Insurance Sales Agent Cisr resume example

Processed applications, payments, corrections, endorsements and cancellations. Developed, implemented and monitored new underwriting guidelines for the agency. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Upsold agency products and services, leading to an increase in annual sales and rounding off accounts to retain clients. Prepared necessary paperwork to process insurance sales and renewals. Submitted up-to-date activity and production logs to agency management for review. Pursued continuing education and training programs to continue professional development. Presented and clearly explained insurance policy options to clients based on their needs and goals. Developed productive working relationships with car dealers, loan processors and other business partners in the community. Researched coverage and premium options and supplied clients with the best coverage available. Finalized and maintained all types of personal lines insurance policies within the agency. Presented account proposals in a professional and timely manner.

Performed routine and non-routine clerical tasks within a warehouse setting in support of the department manager.

Validated data from various sources, maintained department records, selected and compiled data. Prepared standard reports, sorted and filed.

Distributed mail to department associates.

Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals. Pursued continuing education and training programs to continue professional development. Presented and clearly explained insurance policy options to clients based on their needs and goals. Finalized and maintained all types of personal lines insurance policies within the agency. Promoted client retention through high-quality service and follow through.

Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers in person, on the telephone and in writing. Prepared necessary paperwork to process insurance sales and renewals. Presented and clearly explained insurance policy options to clients based on their needs and goals. Developed productive working relationships with car dealers, loan processors and other business partners in the community. Finalized and maintained all types of personal lines insurance policies within the agency. Promoted client retention through high-quality service and follow through.

Delivered exceptional service by greeting and serving customers in a timely, friendly manner. Promptly served all food courses and alcoholic beverages to guests. Regularly checked on guests to ensure satisfaction with each food course and beverages. Routinely cleaned table linens, table settings, glassware, windowsills, carpets, counters, floors, storage areas and service refrigerators. Demonstrated awareness of liability issues and the law by confirming legal drinking age and discontinuing service to intoxicated guests. Completed end of shift reports which included counting till and preparing bank deposit.