insurance sales agent resume example with 10+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

Goal-oriented Insurance agent effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering-one year background generating new business by selling various insurance plans.

  • Service-Oriented
  • Document Control
  • Critical Thinking
  • Policy Feature Explanations
  • Time Management
  • Insurance Policy Sales
  • Form Completion and Submission
  • Call Center Customer Service
  • HIPAA Compliance
  • Insurance Practices
08/2021 to Current
Insurance Sales Agent American National Los Angeles, CA,
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
04/2015 to 10/2018
General Manager Accessory Power Westlake Village, CA,
  • Established clear performance goals and metrics for revenue, P&L, customer service and customer retention.
  • Delivered exceptional client experiences through hands-on leadership of associates and managers.
  • Managed shrink processes and inventory levels for corrective action planning to save costs.
  • Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Tracked monthly sales to generate reports for business development planning.
  • Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
  • Gathered timesheets to prepare weekly payroll data for processing by payroll coordinator.
  • Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
  • Scheduled and directed staff in daily work assignments to maximize productivity.
  • Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
  • Coached team members on food safety and sanitation processes, customer service, menu education and up-selling techniques to drive revenue.
  • Counseled and disciplined staff to address issues promptly and provide constructive feedback.
  • Managed accounts payable, accounts receivable and payroll.
  • Updated computer systems with new pricing and daily food specials.
  • Prepared weekly payroll to keep up with projected weekly revenue.
07/2012 to 02/2015
Store Manager Sherwin-Williams North Port, FL,
  • Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
  • Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
  • Managed inventory tracking and physical inventory counts to minimize loss.
  • Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
  • Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
  • Oversaw inventory management through cycle counts, audits and shrinkage control.
  • Resolved customer problems by investigating issues, answering questions and building rapport.
  • Strengthened work flow productivity by hiring, managing and developing top talent.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
02/2008 to 02/2015
Owner/Operator Lineage Logistics Rowlett, TX,
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Developed business and marketing plans and prepared monthly financial reports.
  • Washed, colored, cut and styled hair for high volume of clients daily.
  • Performed skin consultations, facials, microdermabrasion and acne treatments.
  • Delivered various hair services, including roots and gloss treatment, balayage highlights and toning glaze treatment.
  • Beautified customers by performing facials and waxing.
  • Applied artificial nails or gel-based color to finger- and toenails.
  • Handled cash and credit card payments daily with consistent accuracy.
  • Collected payment from customers and scheduled next appointments.
  • Recommended treatment and styling products to customers to meet current needs or resolve specific concerns.
  • Kept notes listing preferences and services provided to clients for quick reference.
  • Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
Education and Training
Expected in 02/2007 to to
Hill College - Hillsboro, TX
Expected in 01/2008 to to
: Cosmetology
Coryell Cosmetology College - Gatesville, TX
Expected in 05/2020 to to
: Life And Health Insurance Agent
CranfillsCoryellCollege of Insurance - ,

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Resume Overview

School Attended

  • Hill College
  • Coryell Cosmetology College
  • CranfillsCoryellCollege of Insurance

Job Titles Held:

  • Insurance Sales Agent
  • General Manager
  • Store Manager
  • Owner/Operator


  • GED

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