Licensed Insurance Producer Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Proven leader, manager, administrator and customer service representative seeking an opportunity in the administrative field. Prior service member who is eager to service my community.

*References available upon request

  • Policy management
  • Client Service
  • Insurance product expertise
  • New agent training
  • Data Entry
  • Quote information
  • Property insurance
  • Claims reporting systems
  • Account management
  • Policy renewals
  • Quotes and sales
  • Auto insurance
  • Administration
  • Training
  • Communication
  • Marketing
  • Microsoft Office Systems
  • Inventory
  • Windows 10,10 Pro
  • Time Management
Work History
Licensed Insurance Producer, 01/2020 to Current
Phoenix Home Care And Hospice Marshfield, MO,
  • Provided coverage option information to assist clients in protecting assets.
  • Exceeded corporate quotas for monthly policy sales.
  • Promoted [Company] products and services using upselling and other sales strategies.
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Home Caregiver, 01/2015 to 04/2017
Pets At Home Group Falmouth, MA,
  • Developed rapport to create safe and trusting environment for care.
  • Kept close eye on behavior and emotional responses of clients, consulting with [Job title] to address concerns and protect each person from any harm.
  • Assisted patients with dressing, grooming and feeding needs, helping to overcome and adapt to mobility restrictions.
  • Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces and purchasing supplies.
  • Followed nutritional plans to prepare optimal meals, including purchasing ingredients from local shops.
  • Completed entries in log books, journals and care plans to document accurately report patient progress.
  • Coordinated daily medicine schedules and administration to help clients address symptoms and enhance quality of life.
  • Worked to improve and enhance patient lives through effective and compassionate care.
  • Monitored progress and documented any patient health status changes, keeping healthcare team updated.
  • Offered support for client mental and emotional needs to enhance physical outcomes and overall happiness.
  • Helped patients safely transition between sleeping surfaces and mobility assistance such as wheelchairs by providing consistent support.
  • Cooked tasty, nourishing meals for patients who could not cook for themseleves to promote better nutrition.
  • Assisted disabled clients in any way necessary to facilitate independence and well-being.
  • Supervised daily activities and provided assistance when needed.
  • Ensured safety and well-being of each patient in alignment with care plan.
  • Interacted kindly with patients and families and displayed positive, outgoing attitude, resulting in establishment of long-term, professional relationships.
Assistant Manager, 08/2012 to 03/2013
Hardee's Food Systems Inc. City, STATE,
  • Coached team on effective upselling and cross-selling methods.
  • Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.
  • Monitored employee performance and developed improvement plans.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.
  • Supported staff development and goal attainment by focusing on skill development and job satisfaction.
  • Applied customer feedback to develop process improvements and support long-term business needs.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Recruited, interviewed and hired individuals which would add value to team while bringing wealth of experience.
  • Kept work areas clean, organized and safe to promote efficiency and team safety.
Airman, 07/2007 to 10/2011
US Navy City, STATE,
  • Provided fast and skilled response to alarms and other emergency situations.
  • Kept close eye on plant control systems, unit readouts and line board numbers, including flow and temperature levels.
  • Verified presence of necessary equipment, including cargo-handling gear, lifesaving equipment and dredging gear, prior to departures.
  • Performed frequent inspections to locate faults and schedule maintenance services.
  • Kept watch aboard vessels to identify changing conditions or potential issues and implement corrective actions.
  • Managed efficient supply and food replenishment at port stops.
  • Maintained proper operations of pumps and compressors by inspecting components and addressing faults.
  • Completed efficient startup and shutdown procedures, as well as diligent lockout and tag out processes for each piece of equipment.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors.
  • Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
  • Offered departmental administrative support.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
  • Routed incoming calls and faxes and drafted detailed messages to expedite response.
  • Executed record filing system to improve document organization and management.
High School Diploma: , Expected in 06/2007
Pisgah High School - Canton, NC

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Resume Strength

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Resume Overview

School Attended
  • Pisgah High School
Job Titles Held:
  • Licensed Insurance Producer
  • Home Caregiver
  • Assistant Manager
  • Airman
  • High School Diploma

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