life insurance agent resume example with 16+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Executive Summary

Tactful and personable Customer Service professional with 14 years of experience in customer
support roles. Defuses tense interactions and works with customers to address complaints and
implement quick resolutions.
Stays on top of demands in fast-paced environments by effectively using slow periods. Maintains
organized, clean and safe work areas with diligent attention to important details. Willing to take
on any task to support team and help business succeed. Reliable candidate ready to take on
challenges in a position using problem-solving and task prioritization skills to help team
succeed. Dependable and service oriented professional with expertise in processing and coding claims, ensuring all required criteria are met before eligible payments are issued to claimants. Proven track record of meeting targets, with strong analytical skills and attention to detail. Well-versed in working and collaborating in fully remote professional environment as well.

  • Recruiting skills
  • Analysis
  • Compliant resolution
  • Schedule Management
  • Team Building
  • Employee training
  • Transactions reconciliation
  • Claims review
  • Payments posting
  • Regulatory compliance
  • Insurance plan verification
  • In-store support
  • Courteous demeanor
  • Adaptive team player
  • Coaching experience
  • Document editing
  • Database entry
  • Professional and mature
  • Strong listening talents
  • Great eye for detail
  • Data entry experience
  • Reliable and trustworthy
  • Active listening
  • Team management
  • Leadership
  • Organizational skills
Professional Experience
03/2020 to Current
Life Insurance Agent Aaa Northern California, Nevada And Utah Insurance Exchange Dublin, OH,
  • Recruiting skills
  • Making outbound calls and receiving inbound calls
  • Communicated with clients to understand needs and identify best policies for each case.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Offered policy guidance and management to promote asset protection.
  • Developed prospects from current commercial customers, referral leads or sales or trade meetings.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Explained coverage options to potential policyholders, answering questions or concerns.
07/2011 to Current
Heealth Coach Metals Usa Langhorne, PA,
  • Improved general health of clients by sharing nutrition information and fitness tips.
  • Monitored clients' progress and compared to pre-determined health targets.
  • Assisted clients with identifying and pursuing different health and wellness objectives.
  • Enhanced awareness of health resources and worked to connect individuals with programs.
  • Helped improve quality of training seminars and public health education materials.
  • Developed and maintained excellent member relationships to promote facility offerings and assist with health or exercise questions.
  • Developed marketing campaigns to promote healthy lifestyles and participation in fitness and wellness programs.
12/2021 to 02/2023
Fact Finder Maximus, Remote City, STATE,
  • Processed claims according to established quality and production standards and made corrections and adjustments to solve problems.
  • Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Review employer protests of unemployment claims for potential eligibility issues
  • Determine protest status, and process claims with confirmed eligibility issues for potential adjudication and determination by the California Employment Development Department.
  • Document employer interactions, along with actions taken to supplement case notes
  • Collaborate with subject matter and experts to address unique issues.
06/2006 to 07/2021
Customer Service Representative ACE Cash Express Inc. City, STATE,
  • Educated customers on special pricing opportunities and company offerings.
  • Examined and verified information in loan application and closing documents.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Checked applicant credit, personal references, and employment histories.
  • Processed multiple transactions per day and handled money transfers, deposits and withdrawals.
  • Created and maintained large client base by meeting needs and delivering exceptional customer service.
  • Built positive and productive customer connections to drive consistent sales.
Education and Training
Expected in 06/2012 to to
Bachelor of Arts: Psychology
California State University Los Angeles - Los Angeles, CA,
Expected in 06/2009 to to
Associate of Arts: Psychology
East Los Angeles College - Monterey Park, CA
Expected in 07/2006 to to
High School Diploma:
Roosevelt High School - Los Angeles,

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • California State University Los Angeles
  • East Los Angeles College
  • Roosevelt High School

Job Titles Held:

  • Life Insurance Agent
  • Heealth Coach
  • Fact Finder
  • Customer Service Representative


  • Bachelor of Arts
  • Associate of Arts
  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: