Licensed Insurance Agent Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Results-oriented Insurance Sales Agent seeking employment with top-tier insurance agency/bureau. Talents include relationship building, training ,sales presentations, with a specialization in Risk management and regulatory compliance. I bring proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.

  • Selling advertising
  • Upsell opportunities
  • Employee mentoring
  • Acquiring new customers
  • Community involvement
  • Client meetings
  • Sales force training
  • Data analytics
  • Account management
  • Customer relationships
  • Sales solutions
  • Revenue retention
  • Regulatory compliance understanding
  • Insurance plan verification
  • Insurance terminology
  • Adaptive team player
  • Dependable and reliable
  • Flexible schedule
  • Detail-oriented
  • Proficient in MS Office
  • Effective team player
  • Courteous demeanor
  • Inbound and outbound calling
  • Cash handling accuracy
  • Employee scheduling
  • Risk mitigation
  • Risk management strategies
02/2021 to Current
Field Debris Monitor Onetouch Direct New Port Richey, FL,
  • Completed accurate and efficient data entry and database updates to support business operations.
  • Oversaw disposal of products, materials and equipment not in compliance with tolerances, safety standards or quality levels.
  • Monitored work areas for cleanliness and functionality and removed obstacles for safety.
  • Minimized safety infractions through teaching and training in risk management, record keeping, hazard identification and quality assurance.
02/2018 to Current
Licensed Insurance Agent Onetouch Direct Tampa, FL,
  • Offered policy guidance and management to promote asset protection.
  • Upsold products to policyholder's and potential new clients.
  • Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
  • Exceeded company sales goals for new policies.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Pursued continuing education and training programs to continue professional development.
03/2017 to 02/2018
Licensed Insurance Agent Marriott International Hilton Head Island, SC,
  • Submitted up-to-date activity and production logs to agency management for review.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Promoted agency products to customers in person, by telephone and in writing.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Called hundreds lapsed customers each week to inquire about continuing needs.
  • Exceeded company sales goals for new policies.
10/2013 to 03/2017
Ambassador Pnc Financial Services Group, Inc. Dallas, PA,
  • Responsible for training all new associates, New managers, and at risk associates.
  • Assembled and lead teams to perform projects throughout the building.
  • Developed better and more efficient daily processes and training methods.
  • Literally wrote the book on how to perform the process for the "PICK" department.
  • Tracked movements with hand-held scanners and daily production sheets to keep records accurate.
  • Reviewed production schedule, customer orders, work orders, and requisitions to determine items to be moved, gathered or distributed.
  • Ensured damaged products were removed from outgoing shipments.
  • Palletized boxes for easy movement and shipment.
  • Led and complied with safety and wellbeing efforts on assigned shift.
  • Provided answers to questions, imparted methods to improve work and worked closely with employees during probationary period.
  • Assisted senior staff in preparing course methods, organizing seminars and promoting presentations for trainees.
  • Made recommendations to improve training based upon observations and feedback from trainees.
  • Motivated trainee performance by sparking and maintaining interest in classes.
  • Performed continuous evaluations of employee techniques and implemented corrective actions.
11/2011 to 10/2013
Bankruptcy Specialist SunTrust Banks City, STATE,
  • Literally wrote the book on how to perform the set-up, dismissals, and discharges process.
  • Responsible for training new associates and managers.
  • Worked closely with management on how to streamline processes and how to raise team morale in the department.
  • Filed documentation on time with bankruptcy courts to avoid delays.
  • Cultivated lasting relationship with various personnel, including bankruptcy attorneys, trustees and bankruptcy court staff.
  • Coordinated with multiple departments regarding responsive documents and document retention.
Education and Training
Expected in
High School Diploma:
Manchester High School - Midlothian, VA,
References Alonzo Jones Claims specialist, State Farm (804)337-1502
Personal Information
I sincerely appreciate your consideration of my application. If you have any questions, please do not hesitate to contact my phone at (804)386-5084 or by email at I look forward to hearing from you
  • Life, Health, and Annuities license
  • Property & Casualty License

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Resume Overview

School Attended
  • Manchester High School
Job Titles Held:
  • Field Debris Monitor
  • Licensed Insurance Agent
  • Licensed Insurance Agent
  • Ambassador
  • Bankruptcy Specialist
  • High School Diploma