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Insurance Agent Resume Example

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AB
INSURANCE AGENT
Summary

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. Able to identify and resolve concerns while promoting new products and meeting sales objectives.

Skills
  • Email marketing
  • Asset protection expertise
  • Policy adjustment knowledge
  • Cross-selling and upselling
  • Insurance sales strategy
  • Customer follow-up
  • Client retention
  • Client account management
  • Project organization
  • Team building
  • Relationship development
  • Organization
  • Insurance billing
  • Customer service
Experience
Insurance Agent / Hardman Insurance Inc - Brunswick, GA09/2018 - Current
  • Analyzed customer needs and provided best options, upselling products and services.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
Office Manager/Payroll Administrator / Hardman Insurance Inc - Brunswick, GA09/2018 - Current
  • Automated office operations, managing client correspondence, payment scheduling, record tracking and data communications.
  • Planned for major business changes, including system conversions and office moves.
  • Updated employee paperwork and records.
  • Generated financial reports for management review.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Supervised fellow agents, 5 employees, consistently cultivating productive and positive work atmosphere.
  • Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
  • Increased office organization by developing more efficient filing system and customer database protocols.
  • Cultivated community relations and worked with teams to optimize programs.
  • Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks while maintaining case costs and billing processes.
Payroll Specialist / Jack Hardman Insurance - Brunswick, GA05/2005 - 09/2018
  • Reviewed, investigated and corrected errors and inconsistencies in financial entries, documents and reports.
  • Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls.
  • Provided technical expertise to employees and auditors on federal, state and international income tax matters.
  • Prepared and maintained support documentation.
  • Compiled financial, accounting and auditing reports and tables for cash receipts, expenditures, accounts payable, receivables and profits and losses.
  • Monitored vacation accrual.
  • Enforced established payroll-related policies, procedures and regulations and adherence to company and governmental policies.
  • Improved accuracy of payroll journal entries by developing and implementing payroll reconciliation tool.
  • Onboarded new employees in time reporting and payroll systems.
  • Processed rehires, transfers, terminations, garnishments and withholdings.
  • Responded to employee inquiries regarding payroll and timekeeping.
  • Followed all IRS guidelines and state regulations when submitting payroll taxes.
  • Monitored daily banking transactions.
Insurance Agent / Jack Hardman Insurance - Brunswick, GA05/2004 - 09/2018
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • 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.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
Education and Training
Macon Technical School - Macon, Georgia1999GED
Macon Technical School - Macon, GeorgiaSome College (No Degree): Office Operations
Brooks Insurance School - Savannah, Georgia2005P&C License: Insurance
Brooks Insurance School - Savannah, Georgia2006Life & Health License: Insurance
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Resume Overview

Companies Worked For:

  • Hardman Insurance Inc
  • Jack Hardman Insurance

School Attended

  • Macon Technical School
  • Brooks Insurance School

Job Titles Held:

  • Insurance Agent
  • Office Manager/Payroll Administrator
  • Payroll Specialist

Degrees

  • Macon Technical School - Macon, Georgia1999 GED
    Macon Technical School - Macon, Georgia Some College (No Degree) : Office Operations
    Brooks Insurance School - Savannah, Georgia 2005 P&C License : Insurance
    Brooks Insurance School - Savannah, Georgia 2006 Life & Health License : Insurance

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