Insurance Sales Associate resume example with 12+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Skilled Office Manager/Insurance AgentCustomer-focused Representative with a proven capacity to troubleshoot issues to ensure customer satisfaction. Customer Service Representative who maintains a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty. Customer Service Manager committed to delivering success through effective personnel and workflow management. Customer Service Manager with track record of developing a quality call center workforce. Call Center Representative versed in customer support in high call volume environments. Superior computer skills and telephone etiquette. Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities. Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals. Results-oriented Insurance Sales Agent seeks employment with a top-tier insurance agency. Talents include relationship building, training and sales presentations. High-energy Insurance Sales Agent with 1 yearexperience in automotive, life and property insurance. Exhibits professionalism and patience in conflict resolution and mediation.  committed to addressing customer concerns with speed, accuracy and professionalism.
  • Self-directed
  • Excellent communication skills
  • Proper phone etiquette
  • Dedicated team player
  • Strong interpersonal skills
  • Screens calls properly
  • Computer-savvy
  • Self-starter
  • Marketing and promotions
  • Casualty auto insurance
  • Active Property and Casualty Insurance License with the TexasProperty and casualty products Department of Insurance
  • Customer advocate
  • Cold calling
  • Self-motivated
  • Excellent communication skills
  • Organized
  • Thrives under pressure
  • Excellent quantitative skills
  • Detail oriented
  • Microsoft Word, Excel, PowerPoint
  • Professional demeanor
  • High customer service standards
  • Employee relations specialist
  • Call center management experience
  • Telecommunications knowledge
Customer Assistance
    Computed Data Reports
      Customer Service
        Customer Interface
            Database Maintenance
              Placed up to 200Promoted to office manager after 3 months of employment. new lead calls per day.
            • Assisted in the managing of the company database and verified, edited and modified members’ information.
          • Cashiered with two cash registers at once in tandem to maximize customer flow.
        • Greeted customers upon entrance and handled all cash and credit transactions.
        • Assisted customers over the phone regarding store operations, product, promotions and orders.
      • Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
    • Provided required weekly, monthly and quarterly reports listing sales figures and client track records.
  • Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.
Insurance sales associate, 01/2017 to 03/2017
Pma UsaAlum Creek, WV,
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Called warm leads each week to expand client base. Promoted agency products to customers in person, on the telephone and in writing. Prepared necessary paperwork to process insurance sales and renewals. Followed up with potential clients regarding online information requests. 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. Promoted client retention through high-quality service and follow through.
Telemarketer, 08/2016 to 01/2017
SpectrumMiamisburg, OH,
Facilitated information flow between customer service, account management operations, quality assurance, training and payroll departments to guarantee call center objectives were met. Properly directed inbound calls in phone queues to improve call flow. Developed process improvements to enhance efficiency and effectiveness of inter-department call center operations. Collected customer feedback and made process changes to exceed customer satisfaction goals. Made reasonable procedure exceptions to accommodate unusual customer requests. Provided accurate and appropriate information in response to customer inquiries.
Promotions Assistant, 01/2016 to Current
Radio OneIndianapolis, IN,
Answered customers’ questions and addressed problems and complaints in person and via phone. Consulted with customers on the latest styles and trends. Built customer confidence by actively listening to their concerns and giving appropriate feedback. Kept current on market and product trends to effectively answer customer questions. Communicated information to customers about product quality, value and style.
Office Manager, 02/2012 to 11/2016
Waste ConnectionsSusanville, CA,
Verified and logged in deadlines for responding to daily inquiries. Contacted providers to discuss status of rebilling and reimbursement process to ensure account resolution. Contacted insurance providers to verify correct insurance information and get authorization for proper billing codes. Created databases and spreadsheets to improve inventory management and reporting accuracy. Scheduled and confirmed appointments for entire management team. Successfully established effective systems for record retention by creating database for daily correspondence tracking. Followed checklists to verify that all important parts were examined. Contributed to repeat and referral business by using strong customer service and problem solving skills. Vacuumed car interiors to remove dirt and debris and cleaned upholstery and surfaces. Organized work records and filed reports. Complied with state vehicle requirements, including engine safety and combustion control standards. Ordered accurate amounts of parts and supplies to maintain necessary inventory.
Retail , 03/2011 to 01/2012
Jo-Ann FabricsRochester Hills, MI,
Computed sales prices, total purchases and processed payments. Maintained knowledge of current promotions, policies regarding payment and exchanges, and security practices. Placed special orders and called other stores to find desired items. Recommended merchandise based on customer needs. Operated a cash register to process cash, check and credit card transactions. Facilitated monthly and quarterly physical inventory counts. Replenished floor stock and processed shipments to ensure product availability for customers.
Correctional Officer, 11/2008 to 01/2011
State Of MontanaRoundup, MT,
Assisted in restraining violent and unruly inmates. Monitored inmate behavior to prevent crime, escape attempts and other dangerous activities. Implemented defensive tactics and physical restraints to maintain the safety and security of personnel and the general public. Maintained records and logs of man hours, materials and equipment used. Conducted internal security checks and distributed meals. Continually monitored dormitories for inappropriate activity. Supervised the meal distribution and observed inmates during meals. Transported inmates to and from medical and dental appointments, funerals, work details and court hearings. Wrote daily reports that included recommendations for further treatment strategies and diagnostic efforts. Supervised inmates during meals, visits, recreation, telephone calls and shower time. Signed in all visitors and completed appropriate visitation log forms. Received property from incoming inmates, provided receipts and inspected items for contraband. Routinely reviewed housing assignments and reassigned inmates when needed. Informed inmates and visitors of rules, safety and security procedures and responsibilities. Maintained communications with all other areas of the facility at all times. Instructed inmates on work details and transported them to work sites. Enforced resident behavior management system and wrote incident reports for infractions. Employed de-escalation techniques, verbal commands and used physical and mechanical restraints to address unruly inmates. Maintained correct physical head count at all times. Attended regular trainings and maintained appropriate certifications.
Education and Training
High School Diploma: Basic, Expected in 2008
Bridgeport High School - Bridgeport, TX
Associate of Arts: Associates, Expected in
Weatherford College - Weatherford, TX

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Resume Overview

School Attended

  • Bridgeport High School
  • Weatherford College

Job Titles Held:

  • Insurance sales associate
  • Telemarketer
  • Promotions Assistant
  • Office Manager
  • Retail
  • Correctional Officer


  • High School Diploma
  • Associate of Arts

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