insurance broker resume example with 12+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary
Results-driven Insurance Broker with more than13 years of business sales and Life and Health insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management.
Skills
Microsoft Word
Power Point
Internet Research
Outlook
Excel
Operational Efficiency
Industry Best Practices
Oral and Writing Communication
Insurance Policy Sales
Underwriter Collaboration
Client Needs Assessment
Agent Support
Customer Complaint Resolution
Education
Southern University And A & M CollegeBaton Rouge, LAExpected in :MarketingGPA:Status
Dean's List
Honoree of Golden Key Honor Society
Small Business Women Of LA Scholarship Recipient Southern University A&M College Scholarship for upper classmen Scholarship Recipient
Received Scholarship from Stills and Stills Accounting.
3.2 GPA
Research Project:, Other uses of Tabasco Hot Sauce other than sitting on Grandma's Dinning Table within the Black community. Our group won 3rd place showing that Tabasco Hot Sauce can be used in many ways and by the younger generations as well within the Black community. This was accomplished through observing a live focus group, and making an advertisement
Professional development completed in Marketing
Professional development completed in Management
Professional development completed in Selling Business to Business
Professional development completed in Marketing Research
Professional development completed in Managerial Accounting
Member of Marketing Club
Guyana School of AgricultureMon Repos Guyana, Expected in 07/1988Associate of Science:General Agriculture ScienceGPA:Status
Certifications
Life and Health Insurance License - 2008-present
Hoopis Certified, Bankers Life Insurance and Casualty - two days
Life Certification, Bankers Life Insurance and Casualty-Eight weeks.
Work History
Futurity First Insurance GroupInsurance Broker
Marlton, NJ, Pooler, GA07/2022Current
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Retained 90% of policyholders during annual renewal period.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
First Mid-Illinois Bancshares, Inc.Insurance Agent
Elsberry, MO, Savannah GA07/202107/2022
Maintained high standards of customer service by building relationships with clients.
Managed over 50 customer calls per day and increased sales by15%
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Upsold additional products and services after identifying customer needs and requirements.
Bankers Life InsuranceInsurance Agent/Manager
City, STATE, Savannah, GA10/201710/2019
Trained agents in the field and office on Insurance sales and systems and policies of the company.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Approached potential clients by using direct marketing mailings and phone contacts.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 30%.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Bankers Conseco Life InsuranceInsurance Agent/Manager
City, STATE, Brooklyn, NY10/200809/2017
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 90%.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Conducted annual reviews of existing policies to update information.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Responded to customer calls swiftly to resolve issues and answer questions.
Affiliations
Board Member for Savannah Sarcoidosis Foundation 2years.
Co-host of a community radio show - Lady T and Lady M Outreach Ministry Radio Show- WRUU 107.5 FM.
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