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Licensed Insurance Agent Resume Example

Resume Score: 80%

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LICENSED INSURANCE AGENT
Professional Summary

Detail-oriented Insurance Sales Agent aiming to leverage 9 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Driven Producer with 9 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, including prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Esteemed Independent Insurance Agent with excellent skills. Highly effective at juggling multiple responsibilities at once and providing friendly service. 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. Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. . Motivated to learn, grow and excel.

Skills
  • Client Account Management
  • Insurance Sales
  • Insurance Knowledge
  • Sales
  • Client Retention
  • Cross-Selling
  • Prospecting Clients
  • Training Programs
  • Product Sales
  • Appointment Setting
  • Billing Inquiries
  • Product Knowledge
Work History
04/2011 - CurrentLicensed Insurance Agent | ROBERT L. HALEY AGENCY - GRAY, ME
  • Promoted Multiple insurance company products and services using upselling and other sales strategies.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Tracked progress of all outstanding insurance claims.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
  • Obtained underwriting approval by completing application for coverage.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Calculated quotes and educated potential clients on insurance options.
10/1999 - 10/2004Medical Assistant | Carol Ward, MDPA And The Back Cove Midwives - Portland, ME
  • Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.
  • Explained procedures to patients to reduce anxieties and increase patient cooperation.
  • Obtained client medical history, including medication information, symptoms and allergies.
  • Sanitized, restocked and organized exam rooms and medical equipment.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
  • Completed clinical procedures and gathered patient data for interpretation by physician.
  • Communicated clearly and effectively with patients to verify information, determine purpose of visit and record medical history.
  • Conducted preliminary evaluations, including measuring weight, temperature and blood pressure, and documented results with accuracy.
  • Posted payments and charges to patient accounts and participated in billing processes.
  • Provided medical billing and coding duties.
  • Partnered with insurance company contacts to obtain authorizations related to performing medical procedures.
  • Verified patient information by interviewing patient, recording medical history and confirming purpose of visit.
  • Assessed calls and inquiries to prioritize services based on medical emergencies.
  • Registered new patients and updated existing patient demographics by collecting detailed patient information including personal and financial information.
  • Submitted patient statements and medical billing to insurance companies.
04/1997 - 10/1999Medical Assistant | Intermed, PA - Portland, ME

Same as above but floated from Pediatric to Internal Medicine departments.

05/1992 - 04/1997Certified Nursing Assistant | Ledgewood Manor - Windham , ME
  • Assisted patients with mobility needs, including moving to and from beds, organizing wheelchairs and preparing assistive devices.
  • Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
  • Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
  • Helped patients effectively manage routine bathing, grooming and other hygiene needs.
  • Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
  • Cared for average of 60 patients per in elderly nursing home facility, delivering high-quality, efficient support to meet all needs.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
  • Checked patient vitals such as temperature, blood pressure and blood sugar to stay on top of symptoms and keep charge nurses informed of changes.
Education
12/2013Kaplan University- Online, HomeCertificate Property Casualty Insurance : Property Casualty Insurance
06/1996Andover College, South Portland, MEAssociate of Science: Medical Assisting
06/1992GRAY- NEW GLOUCESTER HIGH SCHOOL, Gray, MEHigh School Diploma:
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Resume Overview

Companies Worked For:

  • ROBERT L. HALEY AGENCY
  • Carol Ward, MDPA And The Back Cove Midwives
  • Intermed, PA
  • Ledgewood Manor

School Attended

  • Kaplan University- Online
  • Andover College
  • GRAY- NEW GLOUCESTER HIGH SCHOOL

Job Titles Held:

  • Licensed Insurance Agent
  • Medical Assistant
  • Certified Nursing Assistant

Degrees

  • Certificate Property Casualty Insurance : Property Casualty Insurance
    Associate of Science : Medical Assisting
    High School Diploma :

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