licensed insurance agent resume example with 6+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Organized and dedicated Administrative Assistant with track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic with ability to perform effectively in independent or team environments.

Work History
Licensed Insurance Agent, 11/2020 to 06/2021
Greenstate Credit UnionOak Brook, IL,
  • Provided coverage option information to assist clients in protecting assets.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals
Inside Sales Territory Manager, 01/2020 to 04/2020
Cardinal HealthFife, WA,
  • Exceeded sales expectations by 30% in first month managing territory
  • Proactively identified, located and qualified new business leads
  • Developed friendly rapport with customers and prospects to facilitate open discussion of needs and how United Career Fairs could fill those needs
  • Maintained complete knowledge on all services, procedures and marketing promotions
  • Facilitated full sales cycle
Server, 08/2019 to 11/2019
Stan Clark CompaniesStillwater, OK,
  • Provide excellent guest service, explained menu items and suggested appropriate options for food allergy sufferers
  • Keep updated knowledge of menu and chef specials to provide recommendations according to tastes and specific allergies
  • Upsell high-profit items such as appetizers and mixed drinks to enhance sales numbers
  • Enhance operational efficiency by using slow periods to restock employee and customer supplies, including ice, condiments, utensils, napkins, trays and delivery bags
Food Operations Manager, 06/2018 to 08/2019
Ywca Emergency ShelterDayton, OH,
  • Promoted from Dining Room Supervisor
  • Increased business profits through product suggestion in planning and coordination of catered events
  • Collaborated with general manager to reduce budget costs by $100,000
  • Responsible for monthly reconciliation and billing of residential dining plans and catered events
  • Directed day-to-day operations of multiple dining rooms as well as inter-department caterings
  • Hired, trained and managed all front of house staff, including employee development, issuing disciplinary action and conducting performance reviews
  • Actively reorganized and implemented employee training program
Dining Services Supervisor, 06/2017 to 06/2018
Compass Group Usa IncMiramar Beach, FL,
  • Serve as direct report for front of house staff
  • Implemented Covenant Living rules, procedures and policies
  • Ensure positive dining experience by residents during meal services
  • Introduced Workday software for scheduling needs to successfully create schedules for 17 daily shifts and 35-40 employees
Server, 10/2016 to 10/2017
Stan Clark CompaniesEnid, OK,
  • Provide upscale quality guest service
  • Learn new product as additions/subtractions are implemented
  • Perform day-to-day server responsibilities
  • Strove to actively up-sell food and liquor
Server, 09/2011 to 04/2012
Stan Clark CompaniesOklahoma City, OK,
  • Promoted a casually sophisticated dining experience
  • Learned new menu as it rotated seasonally
  • Established strong teamwork and maintained personal responsibilities to both staff and guests
Server, 09/2009 to 07/2011
Stan Clark CompaniesTulsa, OK,
  • Actively increased food and liquor sales
  • Established strong relationships with guests while providing personable and efficient service
  • Coordinated with management on food menu development and promotion
Server, 02/2009 to 03/2010
Stan Clark CompaniesStillwater, OK,
  • Learned about and embraced the Irish culture that was the theme and celebrated pride of Curragh Irish Pub
  • Served the guests in a professional and courteous manner
  • Assisted in the morning setup and evening breakdown of restaurant
Associate of Arts: Business, Expected in 05/2020
Elgin Community College - Elgin, IL
  • Member of Phi Theta Kappa Honor Society
  • Licensed Life & Health Insurance Agent
  • Microsoft Office Specialist Excel 2016
  • OSHA 10hr General Industry Certification
  • ServSafe Food Service Manager Certification
  • MS Office
  • Project organization
  • Operations management
  • Lead prospecting
  • Account servicing
  • Systems and software programs
  • Client Service
  • Problem solving strength
  • Business Development
  • Customer Relationship Management (CRM)
  • Sales

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Resume Overview

School Attended

  • Elgin Community College

Job Titles Held:

  • Licensed Insurance Agent
  • Inside Sales Territory Manager
  • Server
  • Food Operations Manager
  • Dining Services Supervisor
  • Server
  • Server
  • Server
  • Server


  • Associate of Arts

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