Licensed Insurance Agent Resume Example
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LICENSED INSURANCE AGENT
Summary
Results-oriented Insurance Sales Agent seeking employment with top-tier insurance agency/bureau. Talents include relationship building, training ,sales presentations, with a specialization in Risk management and regulatory compliance. I bring 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.
Experience
02/2021 to Current
Field Debris MonitorFarmers Insurance Group － Lewisville , TX
- Prevented unauthorized behaviors with continuous monitoring.
- Affirmed compliance with safety and facility policies by enforcing consistent rules.
- Monitored work areas for cleanliness and functionality and removed obstacles for safety.
- Compiled data from source documents prior to data entry.
- Maintained and revised policy procedures for general operation of compliance program.
- Planned and executed compliance audits to check company policies, procedures and controls.
- Enforced regulations by reviewing federal and state laws to confirm compliance.
- Examined hazardous incidents and accidents to uncover causes and provided corrective actions.
- Maintained quality levels above prescribed minimums to support team productivity and efficiency.
- Obtained scanned records and uploaded into company databases.
- Directed schedule of weekly projects and anticipated timelines for milestones and completion dates.
- Prepared work orders for repair, maintenance or changes in traffic systems.
03/2018 to Current
Licensed Insurance AgentFarmers Insurance Group － Arlington , TX
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholder's and potential new clients.
- 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.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Processed applications, payments, corrections, endorsements and cancellations.
- Pursued continuing education and training programs to continue professional development.
04/2017 to 03/2018
Licensed Insurance AgentSt. John's Episcopal Hospital － Garden City , NY
- Submitted up-to-date activity and production logs to agency management for review.
- Cultivated professional relations to establish long-term profitable partnerships.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Promoted agency products to customers in person, by telephone and in writing.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Called hundreds lapsed customers each week to inquire about continuing needs.
- Exceeded company sales goals for new policies.
11/2013 to 04/2017
AmbassadorBok Financial Corp. － Phoenix , AZ
- Responsible for training all new associates, New managers, and at risk associates.
- Assembled and lead teams to perform projects throughout the building.
- Developed better and more efficient daily processes and training methods.
- Literally wrote the book on how to perform the process for the "PICK" department.
- Tracked movements with hand-held scanners and daily production sheets to keep records accurate.
- Reviewed production schedule, customer orders, work orders, and requisitions to determine items to be moved, gathered or distributed.
- Ensured damaged products were removed from outgoing shipments.
- Palletized boxes for easy movement and shipment.
- Led and complied with safety and wellbeing efforts on assigned shift.
- Provided answers to questions, imparted methods to improve work and worked closely with employees during probationary period.
- Assisted senior staff in preparing course methods, organizing seminars and promoting presentations for trainees.
- Made recommendations to improve training based upon observations and feedback from trainees.
- Motivated trainee performance by sparking and maintaining interest in classes.
- Performed continuous evaluations of employee techniques and implemented corrective actions.
11/2011 to 11/2013
Bankruptcy SpecialistSunTrust Banks － City , STATE
- Literally wrote the book on how to perform the set-up, dismissals, and discharges process.
- Responsible for training new associates and managers.
- Worked closely with management on how to streamline processes and how to raise team morale in the department.
- Filed documentation on time with bankruptcy courts to avoid delays.
- Cultivated lasting relationship with various personnel, including bankruptcy attorneys, trustees and bankruptcy court staff.
- Coordinated with multiple departments regarding responsive documents and document retention.
Skills
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Education and Training
06/2007
High School DiplomaManchester High School － City
Personal Information
I sincerely appreciate your consideration of my application. If you have any questions, please do not hesitate to contact my phone at (804)386-5084 or by email at Bennettm9190@gmail.com. I look forward to hearing from you
Certifications
- Life, Health, and Annuities license
- Property & Casualty License
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Resume Overview
School Attended
- Manchester High School
Job Titles Held:
- Field Debris Monitor
- Licensed Insurance Agent
- Ambassador
- Bankruptcy Specialist
Degrees
- High School Diploma
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