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Insurance Agent Resume Example

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INSURANCE AGENT
Summary

I have a passion in everything that I do. I am very goal-oriented and dedicated to high levels of customer


satisfaction and meeting aggressive business goals. Any task tossed my way will be


taken with stride.

Highlights
  • Client relations expert
  • Customer advocate
  • Complaint handling and resolution
  • Retirement planning
  • Long-term care expert
  • Cold calling
Experience
Insurance Agent
September 2014 to June 2015 Bankers Life and Colonial Penn － Augusta, GA
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Called over 50 warm leads each week to expand client base.
  • Developed, implemented and monitored new underwriting guidelines for the agency.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Compiled coverage and rating information in an accessible format.
  • Upsold agency products and services, leading to $100,000 in annual sales.
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Submitted up-to-date activity and production logs to agency management for review.
  • Pursued continuing education and training programs to continue professional development.
  • Followed up with potential clients regarding online information requests.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Called a large number of lapsed customers each week to inquire about continuing needs.
  • Coded claims forms and mediated disputes between carriers and clients.
  • Promoted client retention through high-quality service and follow through.
Retail Sales Associate
July 2013 to August 2014 Amy's Hallmark － Augusta, GA
  • Greet customers and ascertain what each customer wants or needs.
  • Describe merchandise and explain use, operation, and care of merchandise to customers.
  • Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
  • Answer questions regarding the store and its merchandise.
  • Compute sales prices, total purchases and receive and process cash or credit payment.
  • Maintain records related to sales.
  • Demonstrate use or operation of merchandise.
  • Place special orders or call other stores to find desired items.
  • Watch for and recognize security risks and thefts, and know how to prevent or handle these situations.
  • Prepare merchandise for purchase or rental.
  • Inventory stock and requisition NEW STOCK.
  • Ticket, arrange and display merchandise to promote sales.
  • Exchange merchandise for customers and accept returns.
  • Bag or package purchases, and wrap gifts.
  • Clean shelves, counters, and tables.
Front Desk Receptionist
February 2014 to July 2014 Holiday Inn － Grovetown, GA
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
  • Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
  • Receive payment and record receipts for services.
  • Transmit information or documents to customers, using computer, mail, or facsimile machine.
  • Hear and resolve complaints from customers or the public.
  • Schedule appointments and maintain and update appointment calendars.
  • Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents.
  • File and maintain records.
  • Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.
  • Collect, sort, distribut.
Retail Sales Associate
April 2012 to February 2013
  • Greet customers and ascertain what each customer wants or needs.
  • Augusta, GA Describe merchandise and explain use, operation, and care of merchandise to customers.
  • Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
  • Answer questions regarding the store and its merchandise.
  • Compute sales prices, total purchases and receive and process cash or credit payment.
  • Prepare sales slips or sales contracts.
  • Help customers try on or fit merchandise.
  • Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
  • Maintain records related to sales.
  • Demonstrate use or operation of merchandise.
  • Estimate and quote trade-in allowances.
  • Place special orders or call other stores to find desired items.
  • Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and.
Education
High School Diploma : Business, May 2012 Harlem High School － Harlem, GA Business
High School Diploma : Dental, Dec 2015 Augusta Technical College － Augusta, GA GPA: GPA: 5 Dental GPA: 5
Coursework in Dental Hygiene
Skills
administrative support, scheduling appointments, Schedule appointments, agency, balance sheets, calculators, cash registers, Clerical, contracts, credit, client, clients, Decision Making, Electronics, facsimile machine, financial, forms, Human Resources, Instructing, insurance, insurance sales, Inventory, Exchange, mail, money, Negotiation, Persuasion, policies, Problem Solving, proofreading, Speaking, quality, Reading, Maintain records, sales, switchboard, tables, taking messages, Telecommunications, telephone, Time Management, training programs, underwriting
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Resume Overview

Companies Worked For:

  • Bankers Life and Colonial Penn
  • Amy's Hallmark
  • Holiday Inn

School Attended

  • Harlem High School
  • Augusta Technical College

Job Titles Held:

  • Insurance Agent
  • Retail Sales Associate
  • Front Desk Receptionist

Degrees

  • High School Diploma : Business , May 2012
    High School Diploma : Dental , Dec 2015
    Coursework in Dental Hygiene

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