life and health insurance agent resume example with 7+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Goal-driven, motivated professional seeking a new career opportunity in the Airlines Industry. Bilingual, fluent in English and Spanish. Brings a positive motivating work environment. Has 10 years of progressive experience in business management and 15 years of experience in sales and customer service. Excellent written and verbal communication skills. Exceptional business acumen and administrative strengths. Recognized for performance excellence in customer care. Meticulous and systematic. Skilled in organizing, planning and managing daily needs. Multi-tasking and time-management skills with the ability to prioritize tasks. Licensed Real Estate Agent, and Licensed Life and Health Insurance and Annuities Agent. Offers solid skills in customer relations and resilience to handle challenges of stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Great at finding win-win solutions.

  • Multitasking
  • High-energy attitude
  • Friendly, positive attitude
  • Active listening
  • Communication
  • Organizational skills
  • Store maintenance
  • Adaptive team player
  • Account Management
  • File Management
  • Sales customer service
  • Quality control
  • Clerical support
  • Adaptive team player
  • Calm under pressure
  • Conflict mediation
  • Customer Complaint Resolution
  • Quality assurance controls
  • Customer follow-up
Education and Training
Dave Thomas East Pompano Beach, FL Expected in 05/2004 High School Diploma : - GPA :
Gold Coast Boca Raton, FL, Expected in 07/2017 License And Certification : Real Estate Sales Associate - GPA :
XCEL Solutions Jacksonville, FL, Expected in 09/2022 License And Certification : Life And Health Insurance And Annuities - GPA :
Brp Group, Inc. - Life and Health Insurance Agent
Clermont, FL, 09/2022 - 12/2023
  • Communicated with clients to understand needs and identify best policies for each case.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Calculated premiums and established payment methods.
  • Contacted prospective customers to present information and explain available services.
  • Created coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Achieved business and referrals through personalized services.
EXp Realty, LLC - Realtor Sales Associate
City, STATE, 03/2022 - 10/2022
  • Maintained current and accurate CRM database of prospective customers.
  • Obtained favorable terms by expertly negotiating sales prices between buyers and sellers.
  • Serviced daily flow of leads to quickly identify and capitalize on sales opportunities.
  • Expanded brand presence through proactive marketing and advertising strategies.
  • Scheduled home viewings with potential buyers.
  • Generated list of properties to meet specific client needs.
  • Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
  • Researched and determined competitive market price.
  • Accompanied buyers during property inspections.
  • Assisted homeowners with relocation and moving services after sale of each home.
  • Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.
  • Marketed real estate to various types of commercial clients to strengthen revenue opportunities.
Purewave Exterior Cleaning - Marketing Assistant/Customer Service Representative
City, STATE, 05/2020 - 01/2022
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Educated customers on special pricing opportunities and company offerings.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Answered inbound calls, chats and emails to facilitate customer service.
Ace Clothing And Variety Store - Manager/Small Business Co-Owner
City, STATE, 01/2012 - 09/2015
  • Set pricing structures according to market analytics and emerging trends.
  • Established business vision to achieve sales, profit and revenue goals.
  • Analyzed regional market trends to distinguish best courses of action for company.
  • Calculated inventory levels and priced store products.
  • Directed all day-to-day operations of business to provide safe and enjoyable guest experience.
  • Accurately managed shipment processing, providing direction to associates and overseeing inventory activities.
  • Implemented effective customer service surveys to encourage feedback.
  • Participated in networking events to establish and cement community ties, B2B relationships and industry connections.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
English :
Native/ Bilingual
Negotiated :
Spanish :
Native/ Bilingual
Negotiated :

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Resume Overview

School Attended

  • Dave Thomas East
  • Gold Coast
  • XCEL Solutions

Job Titles Held:

  • Life and Health Insurance Agent
  • Realtor Sales Associate
  • Marketing Assistant/Customer Service Representative
  • Manager/Small Business Co-Owner


  • High School Diploma
  • License And Certification
  • License And Certification

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