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

Motivated insurance professional, active Florida 440 licensure, highly effective at building relationships, educating and advising clients in order to achieve objectives. Providing detailed information, first-rate service to customers, along with persuasive communication style married to flexible problem solving approach, assists with overcoming objections and influencing positive outcomes.

  • FL 440/Active
  • Service expertise
  • Analyze customer needs and provided best options, upselling products and services.
  • Cross Selling/needs analysis
  • Multitasking
  • Policy adjustment expertise
  • Friendly, positive attitude
  • Active listening
  • Working collaboratively
  • Rapport building expertise
  • Organization
  • Microsoft Office
Insurance Producer, 12/2013 to 07/2021
Aaa Mid-AtlanticOld Saybrook, CT,
  • Operated in fast-paced and driven sales environment.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Consulted with new/existing customers to assess needs and match products.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Offered information about policy and coverage details.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Wrote policies, finalized documents and filed paperwork.
  • Assisted in meeting team goals by partnering with staff to share and implement best practices.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Upheld all compliance standards for Property & Casualty insurance sales and licensing.
  • Upheld all Federal, State and Corporate compliance standards for insurance sales.
  • Recognized by management for providing exceptional customer service.
Education and Training
: Criminal Justice, Expected in
Brookdale Community College - Lincroft, NJ
Not Degree Program: Insurance, Expected in 12/2013

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School Attended

  • Brookdale Community College

Job Titles Held:

  • Insurance Producer


  • Some College (No Degree)
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