Insurance Agent Resume Example Bankers Life And Colonial Penn

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 2015Bankers 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 2014Amy'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 2014Holiday 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 2012Harlem High School － Harlem, GABusiness

High School Diploma : Dental, Dec 2015Augusta Technical College － Augusta, GAGPA: GPA: 5Dental 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

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

Insurance Agent Resume Example

Resume Score: 90%

Resume Overview

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