licensed insurance agent resume example with 16+ years of experience

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

Dedicated professional with history of exceeding company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges. Successful at managing multiple priorities with a positive attitude. High proficiency creating reports, communicating using Outlook and capability to adapt to new technology and computer applications quickly. Sharp and energetic personality, successful at troubleshooting and handling customer support issues quickly. Multilingual and well-traveled with active listening, relationship-building, customer service and interpersonal skills.

  • Strong Verbal and Written Communication
  • Time Management
  • Critical Thinking
  • Detail-Oriented
  • Active Listening
Work History
05/2022 to Current Field Travel Agent Realpage | South Burlington, , FL
  • Researched and identified opportunities for account growth, account penetration and market expansion.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Represented company and promoted products at conferences and trade association meetings.
  • Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
  • Responded to clients' questions, issues and complaints and implemented appropriate solutions.
  • Trained new team members by relaying information on company procedures and successful travel sales techniques.
02/2021 to 05/2022 Licensed Insurance Agent Celebration Hotel Ltd | Saint Augustine, , FL
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Calculated quotes and educated potential clients on insurance options.
  • Promoted AAA benefits such as credit card and services using upselling and other sales strategies.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
12/2013 to 02/2021 International Travel Consultant AAA Texas | City, , FL
  • Specialized in luxury and elaborated itineraries, planning memorable and exquisite vacations for high-level clients and business executives.
  • Interviewed and qualified clients to determine international travel and lodging needs and recommended points of interest to maximize travel experiences.
  • Maintained operational logistics for both international and domestic travel accommodations for customers, arranging air, accommodation and land transportation.
  • Built constructive communication with network of providers, to simplify and streamline operations, enhancing client experience and satisfaction.
  • Keynote speaker for cruise and tour showcases, engaging customers and generating exceptional sales results.
  • Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
  • Helped senior management to make effective decisions based on current and accurate reporting.
  • Maintained consistent record of completing projects in accordance with schedule and budget requirements.
10/2011 to 12/2013 International Travel Consultant Sand & C Travel | City, , TX
  • Coordinated cruises, trains and flights based on cost and time of travel to enhance client experience and satisfaction.
  • Displayed travel brochures and other promotional materials strategically to foster brand awareness.
  • Improved workplace productivity 60% by effectively coordinating appointment schedules and delivering excellent customer service.
  • Communicated with vendors and clients of many ethnicities, both domestic and internationally using email, phone and face-to-face interactions.
  • Planned travel experiences celebrating different occasions for couples, individuals, affinity groups, executives and special needs clients.
  • Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
  • Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
  • Developed loyal clientele base due to excellent listening and research skills and keen understanding of travel budgets.
  • Maintained currency on airline policies, tariff regulations and travel laws to maximize effectiveness.
  • Discussed security issues and protocols with individuals traveling to highly insecure countries or areas.
03/2005 to 06/2011 Group Coordinator Company Name | City, , FL
  • Logistics for business executive, senior and affinity groups.
  • Coordinated groups over 2000 passengers/year.
    Assistance and problem resolution, responsible for document compliance, dining lists, onboard activities schedule, embarkation/disembarkation process and on-ground transportation.
  • Budget adjustment and management; invoices preparation and/or updates; financial summary preparation; company’s payment handling.
  • Marketing material elaboration, document translations and event sites evaluations.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Composed transmittals, memorandums and correspondence for management.

Expected in 12/1986 to to High School Diploma | Colegio Objetivo Campinas, Campinas, Sao Paulo, Brazil, GPA:
Full Professional
Native or Bilingual
Native or Bilingual
  • AMA Waterways Certified Advisor
  • Switzerland Travel Expert
  • Disney Specialist
  • Marriott Certified Agent
  • Regent Seven Seas - Luxury Cruise Expert
  • Cunard Academy - Commodore Certificate
  • TAUCK Tours Certified Agent
  • SPG Starwood - Loyalty & Awareness Program
  • Vancouver Destination Specialist
  • Anchorage Wild Expert Certificate
  • Hawaii Destination Specialist
  • General Lines - Licensed Insurance Agent
  • Life & Annuities - Licensed Insurance Agent


ACG Virtual Travel Show - North FL Top Sales Producer - Nov 2022

Medallia Travel Scores - North FL Customer Satisfaction Award - Aug, Sep, Oct 2022

On the Spot - Above and Beyond Performance Awards - 2016 to 2022

AAA Sales Excellence - Premier Performer- 2015, 2017, 2018 and 2019

Rocky Mountaineer - Top Producer 2018

Trafalgar Tours - Top Agent Award - 2017, 2018

AAA Bravo Sales Performance Recognition - 2014

AAA Five Diamond Certificate of Performance - 2011, 2012


AAA Traveler Magazine - Oct/Nov 2022 - Travel Advisor's Top Destinations - Switzerland & Christmas Market River Cruises.

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Resume Overview

School Attended

  • Colegio Objetivo Campinas

Job Titles Held:

  • Field Travel Agent
  • Licensed Insurance Agent
  • International Travel Consultant
  • International Travel Consultant
  • Group Coordinator


  • High School Diploma

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