Insurance Sales Agent resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
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.

  • 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 01/2010 Insurance Sales Agent Aaa 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 07/2012 Retail Personal Banker Comerica | 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 Current Licensed Real Estate Agent First 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
Expected in 1989 High School Diploma | South Haven High School, South Haven, MI GPA:
Expected in | General Studies Lake Michigan College, Benton Harbor, MI, GPA:
  • Coursework in Physiology, Public Speaking and Math
Expected in | General Studies Kalamazoo Valley Community College, Kalamazoo, MI GPA:
  • Coursework in Business Law
  • Property & Casualty licenses -State of MI
  • Life Insurance license - State of MI
  • Health Insurance license - State of MI
  • Licensed Realtor, CNE - State of MI

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Resume Overview

School Attended

  • South Haven High School
  • Lake Michigan College
  • Kalamazoo Valley Community College

Job Titles Held:

  • Insurance Sales Agent
  • Retail Personal Banker
  • Licensed Real Estate Agent


  • High School Diploma
  • Some College (No Degree)
  • Some College (No Degree)

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