insurance sales agent resume example with 20+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Lead Client Manager with 20 years in building and furthering client relationships. Successful at boosting portfolio growth, client retention and customer satisfaction using consultative and personable approach. Strong leader focused on collaborating with internal teams and motivating staff, resulting in increased sales and ideal client experiences.
Skills
Team Leadership
Customer Service Management
Decision Making
Supervision and Training
Staff Development
Management Team Building
Problem Anticipation and Resolution
Performance Evaluation and Monitoring
Cross-Functional Team Management
Experience
6/1/04 to CurrentInsurance Sales AgentAlorica | Oklahoma City, OK,
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
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.
Gave sales presentations, negotiated contracts and promoted services to customers.
Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Increased revenue by applying in-depth product or service knowledge and persuasive communication skills to complete sales.
Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Improved office operations, maintaining records, tracking data and promoting clear internal communications.
03/2002 to 06/2004Claims RepresentativeGenex Services | Wilmington, NC,
Supported efficient handling of complex claims and followed up on open, denied or suspended claims to complete required line items.
Researched and reviewed information to determine validity of insurance claims and contacted companies and customers about decisions.
Resolved claims by approving or denying documentation, calculating benefits due and determining compensation settlement.
Conducted interviews with involved claims parties and witnesses to gather detailed information and arrange investigations.
04/1997 to 03/2002General ManagerGreen Thumb Industries (Gti) | Lorain, OH,
Recruited, trained and empowered employees to achieve key performance indicators.
Maximized time and employee productivity, consolidating data, payroll and accounting programs into centralized systems.
Recruited, interviewed and hired qualified staff for open positions.
Managed inventory levels and conducted corrective action planning to minimize long-term costs.
Conducted employee evaluations to provide adequate feedback and recognize quality performance.
Education and Training
Expected in 05/1999 to to Bachelor of Science | Criminal Justice AdministrationCalifornia State University Sacramento, Sacramento, CA, GPA:
Activities and Honors
Member, Small Business Association (2008 - present)
Member, Alumni Association
Skills
Team Leadership
Customer Service Management
Decision Making
Supervision and Training
Staff Development
Management Team Building
Problem Anticipation and Resolution
Performance Evaluation and Monitoring
Cross-Functional Team Management
Work History
6/1/04 to CurrentInsurance Sales AgentLiberty Mutual Group | Rocklin, CA
Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
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.
Gave sales presentations, negotiated contracts and promoted services to customers.
Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Increased revenue by applying in-depth product or service knowledge and persuasive communication skills to complete sales.
Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
Drove client retention by increasing savings opportunities and identifying premium discounts.
Improved office operations, maintaining records, tracking data and promoting clear internal communications.
03/2002 to 06/2004Claims RepresentativeLiberty Mutual | Sacramento, CA
Supported efficient handling of complex claims and followed up on open, denied or suspended claims to complete required line items.
Researched and reviewed information to determine validity of insurance claims and contacted companies and customers about decisions.
Resolved claims by approving or denying documentation, calculating benefits due and determining compensation settlement.
Conducted interviews with involved claims parties and witnesses to gather detailed information and arrange investigations.
04/1997 to 03/2002General ManagerParagary Restaurant Group | Sacramento, CA
Recruited, trained and empowered employees to achieve key performance indicators.
Maximized time and employee productivity, consolidating data, payroll and accounting programs into centralized systems.
Recruited, interviewed and hired qualified staff for open positions.
Managed inventory levels and conducted corrective action planning to minimize long-term costs.
Conducted employee evaluations to provide adequate feedback and recognize quality performance.
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