licensed insurance agent resume example with 12+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

  • 10 + yrs sales experience
  • Fluent in Spanish
  • EMT Training/ Hospital Care Background
  • Dale Carnegie Training
  • Excellent Planning and Organization Skills
  • Strong Interpersonal Communication
  • Customer Relationships and Customer Care expertise
  • Drive Product Sales
  • Contract negotiation and closing tactics
  • Strategic thinking/ Business Acumen
Work History
02/2019 to Current Licensed Insurance Agent Greenstate Credit Union | North Liberty, IA,
  • Won "Rookie Of The Year 2020" award.
  • Exceeded corporate quotas for monthly auto sales consistently exceeding 16 auto sales per month.
  • Utilized direct marketing strategies such as mailings and cold calls to approach potential clients and increased personal sales by 40% and territory sales by 15%.
  • Transformed leads obtained through direct referrals, lead database, and cold calling into sales.
  • Achieved " Diamond Club Status" each month by meeting all 7 sales goals including ancillary revenue activity by marketing memberships, life insurance referrals, credit cards, "PMID" enrollment, and maintaining above 80% survival rate each month.
  • Created sources for continuous client referrals within community and with business by developing and maintaining long-term relationships with said policy holders and small business entities.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Calculated quotes and educated potential clients on insurance options.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Attended local, regional and national trade shows for product development training as defined by territory need including Texas Motor Speedway is "NASCAR", " Dallas Home and Garden Show", and " Dallas Bridal Show".
07/2010 to 01/2019 Bartender Cheddar's | Roanoke, VA,
  • Applied excellent organizational and multitasking abilities to handle simultaneous customer, team and business needs while avoiding unnecessary delays or errors.
  • Developed unique drink and cocktail offerings on monthly basis as part of seasonal offerings.
  • Took customer orders and capitalized on opportunities to sell special beverage and food options to parties of up to 1,000 guests.
  • Kept accurate inventories and notified management of ordering needs for liquor, beer, wine and bar supplies.
  • Upsold daily specials and beverage promotions to exceed daily sales goals at least 15% above and maximizing profits.
  • Developed new signature cocktails to support bar marketing brand and increase profits
  • Exceeded customer satisfaction by going above and beyond to achieve 100% customer satisfaction.
01/2015 to 12/2018 Sales Representative Spoton | Florence, AL,
  • Accounted for all inventory and ordered new merchandise.
  • Presented and promoted latest merchandise to prospective buyers.
  • Collected, processed payments and submitted and tracked orders for up to 200 retail and merchandise companies.
  • Resolved customer concerns promptly to maintain satisfaction above 90%.
  • Consistently hit and exceeded goals by at least 20%.
  • Built strong client relationships and provided high level of service, resulting in 35% company sales increase.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security services.
  • Engaged with customers in the most sincere, friendly and professional matter.
  • Increased revenue by $25,000 in 2 months.
01/2005 to 06/2005 Emergency Medical Technician Basic- Intern Parkland Health & Hospital System | City, STATE,
  • Monitored patients from scene to hospital transfer while conducting in-transit care.
  • Explained to conscious patients steps involved for medical evaluations and need for possible hospital transport.
  • Delivered first aid or life support care to sick or injured individuals in pre-hospital settings.
  • Handed instruments and supplies to surgeons during procedures.
  • Demonstrated appropriate techniques to assist surgeons with closure of incisions.
  • Dispensed drugs in hospital environments.
  • Arranged and assisted with hospital admissions.
  • Gathered current medical information and reviewed histories to gather details for surgeons.
  • Maintained HIPAA compliance and integrity of hospital policies and procedures.
  • Documented patient activities, problems with coverage and hospital actions.
  • Demonstrated incredible ability to handle high stress and emergency situations.
Expected in 05/2018 BBA | Marketing Texas Woman's University, Denton, TX GPA:
  • Coursework in , Advance Marketing, Principles of Selling, Accouting I and II, Economics, International Marketing.
  • Coursework in Science: Human AP I and II, Microbiology/LAB, CHEM I and II, Plant Biology, and Zoology,
  • Vice President of Vegan Vegetarian Club.
  • GPA: 3.0
Expected in 05/2013 Associate of Science | Biological And Physical Sciences Richland College, Dallas, TX GPA:
  • Completed Emergency Medical Technician Coursework and training hours. ( Completed training hours at Parkland ER, Baylor ER, and Children's Medical Center ER) Degree emphasis in Biological Sciences.
  • GPA: 3.0
  • Property and Casualty Agent Dept of Insurance Lic # 200846
  • Microsoft Office Specialist (MOS)


    Earned team member of the month honors 31 times for the most insurance sales in a month, most recently in December 2022.

    Generated $250,000 in written premium within the first 90 days as an agent in the fourth quarter of 2022. Auto (152), fire (113), commercial (25), life (10), and health (6) were all sold.

    Ranked first statewide (out of 2400 agents) for most life insurance sales during a two-month life insurance promotion. sold 350 policies.

    Consistently finish in the top three rankings state-wide in total life policies sold, placed, issued, and premium collected.

    Awarded Customer Service Representative of the Year (out of 500 reps) three years in a row for the highest customer satisfaction ratings (25% above average).

    responsible for over 80% of the agency's overall sales.Closing an average of eighty sales per month out of one hundred qualified leads.

    Increased referral business by 27% in 2020. initiated an aggressive campaign of cold calling, offering referral incentives’ and participating in networking events.

Native or Bilingual

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Resume Overview

School Attended

  • Texas Woman's University
  • Richland College

Job Titles Held:

  • Licensed Insurance Agent
  • Bartender
  • Sales Representative
  • Emergency Medical Technician Basic- Intern


  • BBA
  • Associate of Science

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