insurance representative resume example with 10+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Reliable and dedicated worker, prepared to take on new role focused on developing emotional, social, life skills, interpersonal skills, customer relations and customer satisfaction. Strengths include communication, activity planning and problem solving. Well-versed in working in all types of environments, and with all types of populations.

  • Knowledge of Microsoft office Suite
  • Blue Print Portfolio in Drafting & Designing
  • Adobe Photoshop
  • Hardware
  • Data Entry
  • Designing
  • Multi-tasking
  • Sales skills
  • Software troubleshooting
  • Email marketing
  • Sales techniques
  • Data entry
  • Community resources specialist
  • Effective customer communication
  • Community outreach
  • Administrative support
Insurance Representative, 05/2019 - Current
Altru Health System Clinic Roseau, MN,
  • Communicated with insured individuals to explain audit classifications, computations and settlement amounts.
  • Received all incoming calls and coordinated with staff to fulfill requests and resolve issues.
  • Answered phones, responded to customer inquiries and transferred calls to appropriate staff members.
  • Managed all front desk operations for busy high-volume situations
  • Managed customer complaints and rectified issues to complete satisfaction.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Eyewear Lab Technician, 07/2011 - 07/2018
My Eye Dr City, STATE,
  • Investigated and resolved customer complaints and adjusted and repaired customer eyewear.
  • Sold and recommended eyewear products, merchandise and services in retail and clinical settings in order to drive company revenue and meet customer needs.
  • Assisted patients and customers with choice of frames to best fit budgetary requirements and style preferences.
  • Coordinated office bookkeeping, reporting and communication with customers and vendors and maintained office equipment.
  • Scheduled appointments, verified insurance coverage, maintained accurate patient records and assisted with preliminary testing.
  • Collected customer measurements such as bridge, eye size, temple length, vertex distance, and pupillary distance
  • Stocked shelves and supplies and organized displays to focus customer attention on specific items.
  • Recommended merchandise to customers based on needs and preferences.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Provided excellent service and attention to customers in face-to-face encounters and through phone conversations.
Costco Sales Representative , 10/2014 - 11/2016
Costco City, STATE,
  • Followed up after sales to assess satisfaction and identify ongoing requirements.
  • Created and implemented store displays, promoting sales and growth.
  • Planned and followed through with inventory management for each store.
  • Implemented consultative sales techniques to generate revenues and exceed sales targets.
  • Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.
  • Prepared and processed contracts and order forms for new and existing customers.
  • Developed solutions to meet market gaps and drive company sales.
  • Organized and updated schedules to optimize coverage for expected customer demands.
  • Reviewed sales reports to enhance sales performance and improve inventory management accuracy.
  • Resolved customer problems by investigating issues, answering questions and building rapport.
Insurance Consultant, 10/2009 - 05/2011
Kaiser Permenantae City, STATE,
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
  • Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
  • Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments.
  • Earned good attendance record and built reputation for being on time and ready to work.
  • Exceeded company sales goals for new policies.
  • Documented customer inquiries and feedback, including service delivery suggestions, in company database.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Pursued opportunities to advance client relations skills and further enhance customer satisfaction in every interaction.
  • Documented conversations with customers to track requests, problems and solutions.
  • Consulted with customers to determine best methods to resolve service and billing and conflict issues
Education and Training
Associate of Applied Science: Computer Drafting and Design, Expected in 05/2009
ITT Technical Institute - Springfield, VA,
Status -

GPA: 3.5

High School Diploma: , Expected in 06/2005
C.D. Hylton High School - Woodbridge, VA
Status -

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Resume Overview

School Attended

  • ITT Technical Institute
  • C.D. Hylton High School

Job Titles Held:

  • Insurance Representative
  • Eyewear Lab Technician
  • Costco Sales Representative
  • Insurance Consultant


  • Associate of Applied Science
  • High School Diploma

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