Licensed Insurance Producer resume example with 6+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
I'm a license Property & Casualty Agent in the state of Georgia, who is personable and dedicated with extensive experience in Customer Operations industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Skills
Standard office practices
Skilled in Excel and Microsoft word
Written and interpersonal communication
Understands confidentiality
Problem resolution
People skills
Collaboration
Credit card payment processing
Problem-solving abilities
Project management abilities
Call Center Operations
Quality assurance controls
System implementation
Product organization
Adaptive team player
Process optimization
Sales expertise
Courteous demeanor
Microsoft Office expertise
Insurance sales strategy
Client account management
Email marketing
Policy management expertise
Client retention
Policy adjustment knowledge
Lead development
Customer follow-up
Cross-selling and upselling
Computer skills
Planning & organizing
Supervision & leadership
Team building
Relationship building
Experience
Licensed Insurance Producer, 03/2022 - 11/2022 State Of Nebraska – Wayne, NE,
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.
Explained coverage options to potential policyholders, answering questions or concerns.
Monitored clients' insurance coverages to ensure changing needs were met.
Counseled prospects and policyholders on coverage, limits and regulations.
Developed appropriate quotes based on risk information.
Contacted underwriters and submitted forms to obtain binder coverage.
Interviewed prospective clients to obtain data about financial resources and needs.
Sought out new clients and developed clientele by networking to find new customers.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Legislative Assistant, 01/2019 - 03/2020 Exl – Port Saint Lucie, FL,
Responded to staff and constituent requests for meetings, information or other concerns.
Managed complex calendars for individual appointments, meetings, public events and travel.
Enforced compliance with regulatory requirements and reported concerns to representatives.
Facilitated constituent communication with government agencies to support access to services.
Drafted responses to constituent emails and letters, on behalf of representatives.
Coordinated town hall meetings for virtual and in-person events.
Maintained accurate and organized filing systems to promote data integrity.
Leveraged and continuously increased knowledge of legislative processes within state and local government structures.
Used Microsoft Office Suite to draft correspondence, respond to emails and adjust scheduling.
Provided administrative assistance by returning phone calls, answering emails and putting together mail distribution lists.
Welcomed guests to legislative office, asking open-ended questions to identify ways to offer help.
Responded to client calls and inquiries to deliver applicable information.
Drafted motions, briefs and other legal documents.
Manager of Operations, 02/2015 - 05/2018 Scientific Games – Pennsylvania, AL,
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Maintained knowledge of company products and services to promptly resolve complaints and concerns.
Assisted customers in making payments on accounts and setting up payment plans.
Upheld strict quality control policies and procedures during customer interactions.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Evaluated and authenticated returns, exchanges and voids.
Confirmed delivery of orders and troubleshot missed delivery dates, shortages and overages.
Responded to in-person and online customers to improve company customer service ratings.
Secured client retention by driving service and product benefits, features and recommendations around clients' needs.
Enhanced customer service procedures and policies to improve support structures company-wide and boost customer satisfaction.
Customer Service Agent, 05/2013 - 02/2015 Wynn Las Vegas – City, STATE,
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