Life Insurance Sales Agent resume example with 8+ years of experience

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


• Received 3 US Naval Achievement Medal, Received USO shipmate award (#6 out of 1232 recruits)

• Safety Supervisor

• In-Field Calibration & Testing

• Quality Assurance Inspector

• Steam Plant Cleanliness Inspector

• Reactor Plant Cleanliness Inspector

• USMAPS Maintenance Mechanic (6,000 hours)

• USMAPS Power Plant Operator (10,000 hours)

• USMAPS Water Treatment Operator (4,000 hours)

• Controlled Materials Petty Officer

• Secret Clearance

• CNC Operating Certification

• Press Brake Operator Certification

• Crane Operator Certified

  • Claims Information Gathering
  • Insurance Program Analysis
  • Insurance Policy Sales
  • Policyholder Communication
  • Native Spanish Read, Write, and Speak
  • Policy Renewals
  • Client Prospecting
  • Time Management
  • Persuasive Negotiation
  • Verbal and Written Communication
  • Health Insurance Sales
  • Clientele Development
Work History
06/2021 to Current Life Insurance Sales Agent Aaa Mid-Atlantic | Tulsa, OK,
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Conducted research on insurance packages and investment options to generate client recommendations.

08/2017 to 08/2020 Field Service/Sales Technician Cincinnati Incorporated | City, STATE,

Experience as a service technician, customer service, and sales associate at Cincinnati Incorporated. Installed and repaired Cincinnati press brakes and shears. Sold maintenance plans, parts, and manufacturing machines. Scheduled customers effectively and followed up before and after to ensure maximum customer satisfaction.

• Responsible for installing 100 press brakes (Electric, Hydraulic and Mechanical), 65 shears

(Electric, Hydraulic and Mechanical), and 30 retrofit upgrades. Performed preventive and corrective maintenance on hundreds of 6 axis CNC gages, press brakes, and shears, to include robot preventative maintenance on automation machinery. Maintain & repair hydraulics and pneumatics on machines and troubleshoot PLC’s.

• Gave a full demonstration of new machines to client's operators. Teaching and explaining new features to operators and ensuring they could continue manufacturing independently after installation.

• Oversee and manage all onsite repair, diagnostics, testing and maintenance for customers press brakes and/or shears. Replaced 4160V motors, rubber hoses, disassembled and reassembled pumps, replaced entire PLC’s, replaced cylinder heads and seals, replaced knives for shears,

replaced tooling and many other components in a quick cautious manner to prevent down time for customers. Familiar with RJ45 CAT 5E, DB9, CAT-6, cables used to communicate laptops via machines.

• Always followed OSHA standards, never putting people or machines at risk, by properly disconnecting power to machines, wearing safety goggles, steel toe boots, and dress attire.

Used lockout tagout and followed Cincinnati safety standards and customers facilities policies.

Operated chain hoist and forklifts with hardhat and wore a harness anytime deem necessary. Used torque wrenches and a variety of power tools to complete jobs.

• Wrote over 300 reports for every single job and documented them to include installations, repairs and updates. Worked with CNC back gages up to 6 axes, HMI controls, updated computers and

systems to make compatible with new software and hardware. Scheduled every service with the

customer based upon customer prioritizations. Managed flights, car rentals, expenses and travel time to the best of Cincinnati’s interest. Always planning accordingly with customers and

communicating effectively with headquarters and customers to arrive in a timely manner.

• Qualified press brake operator at Cincinnati while completing a 4-month course of all Cincinnati Incorporated mechanical, hydraulic and electric press brakes and shears to include the most updated machines. Trained by the tech support, engineers, and highest chain of command. Training consisted of hands-on repairs, 4-month electrical course and reading Cincinnati Inc manuals.

07/2012 to 07/2017 Machinist Mate Navy | City, STATE,

Five years of experience as a highly trained and operationally experienced technician with a documented track record of success as an innovative problem solver who thrives in a high tempo operational environment. Maintained and operated propulsion equipment in a naval nuclear carrier to produce steam for generation of power and operated auxiliary equipment including pumps, turbines, boilers, water purification, condensers and other associated equipment along with experience in the planning and execution of plant maintenance.

Leading Petty Officer/Work Center Supervisor/Water Control Watch June 2016-July 2017

• Responsible for a 20-person work center with the initiative to maintain 6500 damage control components vital to the safe operation of a 5000-person shipboard crew. Wrote over 3,000 EWAFS and is familiar with ESOMS.

• Expert in safe engineering practices as well as OSHA requirements resulting in an incident-free work environment during my tenure.

• Planned and led a 30-person team in identifying a fleet-wide deficiency, resulting in a savings of $50,000, as well as ensuring the safe operation of damage control equipment and the ability to combat shipboard casualties.

• Gained valuable experience as the departmental safety officer in recognizing hazardous practices, thereby preventing countless incidents during a 10-month planned incremental availability.

• Managed the entire ship's water potable water and water treatment. Facilitated in filling voids to maintain ships afloat. Supervised 4 distilling units to produce clean water for ships personnel and 2 reactors. Constantly managed the amount of chlorine in the potable water and ran tests before supplying it to the entire ship. Maintained a 70% availability to the reactor and ship personnel at all time.

Logistics Specialist/Maintenance Supervisor/Steam Plant Operator August 2013 - June 2016

• Managed inventories of repair parts and general supplies to support the ships A4W nuclear power plants.

• As a logistics specialist I compared and negotiated multiple prices for repair parts with different companies to ensure the NAVY paid for the best quality product at its lowest price; saving hundreds of thousands of dollars a year.

• Responsible for supervising and training a crew of 100 personnel and nuclear power plant equipment onboard USS CARL VINSON. Used troubleshooting guides and repair procedures, initiated work quality inspections, and created work process improvement procedures.

• Supervised and scheduled over 10,000 preventive maintenance tasks for A4W nuclear power plants.

• During corrective maintenance, utilized schematics, technical manuals and system level of knowledge to minimize plant down-time and rapidly restore system functionality to restore/sustain normal plant operations.

Material Condition Assessment Process Coordinator/Turbine Generator Operator November 2012 - August 2013

• Responsible for the training of personnel as well as operation, maintenance and care of equipment such as four 4160V turbine generators, 4 Distilling Units, 4 Main Propulsion Turbines, 13 Air Compressors, Motor and Steam Driven Pumps.

• Responsible for the utilization and control of assigned personnel, creating work assignments to ensure adequate job training is received. Wrote over 1,500 EWAFS for each deficiency tracked in my MCAP system.

• Supervise the material history for all equipment, and all other records relating to the operation and maintenance of assigned equipment including plant operators.

• Identifying any and all material deficiencies, as well as troubleshooting component failure on mission critical equipment. Coordinating as a liaison between ships and government entities to develop concise and efficient solutions.

Expected in 08/2024 Bachelor of Science | Electrical Engineering San Diego Mesa College, San Diego, CA GPA:
Native or Bilingual

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Resume Overview

School Attended

  • San Diego Mesa College

Job Titles Held:

  • Life Insurance Sales Agent
  • Field Service/Sales Technician
  • Machinist Mate


  • Bachelor of Science

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