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Insurance Sales Agent Resume Example

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

Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Demonstrated ability to collect and analyze data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.

Skills
  • Business development
  • Strong communication abilities
  • Ensuring customer satisfaction
  • Resolving customer issues
  • Documenting information
  • Recordkeeping proficiency
  • Company branding
  • Relationship management
  • Administrative tasks
  • Email marketing
  • Insurance sales strategy
  • Asset protection expertise
  • Client account management
  • Client retention
  • Policy management expertise
  • Team training and development
  • Customer follow-up
  • Lead development
  • Computer skills
  • Customer service
  • Analytical
  • Organizational skills
  • Team building
  • MS Office
  • Friendly, positive attitude
  • Cross-selling and upselling
  • Communication
  • Planning
  • Reliable and trustworthy
  • People skills
  • Sales expertise
  • Texas state licensed
  • Supervision
Education and Training
Lamar University Beaumont, TX Expected in 05/2013 Bachelor of Science : Political Science And Government - GPA :
  • Minor in Anthropology
NATIONAL ASSOCIATION Of LIFE UNDERWRITERS No NAIFA Washington, DC Expected in 09/1992 LUTCF. Designation : Life Inurance Risk Management - GPA :
  • Completed professional development in Life Insurance Management & Procedures
  • Completed continuing education in Ethics and Investing
Securities Training Corp. New York , NY Expected in 04/2006 Series 6 & 63 License : Investments And Securities - GPA :
  • Completed professional development in Series 6 & 63 License
The American College Of Financial Services King Of Prussia, PA Expected in CLU : Life Insurance Investments Risk - GPA :
Experience
New York Life - Insurance Sales Agent
Kalamazoo, MI, 06/2018 - 06/2021
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Scheduled and attended at least six appointments per week.
  • 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.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Nexthome Refined - Real Estate Sales Agent
Sturtevant, WI, 10/2018 - 02/2021
  • Generated lists of properties comparable with buyers' needs and financial resources.
  • Compared properties with similar, recently sold properties in neighboring areas to determine comparative market price.
  • Helped homeowners and homebuyers sell or purchase residential properties in residential areas.
  • Consulted with escrow companies and lenders to validate completion of terms and conditions of purchase agreement by closing date.
  • Advised clients on market conditions, pricing and legal requirements for property transactions.
  • Advised sellers on making homes more appealing to buyers in competitive marketplace.
  • Promoted sales of properties through advertisements, open houses, multiple listing services and other online advertising platforms.
  • Communicated with inspectors, lenders and pest control companies to maintain all terms of purchase agreement.
  • Accompanied buyers during property inspections.
  • Managed real estate transactions from initiation to closing.
  • Generated list of properties to meet specific client needs.
  • Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.
American Family Insurance - Insurance Agency Manager
South Jordan, UT, 05/2014 - 05/2018
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Exceeded company sales goals for new policies.
  • Offered policy guidance and management to promote asset protection.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Scheduled and attended at least 8 appointments per week.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Expanded client list by compiling information of potential clients to contact.
  • Developed marketing plans to assist in growing business opportunities.
  • Responded promptly to customer service calls and inquiries from diverse groups of individuals.
  • Oriented and trained new staff members in job duties and corporate procedures.
Nash Insurance Agency /Allstate EA - Insurance Agency Owner
City, STATE, 07/1983 - 05/2014
  • Oversaw staff hiring, initiating new training and scheduled processes to streamline operations.
  • Developed business and marketing plans and prepared monthly financial reports.
  • Developed and implemented successful sales strategies leading to team exceeding monthly sales goals.
  • Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Hosted fundraising events for various charities to boost brand awareness and community engagement.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Hired and mentored core start-up team, working to outline initial company policies and procedures.
  • Secured long-term accounts, managing sales presentations to promote product and brand benefits.
  • Interviewed, trained, and supervised employees.
  • Reconciled daily sales, returns and financial transaction reports and prepared bank deposits.
  • Kept up-to-date on all regulatory changes affecting business operations.
  • Developed and directed activities of team, implementing culture of excellence by modeling expected behavior.
  • Directed implementation of strategic business plans to achieve goals and objectives.
  • Developed business from ground up and prepared records and operations for smooth handover to new owners.
  • Reconciled daily sales and financial transaction reports and prepared bank deposits.
Awards

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Resume Strength

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  • Personalization
  • Strong Summary
  • Target Job
  • Typos
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Resume Overview

School Attended
  • Lamar University
  • NATIONAL ASSOCIATION Of LIFE UNDERWRITERS No NAIFA
  • Securities Training Corp.
  • The American College Of Financial Services
Job Titles Held:
  • Insurance Sales Agent
  • Real Estate Sales Agent
  • Insurance Agency Manager
  • Insurance Agency Owner
Degrees
  • Bachelor of Science
  • LUTCF. Designation
  • Series 6 & 63 License
  • CLU

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