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manager licensed insurance sales agent resume example with 9 years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Demonstrated ability to collect and analyze data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.

Skills
  • Insurance sales strategy
  • Team training and development
  • Computer skills
  • Team management
  • Friendly, positive attitude
  • MS Office
  • Multitasking
  • Work ethic
  • Team building
  • Customer follow-up
  • Lead development
  • Multitasking and prioritization
  • Organization and efficiency
  • Certified Microsoft Office Specialist
  • Reliable and trustworthy
  • Microsoft Office
Experience
Manager/Licensed Insurance Sales Agent, 10/2019 - Current
Advocates Uxbridge, MA,
  • Exceeded company sales goals for new policies.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Diminished project lags by effectively training employees on best practices and protocols.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Insurance Receptionist, 07/2018 - 10/2019
Budget Insurance Agency City, STATE,
  • Drafted, organized and reviewed transactional documents, including insurance policies, endorsements, consents, name changes.
  • Accompanied clients to personal and professional appointments to translate necessary information through verbal translation.
  • Updated all patient and insurance data regularly and carefully inputted changes into company's computer system.
  • Created master spreadsheet to record procedures.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Answered phone calls to assist with customer questions and concerns in a fast and timely manner with the ability to handle multiple lines while multi-tasking,
  • Clean and organize entire office and order supplies needed from different suppliers.
  • Data input and archiving data.
Cook/Assistant Manager, 07/2013 - 07/2018
Aramark City, STATE,
  • Modified standard recipes to account for ingredient issues or customer requests, including allergen concerns.
  • Sanitized food preparation areas, grills and equipment to avoid cross-contamination from raw items.
  • Maintained consistent quality and high accuracy when preparing identical dishes every day.
  • Established and maintained open, collaborative relationships with kitchen team to maximize efficiency.
  • Enforced proper sanitation practices to prevent spoiling or contamination of foods.
  • Cultivated original menu items, precisely executing them to periodically refresh meal portfolio.
  • Replenished food items from inventory and rotated ingredients to use oldest products first.
  • Maintained safe operations of food prep equipment to reduce complications and retain safety procedures.
  • Weighed, measured and mixed ingredients, following recipes to produce quality dishes.
  • Trained, managed and guided kitchen staff to improve overall performance, service quality and productivity.
  • Developed new recipes based on knowledge of consumer tastes, ideal nutritional needs and budgetary considerations.
Receptionist, 02/2012 - 04/2013
DCI Biologicals City, STATE,
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
  • Entered data in to keep records of clients information.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Oversaw office inventory by restocking supplies.
Education and Training
High School Diploma: , Expected in 05/2005
-
Slaton High - Slaton, TX,
GPA:
Status -

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Resume Overview

School Attended

  • Slaton High

Job Titles Held:

  • Manager/Licensed Insurance Sales Agent
  • Insurance Receptionist
  • Cook/Assistant Manager
  • Receptionist

Degrees

  • High School Diploma

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