insurance broker consultant resume example with 20+ 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:
:
Professional Summary
Enthusiastic Insurance Broker eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Best Practices and Relationship Building and training in the Insurance Marketplace. Motivated to learn, grow and excel in Wealth Preservation.
Skills
Account management
Business planning
Customer Service
Training & Development
Health insurance
Client needs analysis
Life insurance
Work History
Insurance Broker Consultant, 04/2016 - Current Santander Bank – Big Rock, AR,
Created sources for continuous client referrals within community and with businesses using Cold Calls and Follow-ups.
Upsold additional products and services after identifying customer needs and requirements.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Responded to customer calls within 4 hours to swiftly resolve issues and answer questions.
Presented financial well-being education to groups of over 2 people to cultivate new business and increase financial knowledge of customer base.
Built relationships with clients through active listening and empathy talents to provide excellent service.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Identified issues, analyzed information and provided solutions to problems.
Adhered to social distancing protocols and wore mask or face shield at all times.
Delivered exceptional level of service to each customer by listening to concerns and answering questions.
District Sales Coordinator, 04/2005 - 04/2016 Cedar Fair Entertainment Company – Charlotte, NC,
Assessed data to discover relevant trends and marketing opportunities.
Coached and mentored employees to strengthen sales knowledge and abilities.
Devised innovative and successful sales strategies.
Drove revenue growth totaling $800,000 by leveraging top-notch Team Building abilities.
Oversaw 8-person team of Agents achieving $800,000+ in annual sales.
Brought in at least $50,000 in personal sales revenue every quarter, averaging 25% of group total.
Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 75%.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Created sources for continuous client referrals within community and with businesses using Cold Calling and Follow ups.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Upsold additional products and services after identifying customer needs and requirements.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Responded to customer calls within 2 hours to swiftly resolve issues and answer questions.
Built relationships with clients through active listening and empathy talents to provide excellent service.
Food and Beverage Director, 03/2001 - 04/2005 Wichita Country Club – City, STATE,
Taught Managers and Employees effective customer service techniques, boosting client satisfaction rates 50%.
Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
Maintained financial accuracy when handling $2000-$50,000 revenue each day.
Spearheaded overhaul of company best practices, leading to significantly increased staff retention rates and top-ranking as industry leader.
Streamlined and monitored quality programs to alleviate overdue compliance activities.
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Used CCA strategies to promote exceptional customer service and create positive environment for employees and clients.
Directed training and retraining of employees to boost performance and enhance business results.
Defined clear targets and objectives and communicated to other team members.
Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Evaluated employee performance on Annual basis and conveyed constructive feedback to improve skills.
Conducted forecasting to determine possible changes and issues for supply chain business.
Recruited and developed 75 employees for Food and Beverage department.
Coordinated all companies, business executives and site leadership teams by interacting effectively and establishing communication best practices.
Engaged prospects and customers through various events, including trade shows, seminars and workshops.
Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
No Degree: Mechanical Engineering, Expected in - Kansas State University - Manhattan, KS, GPA: Status -
High School Diploma: , Expected in 05/1982 - Junction City Sr High School - Junction City, KS GPA: Status -
Accomplishments
Used Microsoft Excel to develop inventory tracking spreadsheets.
Supervised team of 8-125 staff members.
Documented and resolved Claims and Service issues which led to equitable resolutions.
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