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licensed insurance agent resume example with 18 years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - - -
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. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Flexible hard worker ready to learn and contribute to team success.

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

Skills
  • Email marketing
  • Insurance sales strategy
  • Team training and development
  • Client account management
  • Client retention
  • Asset protection expertise
  • Customer follow-up
  • Cross-selling and upselling
  • People skills
  • Critical thinking
  • Troubleshooting
  • Communication
Experience
02/2016 to 08/2021
Licensed Insurance Agent Greenstate Credit Union Waterloo, IA,
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Consulted with clients regarding financial histories and benefits needs.
  • Put together personalized plan recommendations based on individual means and desires.
  • Offered patients information and assistance navigating insurance coverage.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Exceeded company sales goals for new policies.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Provided quick turnaround time when customers called with questions, usually within [Number] hours.
  • Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Increased client retention through loyalty rewards and incentivization program.
  • Developed insurance cross-selling opportunities in partnership with [Job titles].
  • Delivered effective, informative financial presentations to large groups in effort to build lucrative client base and improve customers' financial well-being.
  • Diminished project lags by effectively training employees on best practices and protocols.
  • Executed on-time, under-budget project management by handling complex issues effectively for senior leadership.
  • Maintained business portfolio worth $[Number] by promoting and selling policies valued between $[Number] and $[Number].
  • Aided senior leadership during executive decision-making by generating [Timeframe] meeting reports to recommend corrective actions and improvements.
  • Upsold products to policyholders and potential new clients.
11/2010 to 02/2016
Licensed Life Insurance Agent Hyatt Hotels Corp. Jersey City, NJ,
  • Communicated with clients to understand needs and identify best policies for each case.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Offered policy guidance and management to promote asset protection.
  • Exceeded company sales goals for new policies.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
05/2000 to 08/2007
Head Bartender Smyly's Crab Shack City, STATE,
  • Handled complaints and disputes from customers to promote customer satisfaction.
  • Delivered exceptional bar service for special events such as weddings, business conferences and society receptions.
  • Managed bar area, including cocktail design and menu, inventory, regulation compliance and customer relationships.
  • Upsold customers from shelf to premium brands to help boost sales.
  • Recommended food and drinks to patrons based on preference, pairings and special promotions.
  • Ordered and maintained inventory of bar products, including alcohol, soft drinks and supplies to drive high volume of sales.
  • Designed and implemented new cocktails to drive customer interest and sales numbers.
  • Maintained list of ride services for inebriated customers.
  • Offered preferred tables and other special accommodations to VIP customers.
  • Managed high volume of shift customers and simultaneously assisted restaurant servers with diverse needs.
  • Created signature beverages to increase revenue and patron loyalty.
Education and Training
Expected in to to
: Business Administration And Management
National Park College - Hot Springs, AR
GPA:

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Resume Overview

School Attended

  • National Park College

Job Titles Held:

  • Licensed Insurance Agent
  • Licensed Life Insurance Agent
  • Head Bartender

Degrees

  • Some College (No Degree)

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