insurance producer resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.

Diligently coordinates all warehouse activities to keep products moving quickly and meet continuous shipping demands. Highly organized leader with good program management and team-building abilities focused on maximizing efficiency and performance. Proven track record of enforcing best practices in fast-paced environments.

Productive Dental Office Manager with versatile skills in staff supervision and customer service. Mathematical and computational strengths create thorough budgets and financial strategies. Gifted communicator promotes practice reputation and creates inviting work environment.

Goal-oriented [Job Title] effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering [Number]-year background generating new business by selling various insurance plans.

Punctual Delivery Driver offering [Number] years of experience distributing products, documents and packages to customers. Versed in safely loading and unloading parcels, completing logs and collecting appropriate payments. Familiar with GPS system operations paired with outstanding driving record.

Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.

  • Cross-Selling and Upselling
  • Policy Adjustment Knowledge
  • Insurance Sales Strategy
  • Asset Protection Expertise
  • Service Oriented
  • Administrative Functions
  • Service-Oriented
  • Critical Thinking
  • Document Control
  • Underwriter Collaboration
  • Client Interviews
  • Insurance Customization
  • Administration and Reporting
  • Performance Evaluations
  • Budget Management
  • Cost Control
  • Documentation and Reporting
  • Managing Operations and Efficiency
  • Scheduling and Coordinating
  • Computer Skills
  • MS Office
  • Decision Making
  • Good Judgment
  • Negotiation and Conflict Resolution
  • Professional and Courteous
  • Business Development
  • Attention to Detail
  • Problem-Solving
  • Comfortable With Overnight Runs
  • Stocking and Inventory
  • Punctual and Reliable
  • Dependable and Reliable
Insurance Producer, 05/2009 to Current
Realty SouthBirmingham, AL,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Offered information about policy and coverage details.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Wrote policies, finalized documents and filed paperwork.
  • Operated in fast-paced and driven sales environment.
  • Consulted with [Type] customers to assess needs and match products.
  • Upheld compliance standards for [Type] insurance sales.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Improved office operations, maintaining records, tracking data and promoting clear internal communications.
  • Cultivated lasting professional relationships and grew client referrals to promote agency success.
  • Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations.
  • Delivered informative presentations to build lucrative client bases.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Delivery Driver, 10/2007 to 05/2009
Suburban Propane 2Enon, OH,
  • Grouped and routed deliveries according to designated areas to maintain efficient delivery times.
  • Delivered rush merchandise on tight schedules to meet customer targets.
  • Handled merchandise in accordance with product handling standards.
  • Communicated frequently with dispatch to relay route changes and delays impacting customer delivery timetables.
  • Submitted receipts and money received from deliveries at end of each shift.
  • Verified deliveries against shipping instructions prior to delivering to customers.
  • Clairesported and safely delivered items to prevent damage or loss.
  • Reviewed and verified invoices and purchase requests to confirm accuracy.
  • Handled customer service complaints with utmost professionalism and knowledgeable responses to maintain trust and company loyalty.
Dental Office Manager, 04/2000 to 08/2007
AltamedGarden Grove, CA,
  • Organized supply purchases, equipment upgrades and operating expenses.
  • Prepared timely office reports covering metrics such as expenses, patient loads and billing.
  • Delegated work to staff, setting priorities and goals.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Reviewed monthly financial results with partners to identify opportunities to improve profitability.
  • Tracked stocks of office supplies and reordered materials to meet expected dental patient loads.
  • Handled office phone calls, correspondence and packages to keep hygienists and dentists free to focus on patients.
  • Maintained and evaluated clinic budgets, general ledger and billing systems.
Insurance Agent, 08/2000 to 05/2009
The Gund CompanyAmsterdam, NY,
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Generated new leads and identified potential clients by using successful direct marketing strategies.
  • Sold vital insurance policies with time-tested customer engagement techniques.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
  • Gave sales presentations, negotiated contracts and promoted services to customers.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Made appointments with potential clients to discuss products.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Attended continuing education courses to maintain insurance license.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Weeded out unlikely prospects quickly and redirected time and efforts to potential customers.
Customer Service Specialist, 08/1998 to 08/2000
Company NameCity, State,
  • Documented customer correspondence in CRM to track requests, problems and solutions.
  • Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Answered inbound calls, chats and emails to facilitate customer service.
Education and Training
Bachelor of Science: Biochemistry, Expected in 05/1997 to Boston College - Chestnut Hill, MA

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Resume Overview

School Attended

  • Boston College

Job Titles Held:

  • Insurance Producer
  • Delivery Driver
  • Dental Office Manager
  • Insurance Agent
  • Customer Service Specialist


  • Bachelor of Science

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