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licensed life insurance agent resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Throughout my experience I have transforming client businesses by identifying inefficiencies and implementing a solution to increase their profitability and process. I have the outstanding ability to build trust, rapport, inspiring engagement, buy-in, results-oriented, and retention. I am a gifted motivator, team-player, and trainer with a proven reputation for positive attitude, empathy and enthusiasm, and training seminars to teach clients how to connect with their customers and build value.

Skills
  • Building relationships
  • Insurance sales strategy
  • Policy management expertise
  • Client retention
  • Customer follow-up
  • Policy adjustment knowledge
  • Leadership
  • Microsoft Office
  • Reliable and trustworthy
  • Friendly, positive attitude
  • People skills
  • Customer service
  • Multitasking
  • Communication
  • Organizational skills
Experience
Licensed Life Insurance Agent, 06/2020 - Current
North American Senior Benefits City, STATE,
  • Licensed Life Insurance Agent for North Carolina
  • Offered policy guidance and management to promote asset protection.
  • Developed marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.
  • Pursued and continued professional development through insurance workshops, courses and webinars.
  • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs.
  • Managed leadership and training for new agents regarding industry best practices and company policies.
  • Managed intermediary services between insurance companies and clients.
  • Evaluated business’s and/or individual customers’ needs, financial status, and propose protection plans that meet their criteria.
  • Managed clients to deliver risk management strategies that fit their risk profiles.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Exceeded company sales goals for new policies.
Merchant Service Consultant, 06/2018 - 06/2020
BB&T Now Truist City, STATE,
  • Implemented new business development by selling electronic payment processing solutions to existing commercial clients and prospects.
  • Managed joint business development calls with Relationship Manager to identify sales opportunities, deliver proposals, conduct product demonstrations, or address service issues.
  • Maintained a high-level of awareness and understanding of existing and new payment processing technologies, as well as industry, bank, and client changes and trends.
  • Responsible for overall revenue growth, profitability, and client retention of assigned merchant portfolio.
  • Conducted and implemented proactive product upsells of additional or new products and services such as web-access, check services, hardware or software upgrades and other payment cards.
  • Conducted joint business development calls with Relationship Manager to identify sales opportunities, deliver proposals, conduct product demonstrations, or address service issues.
Waiter/Ecommerce Manager/ Business Development Man, 06/2008 - 06/2018
Parker's Barbecue City, STATE,
  • Coordinated work activities among all front-of-house service staff to ensure better flow of service; liaise with back-of-house staff to expedite service.
  • Managed the training of team members to ensure consistency in the steps of service.
  • Provide direction and guidance to all front-of-house service staff in the absence of a supervisor or a manager.
  • Resolved guest issues encountered by the service staff in the absence of a supervisor or a manager.
  • Managed guests and assisted with menu and daily specials, accurately recording food and drink orders, running multi-course meals, and tallying bills.
  • Maintain staff by recruiting, selecting, orienting, and training employees, developing personal growth opportunities.
  • Complete operations by developing schedules; assigning and monitoring work, gathering resources, implementing productivity standards, maintaining reference manuals, implementing new procedures.
Mortgage Risk Analyst , 07/2016 - 03/2017
BB&T City, STATE,
  • Perform detailed pre-funding QM analysis and validation for all loans delivered for purchase through the Corr Advantage execution.
  • Accurately validate all loans for QM Ability to Repay and points and fees compliance.
  • Perform detailed pre-funding or post closing analysis and validation of targeted loans to ensure compliance with identified compliance related laws and regulations.
  • Validate that compliance documents were prepared within required timeframes and that fees charged were accurate and allowable.
  • Provide assistance to Correspondents concerning BB&T's requirements for compliance issues relating to RESPA, Regulation Z and other compliance or regulatory issues
Education and Training
Associate of Arts: , Expected in 05/2015
-
Pitt Community College - Winterville, NC
GPA:
Status -
Certifications
  • North Carolina Department of Insurance License - 2020

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Resume Overview

School Attended

  • Pitt Community College

Job Titles Held:

  • Licensed Life Insurance Agent
  • Merchant Service Consultant
  • Waiter/Ecommerce Manager/ Business Development Man
  • Mortgage Risk Analyst

Degrees

  • Associate of Arts

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