insurance bundle sales agent resume example with 6+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Dedicated, first point-of-contact programs assistant with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing corporate office administrative duties, deadline-driven assignments, possibilities over problems work ethic.

  • Mastery of Microsoft Office (Word, Excel, PowerPoint) and Google Suite (Docs, Sheets, Slides).
  • Comfortable working in both Microsoft Windows 10 and Mac OS X.
  • Excellent communication skills with a focus on team-building and customer relations.
  • Outstanding organizational, multitasking, and problem-solving abilities.
  • Superior research, analytical, problem solving, attention to detail.
  • Highly effective cross-organizational oral/written communication skills.
  • Time and project management skills; Prioritization and decision making.
  • Administrative operations, record/book keeping, keen attention to detail.
  • Problem resolution and relationship building.
  • Technical troubleshooting skills;PC/Telecommunication and cyber-media.
Professional Experience
08/2018 to 04/2022 Insurance Bundle Sales Agent GEICO | City, STATE,
  • 38.75 Hours/Week
    $52,000/Year Base Pay
  • Provided superior customer support as first point of contact; Building trust, rapport and long-term relationships.
  • Created research strategies in a step-by-step action plan to conduct comprehensive testing for newer technologies trending errors.
  • Independently navigated computer technologies and program applications in a fast-paced corporate office and work-at-home environment.
  • Preformed administrative duties and maintained compliance with
    high level of accuracy for record keeping and underwriting.
  • Upload and maintain classified documents for insurance policies
    and claims.
  • Demonstrated strong computer-skills in comprehensive tasks;
    Navigating multiple systems simultaneously;
  • Hardware/Software
    troubleshooting in office and work from home environments;
  • Provided technical assistance over the phone to customers.
  • Prioritized tasks according to urgency to meet business needs;
    Managed deadline-driven tasks and meetings with strict adherence.
  • Contributed to a positive work environment by building relationships with co-workers, customers, business partners and
02/2018 to 08/2018 New Employee Onboarding Coordinator Synchrony Financial | City, STATE,
  • 40 Hours/Week
    $28,000/Year Base Pay
  • Provided administrative support to HR, Trainers, Supervisors as
  • Created new-hire packets including; training course material, technical assistant packets and other resourceful correspondence.
  • Assisted training-instructor introduce new employees to company's culture, network affiliations, detailing all initial tasks; Questions/queries and providing direction.
  • Coordinated round-table meetings for calibrations, conflict resolution, coaching sessions and other business meetings such as award ceremonies ect.
  • Assisted team supervisors with interview/hiring process; Helped
    facilitate formal onboarding process with various duties and
  • Submitted data into attendance databases to maintain accurate records for adherence and payroll purposes.
  • Worked closely with IT to enroll new employees in all operational
    applications, data bases and workstations.
  • Developed coaching plans contingent upon company performance goals and directly reporting to 3 levels of command.
  • Helped maintain a positive and fun work/learning environment.
  • Facilitated positive, fun, and teamwork oriented learning/working atmosphere with creative games designed to challenge critical thinking.
01/2016 to 02/2018 Engagement Expert Synchrony Financial | City, STATE,
  • 40 Hours/Week
    $26,000/Year Base Pay
  • Provided telephone support to customers; Servicing consumer and credit card accounts for multiple clients.
  • Processed credit applications; Submitted requests for credit line increases for the Belk and Lowe's portfolio.
  • Independently resolved customer complaints.
  • Navigated through multiple organizational databases to locate missing payments, reallocate payments, rehabilitate accounts.
  • Completed reports and forwarded records to all 3 credit bureaus to update/correct records.
  • Communicated in clear and concise manner addressing all service-related inquiries to reduce call handling time.
  • Collected/Processed electronic/mailed payments.
  • Provided great customer service in a high call volume environment; Corporate office/Work from home setting.
  • Consistently exceeded company goals in all metrics with little to no supervision.

  • Received employee "Chairman's Award" for selling 2,000 insurance policies in first year employed.
  • Won employee award for top-performer in all metrics; $1,000
  • Promoted from Auto Sales to Bundle Sales (GEO-tel) expanding marketability to multiple lines of insurance products/services.
  • Started insurance career with licenses in 8 states; Earned 36 total working at Geico.
  • Piloted NEO Coordinator position at Synchrony Bank; A member of the team that piloted Bundle-Sales at Geico.
  • Promoted to NEO Coordinator in 2018; Promoted to GEOtel Bundle Sales in 2020.
Education and Training
Expected in 06/2005 to to High School Diploma | Lexington Sr. High School, Lexington, NC, GPA:
Expected in to to Associate of Applied Science | Cyber Security Lexington Sr. High School, Locust Dale, VA GPA:

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Resume Overview

School Attended

  • Lexington Sr. High School
  • Lexington Sr. High School

Job Titles Held:

  • Insurance Bundle Sales Agent
  • New Employee Onboarding Coordinator
  • Engagement Expert


  • High School Diploma
  • Associate of Applied Science

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