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insurance agent office manager resume example with 15+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary

Professional Insurance Agent / Customer Service Proficient Insurance Agent knew for extraordinary sales abilities and customer-oriented approach, have a proven success record of increased sales in the company. Highly motivated and efficient with a valuable track record in achieving organizational goals and delivering world-class customer service. Strategic thinker and effective decision-maker, recognized for leading productive teams and exceeding sales and customer service goals. Proactive, results-oriented with excellent interpersonal and communication skills. Experienced in working with different groups and individuals from diverse cultural, insurance, and real estate backgrounds. Proficient in MS Office Suites. Excellent communication and interpersonal skills. Meticulous Office Manager with proven performance in streamlining office protocols. Master in conflict resolution and inventory management.

Skills
  • P>Communication
  • P>Policy and procedure modification
  • P>Documentation and control
  • P>Excellent multi-tasking ability
  • P>Office management
  • P>Workflow planning
  • P>Relationship building
  • P>Project Management
  • P>Friendly nature
  • P>Strategic planning
  • P>Office administration
  • P>Administrative support
  • P>Documentation expertise
  • P>Contract negotiations
  • P>Clear oral/written communication
Experience
10/2016 to 01/2021
Insurance Agent / Office Manager Terri Bias And Associates City, STATE,
  • Cultivated relations with clients and provided insurance expertise throughout sales and delivery process.
  • Prioritized and managed multiple relationships and responsibilities.
  • Resolved client issues and acted as liaison with clients and company.
  • Ability to receive, negotiate and evaluate quotes from carriers.
  • Ability to build relationships and provide insurance services to clients.
  • Managed over 50 customer calls per day.
  • Increased sales by 10%".
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts
  • 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
  • Maintained high standards of customer service by building relationships with clients
  • Met with customers to provide information about available products and policies
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Conducted annual reviews of existing policies to update information
10/2009 to 07/2016
Insurance Agent / Office Manager State Farm Insurance City, STATE,
  • Cultivated relations with clients and provided insurance expertise throughout sales and delivery process.
  • Maximized sales outcomes through territory routes.
  • Prioritized and managed multiple relationships and responsibilities.
  • Resolved client issues and acted as liaison with clients and company.
  • Drafted New Business Sales Proposals.
  • Extensive experience in business to business insurance brokerage.
  • Ability to receive, negotiate and evaluate quotes from carriers.
  • Ability to sell insurance products and services to clients.
  • Build relationships and provide insurance services to clients.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 10%
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
08/2009 to 03/2016
Real Estate Sales Agent New Beginning Realty, Inc City, STATE,
  • Successfully guided home buyers and sellers through their sale or purchase of properties.
  • Generated lists of properties that were compatible with buyers' needs and financial resources.
  • Joint appointments to show homes to prospective buyers.
  • Established positive flow of communication with other agents, buyers, sellers, mortgage officers, title personnel, and attorneys involved in home buying and selling process.
  • Presented purchase offers to sellers for consideration.
  • Negotiated contracts on behalf of clients.
  • Coordinated property closings, overseeing signing of documents and disbursement of funds.
  • Scheduled showings and tours for potential new clients and properties with 95% success rate
  • Negotiated between buyers and sellers of properties with efficiency and transparency to maximize profits and maintain satisfaction of clients
  • Generated leads for sales and rental properties through cold calls and referrals
  • Collaborated with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and mortgages
  • Compared, researched and appraised properties
  • Worked closely with clients to facilitate appropriate loans, inspections and credit reports
  • Liaised between buyers and sellers to provide positive experiences for both parties
05/2005 to 08/2009
Transaction Coordinator / Buyers Agent Realty Executives City, State,
  • Ensured all paperwork was complete and submitted to all parties, scheduled inspections, and worked closely with lenders and title companies.
  • Complied with established internal controls and policies
  • Oversaw high-volume accounting operations with 5-person team focused on efficient budget administration, AP/AR and other financial management needs
Education and Training
Expected in to to
: Real Estate
Real Estate School - Los Angeles, CA,
GPA:
Expected in to to
: Insurance Agent
Insurance School - Ventura,
GPA:
Additional Information
  • ACHIEVEMENTS , 2015 Life and Health Insurance License: 0G70376 2009 Property and Casualty Insurance License: 0G70376 2005 Real Estate Sales Person License: 01499344

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Resume Overview

School Attended

  • Real Estate School
  • Insurance School

Job Titles Held:

  • Insurance Agent / Office Manager
  • Insurance Agent / Office Manager
  • Real Estate Sales Agent
  • Transaction Coordinator / Buyers Agent

Degrees

  • Some College (No Degree)
  • Some College (No Degree)

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