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licensed insurance representative resume example with 8 years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Proven expertise in insurance products, service and customer needs. Identifies and resolves concerns while promoting new products and meeting sales objectives. Goal-oriented Agent Sales Team Member and effective at dealing with individuals during complex situations. Practiced at working with department standards to handle requirements via email, letter, telephone calls and in person. Offering almost 3 years of background generating new business by selling various insurance plans. Results-focused Insurance professional with strength in Sales, Service and Retention. Proactive leader with additional strengths in communication and collaboration. Proficient in evaluating customer needs and educating the customer about their insurance policies. Proficient at managing objectives to promote efficiency and influence positive outcomes.

Skills
  • Lead development
  • Email marketing
  • Policy adjustment knowledge
  • Customer follow-up
  • Insurance sales strategy
  • Cross-selling and upselling
  • Active listening
  • Critical thinking
  • Analytical
  • Decision-making
  • Time management
  • Reliable and trustworthy
  • Problem resolution
  • Team building
  • Adaptive team player
  • Problem-solving abilities
  • Sales and Promotions
  • Customer Service
  • Training and mentoring
  • Exceptional communication skills
  • Multi-tasker
Experience
01/2014 to 08/2017 Customer Service Associate Crst International | Ellettsville, IN,
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
  • Educated customers on special pricing opportunities and company offerings.
  • Operated cash register, collected payments and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Accepted cash and credit card payments, issued receipts and provided change.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Met high productivity standards in processing payments for customers.
  • Wrapped items and bagged purchases properly to prevent merchandise breakage.
  • Verified customer identification for alcohol or tobacco purchases.
  • Communicated accurate information about promotions, customer programs and products, providing
    exceptional customer service and driving retention.
  • Built relationships with customers to increase likelihood of repeat business.
01/2014 to 04/2019 Rental Property Maintenance Jersey Shore State Bank | Luzerne, PA,
  • Provided high quality results in a timely manner.
  • Implemented quality assurance improvements.
  • Preformed maintenance on rental properties
  • Examples are: staining fences, clearing gutters, lawn care maintenance, pressure washing, general repairs,
    and maintenance.t
4/14/19 to Current Licensed Insurance Representative State Farm | City, STATE,
  • Gave sales presentations, negotiated contracts and promoted services to customers.
  • 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.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Made appointments with potential clients to discuss products.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
  • Attended continuing education courses to maintain insurance license.
  • Promptly responded to reported claims by communicating with customers and reporting information.
Certifications
  • Property & Casualty Licensed - Alabama - 2018-Current
  • Property & Casualty Licensed - Tennessee - 2020-Current
  • Life & Health Licensed- Alabama- 2021-Current
Education
Expected in 05/2016 to to High School Diploma | Way Home Christian School, Eva, AL, GPA:

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Resume Overview

School Attended

  • Way Home Christian School

Job Titles Held:

  • Customer Service Associate
  • Rental Property Maintenance
  • Licensed Insurance Representative

Degrees

  • High School Diploma

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