internal brokerage representative resume example with 9+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary
  • Forward-thinking Internal Brokerage Representative successful at building strong and lasting customer relationships by assessing client needs and addressing financial concerns. Professionally supported clients with Risk Assessments and Product Illustrations. Strong organization, time management and communication skills.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
  • To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
  • Telephone & Front Desk Reception
  • Customer Service Filing Database & Records Management
  • Complaint Handling
  • Data Entry (85 WPM)
  • Compliance risk management
  • Compliance adherence
  • Compliance requirements
  • Stop-loss policies
  • Virtual market understanding
  • Risk limit determination
  • Workplace training
  • Markets research
  • Underwriter Selection
  • Critical Thinking
  • Records Maintenance
  • Verbal and Written Communication
  • Policyholder Communication
  • Administrative Functions
  • Insurance Customization
  • Premium Calculations
  • Financial Needs Assessment
  • CRM Software
  • Form Completion and Submission
  • Client Interviews
  • Service-Oriented
  • Underwriter Collaboration
  • Marketing Strategy Development
  • Insurance Policy Sales
  • Consultative Sales Approach
  • Insurance Eligibility
  • Final Expense Insurance
  • HIPAA Compliance
  • Quality Assurance Requirements
  • New Agent Training
  • Insurance Practices
  • Customer Complaint Resolution
  • Customer Engagement
  • Life Insurance Sales
  • Data Entry
  • Licensing Requirements
  • Sales Reporting
  • Client Consultations
  • Policy quoting and pricing
  • Dependable and Responsible
  • Excellent Communication
  • Interpersonal Communication
  • PPE Compliance
  • Decision Making
  • Good Telephone Etiquette
  • Active Listening
  • Organization and Time Management
  • Self-Motivated
  • Microsoft Office Software Proficiency
  • Flexible and Adaptable
  • Teamwork and Collaboration
  • Written Communication
Work History
10/2013 to Current
Internal Brokerage Representative Columbus Hospitality Columbus, OH,
  • Excelled in product marketing, sales illustrations, risk assessments and assisting agents through the sales process of insurance products
  • Demonstrated proficiencies with Microsoft Office Suite of programs, customer service and time management skills in a fast-paced environment
  • Consistently praised by management for the quality, timeliness, and attention to detail, exemplary customer service and team-player attitude.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Gathered customer information and maintained in CRM database.
  • Prepared contracts and related documentation according to strict standards.
  • Fostered positive business relationships to promote continued interest in insurance products and services.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Devised cutting edge client solutions using latest data science and web-based technologies.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Responded to customer questions and concerns or escalated to supervisor for resolution.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
06/2012 to 05/2013
Cashier Braxton-Grant Technologies, Inc. Anne Arundel County, MARYLAND,
  • Assisted Customers with point of sale transactions including sales write-ups and inter-store transfers
  • Responsible for furniture assembly, and familiar with stringent due dates
  • Provided excellent customer service both in person and over the phone.
  • Helped customers complete purchases, locate items and join reward programs.
  • Answered questions about store policies and addressed customer concerns.
  • Restocked and organized merchandise in front lanes.
  • Collected and authorized payments of guests.
  • Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Worked closely with shift manager to solve problems and handle customer concerns.
  • Maintained current knowledge of store promotions and highlighted sales to customers.
  • Learned duties for various positions and provided backup at key times.
11/2009 to 04/2010
Sales Assistant Papyrus City, STATE,
  • Assisted customers with all point of sale materials
  • Including custom stationary orders, wedding invitations, thank you notes, etc
  • Excelled in customer service via telephone regarding inquiries and information
  • Experienced inventory control specialist
  • Provided financial account assistance for end of day and first shift closing.
  • Supported loss prevention goals by monitoring shopper behavior.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Input credit and debit card payments in POS system to complete purchases.
  • Refunded payments for returned items, processed exchanges and offered store credit to achieve customer satisfaction.
  • Fielded customer questions to share information about products, availability and pricing.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Referred customers to various services by evaluating needs and providing recommendations.
  • Contributed to team objectives in fast-paced environment.
  • Informed customers of promotions to increase sales productivity and volume.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Worked independently with minimal supervision.
  • Exceptional computer skills
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Drove store revenue by offering customers accessories and related purchases to complete selections.
  • Maintained relevance and fluency on company offerings and industry trends.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Merchandised attractive shelf displays with current offerings to drive store sales.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Presented professional image consistent with company's brand values.
01/2008 to 03/2008
File Assistant Aztec Engineers City, STATE,
  • Excelled in role requiring the ability to handle a variety of administrative tasks
  • Demonstrated proficiencies in telephone and front-desk reception
  • Adept in complaint handling
  • Restored organization to client and vendor files, quick retrieval of time sensitive materials for staff engineers.
  • Implemented improvements to file systems and procedures.
  • Prepared new files and assigned tracking identification numbers, resulting in faster retrievals.
  • Tracked incoming and outgoing files and materials and maintained accurate records for potential discrepancies.
  • Adhered to company policies and government regulations regarding data oversight and confidentiality to promote overall information security.
  • Examined, categorized and sorted incoming documents.
  • Located missing file materials to help teams meet project deadlines and avoid lost man-hours.
  • Responded to internal and external requests for information.
  • Optimized information gathering and presentations with implementation of practical filing system.
  • Classified files based on source, type or other details.
  • Cleaned up files regularly by removing outdated information for archival or disposal.
Expected in to to
High School Diploma:
Manchester High School - Manchester, CT
Expected in 2013 to to
A.S: Science
Manchester Community College - Manchester, CT
  • Dean's List 2010
  • Major in General Science, Minor in Microbiology
  • Concomitantly acquired a C.N.A. Certificate
  • Licensed Insurance Agent

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Resume Overview

School Attended

  • Manchester High School
  • Manchester Community College

Job Titles Held:

  • Internal Brokerage Representative
  • Cashier
  • Sales Assistant
  • File Assistant


  • High School Diploma
  • A.S

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