LiveCareer-Resume

insurance broker resume example with 7+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Results-oriented Insurance Sales Agent seeking employment with top-tier insurance agency. Talents include relationship building, training and sales presentations. Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Skills
  • Casualty Auto Insurance
  • Sales Presentations
  • CRM Expertise
  • Active Property and Casualty Insurance License With the [State Name] Department of Insurance
  • Driven
  • Skilled Negotiator
  • Prospecting Skills
  • Commission-Based Sales Experience
  • Retirement Planning
  • Excellent Communication Skills
  • Relationship Development Skills
  • Customer Advocate
  • In-Depth Knowledge of Markets and Relationships
Experience
02/2023 to Current Insurance Broker Futurity First Insurance Group | Salem, VA,
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Interviewed prospective clients to learn about financial needs and discuss existing coverage.
  • Promoted client retention through high-quality service and follow through.
  • Made appointments with potential clients to discuss products.
  • Consulted with clients to develop customized insurance policy packages and advised clients on investment opportunities to safeguard assets while minimizing cash flow.
  • Provided information and answered questions via personal meetings, telephone calls and email.
  • Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
02/2023 to Current Certified Notary Signing Agent State Of Pennsylvania | Phoenixville, PA,
  • Reviewed documents and personal identifying paperwork or government-issued IDs for each person.
  • Verified identification of signee by looking through identification documents, licenses and passports.
  • Documented transactions in notary journal to maintained permanent records.
  • Achieved timeline and quality targets when organizing large volume of records.
  • Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
  • Affixed stamp or seal on documents as proof of witnessing event or deal.
  • Reviewed loan documents for completeness and compliance with state and federal regulations.
  • Asked signers about validity of information contained in documents.
  • Created and maintained records of notarized items in paper and electronic forms.
  • Scheduled appointments with in-house or outside mobile notary to accommodate signing with clients.
  • Liaised between borrowers, loan officers and escrow officers to facilitate smooth and efficient loan closing process.
05/2017 to 05/2023 Nurse Aide State Of Pennsylvania | Pine Grove, PA,
  • Communicated concerns regarding patients' status, care and environment to nursing supervisors, clinical care supervisors and case managers.
  • Comforted patients and provided reassurance and encouragement.
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Collected and documented vital signs to track current patient conditions.
  • Promoted patient satisfaction by assisting with bathing, dressing and exercising.
  • Engaged with patient family and friends to provide courteous visit experience.
  • Documented patient intake and dietary requirements and aided with feeding and monitoring.
  • Assisted with adequate nutrition and fluid intake.
  • Followed safe lifting techniques and individual resident lifting instructions.
  • Documented information in patient charts and communicated status updates to interdisciplinary care team.
08/2015 to 05/2023 Nurse Aide Texas Orthopedic Hospital | City, STATE,
  • Communicated concerns regarding patients' status, care and environment to nursing supervisors, clinical care supervisors and case managers.
  • Comforted patients and provided reassurance and encouragement.
  • Collected and documented vital signs to track current patient conditions.
  • Promoted patient satisfaction by assisting with bathing, dressing and exercising.
  • Engaged with patient family and friends to provide courteous visit experience.
  • Assisted with adequate nutrition and fluid intake.
  • Documented patient intake and dietary requirements and aided with feeding and monitoring.
  • Documented information in patient charts and communicated status updates to interdisciplinary care team.
  • Used mobility devices to transport patients.
  • Planned, prepared and served meals and snacks according to prescribed diets.
Education and Training
Expected in 05/2021 to to Insurance | Insurance Excel, Online, GPA:
Expected in 05/2017 to to Nursing | CNA Texas School Of Nursing, Katy, GPA:
Expected in to to Bachelor of Science | Business Management Walden University, Minneapolis, MN GPA:

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Resume Overview

School Attended

  • Excel
  • Texas School Of Nursing
  • Walden University

Job Titles Held:

  • Insurance Broker
  • Certified Notary Signing Agent
  • Nurse Aide
  • Nurse Aide

Degrees

  • Insurance
  • Nursing
  • Bachelor of Science

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