insurance agent resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Highly-motivated, dependable employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Multi-talented Support Specialist effective at managing information, technical concerns and team member support needs with speed and efficiency. Self-directed and knowledgeable with excellent relationship building and critical thinking skills. Bringing over 5 years of experience.

  • Proficient in microsoft office, share point, outlook, onedrive, microsoft teams, microsoft edge one note microsoft365 for business, Word, excel.
  • Verbal and Written Communication
  • Client Interviews
  • Document Control
  • Clientele Development
  • Critical Thinking
  • Financial Needs Assessment
  • CRM Software, such as EZlynx, racing snail, monday, and i have the ability to learn new CRM software quickly and efficiently
  • Records Maintenance
  • Administrative Functions
  • Lead Development
  • Client Retention,
  • Ability to work with multiple companies - start up business consulting, writing and presenting agreements attaining signatures , maintaining large account.
  • Client Account Management
  • Tracking and Documentation
  • Billing and agreements
Insurance Agent, 11/2021 - Current
University Federal Credit Union Riverton, UT,
  • I maintained a sales and CSR position, maintained customer Development and executed strategic sales plans to generate new business, resulting in a 20% increase in client base while maintaining and retaining accounts at a 100% retention rate.
  • Achieved and consistently surpassed monthly sales quotas,
  • Cultivated and maintained strong relationships with clients, providing exceptional customer service and resolving inquiries promptly.
  • Conducted thorough insurance needs assessments to identify coverage gaps and offer tailored insurance solutions, resulting in a 15% increase in cross-selling and up-selling opportunities.
  • Collaborated with underwriters to negotiate competitive premiums and coverage terms, resulting in improved client satisfaction and retention rates.
  • Utilized various marketing strategies, including cold calling, networking, and attending industry events, to generate leads and expand referral networks.
  • Implemented a proactive client follow-up system,
  • was proactive and self efficient in achieving answers and resolutions
  • Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
  • Delivered timely support by tracking issues and communicating resolutions to end users.
  • Developed reports finance agreements providing financial-related information to make informed business decisions.
Insurance Agent, 11/2020 - 09/2021
University Federal Credit Union Lehi, UT,
  • Responded to customer inquiries and problems to promote great service.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • 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.
  • Researched insurance plans to find good options for clients' needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Prepared proposals and conducted closing interviews to sell insurance products.
  • Developed fact-finding interviews to determine need for coverage.
CSR, Sales, 03/2020 - 11/2020
Rollins, Inc Conyers, GA,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service. while Answering incoming calls and emails.
  • Developed strong customer relationships to encourage repeat business.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Collected payments and provided accurate change.
  • Consulted with customers to resolve service and billing issues.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
Customer Service Representative, 10/2019 - 03/2020
Sykes Call Center City, STATE,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service while Answering high volume of incoming calls and emails,
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • customers by attending closely to concerns and developing solutions.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
  • Fielded customer complaints and queries, fast-tracking for problem resolution.
  • Used proven techniques to de-escalate angry customers during telephone interactions.
Education and Training
High School Diploma: , Expected in
University of Oregon - Eugene, OR
Status -

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Resume Overview

School Attended

  • University of Oregon

Job Titles Held:

  • Insurance Agent
  • Insurance Agent
  • CSR, Sales
  • Customer Service Representative


  • High School Diploma

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