Insurance Agent Resume Example
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INSURANCE AGENT
Professional Summary
Experienced, knowledgeable, articulate Life, and or Health Insurance Sales Agent with a successful track record of surpassing administrative support initiatives. Development of client relations, and customer-centric solutions for new client acquisition. Exceptional communicator with a consultative sales style, exemplary account management skills, exceptional problem-solving abilities, and a keen client needs assessment aptitude.
Core Qualifications
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Experience
DealerpolicyApril 2014 to CurrentInsurance Agent
Williston , VT
Williston , VT
- Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
- Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
- Develop and coordinate protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Obtain underwriting approval by completing application for coverage.
- Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
- Provide death benefits by delivering policy proceeds; reassessing client needs.
- Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Magellan Health ServicesMarch 2013 to April 2014Pharmacy Technician
West Point , NY
West Point , NY
- Responsible for taking inbound calls from and placing outbound calls to patients, physicians, and/or payers to obtain refill orders and information regarding changes in benefits.
- Organizes medications for pharmacist to dispense by reading medication orders, and prescriptions; preparing labels; calculating quantities; assembling intravenous solutions and other pharmaceutical therapies.
- Maintains pharmacy inventory by checking pharmaceutical stockto determine inventory level; anticipating needed medications and supplies; placing and expediting orders; verifying receipt; removing outdated drugs.
Jvm GroupApril 2007 to September 2011Property Manager
Lees Summit , MO
Lees Summit , MO
- Tenant placement and screening of tenant's credit and criminal backgrounds.
- Resolving emergency calls, maintenance, inspection of renovations.
- Respond to on-call emergencies.
Mckesson CorporationJanuary 2006 to March 2007Customer Service Supervisor
Grapevine , TX
Grapevine , TX
- Resolve customer problems.
- Develop new business opportunities.
- Manage hiring process of new employees.
- Oversee inventory of all music products.
AdpJanuary 1994 to April 2006Owner/Manager
Los Angeles , CA
Los Angeles , CA
- Oversaw daily operation.
- Inventory maintenance.
- Accounts payable and receivable.
Our Lady Of The Lake Regional Medical CenterMay 2003 to September 2005Information Analyst
Baker , LA
Baker , LA
- Help desk phone support to 900+ users.
- 24/7 call center to hospitals in New York City.
- 75 to 200 calls per day.
E-TEK TechnologyFebruary 2003 to May 2003PC Support Analyst
City , STATE
City , STATE
- Hardware upgrades and software installations.
- Troubleshooting and resolve technology issues.
- Install operating systems.
Education
Passaic County Community CollegeSept. 2012Graduate of the Pharmacy Technician Certificate Training Program Sept. December, 2012
Graduate of the Customer Service Certificate Training CourseCity, State
Synergistic Learning CenterJan 1998City, State
Star Technical InstituteFeb 2003Dialysis Technician Program May-Sept, 2010
E-TEK Technology: Network TechnologyCity, StateNetwork Technology
Metropolitan Institute of Network TechnologyNetwork Analyst/Technician Jan 1996 Certifications: Life Insurance Producer License: accident, health or sickness Pharmacy Technician Certification Exam (PTCB) March 2013 Applied for Registration with the NJ Board of Pharmacy March 2013 OSHA (blood borne pathogens), HIPAA and CPR Bonnet Certified Hemodialysis Practitioner March 2011 CompTIA A+ Certified Program Network Analyst Tech Jan 2002 City, State
Professional Affiliations
Department of Banking and Insurance Continuing Education
Board of Nephrology Examiners & Technion
Skills
A+ Certified, Accounts payable, Analyst, benefits, call center, Hardware upgrades, CPR, credit, client, clients, Customer Service, financial, forms, phone support, Help desk, hiring, Insurance, Inventory, investments, Network, networks, operating systems, presentations, Producer, speaking, publications, reading, scheduling, strategy, Technician, phone, Troubleshooting
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Resume Overview
School Attended
- Passaic County Community College
- Synergistic Learning Center
- Star Technical Institute
- Metropolitan Institute of Network Technology
Job Titles Held:
- Insurance Agent
- Pharmacy Technician
- Property Manager
- Customer Service Supervisor
- Owner/Manager
- Information Analyst
- PC Support Analyst
Degrees
- Graduate of the Pharmacy Technician Certificate Training Program Sept. December, 2012
Graduate of the Customer Service Certificate Training Course
Dialysis Technician Program May-Sept, 2010 E-TEK Technology : Network Technology
Network Analyst/Technician Jan 1996 Certifications: Life Insurance Producer License: accident, health or sickness Pharmacy Technician Certification Exam (PTCB) March 2013 Applied for Registration with the NJ Board of Pharmacy March 2013 OSHA (blood borne pathogens), HIPAA and CPR Bonnet Certified Hemodialysis Practitioner March 2011 CompTIA A+ Certified Program Network Analyst Tech Jan 2002
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