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Multiple Line Representative Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Versatile insurance industry professional who is able to ensure insurance customers are retained. Analytically minded with superb organizational skills and attention to detail. Team leader and product champion able to present value propositions and deliver projects on time and to budget.
References
  • References available upon request.
Skills
  • Worked in the State Farm Agents office as the pilot office of new auto and fire products, services and ideas.
  • Worked closely with Analysts by gathering data from questionnaires regarding customer segmentation amongst raw new prospects.
  • Analyzed reports showing trends of business regarding writing raw new business.
  • Analyzed reports showing trends of customer retention and stability.
  • Developed and prepared performance measurements and scorecards to ensure company goals are on track.
  • Worked closely with underwriters and field underwriters to determine business trends amongst businesses.
  • Ensured compliance with loan documents and servicing contracts
  • Able to ensure that insurance customers are retained
  • Ability to research, use and interpret information which requires refining and improving existing methods of analysis and/or developing new ideas
  • Ability to recognize trends, associations and/or cause-effect relationships in data and utilize that information in suggesting plan to follow
  • Professional Customer Interactions
  • Team Player
  • Advance knowledge of Microsoft Excel
  • Intermediate Knowledge of Microsoft Access
  • Promote Positive Customer
  • Client Retention
  • Attention to detail
  • Efficient
  • Client Relations Expert with Analysts, Underwriters, Agents and Marketing
  • Excellent Communication Skills
Work History
Multiple Line Representative, 07/2016 to Current
Corcentric Fort Lauderdale, FL,
  • Sales presentation of all licensed insurance products to prospective and existing clients.
  • Insurance leads management and prospecting through Telesales or Field marketing.
  • Working effectively with and through team members and Company personnel.
  • Participating in Agency and/or State Farm-sponsored events or trade shows.
  • Identified and solicited sales prospects in agency databases.
  • Calculated premiums and established payment methods for sales.
  • Gathered requirements and performed gap analysis through design workshops with users.
  • Managed testing cycles, including test plan creation, development of scripts and co-ordination of user acceptance testing.
  • Identified process inefficiencies through gap analysis with analysts.
  • Worked in the State Farm Agents office as the pilot office of new auto products, services and ideas.
  • Worked closely with Analysts by gathering data from questionnaires regarding customer segmentation amongst raw new prospects.
  • Analyzed reports showing trends of business regarding writing raw new business.
  • Analyzed reports showing trends of customer retention and stability.
  • Developed and prepared performance measurements and scorecards to ensure company goals are on track.
  • Worked closely with underwriters and field underwriters to determine business trends amongst businesses.
  • Ensured compliance with loan documents and servicing contracts



Career Agent, 03/2016 to 07/2016
Uc Health Fort Collins, CO,
  • Providing expert guidance and innovative solutions to individuals and businesses to help meet their financial goals and objectives.
  • Making tomorrow worth looking forward to for our growing customer base.
  • Helping create a better financial future for our customers while continuing to grow in size and strength.
  • Playing a vital role in helping individuals, families and businesses realize their financial dreams.
  • Providing a diverse portfolio of financial products to help meet short and long-term goals.
  • Working with new and current clients to help them reach their protection, savings and retirement goals by using our proven financial strategies.
  • Networking with individuals throughout the community and continuously prospecting.
  • Participating in mentor-led appointments Asking clients for referrals Engaging in personal observation throughout the community Participating in community activities Continuing professional education as needed.

Account Executive, 2014 to 03/2016
Phoenix Children's Hospital San Antonio, TX,
  • Reach or exceed assigned sales goals.
  • Implement sales strategies and call prioritization.
  • Develop and execute a cold calling strategy to target prospects.
  • Mine existing and prospective clients for referral business.
  • Establish and maintain good customer relations, with both internal and external customers.
  • Connect customers' business needs with ADP products and services.
  • Cross-sell other ADP solutions to existing clients.
  • Build network via phone with key decision makers in a designated territory.
  • Developed creative sales tools by communicating product value proposition to enable team, including presentations, trend reports, kitted assets, and product data sheets.
  • Retained clients to build brand awareness and generate leads while managing internal and external product marketing campaigns and programs.

