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Insurance Sales Agent Resume Example

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

Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to your company's mission. Bringing nearly 20 years of asset protection expertise and policy adjustment knowledge to add value to an insurance agent's role.

Skills
  • Insurance sales strategy
  • Team training and development
  • Policy adjustment knowledge
  • Client retention
  • Customer follow-up
  • Cross-selling and upselling
  • Organization
  • Computer skills
  • Decision-making
  • Customer service
Experience
05/2004 to Current
Insurance Sales Agent Assurant Honolulu, HI,
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Exceeded company sales goals for new policies.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Scheduled and attended at least 30 appointments per week.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • 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.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
01/2004 to 05/2004
Office Manager Trilogy Health Services Troy, OH,
  • Handled scheduling and managed timely and effective allocation of resources and calendars.
  • Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Improved office organization by developing filing system and customer database protocols.
  • Directed and oversaw daily activities of office personnel.
  • Managed office budget to handle all needs, including inventory, postage and vendor services.
  • Culled knowledge of federal and state-level mandates to assess compliance across areas of operation.
  • Solicited vendor quotes to determine optimal material purchase pricing.
  • Planned for major business changes, including system conversions and office moves.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
  • Cultivated community relations and worked with teams to optimize programs.
  • Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
  • Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Managed office inventory and placed new supply orders.
  • Elevated customer satisfaction ratings by resolving client and case issues effectively.
  • Managed daily operations by supporting continuous delivery of excellent services and care.
02/2001 to 01/2004
Insurance Sales Agent Assurant Howard Beach, NY,
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops and courses.
  • Offered policy guidance and management to promote asset protection.
  • Scheduled appointments.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
03/1996 to 06/2000
District Manager Chesapeake Utilities Corporation Fernandina Beach, FL,
  • Sourced and recruited top talent for various retail store positions and verified recruiting processes to meet new store opening timelines.
  • Restructured operational workflows to better capitalize on changing market conditions and customer buying habits.
  • Established, reviewed and updated territory boundaries and distribution routes for route sales teams.
  • Analyzed regional market trends to discover new opportunities for growth.
  • Prepared locations for audits by analyzing marketing and inventory reports.
  • Strategized business operations, merchandising strategies and personnel moves.
  • Mentored team members by demonstrating best practices for sales and customer service.
  • Restructured frameworks, hired optimal staff and enhanced training programs.
  • Oversaw store merchandising, brand exposure and product availability.
Education and Training
Expected in 05/1980
High School Diploma:
Already High School - Already, AR,
GPA:
Certifications
  • 440 License - 2001
  • 220 License - 2005
  • All CE's are current

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81Good

Resume Strength

  • Formatting
  • Length
  • Personalization
  • Target Job
  • Typos

Resume Overview

School Attended
  • Already High School
Job Titles Held:
  • Insurance Sales Agent
  • Office Manager
  • Insurance Sales Agent
  • District Manager
Degrees
  • High School Diploma