Licensed Insurance Agent resume example with 8+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Detail-Oriented Insurance Producer eager to utilize knowledge gained in the field to ensure client satisfaction and retention to contribute to the American Family mission. Excels in providing friendly and thorough customer service. Known for having exceptional drive and sense of ownership with the companies I represent. Expertise includes effective judgement and listening skills and in depth grasp of American Family servicing systems. Hardworking and reliable with strong ability to self motivate. Highly organized, proactive and punctual with team-oriented mentality. Looking to continually advance my career in insurance that keeps pace with knowledge gained.

  • Bilingual
  • Property and casualty licensed
  • On the verge of gaining Life License
  • Exceptional customer service skills
  • Quickly adapts
  • Excels in fast paced environments
  • Detail oriented
  • Supervision and training
  • Schedule management
  • Recruiting and Hiring
  • Inventory Management
  • Team building and motivation
  • Calm under pressure
  • Advertising and marketing
  • Vendor relationships
  • CPR/First-aid certified
  • Team training and development
05/2021 to Current
Licensed Insurance Producer Sentry Kansas City, KS,
  • Efficiently ran the office Independently while agent was away
  • Quoted and bound Casualty and property policies
  • Upsold products to policyholders and potential new clients.
  • Engaged customers and provided high level of service by carefully listening and explaining policy questions.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Effective at helping deescalate stressful and confusing situations to address concerns and guarantee customer satisfaction.
  • Utilized the resources available to educate myself when questions arose.
  • 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.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Provided quick turnaround time when customers called with questions, usually within 30 minutes.
  • Prioritized and completed multiple daily tasks assigned to me while maintaining impeccable office organization to support efficiency.
  • Serviced accounts and thoroughly examined policies to prevent additional issues
08/2020 to 03/2021
Licensed Insurance Agent Penn National Gaming Saint Louis, MO,
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Resolved billing issues quickly through meticulous research, knowledge and efficiency.
  • Increased client retention through loyalty rewards and incentivization program.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Provided quick turnaround time when customers called with questions, usually within 1 hour.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Trained oncoming team members in billing and customer retention.
10/2013 to 06/2020
General Manager for Corporate Owned Stores Texas Roadhouse City, STATE,
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Kept a healthy and stress free environment for my employees and implemented rewards systems to boost morale.
  • Implimented thorough cleaning schedules to ensure customer safety.
  • Strategized long-term business needs while generating guest relations feedback for process improvements.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Implemented merchandising plans to drive profitability, collaborating with visual merchandising team to develop strategy.
  • Established clear performance goals and metrics for revenue, customer service and customer retention for each retail unit.
  • Encouraged, trained and disciplined employees to maximize performance.
  • Formalized operational systems and procedures by developing and introducing employee handbook, detailed job descriptions and work-flow plans.
  • Managed scheduling for thirty employees to ensure optimal productivity.
  • Fostered strong relationships with customers and suppliers by initiating and maintaining communication.
  • Directed safety operations and maintained clean work environment in adherence to FDA and OSHA requirements.
  • Collaborated with communications team to create marketing communication plan to advance business branding and sales.
  • Worked directly with children during our parents night out events and regular party hosting
  • Conducted job interviews, led employee performance evaluations with constructive feedback and rewarded top sales performers to attract and retain top-quality personnel.
  • Supervised store opening and closing procedures, which included counting cash drawers and making bank deposits.
01/2015 to 07/2017
Server Texas Pie Company City, STATE,
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Recommended daily specials, wine selections and desserts to guide patrons toward more profitable items.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Arranged each place setting attractively and verified all items were clean and free from water spots and chips.
  • Satisfied customers by keeping drinks topped off and anticipating needs such as condiments and extra napkins.
  • Managed closing duties, including restocking items and reconciling cash drawer.
  • Upsold customers and optimized table-turns, outperforming wait staff average sales
  • Confirmed customers' ages for alcohol service and discontinued service to intoxicated guests.
  • Multitasked to meet customer, business operations and server needs with minimal errors or delays.
  • Upsold customers from shelf to premium brands to help boost sales.
06/2012 to 06/2014
Supervisor/Dining Room Server Company Name City, State,
  • Collaborated with Manager to educate ten employees on menu and procedural changes.
  • Decreased waste through effectively training employees, introducing shelf life programs and effectively managing employee mistakes.
  • Handled escalated customer complaints to provide full resolutions and promote loyalty.
  • Supervised team of ten employees, maintaining positive and productive atmosphere to enhance employee experience.
  • Oversaw food preparation, production and presentation according to quality standards.
  • Coached kitchen team members and motivated performance in order to achieve demanding objectives in high-volume kitchen settings.
  • Designed long-term schedules for four daily shifts and ten employees
  • Handled over $1,000 worth of cash and card transactions daily with accuracy and efficiency.
  • Cleaned and inspected food preparation areas for safe and sanitary food-handling practices.
  • Trained workers in every position, including food preparation, money handling and cleaning roles.
  • Monitored kitchen area and staff to ensure overall safety and proper food handling techniques.
  • Maintained a healthy and stress free relationship with fellow employees.
Education and Training
Expected in 05/2021
Licensed Insurance Producer - Aurora, CO,
Expected in 10/2020
Licensed Insurance Producer - Rapid City, SD
Expected in 04/2019
Certified Food Protection Manager:
Learn2Serve - Online,
Expected in 06/2018
CPR & First Aid Certification:
Rocky Mountain CPR & First Aid - Centennial, CO,
Expected in 06/2011
High School Diploma:
Thornton High School - Thornton, CO,

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Resume Overview

School Attended

  • Licensed Insurance Producer
  • Licensed Insurance Producer
  • Learn2Serve
  • Rocky Mountain CPR & First Aid
  • Thornton High School

Job Titles Held:

  • Licensed Insurance Producer
  • Licensed Insurance Agent
  • General Manager for Corporate Owned Stores
  • Server
  • Supervisor/Dining Room Server


  • Certified Food Protection Manager
  • CPR & First Aid Certification
  • High School Diploma

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