insurance professional sales service i flex resume example with 8+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Knowledgeable and dedicated customer service professional with over 25 years experience. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and member retention.

Expected in 08/2023 to to
Bachelor of Science: Accounting And Business Management
Texas A&M University - Corpus Christi - Corpus Christi, TX
Expected in 2009 to to
Bachelor of Science: Architecture
University of Texas at San Antonio - San Antonio, TX
  • Reporting Skills
  • Problem-Solving Skills
  • Accounting Processes
  • Process Improvement
  • Clerical Experience
  • Proficient In Microsoft Office
  • Networking
  • Communication
  • Ms Project
  • Verbal And Written Communication
  • Works Well Independently
  • Customer Service Skills
Work History
02/2019 to Current
Insurance Professional - Sales & Service I FLEX Omni Hotels San Antonio, TX,
  • Collect information to identify and evaluate member insurance needs and assist with products available to close insurance gaps and increased protection of member's financial security.
  • Service existing member's needs in providing appropriate products not yet obtained by member and review of accounts for billing questions and review.
  • Consistently perform at 95% accuracy or greater for internal USAA Compliance and Quality Assurance during all member contact.
  • Licensed in auto, home and umbrella insurance and upskill trained in Florida Homeowners, Separation/Divorce, Massachusetts auto, North Carolina Homeowners, New Member Acquisitions, Existing Member Acquisitions and Member Retention.
  • Handled approximately 30 - 50 inbound member calls per week to identify member needs and provide appropriate offers and protection based conversations.
  • Served as support for Member Advocacy from 01/2021 - 04/2021.
06/2018 to 02/2019
Recruitment Manager Dynamic Workforce Solutions Milwaukee, WI,
  • Set and conveyed internal recruitment goals to downstream staff and averaged 15 to 20 outbound calls per day to qualified licensed professionals.
  • Met with managers to discuss vacancies, applicant qualifications and appropriate characteristics of top candidates.
  • Customized processes for various of vacancies, including wording of job profiles, social media techniques and websites used.
  • Reduced position vacancies by 50% by increasing staff and increasing clinician cold calls.
  • Evaluation and modification of compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.
  • Developed marketing strategies to generate leads.
  • Reviewed applications and resumes to support hiring activities.
09/2017 to 02/2019
Recruitment & Retention Partner Deer Oaks Mental Health Association City, STATE,
  • Utilization of traditional and non-traditional resources and network of established contacts to identify and attract talent.
  • Partner with internal hiring managers to determine staffing needs in each region and make recommendations to clinical leadership regarding candidates.
  • Performs daily appropriate candidate screening, in-person and phone interviews, and reference background check on clinical candidates for psychotherapy and psychiatric services.
  • Creation of salary offers and benefits packages for selected candidates.
  • Managed 18 states in talent recruiting efforts.
05/2014 to 08/2017
Regional Director Senior Psych Care City, STATE,
  • Managed staff of over 35 including clinical and administrative staff.
  • Attended weekly meetings with President and Chief Financial Officer to discuss appropriate strategies.
  • Managed entire third-party lifecycle process including planning, assessment of contract and needs, contract negotiations, on-going monitoring and termination of contracts.
  • Tracked internal trends and suggested enhancements that would both challenge and refine company's product offerings.
  • Worked with nursing home leadership to outline improvement strategies like monthly, bi-monthly quarterly care plan meetings with clinicians and nursing home staff.
  • Input, analyzed and reported on data covering all aspects of procurement operations of new and existing business.
  • Built relationships with vendors to negotiate ideal terms for new contracts.
  • Counseled regional staff regarding compliance risks and standards regarding medical documentation.

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Resume Overview

School Attended

  • Texas A&M University - Corpus Christi
  • University of Texas at San Antonio

Job Titles Held:

  • Insurance Professional - Sales & Service I FLEX
  • Recruitment Manager
  • Recruitment & Retention Partner
  • Regional Director


  • Bachelor of Science
  • Bachelor of Science

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