Insurance Representative Resume Example SIG Matthys Insurance

INSURANCE REPRESENTATIVE

Professional Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Skills

Property insurance
Quote information
Underwriting and adjustments
Client needs analysis
Policy renewals
Quotes and sales

Auto insurance
Cross-selling and upselling
Presentation skills
Business planning
Account management
Customer follow-up

Work History

Insurance Representative, 10/2014 to 09/2020
SIG Matthys Insurance – Huntsville, TX

Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Tailored insurance plans to support client needs and establish sense of trust among community members.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Supported customers in insurance application completion while liaising between company and client.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Insurance Sales Agent, 08/2010 to 06/2013
A Affordable Insurance – Conroe, TX

Handled approximately 70 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Upsold additional products and services after identifying customer needs and requirements.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Executive Assistant, 02/2006 to 04/2010
Texas Home Health Hospice – Huntsville, TX

Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Organized international and domestic travel arrangements for up to 12 staff members, including all transportation and hotel stays.
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services.
Managed administrative functions, including complex calendar management with focus on proper allocation of executive availability.
Updated executives on changing business needs by thoroughly documenting internal and client meetings.
Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
Worked collaboratively with auditors throughout reviews, offering assistance and clerical support.
Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
Worked with senior management to initiate new projects and assist in various processes.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Orchestrated successful conferences, including associated travel for all speakers and attendees, facilities and support services.
Developed and maintained automated alert system for upcoming deadlines on incoming requests and events.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
Screened calls and emails and initiated actions to respond or direct messages for 3 managers.

Diamond Sales Associate, 10/2003 to 02/2007
Zales Jewelers – Huntsville, TX

Assisted customers with locating and choosing merchandise in any store department.
Greeted customers and helped with product questions, selections, and purchases including in-store and e-service transactions.
Organized store merchandise racks and displays to promote and maintain visually appealing environments.
Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
Opened and closed store independently when needed and prepared nightly bank drop for manager.
Met and exceeded upsell goals by highlighting target merchandise with strategic promotional approaches.
Worked with diligence to regularly meet or exceed special targets, including credit card applications, special donations and specific product promotions.
Trained new associates on cash register operations including opening, conducting customer transactions and balancing drawer.
Assisted customers by answering questions and fulfilling requests.
Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
Answered questions about store policies and concerns to support positive customer experiences.
Educated customers on promotions to enhance sales.
Listened to customer needs and desires to identify and recommend optimal products.
Increased sales by offering advice on purchases and promoting additional products.
Managed efficient cash register operations, including scanning items, processing payments and issuing receipts.

Education

Associate of Arts: Business Management, 06/2012
Lone Star Montgomery College - Conroe, TX

Certifications

Licensed P&C Agent

Resume Overview

Companies Worked For:

SIG Matthys Insurance
A Affordable Insurance
Texas Home Health Hospice
Zales Jewelers

School Attended

Lone Star Montgomery College

Job Titles Held:

Insurance Representative
Insurance Sales Agent
Executive Assistant
Diamond Sales Associate

Degrees

Associate of Arts : Business Management , 06/2012

Insurance Representative Resume Example

Resume Score: 80%

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