LiveCareer-Resume

licensed insurance agent resume example with 20+ years of experience

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

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.

Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic outside marketing activities.

High-energy Insurance Sales Agent with 21 years experience in automotive, life and property insurance. Offering professionalism and patience in conflict resolution and mediation.

Skills
  • Property and casualty products
  • Complaint handling and resolution
  • Cross-selling and upselling
  • Organizational skills
  • In-depth knowledge of markets and relationships
  • Building strong relationships
  • Client account management
  • Customer follow-up
  • Commercial insurance
  • Quoting and pricing policies
  • Client retention
  • Excellent communication skills
  • Self-motivated
  • Cold calling
Education and Training
Stephens County High School Toccoa, GA Expected in 05/1991 High School Diploma : - GPA :
Experience
Greenstate Credit Union - Licensed Insurance Agent
Bettendorf, IA, 10/1999 - 10/2015
  • Interviewed prospective clients to learn about financial needs and discuss any existing coverage.
  • Reviewed, classified, coded and rated applications.
  • Managed policy renewals each year.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Exceeded company sales goals for new policies.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Called lapsed customers each week to inquire about continuing needs.
  • Promoted client retention through high-quality service and follow through.
  • Finalized and maintained all types of personal lines insurance policies.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Offered policy guidance and management to promote asset protection.
  • Promoted agency products to customers in person, by telephone and in writing.
  • Up-sold products to policyholders and potential new clients.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • 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.
  • Analyzed customer needs and provided best options, up-selling products and services.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
Greenstate Credit Union - Licensed Insurance Agent
Coralville, IA, 10/2015 - 11/2016
  • Promoted agency products to customers in person, by telephone and in writing.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Upsold products to policyholders and potential new clients.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Greenstate Credit Union - Licensed Insurance Agent
Dubuque, IA, 10/2016 - 01/2020
  • 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.
  • Up-sold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Developed insurance cross-selling opportunities.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, up-selling products and services.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Provided quick turnaround time when customers called with questions, usually within 2 hours.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Presented account proposals professionaly and effectively.
Accomplishments
  • Received the “President's Club” award for 5 consecutive years for outstanding sales performance.
  • Earned the “Roundtable Award” in life insurance products in 2003.
  • Earned "Million Dollar Ring" in 2000.

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Resume Overview

School Attended

  • Stephens County High School

Job Titles Held:

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

Degrees

  • High School Diploma

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