licensed insurance agent resume example with 3+ years of experience

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

Determined Service Member known for having great time management and organizational skills. A diligent employee driven to work hard. Looking for a new position with an organization in the Hospitality sector.

  • Team Training and Development
  • Email Marketing
  • Insurance Sales Strategy
  • Records Maintenance
  • Underwriter Collaboration
  • Policy Changes
  • Insurance Program Analysis
  • Service Oriented
  • CRM Software
  • Time Management
  • Critical Thinking
  • Financial Needs Assessment
  • Insurance Policy Sales
  • Marketing Strategy Development
  • Administrative Functions
  • Document Control
  • Healthcare Common Procedure Coding System HCPCS
  • Verbal and Written Communication
  • Binder Coverage
  • Policy Renewals
  • Insurance Coverage Verification
  • Policy Adjustment Knowledge
  • Call Center Customer Service
  • Relationship Building
  • Upselling and Cross-Selling
  • Sales Reporting
  • HIPAA Compliance
  • Licensing Requirements
  • Adobe Photoshop
  • Data Entry
Licensed Insurance Agent, 03/2021 to 11/2021
Greenstate Credit UnionBettendorf, IA,
  • Upsold products to policyholders and potential new clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • 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.
  • 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.
  • Researched insurance plans to find good options for clients' needs.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
Waitress, 06/2020 to 12/2020
Holiday RetirementNashville, TN,
  • Maintained accuracy while handling payments, giving change and printing receipts for customers.
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Communicated with kitchen staff to stay updated on item availability and customer wait times.
  • Addressed concerns quickly to improve customer experience and escalated issues to management for resolution when necessary.
  • Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
  • Rolled silverware and set up food stations and dining areas to prepare for next shift or large parties.
  • Prepared salads, appetizers and garnishes to assist kitchen staff.
  • Arranged place settings with clean tablecloths, napkins and tableware to prepare for incoming guests.
  • Presented food and beverages to guests at tables.
  • Presented menus to patrons to answer questions about menu items and make recommendations.
  • Relayed orders to service bar and kitchen via point-of-sale register system.
  • Utilized POS system to total meal costs and add taxes for final bill calculation.
  • Cleared table and bussed dishes to allow for quick setups.
  • Stocked server areas with supplies before, during and after shifts.
  • Set up dining room to meet hospitality and service standards.
  • Verified guest satisfaction with meals and suggested additional items to increase restaurant sales.
Customer Service Representative, 06/2018 to 10/2019
Super Service TodayBurlington, MA,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Educated customers on special pricing opportunities and company offerings.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Delivered prompt, knowledgeable solutions to address customers' loan service issues.
  • Handled routine and complex inquiries from customers, title companies and vendors each day.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Collaborated with various departments to improve communication and deliver individualized customer solutions.
  • Monitored competitive and marketplace trends impacting client satisfaction to keep ahead of developments and implement response plan.
  • Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
  • Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
  • Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
  • Developed strategic plan for client relationships, proactively consulting with senior individuals and anticipating needs.
Receptionist, 06/2017 to 06/2018
Graybar Electric Company, Inc.Amarillo, TX,
  • Scheduled and confirmed appointments.
  • Answered and directed incoming calls using multi-line telephone system.
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Processed payments and updated accounts to reflect balance changes.
  • Sorted incoming mail and directed to correct personnel each day.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Reported suspicious individuals to supervisor.
  • Served as company concierge to employees requiring assistance help with travel arrangements.
  • Served visitors by greeting, welcoming and directing to appropriate personnel.
  • Updated and recorded customer or client information to maintain accounts.
  • Supervised setup of conference rooms for meetings and office events in common areas.
  • Scheduled and confirmed appointments and meetings for management team.
Education and Training
Associate of Arts: Business, Expected in to Collin County Community College District - Plano, TX

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Resume Overview

School Attended

  • Collin County Community College District

Job Titles Held:

  • Licensed Insurance Agent
  • Waitress
  • Customer Service Representative
  • Receptionist


  • Associate of Arts

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