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insurance sales agent resume example with 14+ years of experience

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

I am a results-focused professional with strength in providing excellent customer service, generating sales, and increasing productivity and profits ; Proactive professional with strengths in communication and collaboration, adept at managing concurrent objectives to promote efficiency and influence positive outcomes. I am a dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Skills
  • MS Office
  • Critical thinking
  • Reliable and trustworthy
  • Data management
  • Conflict resolution
  • Supervision
  • Relationship building
  • Time management
  • Organizational skills
  • Client retention
  • Policy adjustment knowledge
  • Insurance sales strategy
Experience
06/2013 to 06/2019
Insurance Sales Agent Pma Usa Tampa, FL,
  • Worked closely with external partners and members of the local community to create continuous client referral sources.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Responded to customer calls promptly to resolve issues and answer questions.
  • 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.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Finalized sales and collected necessary deposits.
  • Collected all premiums on or before effective date of coverage.
  • Followed up with customers on unresolved issues.
  • Identified and solicited sales prospects in agency databases.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Calculated quotes and educated potential clients on insurance options.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
05/2011 to 04/2013
Insurance Sales Agent Pma Usa Tempe, AZ,
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Offered policy guidance and management to promote asset protection.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • 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.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Made appointments with potential clients to discuss products.
  • Operated in fast-paced and driven sales environment.
  • Reached out to potential clients to schedule appointments.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Attended continuing education courses to maintain insurance license.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Answered insurer questions regarding policyholders.
  • Promptly responded to reported claims by communicating with customers and reporting information.
06/2003 to 05/2010
Bilingual Bonding Agent/Receptionist Four-A-Better Way Bail Bonds City, STATE,
  • Secured bonds for defendants by processing payments.
  • Paid bonds and submitted documents to court allowing defendants to be released from jail.
  • Confirmed defendant appearance in court and tracked movements.
  • Tracked, detained and brought suspects to authorities for failures to appear in court.
  • Took payments from customers and issued proper receipt documents.
  • Scanned documentation and entered information into databases.
  • Initiated phone calls to customers for collections and overdue payments.
  • Assessed client's to pay fees and honor court's summons and verified that clients appeared for court hearings.
Education and Training
Expected in Current
Associate of Arts: Business
Houston Community College - Houston, TX
GPA:
Languages
Spanish:
Native/ Bilingual
Negotiated:

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Resume Overview

School Attended

  • Houston Community College

Job Titles Held:

  • Insurance Sales Agent
  • Insurance Sales Agent
  • Bilingual Bonding Agent/Receptionist

Degrees

  • Associate of Arts

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