insurance agent csr sales resume example with 20+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - - -
Professional Summary

Customer Service Representative/Insurance Agent, bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. Friendly CSR with 20+ years of dedicated customer service experience in accounts payable/receivables and insurance. Dedicated to exceeding personal goals through effective communication skills. Gifted in working with stressed, confused and upset individuals in need of benefits information and supportive guidance to navigate on line systems. Effective at operating within business regulations and property/casualty insurance department guidelines. Manages telephone calls, emails, letters and in-person requests for assistance.

  • Report preparation
  • Change Request Processing
  • Financial Transactions
  • Calm and Professional Under Pressure
  • Issue and Complaint Resolution
  • Administrative and Office Support
  • Customer Data Confidentiality
  • Account management
  • Microsoft Office
  • Accounts Payable and Accounts Receivable
  • Customer Service and Assistance
Work History
01/2017 to Current
Insurance Agent/CSR, Sales Confederated Tribes Of Coos, Lower Umpqua, And Siuslaw Indians , , New London, WI
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Provided primary customer support to internal and external customers.
  • Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
  • Encouraged policyholders to submit referrals to increase client base.
  • Solved customer challenges by offering relevant products and services.
  • Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
  • Responded to customer requests for products, services and company information.
  • Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Consulted with outside parties to resolve discrepancies and create expert solutions.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Shared knowledge and expertise with co-workers to foster awareness and increase staff productivity.
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Maintained current product knowledge to meet customer needs and increase sales.
  • Processed customer premium payments using various company billing systems to simplify customer payment process.
  • Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
  • Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
05/2009 to 01/2017
Accounts Payable/Accounts Receivable Clerk Baywa , , Appleton, WI
  • Completed daily process adjustments to maintain accuracy.
  • Resolved valid or authorized deductions by entering adjusting entries.
  • Maintained records by imaging invoices, debits and credits.
  • Posted customer payments by recording cash, checks and credit card transactions.
  • Prepared bills receivable, invoices and bank deposits.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Trained new employees on proper protocols and customer service standards.
  • Interacted well with managers and customers to build connections and nurture relationships.
  • Reported issues to higher management with great detail.
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Reconciled processed work by verifying entries and comparing system reports to balance numbers.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Reported financial data and updated financial records in ledgers and journals.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Entered figures using 10-key calculator to compute data quickly.
  • Maintained relationships with vendors and managed invoices for Scheels goods.
  • Verified deposits, rectified discrepancies and processed end-of-day paperwork with 100% accuracy.
  • Maintained 100% accuracy while processing daily payments.
01/1999 to 08/2008
Accounts Payable Specialist Central Vermont Medical Center , , Berlin, Vermont
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Oversaw bookkeeping and accounting systems and entered data into systems accurately.
  • Managed invoices for new materials and parts.
  • Entered figures using 10-key calculator to compute data quickly.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Input financial data and produced reports using Excel
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Applied mathematical abilities to calculate and check figures in accounting systems.
  • Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
  • Developed client rapport by efficiently addressing incoming correspondence and resolving numerous A/P inquiries per day.
  • Managed invoices for over half of the alphabet of new materials and parts month after month
Expected in 12/1997 to to
Bachelor of Arts: Communications
Wisconsin Lutheran College - Milwaukee, WI

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Wisconsin Lutheran College

Job Titles Held:

  • Insurance Agent/CSR, Sales
  • Accounts Payable/Accounts Receivable Clerk
  • Accounts Payable Specialist


  • Bachelor of Arts

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: