Insurance Sales Agent resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Dedicated team member with high attention to detail, meticulous, strong organizational and communication skills. Capable of handling multiple projects simultaneously with high degree of accuracy. Maintains positive attitude while interacting with demanding clients. Customer-oriented with over 29 years of experience and complex problem-solving. Expert in networking, marketing, cross-functional communication. Seeking HR Project/Program management to fulfill a leadership role with an excellent organization.
Skills
Knowledge on Microsoft, Excel, Google
Personable
Teamwork/Collaboration
Client assessment and analysis
Detail oriented
Dependable
Outstanding customer service
Retention strategies
Relationship building
Work History
07/1997 to 01/2010Insurance Sales AgentAaa Of Southern California | Weirton, WV,
Calculated premiums and established payment methods for sales
Streamlined operational efficiencies by researching problems and delivering speedy issues resolution
Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations
Built relationships with clients through active listening and communication skills to provide excellent service
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
Finalized sales and collected necessary deposits
Provided coverage option information to assist clients in protecting assets
Promoted State Farm Insurance and State Farm Bank products and services using upselling and other sales strategies
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Collected all premiums on or before effective date of coverage
Tracked progress of all outstanding insurance claims
Calculated quotes and educated potential clients on insurance options
Upsold products to policyholders and potential new clients
Pursued continued professional development through insurance workshops, course and webinars
Analyzed customer needs and provided best options, upselling products and services
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
Cultivated professional relations to establish long-term profitable partnerships
02/2010 to 07/2012Retail Personal BankerComerica | Menlo Park, CA,
Processed invoices and checks and maintained daily cash logs and deposits
Effectively used IBM and Microsoft to access customer details and databases
Balanced cash drawers and vault accounts on daily basis
Established rapport with new clients to increase satisfaction and loyalty
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
Networked to increase client base and encourage existing clients to expand financial portfolios
Balanced cash drawers and vault accounts on daily basis with zero discrepancies
Used database to research, gather, analyze and present data
Maintained drive and determination to obtain personal and team objectives and goals
Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals
Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability
05/2013 to CurrentLicensed Real Estate AgentFirst Team | Newport Beach, CA,
Managed approximately 70 incoming calls, texts, emails and faxes per day
Knowledge on Microsoft, Excel, Google and Jnet software, FlexMLS
Negotiated final sales prices with home sellers
Negotiated contracts on behalf of clients
Acted as liaison between buyers and sellers to ensure positive experiences for both parties
Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations
Negotiated, facilitated and managed real estate transactions
Communicated between buyers and sellers about property transactions
Maintained connections with clients to encourage repeat business
Education
Expected in 1989High School Diploma | South Haven High School, South Haven, MIGPA:
Expected in | General StudiesLake Michigan College, Benton Harbor, MI, GPA:
Coursework in Physiology, Public Speaking and Math
Expected in | General StudiesKalamazoo Valley Community College, Kalamazoo, MIGPA:
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