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INSURANCE SALES AGENT Resume Example

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INSURANCE SALES AGENT
Professional Summary

Experienced customer advocate with a history of surpassing customer and employer expectations seeking an opportunity to develop and expand existing customer sales, brand and product evolution, and media endorsement. Leveraging consultative-sales strengths to nurture relationships and close deals. Comprehensive knowledge of financial and insurance products, services and best practices. Excellent customer service and computer skills, management background, and several years of experience in a professional setting. Authorized to work in the U.S. for any employer.

Skills
  • Proficient in 10-key
  • Detail-oriented
  • Basic math
  • Microsoft Office Suite
  • Oral And Written Communication
  • Policies And Procedures
  • Processing mail and e-mail correspondence
  • Financial Industry Knowledge
Work History
INSURANCE SALES AGENT06/2019 to 10/2020ALLSTATE, San Antonio, Texas
  • Advising and counseling customers to determine which insurance options are best suited for theirneeds and budget.
  • Meet or exceed monthly policy sales targets.
  • Aiding clients with premiums, effective dates, policy terminations, and additional policy riders.
  • Representing full line of insurance and financial products, serving as trusted advisor to businesses and individuals.
  • Educating and advising policy holders and potential clients on products available to resolve gaps in life insurance coverage.
  • Ability to cross sell related insurance products.
  • Adhere to established policies, procedures and compliance for satisfactory audit rating.
  • Developing rapport within book of business by assisting with filing claims, addressing questions or concerns, completing annual and semi-annual evaluations and explaining policy benefits to existing policy holders and new employees.
  • Discover needs of pre-qualified insurance shoppers.
  • Resolve problems, improve operations and provide exceptional customer service.
  • Welcomed visitors to office, communicated arrival to team and managed visit expectations.
  • Improved quality processes for increased efficiency and effectiveness.
  • Cultivated and nurtured relationships with customers in strategic vertical markets to support ongoing definition of differentiated product value.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Handled approximately 165 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 65%.
  • Served customers in friendly, efficient manner following outlined steps of service.
ADMINISTRATIVE ASSISTANT04/2018 to 06/2019TURNAGE WEALTH MANAGEMENT, San Antonio, TX
  • Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements.
  • Delivered high-quality service to clients and Financial Advisors.
  • Prepared and checked all outgoing correspondence for accuracy.
  • Excellent note taking and data entry skills.
  • Provided administrative services, including phone and email correspondence, making copies and handling incoming and outgoing mail and faxes.
  • Maintained office supplies inventory by checking stock and ordering new supplies as needed.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Prepared and distributed team-based communications to foster collaboration and enhance team morale.
  • Recorded expenses and maintained accounting records in Intuit QuickBooks.
  • Completed and mailed bills, contracts, policies, invoices and checks.
  • Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
  • Maintained daily reports and advised executive leaders in decision-making processes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Assisted with event planning, including associated travel and logistical arrangements.
  • Prepared meeting minutes and edited subcontractor proposals, project punch-list, transmittals and memorandums for organizational support.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
  • Maintained staff directory and company policy handbook for human resources department.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
  • Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Arranged rapid office equipment repair and maintenance with vendors.
  • Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Supported logistics for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance.
  • Drafted professional memos, letters and marketing copy to support business objectives and growth.
  • Monitored Financial Advisor's work calendar and scheduled appointments, meetings and travel.
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
  • Generated reports and typed letters in CRM and prepared presentations in Microsoft PowerPoint for maximum impact and results.
  • Organized weekly staff meetings and logged minutes for corporate records.
  • Managed Redtail databases converting complex data into easy-to-interpret data.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
STORE MANAGER11/2014 to 01/2018PALM BEACH TAN, San Antonio, TX
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Engaged and interacted with customers to create positive shopping experiences and drive revenue growth.
  • Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
  • Created work schedules according to sales volume and number of employees.
  • Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Trained and developed new associates on POS system and key sales tactics, which improved process flows.
  • Planned budgets and authorized payments and merchandise returns.
  • Boosted revenue by $50,000 in 2017 by developing and deploying strategies to effectively improve operations.
  • Achieved consistent budget targets with optimal expense controls and elimination of unnecessary waste.
  • Drove branch sales to achieve 5% ranking among 300 locations company wide.
  • Oversaw, trained and encouraged 15 Tanning Consultants, promoting culture of efficiency and performance.
  • Devised, deployed and monitored processes to boost long-term business success and increase profit levels 105%.
  • Accurately monitored inventory levels in order to accurately order supplies.
CUSTOMER SERVICE REPRESENTATIVE II05/2012 to 06/2013DEPARTMENT OF PUBLIC SAFETY, Lubbock, TX
  • Performed complex clerical work in Customer Operations Field Office of Driver's License Division.
  • Tasked with determining legal needs and requirements of driver license and identification card applicants.
  • Met and screened applicants, checking forms for accuracy, administrating written and visual tests inside Driver's License Office.
  • Responsible for preparing application forms and collecting license application fees.
  • Performed all duties with highest level of accuracy and confidentiality under Texas State Laws.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Interpreted laws, rulings and regulations for individuals and businesses.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
  • Answered constant flow of customer calls with up to 15 calls in queue per minute.
Education
West Texas A&M University, Canyon, TXBBA, Business Administration, Computer Information Systems, Expected in 05/2022
Northwest Vista College, San Antonio, TXAssociate of Arts, Business Communications, 05/2015
Lubbock High School, Lubbock, TXHigh School Diploma, 05/2012
Professional Licenses

Texas General Lines License:
• Life, Accident, Health and HMO, Property and Casualty
• License No: 2424761, Exp. 03/31/2021

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Resume Overview

Companies Worked For:

  • ALLSTATE
  • TURNAGE WEALTH MANAGEMENT
  • PALM BEACH TAN
  • DEPARTMENT OF PUBLIC SAFETY

School Attended

  • West Texas A&M University
  • Northwest Vista College
  • Lubbock High School

Job Titles Held:

  • INSURANCE SALES AGENT
  • ADMINISTRATIVE ASSISTANT
  • STORE MANAGER
  • CUSTOMER SERVICE REPRESENTATIVE II

Degrees

  • BBA , Business Administration, Computer Information Systems Expected in 05/2022
    Associate of Arts , Business Communications 05/2015
    High School Diploma , 05/2012

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