life insurance agent resume example with 18+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Insightful Insurance Sales Agent bringing [Number] years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Detail-oriented Insurance Sales Agent aiming to leverage [Number] years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. 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. Results-driven [Job TItle] accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Experienced [Job Title] with over [Number] years of experience in [Industry]. Excellent reputation for resolving problems and improving customer satisfaction. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. Dedicated [Industry] professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry].

  • Customer Needs Assessments
  • Client Prospecting
  • Premium Calculations
  • New Agent Training
  • Healthcare Common Procedure Coding System (HCPCS)
  • Building Relationships
  • Underwriter Collaboration
  • Form Completion and Submission
  • Clientele Development
  • Persuasive Negotiations
  • Policy Feature Explanations
  • Insurance Coverage Verification
  • Insurance Customization
  • Insurance Policy Sales
  • Policyholder Communication
  • IncomeMax Software
  • Administrative Support
  • Marketing Strategy Development
  • Claims Information Gathering
  • Insurance Program Analysis
  • Email Marketing
  • Financial Needs Assessment
  • Policy Renewals
  • Streamlining Processes
  • Binder Coverage
  • Underwriter Selection
  • Professional Relationships
  • Service Quality
  • Licensing Requirements
  • Final Expense Insurance
  • Production Goals
  • Insurance Eligibility
  • Consultative Selling Techniques
  • Insurance Industry Knowledge
Work History
08/2017 to Current Life Insurance Agent Aaa Northern California, Nevada & Utah | Missoula, MT,
  • Maintained high standards of customer service by building relationships with clients.
  • Provided coverage option information to assist clients in protecting assets.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Exceeded corporate quotas for monthly policy sales.
  • Obtained underwriting approval by completing application for coverage.
  • Promoted [Company] products and services using upselling and other sales strategies.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Met with customers to provide information about available products and policies.
  • Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Calculated premiums and established payment methods for sales.
  • Remained impartial in order to advise clients based on circumstances.
  • Met and exceeded revenue goals by [Number]% through generating new leads and identifying new clients.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Answered [Number] inbound calls per [Timeframe] from existing and future policyholders to answer inquiries and discuss insurance options.
  • Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
  • Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
  • Explained features, disadvantages and advantages of [Number] policies to promote insurance sales.
  • Used [Software] and [Software] to maintain new and existing accounts.
  • Managed modifications by detecting and correcting coding errors, decreasing error rates [Number]%.
07/2009 to Current Pastor Ten Two Twenty Pizza | Casselton, ND,
  • Provided spiritual care through visitation, counseling and prayer.
  • Oversaw administration and management of all areas of ministry.
  • Led programs such as worship, study, fellowship and service opportunities.
  • Planned and conducted worship services, wrote sermons and worked with key church leaders to carry out church mission.
  • Provided spiritual and administrative leadership to church and managed daily operations.
  • Officiated special services such as weddings, funerals, baptisms and nursing home services.
  • Coordinated and spearheaded programs to increase church members' service throughout community.
  • Raised congregational awareness of needs and contributions of youth to church life and operations.
  • Worked with stewardship to promote responsible biblical stewardship.
  • Supervised associate pastors and staff leading education, youth, pastoral care, and older adult ministry programs.
  • Organized and spearheaded community outreach programs focused on helping middle school students plan for college or vocational education opportunities and participate in local civic processes.
  • Partnered with city officials, non-profit resource organizations, civic groups and members of public for outreach to at-risk children.
  • Launched ministry expansion program, resulting in acquisition of new worship facility and ongoing conversion of former main worship campus into community recreation center.
  • Facilitated guidance programs focused on helping middle school students prepare for college or vocational education opportunities.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Led renovation and expansion project, successfully renovating or remodeling existing sanctuary, multipurpose facility and restroom facilities and classrooms.
07/2004 to 10/2010 Assistant Manager Ryan's Steakhouse | City, STATE,
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Monitored security and handled incidents calmly.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
  • Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
  • Planned team-building exercises to increase employee performance and job satisfaction.
Expected in 11/2019 Bachelor of Arts | Biblical Studies Living Water I.A.M. University Of Biblical Studies, Houston, TX, GPA:

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Resume Overview

School Attended

  • Living Water I.A.M. University Of Biblical Studies

Job Titles Held:

  • Life Insurance Agent
  • Pastor
  • Assistant Manager


  • Bachelor of Arts

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