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Insurance Clerk Resume Example

Resume Score: 80%

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INSURANCE CLERK
Professional Summary

Highly skilled Insurance Agent/Producer with 8 years experience in P&C insurance. Working within a fast paced insurance and office environment. I am seeking an Administrative Assistant/Customer Service position in an area suitable to my background. I am committed to providing exceptional customer service. Establish rapport with management and staff through quality of service and personal interaction.

Skills
  • Excellent judgment
  • Strong work ethic
  • Upselling techniques
  • Adaptability
  • Problem-solving
  • Quick learner
  • Time management
  • Employee training
  • Ability to multi-task and prioritize the workflow
  • Bilingual- Fluent in English and Spanish
  • Insurance licensed -P&C and Life
  • Possess positive professional attitude with the ability to work under pressure in a high paced environment
Work History
Clint Kammerer Insurance AgencyInsurance Clerk//Lodi, CA//September 2012 to January 2014
  • Identified issues and took appropriate action to deliver speedy resolution
  • Responded to customer calls within 24 hours to swiftly resolve issues and answer questions
  • Made contact with insurance carriers to discuss policies and individual patient benefits
  • Sent friendly payment reminders of premium payments due and notified insured of any rate changes
  • Posted payments to accounts and maintained records
  • Reviewed and verified data, including addresses, phone numbers, names, ages, and values
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents
  • Modified, updated and processed existing policies
St. France's Yacht ClubWaitress/Lead Waitress//San Francisco, CA//May 2006 to May 2016
  • Used correct cleaning, sanitizing and food handling procedures to maintain optimal protections for customers
  • Kept server areas clean and stocked during service hours to increase efficiency while serving tables
  • Cleaned outdoor eating area and indoor dining room by wiping tables, placing trash in receptacles and restocking napkin dispensers
  • Performed complete opening, closing and shift change duties to keep banquet working efficiently and teams ready to meet members needs
  • Loaded trays with accessories, including eating utensils, napkins and condiments
  • Trained incoming staff on restaurant's practices, culture and procedures to maximize job satisfaction and productivity
  • Managed waitstaff of 20+ servers and 60 tables during club cruises
  • Assisted with various banquet food stations, set up and service to multiple dining areas
  • Restocked salad bar and buffet for lunch and dinner service
  • Set dining tables to prepare for diverse types of events and follow strict service standards
  • Folded napkins and prepared silverware sets to provide adequate supply for host station
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness
Rosa M Lopez Insurance AgencyInsurance Agent//Lodi, CA//January 2014 to Current
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Up-sold additional products and services after identifying customer needs and requirements
  • Built relationships with clients through active listening and bilingual (Spanish) 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
  • Responded to customer calls within 24 hours to swiftly resolve issues and answer questions
  • Identified issues and took appropriate action to deliver speedy resolution
  • Completed coverage applications to obtain underwriting approvals
  • Developed and maintained long-term relationships with policyholder's and small business entities
  • Spent ample time with each customer, going over and explaining documents to ensure that key information was understood
  • Maintained high standards of customer service by building relationships with clients
St. France's Yacht CubLead Bartender//San Francisco, CA//May 2016 to Current
  • Mixology Certificate
  • Consulted with managers to organize special events and promotions cocktail specials
  • Developed unique drink and cocktail offerings weekend specials
  • Took customer orders and capitalized on opportunities to sell special beverage and food options
  • Up-sold daily specials and beverage promotions to exceed daily sales goals
  • Kept alcoholic beverages well-stocked and organized to meet expected demands
  • Assisted servers with specialty drinks orders by preparing on-demand items without delay
  • Kept bar tidy to keep members areas fresh and clean
  • Poured and prepared mixed drinks for over 500 members during club cruises
  • Prepared garnishes by evenly slicing and pitting fruits
  • Kept accurate inventories and notified management of ordering needs for liquor, beer, wine and bar supplies
  • Took inventory, restocked supplies
Education
GEDStockton Adult School//Stockton, CA//2007
Accomplishments
  • Awarded and recognized as Employee of the Month in 2019 for exceptional customer service with St. Francis Yacht Club
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Clint Kammerer Insurance Agency
  • St. France's Yacht Club
  • Rosa M Lopez Insurance Agency
  • St. France's Yacht Cub

School Attended

  • Stockton Adult School

Job Titles Held:

  • Insurance Clerk
  • Waitress/Lead Waitress
  • Insurance Agent
  • Lead Bartender

Degrees

  • GED

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