licensed insurance agent resume example with 14 years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Summary
Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to the State Farm mission. Bringing 5 years of insurance related expertise and policy knowledge to add value to an Agency role.
Skills
Team Training and Development
Insurance Sales Strategy
Client Prospecting
Marketing Strategy Development
Claims Information Gathering
Time Management
Records Maintenance
Service Oriented
Policyholder Communication
Administrative Functions
Insurance Policy Sales
Policy Changes
Client Retention
Experience
Licensed Insurance Agent, 01/01/18 to Current Greenstate Credit Union – Clive, IA,
Responded to customer inquiries and problems to promote great service.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Analyzed customer needs and provided best options, upselling products and services.
Engaged customers and provided high level of service by carefully explaining details about documents.
Researched insurance plans to find good options for clients' needs.
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.
Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
Received underwriting approvals after accurately completing applications for insurance coverage.
Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Developed fact-finding interviews to determine need for coverage.
Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
Explained coverage options to potential policyholders, answering questions or concerns.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Monitored clients' insurance coverages to ensure changing needs were met.
Developed appropriate quotes based on risk information.
Sought out new clients and developed clientele by networking to find new customers.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Met with division leaders and consultants to discuss strategies to increase sales.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Achieved repeat business and referrals through personalized services.
Office Manager, 12/01/16 to 12/31/17 Koorsen Fire & Security – Blue Ash, OH,
Managed office inventory and placed new supply orders.
Monitored payments due from clients and promptly contacted clients with past due payments.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
Administered payroll and maintained proper documentation of employee personnel.
Reviewed files and records to obtain information and respond to requests.
Managed, scheduled and coordinated office functions and activities for employees.
Used judgment and initiative in handling confidential matters and requests.
Managed office budget to handle inventory, postage and vendor services.
Implemented and maintained company protocols to facilitate smooth daily activities.
Coordinated office activities and operations to secure efficiency and compliance with company policies.
Elevated customer satisfaction ratings by promptly resolving client and case issues.
Automated office operations for managing client correspondence, payment schedules and data communications.
Interpreted and communicated work procedures and company policies to staff.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Resolved customer inquiries and complaints requiring management-level escalation.
Reviewed completed work to verify consistency, quality and conformance.
Recruited and trained new employees to meet job requirements.
Interviewed prospective employees and provided input to HR on hiring decisions.
Produced thorough, accurate and timely reports of project activities.
Mediated conflicts between employees and facilitated effective resolutions to disputes.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Analyzed business performance data and forecasted business results for upper management.
Proposed or approved modifications to project plans.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Delegated work to staff, setting priorities and goals.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Physical Therapist Technician, 01/01/09 to 11/01/16 Therapy Management Corporation – Tempe, AZ,
Instructed patients on proper hygiene, nutrition, exercise, lifestyle changes and ergonomic factors in daily activities.
Assisted physical therapist with treatment, administration and planning.
Set up equipment and gear for physical therapy appointments according to treatment plans.
Helped with basic clinical needs and responded to patient requests.
Assisted patients during physical therapy procedures to restore function and reduce pain.
Supported patients in physical therapy procedures to restore function and decrease pain.
Promoted continuous patient advocacy for health and safety.
Followed up with patients about needs and appointments.
Advocated for all patient health, safety and rights.
Performed basic repairs on office and medical equipment.
Maintained therapy spaces and equipment in top condition by cleaning, sanitizing and inspecting for damages.
Cleaned therapy equipment following each appointment to achieve sanitary regulations.
Helped transport frail or disabled patients to different treatment areas.
Documented patient progress, treatments and data in charts.
Answered questions from patients about proper form when performing exercise routines at home.
Took calls and scheduled appointments for patients.
Communicated with other physical therapy staff to discuss patient progress and potentially modify treatment.
Documented pain level and injury progress in patients and communicated information to head physical therapist.
Instructed patients on how to use, remove and put on external assistive devices.
Utilized computer system to update records with insurance cards, credit card numbers and personal information.
Compiled intake forms, insurance cards and liability waivers before new patient appointments.
Aided head physical therapist in creating treatment plans for each patient.
Administered therapy treatments to patients using hands or therapeutic devices.
Sat in on appointments with head therapist and recorded progress, measurements and notes for future reference.
Noted physical and emotional changes in patients and detailed in medical records.
Assisted patients with removing clothing and supportive devices before appointments.
Provided head physical therapist with initial thoughts and potential diagnoses for new patients.
Recorded body measurements and fit patients for braces, slings and crutches.
Emailed necessary intake forms to new clients before first appointment.
Education and Training
High School Diploma: , Expected in 06/2000 to Nandua High School - Onley, VA GPA:
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