LiveCareer-Resume

insurance broker resume example with 12+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
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
Work History
07/2022 to Current Insurance Broker Futurity First Insurance Group | , , Pooler, GA
  • 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.
07/2021 to 07/2022 Insurance Agent Assured Partners | , , Savannah GA
  • 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.
  • Approached potential clients by using direct marketing mailings and phone contacts
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
10/2017 to 10/2019 Insurance Agent/Manager Bankers Life Insurance | , , Savannah, GA

Trained agents in the field and office on Insurance sales and systems and policies of the company.

  • 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.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
  • Obtained underwriting approval by completing application for coverage
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Maintained high standards of customer service by building relationships with clients
10/2008 to 09/2017 Insurance Agent/Manager Bankers Conseco Life Insurance | , , Brooklyn, NY
  • 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.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
Education
Expected in to to | Marketing Southern University And A & M College, Baton Rouge, LA GPA:
  • Dean's List (7 Semesters)
  • Chancellor's Scholar
  • Honoree of Golden Key Honor Society
  • Southern University Marketing Club
  • American Business Women Association Scholarship Recipient Southern University System & Tom Joyner Foundations, Scholarship Recipient Stills and Stills Accountants and Consultants, University Alumni Federation, University Community Development Corporation of Louisiana and Wallace Textbook.
  • 3.0 GPA
  • Research Project: Kupper Parker/Fitzgerald- Tabasco Research Project. Observed Two Focus Groups; made an advertisement, created a report from research of Tabasco products. Gave presentation to Tabasco CEO and team.
  • Professional development completed in Marketing
  • Professional development completed in Business Management
  • Professional development completed in Professional Selling
  • Professional development completed in Marketing Research
  • Professional development completed in Managerial Accounting
  • Professional Development: Consumer Behavior



Expected in 07/1988 to to Associate of Science | General Agriculture Science Guyana School of Agriculture, Mon Repos Guyana, GPA:
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.

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.
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
Work History
07/2022 to Current Insurance Broker Self-employeed | ,
  • 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.
07/2021 to 07/2022 Insurance Agent American Senior Benefits | ,
  • 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.
  • Approached potential clients by using direct marketing mailings and phone contacts
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
10/2017 to 10/2019 Insurance Agent/Manager Bankers Life Insurance | ,

Trained agents in the field and office on Insurance sales and systems and policies of the company.

  • 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.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
  • Obtained underwriting approval by completing application for coverage
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Maintained high standards of customer service by building relationships with clients
10/2008 to 09/2017 Insurance Agent/Manager Bankers Conseco Life Insurance | ,
  • 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.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas

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Resume Overview

School Attended

  • Southern University And A & M College
  • Guyana School of Agriculture

Job Titles Held:

  • Insurance Broker
  • Insurance Agent
  • Insurance Agent/Manager
  • Insurance Agent/Manager

Degrees

  • Some College (No Degree)
  • Associate of Science

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