Quote & Bind Sales Representative, 2012 to 2014
State Farm City, STATE,
  • Serves as the extension of the State Farm Agents office Serving as first-level contact for inbound phone sales using State Farm systems to perform your job duties.
  • Communicating with customers and associates over the telephone, in person and in writing.
  • Applying product, industry and market knowledge to make recommendations.
  • Providing accurate rate quotes and binding applications for insurance product.
  • Coordinating or participating in special projects or committees.
  • Completing required training programs and all licensing requirements.
  • Learning and applying State Farm underwriting and eligibility guidelines to correctly price and bind policies according to established procedures.
  • Listening and communicating clearly and professionally.
  • Maintaining quality work product and professionalism when work volume is high.
  • Focusing on customers, communication and team work, among other critical competencies.

Pharmacy Technician, 2011 to 2013
CVS Pharmacy City, STATE,
  • Assist the Pharmacist with filling prescriptions.
  • Perform inventory/cycle counts with medications.
  • Enter patients information into the database.
  • Communicate well with customers.
  • Excellent customer service.
  • Trained new employees.
  • Filing and data entry Processing insurance claims.

Administrative Assistant, 2011 to Current
Coldwell Banker Cornerstone City, STATE,
  • Answer, screen and transfer inbound phone calls.
  • Receive and direct visitors and clients.
  • General clerical duties including photocopying, fax and mailing.
  • Maintain electronic and hard copy filing system.
  • Retrieve documents from filing system.
  • Handle requests for information and data.
  • Resolve administrative problems and inquiries.
  • Prepare written responses to routine enquirers.
  • Prepare and modify documents including correspondence, reports, drafts, memos and emails
  • Schedule and coordinate meetings, appointments and travel arrangements for managers or supervisors.
  • Prepare agendas for meetings and prepare schedules.
  • Record, compile, transcribe and distribute minutes of meetings.
  • Open, sort and distribute incoming correspondence.
  • Maintain office supply inventories.
  • Coordinate maintenance of office equipment.
  • Coordinate and maintain records for staff, telephones, parking and petty cash.
Interests

I am a Psychology major with a double minor emphasis in Women Studies and Chemistry. I am highly organized and efficient also extremely capable leader and dedicated. I co-founded the Toastmasters Club at the Atlanta Perimeter Operation Center, providing an opportunity for State Farm employees to develop themselves.

VOLUNTEER EXPERIENCE: Animal Caregiver- Lincoln Animal Hospital- Summer/Fall 2000 Mission Trip to New York- Fall 2004 Tutor- Washington Monroe Elementary School- Fall 2006 Team Captain for the Relay for Life- Spring 2007 Teacher Aid- New Hope Christian School- Fall 2010 Caregiver- Good Shepherd Lutheran Church- Spring 2010 VP of Membership & Co-Founder of Toastmasters (APOC)-Fall 2013 American Heart Association-Fall 2015/2016

Education
Bachelor of Science: Psychology, Expected in 2010
to
University of Wisconsin at Green Bay - Green Bay, Wisconsin
GPA:

Associate of Science: Biology, Expected in Spring 2006
to
Lincoln College - Lincoln, IL
GPA:
Science Biology
High School Diploma: General Education , Expected in Spring 2004
to
Calvary Baptist Academy - Normal, IL
GPA:
Certifications

Property and Casualty License

Life and Health License

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Resume Overview

School Attended
  • University of Wisconsin at Green Bay
  • Lincoln College
  • Calvary Baptist Academy
Job Titles Held:
  • Multiple Line Representative
  • Career Agent
  • Account Executive
  • Quote & Bind Sales Representative
  • Pharmacy Technician
  • Administrative Assistant
Degrees
  • Bachelor of Science
  • Associate of Science
  • High School Diploma

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