Trained all new sales employees on effective sales, service and operational strategies to maximize team performance.
  • Prepared cash deposits up to $[Amount] with zero discrepancies.
  • Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
  • Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
  • Prepared and processed contracts and order forms for new and existing customers.
Education and Training
Associate of Science: Medical Laboratory Technology, Expected in 09/2006
Southeastern Technical College - Vidalia, GA,

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Resume Overview

School Attended
  • Southeastern Technical College
Job Titles Held:
  • Insurance Agent
  • Store Manager
  • Sales Associate
  • Associate of Science

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