Life Insurance Agent Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

I am a Wisconsin-licensed life and health insurance agent. I have worked in the customer service field for several years and know not only what is expected, but how to do it efficiently and in a way that best suits the clients needs. I am an enthusiastic and reliable employee who is dedicated to delivering the highest quality service to every client.

  • Quick learner
  • People and goal oriented
  • Able to multi-task
  • Organized
  • Advanced computer skills
  • Excellent verbal communication
Small Group Health Account Manager, 07/2017 to Current
Aaa Northern California, Nevada & Utah Billings, MT,
  • Prepared necessary paperwork to process insurance sales and renewals
  • Presented account proposals in a professional and timely manner
  • Researched coverage and premium options and supplied clients with the best coverage available
  • Managed over 50 policy renewals each year
  • Compiled coverage and rating information in an accessible format
  • Promoted client retention through high-quality service and follow through
  • Created and maintained computer- and paper-based filing and organization systems for records, reports and documents
  • Coordinated customer facing webinars and business meetings
  • Organized personal and professional calendars, including reminders for upcoming meetings and events
Life Insurance Agent, 04/2017 to 07/2017
Earth Fare, Inc Asheville, NC,
  • Booked appointments
  • Explained policies, benefits, and types of life insurance
  • Delivered benefits
  • Negotiated coverage to best suit client's needs
  • Sold term & whole life insurance
One Bill representative, 06/2016 to 03/2017
  • Handled billing disputes, payments, and explanations
  • Provided troubleshooting assistance 
  • Assisted with placing client's orders
  • Disenrolled clients from One Bill to new Verizon plans
  • Documented each call in data base, including secure and confidential information
  • Confirmed that appropriate changes were made to resolve customers' problems
  • Informed customers about sales and promotions in a friendly and engaging manner
Kitchen Lead, 10/2012 to 05/2016
  • Oversaw kitchen operations for each full work day.
  • Elected as safety associate representative of work unit.
  • Trained workers in food preparation, and in service, sanitation, and safety procedures
  • Performed typical cashier duties, such as running the register, breaking change, and compiling and balancing cash receipts at end of shift
Education and Training
Completed coursework towards Psychology,: , Expected in May 2012

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Resume Overview

School Attended
Job Titles Held:
  • Small Group Health Account Manager
  • Life Insurance Agent
  • One Bill representative
  • Kitchen Lead
  • Completed coursework towards Psychology,

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