Licensed Sales Producer resume example with 15+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA XXX05 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Results-oriented and award-winning Insurance Sales Agent seeks employment with a top-tier insurance agency. Seven years experience in the P & C insurance field. Talents include relationship building, cross-selling, knowledge of several management systems and exceptional customer service skills for existing policies. Ready to help grow business through the cultivation and retention of local relationships.

  • Highly trainable
  • Property and casualty products
  • In-depth knowledge of markets and relationships
  • Excellent communication skills
  • Active Property and Casualty Insurance License with the Washington Department of Insurance
  • Client relations expert
  • Customer advocate
  • Organized
  • Highly proficient with Allstate systems - Alliance, gateway and even ALSTAR
  • Named "Best of the Best" Insurance producer by Sarasota Herald-Tribune.
  • Qualified for monthly sales bonuses by exceeding sales target by 20%
  • Expanded business by 5% while maintaining 95% rate of customer retention.
  • Placed up to 50 new lead calls per day.
  • Awarded "Best of the Best Insurance Producer" for Sarasota Herald-Tribune - Independent Agency.
Licensed Sales Producer, 01/2013 - Current
Allstate Decatur, GA,
  • 99% retention rate with clients I prospected and wrote.
  • Referrals are a large part of my leads. 70% close rate.
  • Self-generated 90% of my leads through heavy cross-selling. 10% through call-ins.
  • Outstanding ability to build rapport and relationships with new prospects.
  • Called 80 warm leads each week to expand client base.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Submitted up-to-date activity and production logs to agency management for review.
  • Followed up with potential clients regarding online information requests.
  • Researched coverage and premium options and supplied clients with the best coverage available.
  • Promoted client retention through high-quality service and follow through.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Time spent: 50% prospecting, 40% service work, 10% call-ins.
  • Consistently sold 16-17 policies per month. Could sell more, if less service work. In Florida, I sold an average of 32 policies, per month for all agencies.
  • Consistently attained P & C quota.

Licensed Sales Producer, 05/2012 - 08/2012
Allstate Defiance, OH,
  • Hired to "re-introduce" the Allstate name to Bainbridge Island for existing agency.
  • Two agency owners had two different philosophies as to my job description and duties.
  • Only worked with this agency for three months.
Producer/Account Manager/Consultant, 07/2011 - 01/2012
Allstate Deland, FL,
  • Introduced agency to highly effective direct mail campaign for home and auto.
  • Introduced agency to several effective quote sheet templates.
  • Proven sales of auto and home through both soft and cold sales calls.
  • Processed applications, payments, corrections, endorsements and cancellations.

Licensed Sales Producer, 07/2010 - 07/2011
Alliance Insurance Of Sarasota, Inc. (Independent Agency) City, STATE,
  • Earned my 2-20 general license.
  • Sales of six auto carriers and 10 home carriers.
  • Highly proficient with Hawksoft management system.
  • Highly proficient with Semcat System for home quotes.
  • Highly proficient with PL Rater for auto quotes.
  • Retained 99% of policyholders during annual renewal period.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
Account Manager/Producer, 03/2006 - 07/2010
  • Start of my insurance career
  • Earned my 4-40 license, which allowed me to sell P & C insurance products from within the office.
  • Developed highly effective direct mail campaign to local neighborhood developments, which resulted in 10% agency growth.
  • Proven sales of Allstate and brokered homeowner's products. (Allstate did not sell homeowner's policies for the first three years of my employment; therefore, I was able to learn other carrier systems and secure insurance for those living in high risk areas).
  • Daily service work for existing customers, which allowed for cross-selling on each phone call.
Assistant to the Public Relations Coordinator , 2005 - 03/2006
Westminster College City, STATE,
  • Writing and dissemination of news releases to local media.
  • Answering media calls.
  • Scheduling of events for the college.
  • Paid tuition was a benefit of the job.
: Public Relations, Expected in
Westminster College - New Wilmington, PA
  • Attended two years as public relations major.
  • Worked for public relations department.
  • Staff writer for the college newspaper (The Holcad).
  • Member of Big Brothers Big Sisters of America.
: Communications, Expected in
Kent State University - New Wilmington, OH
  • Attended two years as communication major.
  • Member of Collegiate Business Association.
  • Member of Kent Communication Society.
  • Member of Big Brothers Big Sisters of America.

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Resume Overview

School Attended

  • Westminster College
  • Kent State University

Job Titles Held:

  • Licensed Sales Producer
  • Licensed Sales Producer
  • Producer/Account Manager/Consultant
  • Licensed Sales Producer
  • Account Manager/Producer
  • Assistant to the Public Relations Coordinator


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