LiveCareer-Resume

insurance specialist resume example with 15+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

I am a Motivated, self-starter. I am great on a team, or goal setting on my own to achieve high standards of service and sales. I especially excel in sales roles. Exceeding expectations and standing out is what I strive for. I want to build relationships and feel good about the brand I represent. I have been an agent for 15+ years. I have handled service, processing, remarketing, billing, claims, sales and proposals. I want to focus on sales and marketing to see just how high I can go.

My references will speak to seeing me in action in a sales/marketing role. I strive to be on top. I am licensed in personal, commercial, life, health and crop insurance. You will see that I am a fast learner and I am thorough and very detail oriented as well.

Skills
  • Regulatory Compliance Understanding
  • Account Management Expertise
  • Reporting Abilities
  • Policyholder Communication
  • Service-Oriented
  • Records Maintenance
  • Clientele Development
  • Claims Information Gathering
  • Binder Coverage
  • Service Oriented
  • Insurance Coverage Verification
  • Critical Thinking
  • Insurance Customization
  • Time Management
  • Policy Changes
  • Document Control
  • Policy Feature Explanations
  • Insurance Program Analysis
  • Insurance Policy Sales
  • Form Completion and Submission
  • Premium Calculations
  • Administrative Functions
  • Policy Renewals
  • Client Prospecting
  • Client Interviews
  • Persuasive Negotiation
  • Verbal and Written Communication
  • Documentation Skills
  • Data Entry
  • Insurance Practices
  • Customer Billing
  • Consultative Sales Approach
  • Billing Inquiries
  • Property and Casualty Insurance Sales
  • Life Insurance Sales
  • Customer Referrals
  • Client Consultations
  • Customer Complaint Resolution
  • Customer Account Review
  • Insurance Eligibility
  • Relationship Building
  • Direct Marketing
  • Billing Procedures
  • Upselling and Cross-Selling
Experience
09/2016 to Current Insurance Specialist Department Of Veterans Affairs | Huntsville, AL,
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Fostered relationships with customers to expand customer base and retain business.
  • Served as subject matter expert for non-standard coverage questions, property damage and collision.
  • Documented and tracked customer account details using [Software].
  • Tracked industry trends and pursued professional development opportunities to strengthen product and service knowledge.
  • Investigated and compared fire, homeowners, personal line, liability and commercial coverage.
  • Responded to customer inquiries and problems to promote great service.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched insurance plans to find good options for clients' needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Prepared proposals and conducted closing interviews to sell insurance products.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Developed fact-finding interviews to determine need for coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
05/2015 to 08/2016 Insurance Specialist Freeman Health System | Frontenac, KS,
  • Resolved routine and complex issues by performing detailed research.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Fostered relationships with customers to expand customer base and retain business.
  • Served as subject matter expert for non-standard coverage questions, property damage and collision.
  • Analyzed insurance organizational structures, business and intermediaries, studying common clauses, policies and insurance contracts.
  • Documented and tracked customer account details using [Software].
  • Examined automobile policies with third-party liability, accident benefits and collision benefits.
  • Investigated and compared fire, homeowners, personal line, liability and commercial coverage.
  • Responded to customer inquiries and problems to promote great service.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched insurance plans to find good options for clients' needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
10/2013 to 04/2015 Marketing Coordinator Amobee | Los Angeles, CA, Claire
  • Developed brand marketing plan strategies to increase brand awareness.
  • Assisted with communication strategies and implemented tactics to support business objectives.
  • Delivered administrative support services to improve marketing efforts.
  • Proposed internal and external ideas and initiatives to help promote general awareness of company brand.
  • Collaborated with marketing manager to plan out campaign strategies, time tables and guidelines.
  • Worked with creative teams to deliver productive marketing campaigns.
  • Partnered with marketing teammates and other stakeholders to build and launch marketing programs.
  • Monitored responses to promotional content, adjusting messages to achieve objectives.
  • Assisted with development of lead generation plans with targeted prospects, measures and objectives.
  • Developed internal and external marketing communication and collateral pieces to support localized initiatives.
  • Coordinated marketing events for showcasing product and service offerings.
  • Collaborated with other departments to coordinate strategic marketing activities.
  • Marketed products and services at tradeshows and promotional events.
  • Developed marketing strategies based on corporate objectives and market trends.
  • Worked closely with customers to determine appropriate marketing offerings and strategies for business needs.
  • Delivered marketing strategy updates to upper-level management.
  • Expanded personnel skill sets by mentoring marketing team both individually and in groups.
  • Recommended policy changes to improve marketing tactics and strategies.
10/2007 to 10/2013 Insurance Specialist Freeman Health System | Carthage, MO,
  • Resolved routine and complex issues by performing detailed research.
  • Collaborated with carriers to resolve discrepancies in insurance payments.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Fostered relationships with customers to expand customer base and retain business.
  • Served as subject matter expert for non-standard coverage questions, property damage and collision.
  • Documented and tracked customer account details using [Software].
  • Examined automobile policies with third-party liability, accident benefits and collision benefits.
  • Investigated and compared fire, homeowners, personal line, liability and commercial coverage.
  • Responded to customer inquiries and problems to promote great service.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched insurance plans to find good options for clients' needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Developed fact-finding interviews to determine need for coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
Education and Training
Expected in to to | General Studies Hawkeye Community College, Waterloo, IA GPA:

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Resume Overview

School Attended

  • Hawkeye Community College

Job Titles Held:

  • Insurance Specialist
  • Insurance Specialist
  • Marketing Coordinator
  • Insurance Specialist

Degrees

  • Some College (No Degree)

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