LiveCareer-Resume

licensed insurance agent resume example with 20+ years of experience

JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to the mission of the company. I am service-oriented and quality-focused individual with demonstrated success over 30 years of experience in the Insurance industry.

Skills
  • Strong leadership skills
  • High level of long-term client retention
  • Excellent communication skills
  • Able to translate policy details so the client understands
  • Cross-selling and up-selling
  • Professional
  • Respectful
  • Adaptable; Evolve with the times
  • Intuitive
  • Efficient multi-tasker
Experience
06/2014 to Current Licensed Insurance Agent American National Insurance Company | Northern Cambria, PA,
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Upsold products to policyholders and potential new clients.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
05/2012 to 05/2014 Insurance Agent One Nevada Credit Union | Henderson, NV,
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Offered policy guidance and management to promote asset protection.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Continually improved office operations by maintaining records, tracking data and promoting internal communications.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
05/2008 to 04/2012 Licensed Insurance Agent American National Insurance Company | Oakmont, PA,
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
01/1999 to 01/2008 Insurance Trainer Onemain (Formerly Springleaf & Onemain Financials). | Harrisburg, PA,

⦁ Cultivated professional relations to establish long-term profitable partnerships.
⦁ Diminished project lags by effectively training employees on best practices and protocols.
⦁ Maintained pleasant and cordial attitude at all times, even when issues arose.
⦁ Delivered effective, informative financial presentations to large groups in effort to build lucrative client base and improve customers' financial well-being.
⦁ Provided quality control and maximized revenue by eliminating downtime, implementing proven selling strategies and promoting marketing messages.

Education and Training
Expected in 05/1980 High School Diploma | Freedom High School, Freedom, WI GPA:
Accomplishments

2010, 2011, 2013 & 2015 - Won Silver Key awards for sales in life

2010 - Obtained Property & Casualty License

2008 - Obtained Life & Accident & Health License

2003 - Trained representatives internationally on behalf of the company in (what city in), India

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Resume Overview

School Attended

  • Freedom High School

Job Titles Held:

  • Licensed Insurance Agent
  • Insurance Agent
  • Licensed Insurance Agent
  • Insurance Trainer

Degrees

  • High School Diploma

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