LiveCareer-Resume

insurance agent resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary

Esteemed healthj,life,property, and casualty Insurance Agent with excellent compassion and communication skills. Highly effective at juggling multiple responsibilities at once and providing friendly service. Detail-oriented Insurance Sales Agent,and previous salon manager aiming to leverage 10 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Senior Sales Leader and outstanding performer. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of multiple different business's. Recognized for inspiring management team members to excel and encouraging creative work environments.

Skills
  • Auto insurance
  • Policy renewals
  • Quote information
  • Health insurance
  • Client needs analysis
  • Property insurance
  • Quotes and sales
  • Life insurance
  • Business planning
  • Knowledgeable in ABS, ECRM
  • Data Entry
  • Account management
  • Operations management
  • Insurance sales expertise
  • Client Service
  • Client relationship management
  • Policy management
Work History
06/2019 to Current
Insurance Agent Dealerpolicy Philadelphia, PA,
  • Created sources for continuous client referrals within community and with businesses using marketing and networking.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Maintained high standards of customer service by building relationships with clients.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Built relationships with clients through active listening and genuine care to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Obtained underwriting approval by completing application for coverage.
  • Upsold additional products and services after identifying customer needs and requirements.
10/2016 to Current
Manager University Of Maryland Berwyn Heights, MD,

This is my husband and I's welding and fabrication business. I currently still do all of office work. We are a very small husband and wife business. It does not interfere with my work.

  • Improved operational planning and business frameworks to enhance resource utilization and reduce waste.
  • Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing, and technology upgrades.
  • Created and implemented aggressive action plan to address pressing cost control needs.
  • Established and maintained positive work environment to enhance retention and productivity.
  • Maintained current knowledge of all facets of operations.
  • Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
  • Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
  • Increased operational efficiency by developing improved filing systems for confidential client records and reports.
  • Reconciled daily sales transactions to balance and log day-to-day revune.
03/2008 to 07/2018
Manager/Hairstylist Supercuts City, STATE,
  • Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
  • Improved operational planning and business frameworks to enhance resource utilization and reduce waste.
  • Performed yearly reviews assessing each employee's performance and developed improvement plans.
  • Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
  • Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
  • Hired, trained and mentored staff to maximize effectiveness.
  • Trained new employees in specific job requirements.
  • Reconciled daily sales transactions to balance and log day-to-day revenue with SuperSalon.
  • Recorded inventory sales into organization's monthly report.
  • Provided management with feedback regarding employee performance and training needs.
  • Established and maintained positive work environment to enhance retention and productivity.
  • Maintained current knowledge of all facets of operations.
  • Recruited and developed multiple employees.
  • Maximized performance by monitoring daily activities and mentoring team of 7 associates.
  • Demonstrated new products, procedures and techniques to employees.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Education
Expected in 06/2005 to to
High School Diploma:
Ringgold High School - Monongahela, PA,
GPA:
Expected in 01/2007 to to
Cosmetology: Cosmetology
Empire Beauty School - West Mifflin, PA,
GPA:
Expected in 07/2019 to to
Insurance Agent: Insurance
Exam FX - Online,
GPA:

Licsenced in property, casualty, life, health, and other allied lines.

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Resume Overview

School Attended

  • Ringgold High School
  • Empire Beauty School
  • Exam FX

Job Titles Held:

  • Insurance Agent
  • Manager
  • Manager/Hairstylist

Degrees

  • High School Diploma
  • Cosmetology
  • Insurance Agent

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