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licensed insurance producer 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: - resumesample@example.com - : - -
Summary

My objective is to make a difference wherever I go. Stand by my work ethics and validate them by showing the importance of working hard with dignity, respect and virtue. Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to my future employers mission. Bringing 1 1/2 years of asset protection expertise and policy adjustment knowledge to add value to a sales agent role as well as my Dynamic performance-driven business professional expertise with high integrity, strong work ethic and great leadership skills. Meticulous and resourceful Business Manager with proven success leading productive teams, controlling budgets, networking to drive growth initiatives and marketing to maximize brand outreach.

Skills
  • Asset Protection Expertise
  • Insurance Sales Strategy
  • Client Interviews
  • Insurance Program Analysis
  • Insurance Customization
  • Policy Renewals
  • Binder Coverage
  • Form Completion and Submission
  • Clientele Development
  • Records Maintenance
  • Time Management
  • Insurance Coverage Verification
  • Claims Information Gathering
  • Administrative Functions
  • Policy Feature Explanations
  • Policy Changes
  • Premium Calculations
  • Verbal and Written Communication
  • Document Control
  • Service Oriented
  • Policyholder Communication
  • Critical Thinking
  • Policy Adjustment Knowledge
  • Client Retention
  • Client Account Management
  • Call Center Customer Service
  • Customer Billing
  • Asset Protection
  • Loss Coverage Determination
  • Billing Inquiries
  • Customer Complaint Resolution
  • Property and Casualty Insurance Sales
  • Customer Engagement
  • Data Entry
  • Relationship Building
  • HIPAA Compliance
  • Goal Setting
  • Sales Promotion
  • Planning and Execution
  • Staff Scheduling
  • Hiring and Onboarding
  • Employee Motivation
  • Customer Service Management
  • Mathematical Calculation and Reasoning
  • Originality and Creativity
  • Assignment Delegation
  • Management Team Building
  • Decision Making
  • Staff Development
  • Process Improvements
  • Performance Evaluation and Monitoring
  • Administrative Management
  • Quality Assurance
  • Business Leadership
  • Supplier Monitoring
  • Records Organization and Management
  • Team Leadership
  • Budget Control
  • Resource Allocation
  • Financial Administration
  • Business Development
  • Respectful and Compassionate
  • Community Activities
  • Community Integration
  • Dependable and Responsible
  • Attentive to People
  • Team Collaboration
  • Problem Identification
  • Caring Companionship
  • Needs Assessment
  • Collecting Information
  • Filing and Data Archiving
  • Meticulous Attention to Detail
  • Error Identification
  • Multitasking and Prioritization
  • Document Management and Storage
  • Data Verification
  • Microsoft Office
  • Attention to Detail
  • Order Processing
  • Understands Grammar
  • Multi-Line Phone Proficiency
  • Customer Service-Oriented
  • Information Storage
Experience
07/2020 to Current
LICENSED INSURANCE PRODUCER Comfort Keepers Sapulpa, OK,
  • AGENCY
  • Responsibilities included but not limited to;
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Evaluated customer desires and budgetary constraints to pick best policies.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Made appointments with potential clients to discuss products.
  • Reached out to potential clients to schedule appointments.
  • Offered information about policy and coverage details.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Fulfilled requests for title documentation, letters of permission and insurance claims.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • 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.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • 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.
  • Followed up with customers to check on changing needs and propose new offerings.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Wrote policies, finalized documents and filed paperwork.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
03/2019 to Current
CAREGIVER, SENIOR CARE Veyo Mazomanie, WI,
  • Responsibilities include;
  • Maintained clean and well-organized environment for client happiness and safety.

