licensed insurance agent resume example with 6+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Hardworking and passionate job seeker with strong organizational skills. Ready to help the team achieve company goals.

  • Policyholder Communication
  • Policy Renewals
  • Insurance Policy Sales
  • Billing Inquiries
  • Upselling and Cross-selling
  • Relationship Building
  • Managing Delinquent Accounts
  • Conflict Resolution
  • Attention to Detail
  • Problem Detection
  • ADP Workforce Now
  • Kronos Workforce Payroll
  • Payroll Reconciliation
  • Employee Training
Work History
Licensed Insurance Agent, 05/2019 - Current
American National Insurance Company Newark, DE,
  • Provided coverage option information to assist clients in protecting assets.
  • Exceeded corporate quotas for monthly policy sales.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Promoted Progressive products and services using upselling and other sales strategies.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Obtained underwriting approval by completing application for coverage.
  • Calculated quotes and educated potential clients on insurance options.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Assist my manager in any additional task
  • Assist team members in group chat for support
Senior Center Manager, 05/2017 - 04/2019
City Of Augusta Ga Augusta, GA,
  • Devised and deployed successful marketing strategies, dramatically boosting store ranking.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Devised processes to boost long-term business success and increase profit levels.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
  • Processed payroll for 3 employees as part of sound human resources and financial management strategies.
  • Set, enforced and optimized internal policies to maintain responsiveness to demands.
  • Checked facility, employee work and service levels to maintain compliance with company and industry standards.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
  • Conducted community workshops to promote different programs and educate public on available services.
  • Oversaw staff development through in-depth trainings, workshops, seminars and other learning opportunities.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Identified and capitalized on community business opportunities with effective networking.
  • Structured and finalized secured and unsecured loans.
Assistant Store Manager, 03/2015 - 05/2017
Advance Auto Parts Chandler, AZ,
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Promoted professional growth and facilitated talent development of each associate to drive performance excellence.
  • Met or surpassed business targets regularly through employee engagement and forward-thinking planning.
  • Approved regular payroll submissions for employees.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Supervised and evaluated staff including other assistant managers, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
  • Coordinated ongoing technical training and personal development classes for staff members.
  • Conducted orientation sessions and organized on-the-job training for new hires.
  • Managed new employee orientation training process for more than 25 employees each year.
  • Trained new hires to perform cross-training exercises with experienced workers.
  • Gathered employee data to develop monthly work schedules, enabling proper staffing for 3 of 5 departments for each shift.
Associate of Arts: Accounting, Expected in 06/2013
University of Phoenix - Tempe, AZ,
Status -
  • Property and Casualty License FL 2-20
  • Licensed for 30 States

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Resume Overview

School Attended

  • University of Phoenix

Job Titles Held:

  • Licensed Insurance Agent
  • Senior Center Manager
  • Assistant Store Manager


  • Associate of Arts

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