insurance broker resume example with 8+ years of experience
JessicaClaire
, , 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.
Hardworking Buyer versed in recordkeeping and production requirements. Bringing 3-year track record of success in Food Distribution industry. Adept at keeping costs under control while optimizing inventory for usage needs.
Successful Warehouse Manager offering strong background in supervising and mentoring 50+ employees in exceptionally large distribution warehouse settings. Talented in promoting safety, accuracy and company rules when monitoring employee performance and training new employees. Accomplished in performing regular inventory counts and maintaining records with high level of accuracy.
Skills
Insurance Sales Strategy
Asset Protection Expertise
Email Marketing
Customer Follow-Up
Cross-Selling and Upselling
Service Oriented
Document Control
Financial Needs Assessment
Policyholder Communication
Verbal and Written Communication
Insurance Policy Sales
Policy Changes
Insurance Customization
Premium Calculations
Time Management
Client Prospecting
Critical Thinking
Client Interviews
Service-Oriented
Policy Feature Explanations
Commission-Based Sales Experience
Sales Presentations
Thrives Under Pressure
Excellent Communication Skills
Cold Calling
CRM Software
Customer Needs Identification
Merchandise Inspection
Quality Specifications Adherence
Vendor Collaboration
Transportation Arrangements
Merchandise Return Authorization
Sales Records Analysis
Trends Monitoring
Ordering and Purchasing
Selling Price Recommendations
Consumer Buying Patterns
Customer Service
Inventory Control
Supplier Communication
Attention to Detail
Recordkeeping Skills
Cost Controls
Pricing Knowledge
Pricing Analysis
Procurement Procedures
Sales Experience
Business Understanding
Multi-Tasking Strength
Supplier Oversight
Invoice Payment Authorization
Complex Problem Solving
Equipment Maintenance
Hiring and Training
Operations Planning
Coaching and Motivation
Policy Development
Shipping and Receiving
Logistics Management
Forklift Operations
Team Building and Leadership
Delegating Work
Facility Maintenance
Goal Setting
Employee Scheduling
Quality Management
Reporting and Correspondence
Employee Safety
Inventory Management
Performance Evaluations
Continuous Improvement
Multiple Priorities Management
Billing and Invoicing
Vendor Relationship Management
Shipment Tracking
Budget Controls
Worker Supervision
Logistics Data Analysis
Equipment Inspections
Vehicle Inspection
Data Interpretation
Receiving Oversight
Inventory Management Software
Relationship Building
Onboarding and Training
Cost Analysis
Schedule Management
Operations Control
Decision Making
Shipping Activity Oversight
Materials Monitoring
Experience
05/2020 to CurrentInsurance BrokerFuturity First Insurance Group | Scottsdale, AZ,
Presented and clearly explained insurance policy options based on clients' needs and goals.
Promoted client retention through high-quality service and follow through.
Provided information and answered questions via personal meetings, telephone calls and email.
Submitted up-to-date activity and production logs to agency management for review.
Developed life insurance and commercial insurance leads to meet monthly sales targets.
Promoted agency products to customers in person, by telephone and in writing.
Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
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.
Pushed through objectives and persuaded clients to purchase policies by applying advanced sales abilities.
Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
Consulted with clients to develop customized insurance policy packages and advised clients on investment opportunities to safeguard assets while minimizing cash flow.
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
Made appointments with potential clients to discuss products.
08/2017 to 05/2020Buyer SpecialistFirst Citizens Bank | Bladenboro, NC,
Researched competitors and sourced new vendors.
Participated in supplier calls to define component deliveries, meeting scheduled production dates.
Requested pricing quotes from suppliers to determine best source of supply.
Synchronized supply chain inventory with customer demand to mitigate excess and obsolete inventory.
Implemented contractual documentation into purchase order, encompassing corporate and government requirements.
Analyzed buying trends at each store location to identify appropriate mix of inventory items for top-tier sales.
Negotiated pricing for apparel and accessories from vendors to secure optimal pricing and keep costs low.
Obtained information about customer needs and preferences by conferring with sales or purchasing personnel.
Sourced new vendors and suppliers to boost product offerings and increase profit margins at each store location.
Examined, selected and purchased merchandise consistent with specification requirements.
Negotiated prices, discount terms and transportation arrangements with suppliers.
Organized inventory for multiple locations and diversified product selections.
Collaborated with cross-functional teams to meet customer requirements and market demands.
Assessed trends and inventory usage to provide maximum product coverage for different time frames.
Tracked and approved procurement plans and inventory levels.
Worked with suppliers to expedite open purchase orders and shipments in-transit.
Researched sources of supply and services to maintain flexibility, high quality and competitive pricing.
Maintained supplier relationships to improve lead time, cost and quality.
Analyzed and completed supplier performance reviews, addressing corrective actions.
10/2014 to 08/2017Operations ManagerPilot Freight Services | WV, State,
Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
Managed scheduling, training and inventory control.
Implemented policies and standard operating procedures and managed quality, customer service and logistics.
Delivered positive customer experiences by implementing effective quality assurance practices.
Planned delivery routing, team workflows and promotional initiatives.
Recruited, hired and trained crew members on application of projects, customer relations and customer service.
Produced SOPs to document workplace procedures and optimize productivity through standardization.
Oversaw financial management, budget management, accounting and payroll activities.
Supported accident investigations and prepared related paperwork.
Generated performance and labor strategies to compete in new and existing markets.
Motivated and evaluated personnel for performance improvement and goal achievement.
Analyzed and controlled materials, supplies and equipment operational expenses.
Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
Built strong operational teams to meet process and production demands.
Crafted operations best practices using audits and project management team feedback.
Education and Training
Expected in to to | BusinessTexas A&M University - Corpus Christi, Corpus Christi, TXGPA:
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