  • Improved patient outlook and daily living through compassionate care.
  • Observed patients for changes in physical, emotional, mental or behavioral condition and injuries.
  • Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
  • Followed care plan and directions to administer medications.
  • Assisted with meal planning to meet nutritional plans.
  • Drove clients to shop for groceries, attend doctor appointments and run errands.
  • Laundered clothing and bedding to prevent infection.
  • Aided with mobility and independence for disabled individuals and continually monitored safety.
  • Reported concerns to nurse supervisor to promote optimal care.
  • Maintained daily living standards by assisting clients with personal hygiene needs.
  • Helped clients with personal needs from exercise to bathing and personal grooming.
  • Cooked appetizing and satisfying meals and snacks.
  • Provided patients with transportation to and from doctor appointments.
  • Developed strong and trusting rapport with patients to facilitate smooth, quality care.
  • Maintained network of connected caregivers to promote continuous professional development.
04/2017 to 07/2020
CO-OWNER Veyo Merrimac, WI,
  • Maintained inventory and approved contracts to ensure availability of products for customers.
  • Increased business by developing new marketing and promotional strategies.
  • Trained, recruited and selected shop employees.
  • Managed employee schedules and assigned tasks and responsibilities to employees.
  • Determined marketing strategies by studying advertisements, display plans and sale promotions.
  • Prepared for new product lines and seasonal changes by running in-store and online clearance events.
  • Directed and managed employees to consistently meet performance targets.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Managed operations budgeting, accounts payable and accounts receivable and payroll.
  • Resolved issues quickly through meticulous research and quick decision making.
  • Kept records for production, inventory, income and expenses.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Kept up-to-date on regulatory changes affecting business operations.
  • Reconciled daily sales, returns and financial transaction reports and prepared bank deposits.
  • Maintained functional and orderly building areas to deliver professional appeal to customers.
  • Promoted store offerings through newspaper advertisements, catalogs and brochures to attract new customers.
  • Interviewed, trained, and supervised employees.
02/2013 to 12/2016
CO-OWNER LAS DELICIAS OF PEORIA City, STATE,
  • Responsibilities include making ice cream
  • Maintained inventory and approved contracts to ensure availability of products for customers.
  • Increased business by developing new marketing and promotional strategies.
  • Trained, recruited and selected shop employees.
  • Managed employee schedules and assigned tasks and responsibilities to employees.
  • Prepared for new product lines and seasonal changes by running in-store and online clearance events.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Resolved issues quickly through meticulous research and quick decision making.
  • Kept records for production, inventory, income and expenses.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Kept up-to-date on regulatory changes affecting business operations.
  • Reconciled daily sales, returns and financial transaction reports and prepared bank deposits.
  • Established favorable relationships with vendors and contractors, facilitating contract negotiation and development of marketing and sales strategies.
  • Maintained functional and orderly building areas to deliver professional appeal to customers.
  • Promoted store offerings through newspaper advertisements, catalogs and brochures to attract new customers.
  • Developed and directed activities of team, implementing culture of excellence by modeling expected behavior.
Education and Training
Expected in 02/2022 to to
Associate of Science: Business Administration
COLORADO TECHNICAL UNIVERSITITY - Colorado Springs, CO,
GPA:
Expected in 01/2013 to to
UNDERGRADUATE: Nursing
ILLINOIS CENTRAL COLLEGE - Peoria, IL,
GPA:
Expected in 01/2008 to to
Certified By The American Society For Clinical Pathology: Phlebotomy
City Colleges of Chicago - Wilbur Wright College - Chicago, IL
GPA:
Expected in 01/2008 to to
CERTIFIED CLINICAL HEMODIALYSIS TECHNICIAN, FRESENIOUS Certified by The Nephrology nursing certification commission:
- ,
GPA:
Expected in to to
: BUSSINESS MANAGEMENT
IOWA CENTRAL COLLEGE (ONLINE - Iowa City, IA,
GPA:
Languages
English:
Professional
Negotiated:
Spanish:
Native/ Bilingual
Negotiated:

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Resume Overview

School Attended

  • COLORADO TECHNICAL UNIVERSITITY
  • ILLINOIS CENTRAL COLLEGE
  • City Colleges of Chicago - Wilbur Wright College
  • IOWA CENTRAL COLLEGE (ONLINE

Job Titles Held:

  • LICENSED INSURANCE PRODUCER
  • CAREGIVER, SENIOR CARE
  • CO-OWNER
  • CO-OWNER

Degrees

  • Associate of Science
  • UNDERGRADUATE
  • Certified By The American Society For Clinical Pathology
  • CERTIFIED CLINICAL HEMODIALYSIS TECHNICIAN, FRESENIOUS Certified by The Nephrology nursing certification commission
  • Some College (No Degree)

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