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Insurance Sales Agent Cisr resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

I have been working in the insurance industry since the beginning of 2005 where I started in Property & Casualty. This started when I couldn't find low enough car insurance rates and decided to write my own policy with Progressive Drive (online). I then helped 2 friends find insurance with Progressive online and thought it was a good career path for me. I asked an agent friend how to go about getting my insurance license, completed the classes and tests on my own, and at my own expense and then proceeded to look for a job. I was offered a job at The Insurance Shoppe in Foley, MN and have been working in the insurance industry ever since. I have worked at 4 insurance agencies and have learned more and more with each agency. I also obtained my Health and Life license and my CISR designation since I started and would like to obtain my CIC designation sometime in the near future. I feel that each and every client is a VIP, and I treat everyone as if they were. I am very dedicated and dependable to my employer and do not ask for a lot in return other than being treated fair.

Highlights
  • Active Property and Casualty Insurance License with the MN Department of Insurance
  • Active Health and Life Insurance License with the MN Department of Insurance
  • CISR designation
  • Medicare certified
  • Organized
  • Client Management Systems experience
  • Underwriting negotiation experience
  • Dependable and dedicated
Accomplishments

Completed Property & Casualty Insurance classes and test before receiving a job offer.

Completed Life and Health classes and test per a request from an employer.

Attended and passed all required tests for the CISR designation.

Passed all tests mentioned above the first time.

Qualified for annual sales bonus by meeting sales target and retention.

Contacted and offered current position without submitting resume to agency.

Experience
Insurance Sales Agent/CISR, 07/2010 to Current
Pacific SeafoodSan Jose, CA,

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.

Insurance Sales Agent/CISR, 04/2008 to 07/2010
EliorSpringer, NM,

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.

Warehouse Clerk, 2008 to 04/2008
Nash Finch CompanyCity, STATE,

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.


Insurance Agent/CSR, 08/2007 to 11/2007
SMA InsuranceCity, STATE,

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.

Insurance Agent/CSR, 01/2005 to 09/2007
The Insurance ShoppeCity, STATE,

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.

Bartender, 05/1996 to 11/2005
Foreston Liquor StoreCity, STATE,

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.

Education
High School Diploma: General, Expected in 2003
Stratford Career Institute - Saint Cloud, MN
GPA:

Stratford Career Institute is an online school/course I took to achieve my High School Diploma after years of working without one.

Property & Casualty Insurance License: Property & Casualty Insurance, Expected in 2005
Kaplan University - Saint Cloud, MN
GPA:

This was a 5 day, 40 hour class with a test taken after. I passed the test the first time.

CISR Designation: CISR, Expected in 2009
The National Alliance - Saint Cloud, MN
GPA:

This consisted of Five 8 hour classes with a test to follow. I completed all 5 classes in one year and passed all tests the first time.

Life & Health Insurance License: Life & Health Insurance, Expected in 2010
Kaplan University - Saint Cloud, MN
GPA:

This was a 5 day, 40 hour class with a test taken after. I passed the test the first time.

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Resume Overview

School Attended

  • Stratford Career Institute
  • Kaplan University
  • The National Alliance
  • Kaplan University

Job Titles Held:

  • Insurance Sales Agent/CISR
  • Insurance Sales Agent/CISR
  • Warehouse Clerk
  • Insurance Agent/CSR
  • Insurance Agent/CSR
  • Bartender

Degrees

  • High School Diploma
  • Property & Casualty Insurance License
  • CISR Designation
  • Life & Health Insurance License

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