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Licensed Insurance Sales Producer Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Detail-oriented Insurance Sales Agent aiming to leverage 23 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.

Skills
  • Client Prospecting
  • Clientele Development
  • Financial Needs Assessment
  • Policy Renewals
  • Time Management
  • Marketing Strategy Development
  • Service-Oriented
  • Persuasive Negotiation
  • Policyholder Communication
  • Insurance Customization
  • Verbal and Written Communication
  • Insurance Policy Sales
  • Critical Thinking
  • Insurance Practices
  • Regulatory Requirements
  • Upselling and Cross-selling
  • Property and Casualty Insurance Sales
  • Customer Complaint Resolution
  • Customer Referrals
  • Licensing Requirements
Work History
Licensed Insurance Sales Producer, 04/2014 to Current
Farmers Insurance Group Dallas/Fort Worth, TX,
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Drove team revenue totals by bringing in top sales numbers.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Collected, analyzed and validated agency commissions.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Remained impartial in order to advise clients based on circumstances.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Licensed Insurance Sales Producer, 04/2012 to 04/2014
Farmers Insurance Group Euless, TX,
  • Provided coverage option information to assist clients in protecting assets.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Exceeded corporate quotas for monthly policy sales.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Collected, analyzed and validated agency commissions.
  • Met with customers to provide information about available products and policies.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Property and Casualty Insurance Agent, 04/2011 to 04/2012
Susan Horn Insurance Agency- Allstate City, STATE,
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Remained impartial in order to advise clients based on circumstances.
Member Relationship Specialist 1, 02/1998 to 04/2009
United Services Automobile Association, USAA City, STATE,
  • Transcended requirements on consistent basis to satisfy customers.
  • Worked with clients to address and respond to client and partnership management issues.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Provided ongoing guest service.
  • Cross-trained and backed up other customer service managers.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Promoted available products and services to customers during service, account management and order calls.
  • Applied highly effective selling skills while properly engaging and presenting solutions to customers.
  • Communicated professionally with colleagues, freelancers and clients.
  • Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
  • Trained staff on operating procedures and company services.
  • Recommended products to customers, thoroughly explaining details.
  • Increased efficiency and performance by monitoring team member productivity and providing feedback.
Education
High School Diploma: , Expected in 07/1988
to
Casa Roble High - Orangevale, CA,
GPA:
  • Continuing Education in Property and Casualty Licensing
  • Some College Sierra College
  • Some College American River College
  • Some College Santa Monica College
Certifications
  • Personal Lines Broker - License # 0C28790

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Resume Overview

School Attended
  • Casa Roble High
Job Titles Held:
  • Licensed Insurance Sales Producer
  • Licensed Insurance Sales Producer
  • Property and Casualty Insurance Agent
  • Member Relationship Specialist 1
Degrees
  • High School Diploma

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