licensed insurance agent csr resume example with 15+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Extremely well organized and motivated banking and insurance professional offering vast knowledge of banking regulations and compliance procedures. Dedicated to maintaining professionalism and integrity while delivering superior loan processing support as a Mortgage Loan Specialist for First Bank and Trust in Sioux Falls, South Dakota.


• Detail Oriented and Multi-Tasking
• Excellent Customer Service and Communication Skills
• Client Relationship Management

• Documentation and Filing
• Driven and Computer-Savvy
• Knowledge of Banking and Insurance Products

• Office Management and Payment Collection
• Teamwork and Conflict Resolution

• BSA Compliance and Strict Confidentiality

Work History
Licensed Insurance Agent/CSR, 08/2018 - Current
Blitt & Gaines P.C. Olathe, KS,

• Promotes CorInsurance products and services up selling and identifying customer’s insurance needs

Experience in quoting and writing home insurance policies, calculating estimated replacement cost, creating home insurance binders and invoices, and amending mortgage clauses for refinances and HELOC loans
• Work with mortgage bankers, loan officers, realtors, and underwriters
• Provides insurance quotes with recommendations providing different coverage options to protect potential and existing clients personal and professional assets
• Engages with existing policyholders to deliver and explain policy coverages, identify risk potentials, analyze insurance options, assist policyholders with policy changes, and reviewing endorsements and exclusions
• Monitors insurance claims to ensure they are settled in a timely fashion for both clients and claimants
• Provides insurance administration to include accurate and efficient processing, system data management and file documentation of transaction activity, and customer information and policies
• Performs duties with high level of professionalism, ethics, confidentiality, and integrity
• Demonstrates dependability, flexibility, timely responsiveness, and team support
• Adheres to all Company and Insurer policies and procedures in addition to all State regulations
• Attends continuing education courses and workshops to gain additional insurance industry knowledge

Credit Collections Specialist, 08/2015 - 08/2018
Catalent Pharma Solutions, Inc. Saint Petersburg, FL,

• Performed targeted collections on past due accounts aged over 30-180 days
• Achieved performance goals on a consistent basis
• Worked in call center environment handling manual and automatically dialed outbound and inbound calls
• Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances
• Provided program options and recommendations that resulted in the timely repayment of past due accounts to include enhanced customer service and satisfaction
• Negotiated optimal payment arrangements within defined program parameters to maximize account recovery dollars
• Used skip tracing and other techniques to locate debtors
• Provided comprehensive and professional customer service while accurately researching and resolving incoming customer inquiries from both internal and external customers
• Maintained comprehensive knowledge of federal, state and local laws and regulations pertaining to collections/debt recovery in addition to bank policy, laws, and regulations

Receiving Warehouse Associate, 07/2005 - 08/2014
Polaris Industries Inc. City, STATE,

• Transferred inventory to and from target destinations as assigned rapidly, efficiently, and accurately by using forklifts and other transportation vehicles.
• Counted and verified parts as well as inventory locations, and also analyzed discrepancies in inventory data

•Prepared orders for shipment by systematically picking, packing and labeling merchandise.

• Wrapped pallets in shrink wrap prior to loading.
• Loaded and unloaded pallets of incoming and outgoing product onto truck trailers
• Consistently achieved and exceeded operational, quality, and safety standards

Hy-Vee, 11/2004 - 08/2005
Customer Service Associate City, STATE,

• Provided prompt and friendly service to all customers
• Operated point-of-sale system and balanced cash drawer
• Scanned and bagged groceries for customers
• Helped answer customer questions and promote new in-store merchandise

MBA: Master of Business Administration, Expected in 12/2021
University Of Louisiana At Lafayette - Lafayette, LA
Status -

• Coursework in Managerial Finance, Managerial Accounting, Managerial Economics, Data Analytics, Marketing Management, Organizational Behavior and Leadership, Information Technology, International Business, and Human Resource Management
• Current 3.42/4.0 GPA

BBA: Business Management, Expected in 05/2014
University Of South Dakota - Vermillion, SD ,
Status -

• Dean's List Spring 2014
• Dean's List Fall 2013
• Dean's List Fall 2012
• Graduated with 2.865/4.0 GPA

High School Diploma: , Expected in 06/2002
Grafton High School - Yorktown, VA
Status -

• Member of Future Business Leaders of America
• Graduated with 3.0/4.0 GPA

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Resume Overview

School Attended

  • University Of Louisiana At Lafayette
  • University Of South Dakota
  • Grafton High School

Job Titles Held:

  • Licensed Insurance Agent/CSR
  • Credit Collections Specialist
  • Receiving Warehouse Associate
  • Hy-Vee


  • MBA
  • BBA
  • High School Diploma

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