insurance sales agent csr resume example with 19+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Outgoing professional with an flexible approach to reaching client and business needs. Always strive for excellent and resolutions to satisfy business & personal goal along with client success.

Organized with solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented skills along with being good natured. I have sound judgment skills, along the ability to multitask abilities and self-motivated. Capable of working independent and thrive within team environment. I enjoy team projects. I also thrive when I accomplish on-time and accurate tasks. I found great success while working with in medical practice setting and multiple Insurance setting. I am capable of contributing and adding to a positive business environment. Have a passion for fostering helping see a vision through commitment to client satisfaction and practice success.

  • Focus on excellence
  • Act with Integrity and positive approach
  • Ability to work in a Supportive team environment
  • Dependable
  • Ability to prioritize and multi-task in a fast paced environment along with keeping a professional positive demeanor.
  • Excellent communication, interpersonal, follow up skills.
  • Compassionate client care
  • Customer Service
  • Cross-selling and upselling
  • Time management
  • Positive Disposition
  • Attentive Client Relations
  • EHR Medical Platforms Knowledge
  • ECRM Insurance Platform Knowledge
  • Sales Force CRM Knowledge
  • Electronic authorization processing
  • Insurance Plan Knowledge
  • Insurance Verification
  • Diverse clerical abilities
  • Insurance terminology
  • Microsoft Office
  • Prior experience in Teams Software
  • Prior experience in Slack Software
  • Numbers and Excel Spreadsheet Software
09/2022 to Current Insurance Sales Agent-CSR Endo1 Partners | Tampa, FL,
  • Fostered strong relationships with current and prospective clients to maintain client retention.
  • Built trusted partnerships through open and interactive communication to earn positive customer feedback.
  • Responded to queries, solved or referred problems and followed up with clients to increase satisfaction
  • Bind Auto,Home and Umbrella Policies
  • Learning the Life Insurance Polices
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Asked probing questions and offered solutions to resolve customer issues.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Coordinated and finalized sales proposals to complete purchases.
  • Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
02/2019 to 09/2022 Medicare Health Insurance Sales Agent Summit Point Insurance | City, STATE,
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Present and explained Senior Benefits Insurance policy options based on clients' needs and goals.
  • Finalized Senior insurance policies within in the contracted Health Insurance Providers .
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Knowledge of company products to bring targeted services to individuals with varying needs.
  • Fostered relationships with current and prospective clients to maintain client retention.
  • Gained customer base by identifying needs to deliver relevant product solutions that achieve client needs.
  • Face to Face along with virtual, and telephonic interactions.
06/2003 to 08/2022 Loan Signing Agent L&L Signing Services | City, STATE,
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Listened carefully to customer swiftly resolved issues by taking appropriate action.
  • Cultivated partnerships with Title Insurance Office to better promote meeting customers' needs.
  • Demonstrated self-reliance by meeting and exceeding workflow needs. Along with the demand of closing and processing home loans.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Conducted Zoom Closing appointment with clients for Home Loan documents.
  • Stayed abreast of industry changes to Home closing for existing and prospective clients.
  • Read and interpreted loan and legal documentation.
  • Managed and resolved concerns, problems or issues to avoid closing delays.
  • Tracked and reconciled trailing documentation to prepare files for shipping.
02/2007 to 01/2021 Patient Care Coordinator Pediatric Care Of Ogden | City, STATE,
  • Maintained well-organized environment to promote a professional work environment.
  • Demonstrate excellent communication,interpersonal,organizational, and follow-through skills.
  • Able to prioritize and multi-task in a fast paced environment.
  • Patient communications,including phone calls,emails and other interactions.
  • Coordinated care between patients and healthcare professionals to meet patient needs.
  • Accessed patient information through variety of EHR software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Oversaw from being to end of medical Authorizations & referrals
  • Counseled patients on potential financial liabilities and payment requirements.
  • Built professional relationships with physicians and fellow employees.
Education and Training
Expected in to to | Health Sciences University of Utah, Salt Lake City, UT GPA:
  • Life &Health, Property & Casualty Licenses- Active License
  • Licensed Notary Public-Active License

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Resume Overview

School Attended

  • University of Utah

Job Titles Held:

  • Insurance Sales Agent-CSR
  • Medicare Health Insurance Sales Agent
  • Loan Signing Agent
  • Patient Care Coordinator


  • Some College (No Degree)

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