insurance agent 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

Energetic Lead Sales Associate with a number of years of experience in sales. Proven leader with excellent history of closing sales quickly and exceeding sales goals consistently. Dedicated to entrepreneurship and best-in-class customer service. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

  • Sales
  • Client Relationship-Building
  • Brand Development and Marketing
  • Product Sales
  • Service-Oriented
  • Policyholder Communication
  • Financial Needs Assessment
  • Verbal and Written Communication
  • Policy Renewals
  • Insurance Customization
  • Client Prospecting
  • Health Insurance Sales
  • Medicare Compliance
  • Life Insurance Sales
  • Licensing Requirements
  • Upselling and Cross-selling
Work History
Insurance Agent, 07/2021 to Current
Aaa Mid-AtlanticArdmore, OK,
  • Followed up on denials, late payments, extensions and other special circumstances.
  • Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Maintained confidentiality of patient finances, records and health statuses.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Obtained underwriting approval by completing application for coverage.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Met with customers to provide information about available products and policies.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 100%
  • Approached potential clients by using direct marketing mailings and phone contacts
Lead Sales Associate, 02/2019 to 12/2019
W.S. Badcock CorporationTampa, FL,
  • Provided exceptional customer service to foster client loyalty and satisfaction.
  • Achieved and exceeded sales goals for 4 consecutive months.
  • Implemented new marketing initiatives to drive sales and improve overall performance.
  • Trained approximately 5 new sales associates in 3 months
  • Promoted brand awareness and utilized networking to increase brand development.
  • Reported sales data to upper management as directed.
  • Worked closely with other departments to understand full scope of service and provide top-notch salesmanship to customers.
Executive Assistant to the Vice President of Sales, 07/2018 to 02/2019
Fidelity National Information ServicesCollegeville, PA,
  • Resolve conflicts
  • Worked with customers to understand requirements plus, provided exceptional service.
  • Built/maintained excellent customer relationships through timely response to inquiries.
  • Recorded expenses
  • Maintained accounting records.
  • Performed accounts receivable duties, including invoicing, researching charge backs, discrepancies/reconciliations.
  • Assisted with event planning, including associated travel/logistical arrangements.
  • Provided administrative services: phone/email correspondence, making copies, handling incoming/outgoing mail/faxes.
  • Monitored company inventory to keep stock levels and databases updated
  • Carried out day-day-day duties accurately and efficiently
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
  • Handled 50 calls per day to address customer inquiries and concerns
  • Resolved conflicts and negotiated mutually beneficial agreements between parties
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution
  • Participated in team-building activities to enhance working relationships
  • Resolved problems, improved operations and provided exceptional service
  • Managed team of 3 employees, overseeing hiring, training, and professional growth of employees
Data Entry Supervisor, 10/1995 to 07/2018
Bushwick Metals LLCCity, STATE,
  • Maintained records by creating monthly reports, closing terminated records and performing chart audits.
  • Answered incoming phone calls and directed callers to appropriate departments and personnel.
  • Scheduled and conducted remote trainings and orientations to assist human resources staff.
  • Verified and updated account information in company computer system.
  • Interviewed and trained incoming data entry employees, assuring successful transitioning of trainees.
  • Maintained employee attendance records to guarantee efficiency when meeting project deadlines.
  • Transferred written information into databases to maintain consistent, accurate client records and project details.
  • Planned and developed data entry documentation and instructions to optimize data delivery.
  • Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
  • Volunteered to assist with special office projects, successfully completing all tasks prior to deadlines.
  • Managed performance expectations for 3 employees within 1 department
Associate of Science: Computers, Expected in 1983 to CPI - Bridgeport, CT,
  • Licensed Health and Life Producer - 11/2020-7/2022
  • Annuity Suitability Course Training - 8/5/2021
  • Medicare (AHIP) Fraud, Waste and Abuse Training - 9/29/21
  • Anti Money Laundering for the insurance industry Training - 07/14/2021

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Resume Overview

School Attended

  • CPI

Job Titles Held:

  • Insurance Agent
  • Lead Sales Associate
  • Executive Assistant to the Vice President of Sales
  • Data Entry Supervisor


  • Associate of Science

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