Insurance Agent/Office Manager Resume Example Michael Sprague And Associates

INSURANCE AGENT/OFFICE MANAGER

Summary

Bilingual Insurance Sales Agent talented at directing business development and customer base expansion efforts. Natural leader willing to go the extra mile to achieve sales targets and agency goals.

Highlights

Microsoft Office proficiency
Meticulous attention to detail
Self-motivated
Strong problem solver
Bilingual in Spanish
Professional and mature
Client relations expert
Strong interpersonal skills
Excellent communication skills
Commercial insurance
Active Property and Casualty Insurance License with the State of Maryland Department of Insurance

Accomplishments

Multitasking Demonstrated proficiencies in telephone, e-mail, fax and front-desk reception within high-volume environment.
Customer Service Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
Expanded business by 60% while maintaining 65% rate of customer retention.
Placed up to 12 new lead calls per day.

Experience

Insurance Agent/Office Manager08/2012 to CurrentMichael Sprague and AssociatesPrince Frederick, MD

Successfully trained staff in all office systems and databases, policies and procedures.
while focusing on minimizing errors and generating superior results.
Prospecting for new clients and following up with leads.
Building and maintaining relationships with current and potential customers.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, specialized policies such as marine
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Processed applications, payments, corrections, endorsements and cancellations.
Promoted agency products to customers in person, on the telephone and in writing.
Presented and clearly explained insurance policy options to clients based on their needs and goals.

Tax Professional01/2014 to 04/2015H&R BlockPrince Frederick, MD

Conducting tax interviews with clients.
Ensuring client confidentiality and privacy.
Increasing retention of all clients.
Offering additional products and services.
Actively participate in local marketing.
IRS audit support & attendance.
Generating business growth.
Providing mentoring and supporting teammates.

Sales Assistant11/2012 to 11/2014Marrick HomesPrince Frederick, MD

Recommended and helped customers select a home based on their needs.
Informed customers about sales and promotions in a friendly and engaging manner.
Pre-walk homesites to provide punchlist to construction to delivery of home to customer; provide quality control for finished product.
Maintain positive homeowner relations, provide homeowner with knowledgeable, timely and professional service.
Adhere to the company's selling philosophy when serving our home buying customers and Realtor customers utilizing all selling and organizational tools provided.
Maintain the condition of the model homes and Welcome Home Center, communicating with the field and office for maintenance.
Monitor and record daily customer traffic utilizing company designated tracking tools.

Receptionist12/2010 to 04/2013H&R BlockPrince Frederick, MD

Welcoming clients, identifying and addressing the client's needs.
Interact with clients in person or via telephone through inbound and outbound calls.
Use H&R Block systems to schedule and confirm appointments, check in clients, match clients to the optimal Tax Professional (using client matching software); and effectively manage client flow in a tax office.
Routinely balances cash register, receives cash, check, and credit card payments for provided tax services.
Also presents clients with completed tax returns and checks.
Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
Scheduled and confirmed appointments for entire management team.
Standardized department filing system to increase efficiency.

Insurance Agent08/2011 to 08/2012State Farm InsuranceAnnapolis, MD

Sell insurance and financial services products to new and existing clients.
Actively prospect for new clients through relationship building, community based networking, social media and other marketing activities.
Build relationships with clients, prospect for new clients, probe to discover needs, close sales for all lines.
Schedule appointments with prospects/clients.
Conduct insurance and financial service reviews for clients.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Receptionist12/2009 to 04/2010H&R BlockFargo, ND

Excelled in role requiring the ability to handle a variety of customer service and administrative tasks and resolve customer issues with expediency.
Demonstrated proficiencies in telephone and front-desk reception within a high-volume environment.
Calmed upset/angry customers researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.
Consistently praised by management for the quality and timeliness of reports, attention to detail, exemplary customer service delivery and team-player attitude.
Served as first point of contact, faculty and staff calling or visiting the main administrative office.
Provided prompt, courteous and knowledgeable assistance.

Insurance Broker07/1997 to 08/2009All Discount InsuranceHemet, CA.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions.
Calculate premiums and establish payment method.
Customize insurance programs to suite individual customers, often covering a variety of risks.
Managed and trained office staff on new office computer software.
Coordinated and delivered daily bank deposits for multiple offices.
Performed miscellaneous job-related duties as assigned.
Interviewed prospective clients to learn about their financial needs and to discuss any existing Processed applications, payments, corrections, endorsements and cancellations.
Developed, implemented and monitored new underwriting guidelines for the agency.
Promoted agency products to customers in person, on the telephone and in writing.
Pursued continuing education and training programs to continue professional development.
Developed productive working relationships with car dealers, loan processors and other business partners in the community.

Education

High School DiplomaSeptember, 1999Hemet High SchoolHemet, USA

1999Mike Russ SchoolsSan Diego, CA, USAFire and Casualty License

Skills

administrative, Schedule appointments, agency, attention to detail, attention to detail, cash register, Strong interpersonal skills, credit, client, clients, Client relations, customer service, databases, delivery, filing, financial, insurance, marketing, mentoring, Microsoft Office, office, networking, organizational, philosophy, policies, problem solver, processes, processors, quality, quality control, reception, relationship building, selling, sales, Self-motivated, Spanish, Tax, tax returns, team-player, telephone, training programs, underwriting

Resume Overview

Companies Worked For:

Michael Sprague and Associates
H&R Block
Marrick Homes
State Farm Insurance
All Discount Insurance

School Attended

Hemet High School
Mike Russ Schools

Job Titles Held:

Insurance Agent/Office Manager
Tax Professional
Sales Assistant
Receptionist
Insurance Agent
Insurance Broker

Degrees

High School Diploma September, 1999
1999

Insurance Agent/Office Manager Resume Example

Resume Score: 90%

DISCLAIMER

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes