insurance broker resume example with 6+ years of experience

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

Versatile individual who is diligent, elegant and assertive in all tasks and has exceptional expertise in the areas of learning and development, customer service, sales, talent acquisition, business development, public relations, content creation and management solutions that result in maximized efficiency. Combining the knowledge of Mass Communications, Sales, Design and Management Experience with an energetic and aggressive/eager approach to establishing and implementing strategic direction you get yourself the perfect candidate for any opportunity available.

  • Combined knowledge of the Mass Media and the Communication Process
  • Excellent communication and interpersonal skills • Knowledge of statistics: UVs, PVs, retention rates, and impressions.
  • Operates with a strong sense of urgency and thrives in a fast-paced environment
  • Great convincing power
  • Great positive energy
  • Magnificent Critical Thinker
  • Skilled negotiator
  • Relationship development skills
  • Self-motivated
  • Complaint handling and resolution
  • Sales presentations
  • Finance background
  • Property and casualty products
  • Customer advocate
  • Underwriting expertise
Lead Insurance Broker, 04/2022 to Current
Futurity First Insurance GroupMarlton, NJ,
  • Leader in sales for both Standard and NON-Standard Insurance companies including: Progressive, Nationwide, State Auto, Travelers, Safeco, Liberty Mutual, State Farm, Kemper, Dairy Land, Mercury , Plymouth, National General and many others.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Called lead lists resulting from various marketing campaigns to achieve sales.
  • Refined and demonstrated excellent listening skills, asked probing questions, understood concerns and overcame objections.
  • Exceeded company sales goals for new policies.
  • Offered policy guidance and management to promote asset protection.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Promoted client retention through high-quality service and follow through.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Cold called business leaders to initiate inclusion in sales strategies.
  • Maintained and recorded customer information in database.
Insurance Broker, 07/2021 to 04/2022
Hippo InsuranceBedminster, NJ,
  • Maintained Carriers : Allstate Liberty Mutual, Safeco, Travelers, Nationwide, Progressive.
  • Exceeded monthly policy sales targets (Written Premium $90k)
  • Cultivated positive relationships with Real Estate/ Leasing Agencies to promote continued business.
  • Developed, implemented and monitored new underwriting guidelines for agency.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Thoroughly discovered needs of pre-qualified insurance shoppers to earn their business.
  • Overcame sales objections and first call close over the phone (65% close ratio monthly)
  • Underwrote customer information to ensure accurateness.
  • Managed learning experience consistent with company philosophy and company-wide strategies.
  • Blended business's goals, mission and values with learning development initiatives to deliver high-quality training to employees.
  • Trained newly hired top talent to fill key positions and maximize productivity.
  • Cross sold related insurance products (55% monthly average)
  • Lead team huddles & meeting
  • Follow up with existing customers regarding any comments and concerns (Post Bind)
  • Communicate with the management team on a regular basis to discuss personal performance and make recommendations about system and software improvements
Insurance Sales Agent, 11/2018 to 07/2021
SpectrumEast Rochester, NY,
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Trained newly hired top talent to fill key positions and maximize productivity.
  • Prepared hard copy training materials, module summaries, videos and presentations.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Exceeded assigned sales and retention targets each quarter by upselling insurance products.
  • Sold 100+ (stick count) in new insurance policies per month.
  • Produced training materials to engage and educate individuals.
Home Equity Mortgage Banker, 07/2016 to 07/2018
White House Black MarketCity, STATE,
  • Assisting and educating clients about the benefits of applying for a home equity line of credit.
  • Perform credit and property evaluations to determine a manageable amount for pre-approving the loan.
  • Produce and present reports and metrics to monitor and assess effectiveness, compliance, and relevance of development programs and curriculums including written interpretation of analytic results for VP of sales.
  • Provide superior customer service thought the lifecycle of the loan process.
  • Acquire new relationships with home owners through comprehensive promotion and follow-ups.
  • Obtain required documents from clients and enter detailed information into the application database.
  • Close 20 – 30 loan applications a month by working closely with borrowers, processors and underwriters.
  • Convey disclosures, rates, and fees based on products were offering within bank and federal guidelines.
  • Utilize financial ratios (debt-to-income, Loan-to-value) to determine risk involved with particular loans.
  • Proactive approach has resulted in capturing numerous accounts and expanding my client base.
  • Recognized as top 5% producer in loan applications originated month over month.
  • Support special projects and provide onsite administration support as needed.
  • Successfully closed over $80 million in home equity lines of credit.
  • Help team members solve problems, requests, and make appropriate updates to loan applications.
  • Lead call calibrations for SLA and team discussing best self practices.
  • Lead multiple compliance and soft skill training projects simultaneously and successfully for our Mortgage Banker business partners.
  • Work collaboratively with VP of learning and development, subject matter experts and training coordinator to create and deliver training strategy, training materials, as well as post training assessment tools and processes.
  • Obtained my NMLS #1541482 through JP Morgan Chase by attending an intensive training class.
  • Originated Sales scripts to maximize efficiency of HLA’s call flow during initial Application Entry.
  • Hosted Home Mortgage Disclosure Act (HMDA) training with learning VP becoming a second source of information for HLA’s when the product launched.
Sales Associate, 01/2014 to 11/2016
Company NameCity, State,
  • Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
  • Helped customers by answering questions and locating merchandise.
  • Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
  • Initiated friendly conversation with customers to determine level of assistance required.
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Maintained current store, product and promotional knowledge to drive consistent sales.
  • Processed payments and maintained accurate drawers to meet financial targets.
  • Maintained attractive merchandise displays to maximize purchases.
  • Supported sales team members to drive growth and development.
  • Coached, developed and motivated team to achieve revenue goals.
Assistant Store Manager, 05/2015 to 07/2016
Company NameCity, State,
  • Primarily accountable for developing and maintaining staff, as well as recruitment, selection and onboarding.
  • Played an integral role in evaluating sales performance plans and creating recommendations to drive higher productivity.
  • Developed sales and service skills in others.
  • Identified opportunities to build community based relationships to drive traffic and top line sales.
  • Delivered a compelling and consistent message that explains the "how's and why's" so team can relate to company goals and objectives.
  • Hired top talent to ensure consistency in staffing and minimize turnover.
  • Partnered with leadership to implement strategic initiatives to build the stores clientele & increase conversion.
Education and Training
Bachelor of Science: Mass Communications, Expected in 04/2016 to Jackson State University - Jackson, MS,
  • 6x Corporate 5 Key Recipient
  • 2x Speaking with Chase Pride Certificate recipient.
  • 100% QA Compliance
  • Completed degree in top 15% of the graduating class of 2016
  • Dean’s List Scholar
  • Earned and maintained a 3.6 GPA
  • P&C License carrier
  • NMLS License carrier
  • Head Editor for TIGER TV (Jackson State University’s Campus News Station)
  • Received the “Crown Club” award for 15 consecutive months for outstanding sales performance.
  • Consistently maintained high customer satisfaction ratings.

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Resume Overview

School Attended

  • Jackson State University

Job Titles Held:

  • Lead Insurance Broker
  • Insurance Broker
  • Insurance Sales Agent
  • Home Equity Mortgage Banker
  • Sales Associate
  • Assistant Store Manager


  • Bachelor of Science

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