licensed insurance agent resume example with 11+ years of experience
Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
(555) 432-1000 - - resumesample@example.com - : - -
(555) 432-1000 - - resumesample@example.com - : - -
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Skills
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Experience
02/2022 to 09/2022
Licensed Insurance Agent Sentry Insurance – Goldsboro, NC,
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded company sales goals for new policies.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Collected data for insurance claims through interviews and physical property inspection.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Cultivated lasting professional relationships and grew client referrals to promote agency success.
- Delivered informative presentations to build lucrative client bases.
01/2018 to 01/2022
Recruitment Specialist Bcw North America – Chicago, IL,
- Recruited experienced schedulers and dispatchers for the logistics department.
- Set up contracts for owner operators
- Leveraged social media platforms and online job boards to advertise open positions and engage with potential candidates.
- Tracked key dates and deadlines and maintained specific personnel lists.
- Verified applicant references and employment details.
- Promptly corresponded with applicants and coordinated and conducted interviews
- Contacted all job applicants to inform them of their application status.
02/2014 to 10/2018
Customer Service and Support Representative Pnc Financial Services Group, Inc. – Washington D C, DC,
- Filed banking information for all customers
- Handled and deposited large amounts of cash
- Provided primary customer support to customers who applied for cash advances, payday loans, title loans, etc.
- Cultivated customer loyalty, promoted repeat business and improved sales.
- Collected customer's loan payments and made process changes to exceed customer satisfaction goals.
- Conducted follow-ups and reminders for all current and future customers
- Resolved delinquent account issues over phone with all delinquent customers daily
- Delivered excellent customer service, resulting in consistent 100% customer satisfaction rating
- Provided primary customer support to internal and external customers
- Prepared weekly and monthly reports outlining clients' compliance with case plans.
- Uploaded, reviewed and tracked daily mail into case management system.
- Worked with senior staff to further develop plans for finance cases.
05/2011 to 12/2014
Assistant Store Manager Columbia Sportswear Co. – Staten Island, NY,
- Coached associates and cashiers
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Processed payments for cash, checks, and credit/debit cards and returned proper change for cash transactions.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Processed orders for store supply and merchandise
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Rotated merchandise and displays to feature new products and promotions.
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
- Assisted in continuous development of effective store associates to achieve desired sales and results.
- Coached and developed store associates through formal and informal interactions.
- Handled scheduling for store shifts to achieve adequate staffing.
Education and Training
Expected in 12/2023 to
Bachelor of Science: Psychology
Alabama State University - Montgomery, AL
Alabama State University - Montgomery, AL
Expected in 03/2019 to
CMA: Medical Assisting
Jes Health Services - Montgomery, AL,
Jes Health Services - Montgomery, AL,
Expected in 05/2011 to
High School Diploma:
Robert C. Hatch High School - Uniontown, AL,
Robert C. Hatch High School - Uniontown, AL,
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Resume Overview
School Attended
- Alabama State University
- Jes Health Services
- Robert C. Hatch High School
Job Titles Held:
- Licensed Insurance Agent
- Recruitment Specialist
- Customer Service and Support Representative
- Assistant Store Manager
Degrees
- Bachelor of Science
- CMA
- High School Diploma
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