insurance sales agent resume example with 5+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Personable, Positive and dedicated Customer Service Representative with extensive experience in customer service industry. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

  • Process improvements
  • Software troubleshooting
  • Sales techniques
  • Customer relationship management
  • High-energy attitude
  • Store maintenance
  • Employee coaching
  • Menu memorization
  • Point of Sale (POS) system operations
  • Effective sales techniques
  • Relationship management
  • Service prioritization
  • Liquor, wine and food service
  • Price memorization
  • Buffet setup and takedown
  • Insurance Sales Strategy
  • Underwriter Selection
  • Time Management
  • Insurance Policy Sales
  • Binder Coverage
  • Document Control
  • Service-Oriented
  • Financial Needs Assessment
  • Policy Changes
  • Policy Renewals
  • Verbal and Written Communication
  • Records Maintenance
  • Premium Calculations
  • Client Prospecting
  • Critical Thinking
  • Policyholder Communication
  • Policy Adjustment Knowledge
  • Relationship Building
  • Upselling and Cross-Selling
  • Data Entry
  • Call Center Customer Service
  • Billing Procedures
  • Mortgage Underwriting
  • New Agent Training
  • Adobe Photoshop
  • Problem-Solving
  • Processing Checks and Invoices
  • Business Operations and Forecasting
  • Accounts Payable
  • Inventory Assessment
  • Inventory Verification
  • Decision Making
  • Stock Valuation
  • Credit Card Payment Processing
  • Transaction Processing
  • Data Entry and Maintenance
  • Customer Service
  • Multitasking and Prioritization
  • Issue and Complaint Resolution
  • Upselling Products and Services
  • De-escalation Techniques
  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Creative Problem Solving
  • Order and Refund Processing
  • Responding to Difficult Customers
  • Building Customer Trust and Loyalty
  • Upbeat and Positive Personality
  • Product Organization
  • Adaptive Team Player
09/2020 to Current Insurance Sales Agent Aaa Southern New England | Cary, NC,
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Offered policy guidance and management to promote asset protection.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Upsold products to policyholders and potential new clients.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Developed appropriate quotes based on risk information.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Sought out new clients and developed clientele by networking to find new customers.
04/2020 to Current Assistant Manager Good Shepherd Hospice | Stony Brook, NY,
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
  • Delegated daily tasks to team members to optimize group productivity.
  • Supervised receiving and stockroom activities to identify opportunities with inventory and prevent shrinkage.
  • Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
12/2016 to 03/2020 Waitress/bartender Nemacolin Woodlands Resort | Mcmurray, PA,
  • Updated repeat customers on menu changes and new food and beverage offerings to maintain quality service relationships.
  • Applied safe food handling and optimal cleaning strategies to protect customers from foodborne illness and maintain proper sanitation.
  • Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
  • Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties.
  • Maximized beverage sales by suggesting appropriate food and drink pairings to suit unique customer preferences.
  • Increased sales of key menu items through effective upselling.
  • Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
  • Served plated dinners, buffet-style dinners and passed hors d'oeuvres for parties.
  • Maintained accuracy while handling payments, giving change and printing receipts to customers.
  • Completed opening and closing checklists by emptying trash, safeguarding alcohol and polishing silverware.
  • Confirmed customers' ages for alcohol service and discontinued service to intoxicated guests.
  • Greeted customers, assisted with questions and made recommendations concerning daily specials, wine selections and desserts to guide patrons toward more profitable items.
  • Stocked server areas with supplies before, during and after shifts to boost performance of serving staff.
  • Assisted kitchen staff with food counts by determining number of items required for complete service.
  • Addressed concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Prepared salads and appetizers and set up garnish stations to back up kitchen staff.
07/2018 to 07/2019 Sales Associate Tradewind Liquor | City, STATE,
  • Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions.
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
  • Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
  • Helped average of 50-100 customers per day by responding to inquiries and locating products.
  • Prepared cash deposits up to $5,000 with zero discrepancies.
  • Processed orders through system and coordinated product deliveries.
  • Sold various products by explaining unique features and educating customers on proper application.
  • Assisted customers by finding needed merchandise items and checking inventory for items at other locations.
  • Made recommendations to customers to promote brand effectiveness and product benefits.
  • Promoted memorable shopping experiences resulting in increased customer retention and loyalty.
  • Handled various duties, including inventory oversight, cash control and daily opening and closing procedures for store.
Education and Training
Expected in High School Diploma | Penn Foster High School, 925 Oak Street, Scranton, PA 18515, GPA:
  • Licensed 4-40 - 2020

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Penn Foster High School

Job Titles Held:

  • Insurance Sales Agent
  • Assistant Manager
  • Waitress/bartender
  • Sales Associate


  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: