insurance agent resume example with 9+ years of experience

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

Goal-oriented office assistant 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 10-year background generating new business by selling various insurance plans. Dynamic Office Assistant with 10 years of experience streamlining workplace efficiency. Helpful and personable individual skilled at organization, and time management. Lends dedicated critical thinking to comply with organizational roadmaps.

  • Policy Adjustment Knowledge
  • Asset Protection Expertise
  • Cross-Selling and Upselling
  • Insurance Sales Strategy
  • Customer Follow-Up
  • Policyholder Communication
  • Service-Oriented
  • Financial Needs Assessment
  • Insurance Policy Sales
  • Persuasive Negotiation
  • Clientele Development
  • Form Completion and Submission
  • Records Maintenance
  • Administrative Functions
  • Verbal and Written Communication
  • Client Interviews
  • Service Oriented
  • Document Control
  • Client Prospecting
  • Critical Thinking
  • Client Retention
  • Clerical Support
  • Mail Sorting and Distribution
  • Data Entry
  • Microsoft Office
  • Office Supply Management
  • Records Management Software
  • Data Entry and 10-Key
  • Record Sorting and Filing
  • Attention to Detail
  • Data Gathering
  • Self-Motivated
  • Data Recording
Insurance Agent, 02/2021 - 09/2022
University Federal Credit Union Lehi, 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.
  • Delivered 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.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Insurance Agent, 01/2019 - 02/2021
University Federal Credit Union West Jordan, UT,
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Collected data for insurance claims through interviews and physical property inspection.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Improved office operations, maintaining records, tracking data and promoting clear internal communications.
  • Cultivated lasting professional relationships and grew client referrals to promote agency success.
  • Delivered informative presentations to build lucrative client bases.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Wrote policies, finalized documents and filed paperwork.
Front Desk Manager, 05/2013 - 09/2019
Cadia Healthcare Aberdeen, MD,
  • Oversaw cash and credit card payment transactions at the front desk.
  • Handled payment processing and provided customers with receipts and proper bills and change.
  • Managed guest check-in and check-out procedures, reservations and payments.
  • Corrected guest issues promptly with knowledgeable and friendly service.
  • Replied to telephone, email and in-person inquiries regarding reservations, hotel information and guest concerns.
  • Supervised front desk operations, enabling guests to receive superior customer service from hotel staff.
  • Managed customer complaints and rectified issues to complete satisfaction.
  • Mentored new staff on correct procedures, compliance requirements and performance strategies.
  • Managed tasks and responsibilities for front office employees when the team was understaffed.
  • Worked with room service, housekeeping, maintenance and security to meet all guest needs.
  • Developed lasting relationships with guests that built loyalty and drove hotel revenue.
  • Welcomed large volume of guests and improved overall customer service.
  • Received incoming calls and coordinated with staff to fulfill customer requests.
  • Directed front desk operations with focus on hotel reputation, staff productivity and operational efficiency.
  • Anticipated guests' needs ahead of time and responded to requests efficiently.
  • Conducted transactions, confirming patient information and processing according to standard protocol.
  • Generated reports detailing daily actions, guest numbers, accounting expenses and income and room service usage.
Education and Training
High School Diploma: , Expected in 06/1994
Central Union High School - El Centro, CA
Status -
English :
Full Professional:
Negotiated :
Spanish :
Full Professional:
Negotiated :

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Resume Overview

School Attended

  • Central Union High School

Job Titles Held:

  • Insurance Agent
  • Insurance Agent
  • Front Desk Manager


  • High School Diploma

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