LiveCareer-Resume

licensed insurance agent resume example with 20+ years of experience

JC J S S JS J S S JS J S S JS J S S JS J S S JS J S S JS
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Resourceful and gifted in connecting with business customers to meet account needs, drive growth and build retention. Knowledgeable about sales and skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over twenty years of leadership experience.

Skills
  • Insurance sales strategy
  • Email marketing
  • Team training and development
  • Policy adjustment knowledge
  • Client retention
  • Client account management
  • Cross-selling and upselling
  • Relationship building
  • Team management
  • Communication
Experience
08/2019 to Current Licensed Insurance Agent Sentry Insurance | Chicago, IL,
  • Offered policy guidance and management to promote asset protection.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Upsold products to policyholders and potential new clients.
  • Exceeded company sales goals for new policies.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Collected data for insurance claims through interviews and physical property inspection.
  • Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
  • Improved office operations, maintaining records, tracking data and promoting clear internal communications.
  • Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations.
01/2014 to 08/2019 Licensed Insurance Agent Sentry Insurance | Denver, CO,
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Exceeded company sales goals for new policies.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Collected data for insurance claims through interviews and physical property inspection.
  • Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Improved office operations, maintaining records, tracking data and promoting clear internal communications.
  • Reduced financial discrepancies, resolving billing issues while processing service applications and cancellations.
  • Generated reports for senior leadership to recommend corrective actions and improvements.
03/2012 to 01/2014 Licensed Insurance Agent Sentry Insurance | Edwardsville, IL,
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Exceeded company sales goals for new policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Cultivated lasting professional relationships and grew client referrals to promote agency success.
01/2009 to 03/2012 Warehouse Supervisor La-Z-Boy, Inc. | Wilkes Barre, PA,
  • Monitored daily shipping, handling and receiving to promote smooth operations within warehouse.
  • Complied with standards and protocol requirements regarding warehouse operations, shipping and receiving and material handling.
  • Established and maintained good relations with customers, vendors and transport companies.
  • Worked additional hours and shifts to meet tight deadlines during peak periods.
  • Supervised scheduling for freight and package shipments and managed return and transfer procedures.
  • Satisfied reporting requirements with timely and accurate logging of daily activities.
  • Compiled, sorted and filed records of product orders, business transactions and other activities.
  • Developed weekly schedules for warehouse employees.
  • Enforced strict safety procedures and protocols through successful management of warehouse team members.
  • Reconciled daily inventory in warehouse management system for tens of thousands of SKUs.
  • Collected stock location orders and printed requests to maintain inventory control.
  • Provided information to shipping and receiving personnel regarding inventory stock.
  • Provided detailed instructions for job responsibilities, safety protocols and company guidelines to new employees.
  • Partnered with leadership team to resolve order management challenges, safety or regulatory issues.
  • Operated forklifts to fill or empty overhead spaces.
07/2008 to 08/2010 Paraprofessional Corcoran Joint Unified | Corcoran, CA,
  • Applied positive reinforcement to redirect negative behaviors.
  • Supplied one-on-one attention to each student during group activities.
  • Customized small group and individual classroom activities based on differentiated learning needs.
  • Observed students to help teachers identify potential learning blocks and opportunities for support.
  • Planned and led activities to develop students' physical, emotional and social growth.
  • Handled clerical duties, managed classrooms and coordinated documents for teachers.
  • Prepared instructional materials for specific classroom activities tailored to support student needs.
  • Assisted with implementation of student's individualized IEP at discretion and direction of teachers and administrators.
  • Assisted children at stations during small-group learning periods.
  • Organized school field trips, coordinated staff schedules and recruited chaperone volunteers.
  • Provided classroom support throughout planned instruction and individual lessons.
  • Evaluated individual student needs and assessed academic and social situations to address challenges and goals.
  • Created and distributed instructional materials for group and one-on-one use.
01/1996 to 06/2008 Licensed Insurance Agent Sentry Insurance | Irvine, CA,
  • Analyzed customer needs and provided best options, upselling products and services.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Collected data for insurance claims through interviews and physical property inspection.
  • Sold vital insurance policies with time-tested customer engagement techniques.
  • Cultivated lasting professional relationships and grew client referrals to promote agency success.
  • Generated reports for senior leadership to recommend corrective actions and improvements.
Education and Training
Expected in 05/1992 to to High School Diploma | Rosepine High School, Rosepine, LA GPA:
Expected in to to | General Studies Louisiana State University At Alexandria, Alexandria, LA GPA:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Rosepine High School
  • Louisiana State University At Alexandria

Job Titles Held:

  • Licensed Insurance Agent
  • Licensed Insurance Agent
  • Licensed Insurance Agent
  • Warehouse Supervisor
  • Paraprofessional
  • Licensed Insurance Agent

Degrees

  • High School Diploma
  • Some College (No Degree)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: