insurance sales agent resume example with 8 years of experience

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

Dedicated Insurance industry professional offering 8 years of marketing and sales expertise. In-depth understanding of diverse insurance lines and claims services. Committed and strategic with proven history of meeting client needs through insurance product recommendations. Proficient in data acquisition and analysis to develop cost-effective insurance solutions. Highly-motivated Insurance Agent trained in financial accounting and cost estimation. Consistently increases sales and expands client base through targeted marketing, lead development and in-depth knowledge of market trends. Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Licensed in Ohio with background in Auto and Property coverages.

  • Product knowledge
  • Sales techniques
  • Asset protection
  • Account management
  • Health insurance
  • Policy renewals
  • Business planning
  • Quote information
  • Underwriting and adjustments
  • Data entry
  • Property insurance
  • Claims reporting systems
  • Auto insurance
  • Life insurance
  • Policy coverage expert
  • Policy renewal
  • Driven
  • Personable
  • Relationship building
  • Loss protection
  • Business development
  • Underwriting knowledge
  • Quality assurance
  • Time management
  • Negotiation skills
Work History
12/2014 to 12/2018 Insurance Sales Agent Aaa Mid-Atlantic | Wichita, KS,
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Met with average of 10 walk-in policyholders to address and resolve complaints.
  • Negotiated production goals for new policies and policy renewals with business development manager.
  • Developed and maintained long-term relationships with policyholders and small business entities.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Obtained underwriting approval by completing application for coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
12/2013 to 01/2017 Licensed Insurance Agent Sentry Insurance | San Antonio, TX,
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted State Farm products and services using upselling and other sales strategies.
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
  • Exceeded corporate quotas for monthly policy sales.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 50%.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Reviewed stop-loss reporting to customer accounts and ensured compliance with policies and procedures for release of information.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
12/2010 to 12/2013 Inside Sales Account Manager Hewlett Packard Enterprise | Saint Paul, MN,
  • Devised sales strategies to increase points of distribution, shelf space, product positioning, consumer awareness, trial, conversion and user acquisition.
  • Identified opportunities for growth within Athens and surrounding territory and collaborated with sales teams to reach sales goal.
  • Built relationships with customers and community to establish long-term business growth.
  • Created and implemented new business opportunities by utilizing strategic networking strategies.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
  • Developed compelling presentation decks to gain approval for ideas and communicate results.
  • Communicated progress of monthly and quarterly initiatives to internal and external sales teams.
Expected in to to Associate of Science | Accounting And Computer Science Hocking College, Nelsonville, OH GPA:
Expected in to to | Excel Training/Topps Courses/Business Tri County Adult Vocational School, Nelsonville Ohio, GPA:
Expected in to to | Ohio/West Virginia Insurance Licenses, , GPA:
Additional Information

Skilled and dedicated professional offering a strong work history in diverse areas ranging from clerical/office support to sales and management. Strong focus on customer relations and superior customer service in all positions. Possess excellent organizational and communication skills. Computer literate-Microsoft Office programs. Experienced in sales and marketing. Team player, self-motivated, self directed, enthusiastic, positive attitude. Managed as night manager for an Inn, managed a phone service and hotel. Was a independent insurance agent.

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Resume Overview

School Attended

  • Hocking College
  • Tri County Adult Vocational School
  • Ohio/West Virginia Insurance Licenses

Job Titles Held:

  • Insurance Sales Agent
  • Licensed Insurance Agent
  • Inside Sales Account Manager


  • Associate of Science

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