Life Insurance Agent Resume Example Primerica Financial Group

LIFE INSURANCE AGENT

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. Multi-talented office manager consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.

Skills

Marketing initiatives
New agent training
Client relationship management
Client Service
Business planning
Life insurance

Data Entry
Client needs analysis
Quote information
Quotes and sales
Insurance sales expertise

Work History

Life Insurance Agent03/2015 to 03/2020
Primerica Financial Group, New York, NY

Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
Provided coverage option information to assist clients in protecting assets.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Responded to customer calls within 24 hours to swiftly resolve issues and answer questions.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Presented financial well-being education to groups of over thirty people to cultivate new business and increase financial knowledge of customer base.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Resolved client problems, improved operations and provided exceptional client support.
Transported Product to customer locations.
Increased customer satisfaction by resolving Product & service issues.
Maintained excellent attendance record, consistently arriving to work on time.

Office 09/2016 to 02/2020
Universal Debt Services, New York, NY

Coordinated and maintained impressive office organization to keep facilities efficient, organized and professional.
Streamlined office operations by computerizing activities, managing customer communications, scheduling payments and tracking records and documents.
Increased team productivity by reorganizing office supplies and protocols.
Developed and implemented office management procedures, increasing training efficiency, team productivity and accuracy.
Handled client correspondence and tracked records to foster office efficiency.
Handled all incoming business and client requests for information.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Managed CRM database, including troubleshooting, maintenance, updates and report generation.
Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
Prepared vendor invoices and processed incoming payments.

Office Manager07/2008 to 09/2016
Dr Ronald Werter DPM, New York, NY

Liaised with patients and addressed inquiries, appointment requests and billing questions.
Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Handled all incoming business and client requests for information.
Performed billing, collection and reporting functions for office generating over $ annually.
Improved office operations by automating client correspondence, record tracking and data communications.
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Developed standard operating procedures for all administrative employees.
Held oversight of office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing and accounts receivable.
Maintained office supplies inventory by checking stock and ordering new supplies as needed.
Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
Maintained computer and physical filing systems.
Met challenging quotas for productivity and accuracy of work.
Increased team productivity by reorganizing office supplies and protocols.
Coordinated and maintained impressive office organization to keep facilities efficient, organized and professional.
Developed manual providing information on community resources across county available to families and children.
Developed internal requirements which complied with HIPAA standards to minimize regulatory risks and liability across program.
Recruited and hired qualified candidates for vacant and new positions.
Provided proper scheduling of patients, ensuring timely and effective allocation of resources and calendars.
Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
Handled new-hire orientation and basic recruiting tasks for best-in-class talent identification.
Designed marketing brochures and wrote website copy.
Solved problems timely and effectively, ensuring customer satisfaction.

Volunteer/Internship10/2001 to 07/2008
VOW, New York, NY

Organized special events and service drives to support needs of Domestic Violence populations.
Participated in meetings to discuss new strategic opportunities.
Organized individual referrals to obtain community service, including advocating for needs and resolving roadblocks.
Assisted with attending local, city state events, to achieve system changes by working with organization over.
Provided information about available program resources and applicable services.
Worked with governing board to turn mandates into real-world policies and advance program objectives.
Volunteered with groups and organizations, including ACS - agency for children services and Connect NYC, to help with educating the public.
Engaged in public speaking and events to aid in public awareness program with mission centered on benefiting community.
Greeted visitors cheerfully and answered questions to offer quality customer service.
Spoke with community organizations to boost outreach and highlight programs successes.
Conferred with representatives of local governments to assess and meet community needs.
Worked with program supervisors to implement changes and better serve target groups.

Education

Associate of Applied Science: : Business Administration, 06/2006

Queens College of The City University of New York - Flushing, NY

Resume Overview

Companies Worked For:

Primerica Financial Group
Universal Debt Services
Dr Ronald Werter DPM
VOW

School Attended

Queens College of The City University of New York

Job Titles Held:

Life Insurance Agent
Office
Office Manager
Volunteer/Internship

Degrees

Associate of Applied Science : Business Administration , 06/2006

Life Insurance Agent Resume Example

Resume Score: 80%

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