(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • New agent training
  • Marketing initiatives
  • Client Service
  • Policy management
  • Client relationship management
  • Asset protection
  • Insurance sales expertise
  • Insurance product expertise
  • Life insurance
  • Client needs analysis
  • Claims reporting systems
  • Quote information
  • Quotes and sales
  • Underwriting and adjustments
  • Vision and dental insurance
  • Policy renewals
  • Health insurance
Pelham High School Pelham, GA Expected in High School Diploma : - GPA :
Thomas Technical College Thomasville, GA Expected in 12/2000 Certificate : Medical Record Coding - GPA :
Albany Technical College Albany, GA Expected in 11/1992 Diploma : Information And Office Technology - GPA :
  • Member of Phi Beta Lambda
  • Relevant Coursework Completed: Typing, Accounting
Work History
Presbyterian Healthcare Services - Licensed Life Insurance Agent
Socorro, NM, 08/2014 - Current
  • Provided coverage option information to assist clients in protecting assets.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Promoted [Company] products and services using upselling and other sales strategies.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Maintained high standards of customer service by building relationships with clients.
  • Obtained underwriting approval by completing application for coverage.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Met with customers to provide information about available products and policies.
  • Created sources for continuous client referrals within community and with businesses using [Skill] and [Skill].
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Collected, analyzed and validated agency commissions.
  • Met and exceeded revenue goals by [Number]% through generating new leads and identifying new clients.
  • Collected premiums on or before effective date of coverage.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
  • Identified and solicited sales prospects in agency databases.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Conducted annual reviews of existing policies to update information.
  • Remained impartial in order to advise clients based on circumstances.
Guardian Angels Learning Center - Owner/Director
City, STATE, 04/2002 - Current
  • Provided primary customer support to internal and external customers.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Maintained accurate accounting of tuition and operating reports.
  • Hired and mentored well-qualified job applicants for teaching and support staff roles, boosting program success in only [Timeframe].
  • Collaborated on strategies to enhance student learning and behavior alongside parents and teaching staff.
  • Upheld sound financial principles to keep program operating within budget levels, maximizing resource utilization while minimizing costs.
  • Modernized instructional plans and educational approaches to enhance student learning.
  • Stayed current on [Type] codes and [Type] guidelines to maintain compliant program operations in [State].
  • Strengthened community engagement strategies to boost program outreach across [Location].
  • Established and optimized program schedules to cover planned needs while capitalizing on opportunities to improve student learning.
  • Maintained high-quality child care standards based on developmentally appropriate practices.
  • Attended professional meetings and conferences to maintain and improve professional competence.
  • Reviewed and evaluated new and current programs to determine success and compliance with state, local and federal regulations and recommended necessary modifications.
  • Monitored students' progress and provided students and teachers with assistance in resolving problems.
  • Developed budget for center and established controls to adhere to budget.
  • Oversaw safety requirements, inspection and certification procedures to facilitate annual licensing review.
  • Recruited, hired and evaluated primary and supplemental staff and recommended personnel actions for programs and services.
  • Implemented school policies, procedures and systems to promote safe and healthy environment in compliance with state standards.
  • Supervised childcare workers and oversaw facility to meet state requirements for education and training.
  • Reviewed curriculum to evaluate success and recommend and implement changes as needed.
  • Maximized occupancy of building to achieve return on investment.
Autry State Prison - Senior Secretary
City, STATE, 11/1995 - 03/2002
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Answered multi-line phone system and greeted callers enthusiastically.
  • Completed accurate daily report documents, memos and invoices.
  • Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services.
  • Maintained office supplies inventory by checking stock and ordering new supplies as needed.
  • Entered data into [Software] system and updated customer contacts with information to keep records current.
  • Composed internal and external correspondence for senior management and reviewed documentation to eliminate errors.
  • Drafted agendas, recorded minutes and created documents for meetings.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.

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School Attended

  • Pelham High School
  • Thomas Technical College
  • Albany Technical College

Job Titles Held:

  • Licensed Life Insurance Agent
  • Owner/Director
  • Senior Secretary


  • High School Diploma
  • Certificate
  • Diploma

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