insurance broker resume example with 12+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Religion:
Military service:
:
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
Insurance Broker , 07/2022 - Current 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.
Insurance Agent, 07/2021 - 07/2022 First Mid-Illinois Bancshares, Inc. – , , 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
Insurance Agent/Manager, 10/2017 - 10/2019 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
Insurance Agent/Manager, 10/2008 - 09/2017 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
: Marketing, Expected in - Southern University And A & M College - Baton Rouge, LA GPA: Status -
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
Associate of Science: General Agriculture Science, Expected in 07/1988 - Guyana School of Agriculture - Mon Repos Guyana, GPA: Status -
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.
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