partner resume example with 13+ years of experience

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

Highly driven, energetic, and motivated Partner within a successful Independent Insurance Agency. 13 years of experience in the Insurance industry working with multiple Insurance Carriers and platforms including sales, service, underwriting, documentation, and claims. Experience in coordination of product management methodologies, practices, techniques, and tools including business plans, legal considerations, operations, communications, loss experience, competition and marketing. Strengths include results-oriented, advanced problem-solving abilities, team player, excellent communication skills, organizational and analytical capabilities. Experience providing customer-driven solutions, support, and service while implementing underwriting concepts and guidelines to ensure the potential profitability of market segments.

  • Insurance sales strategy
  • Policy adjustment knowledge
  • Customer follow-up
  • Asset protection expertise
  • Cross-selling and upselling
  • Client retention
  • Organization
  • Decision-making
  • Data management
  • Project planning
  • MS Office
  • Customer service
  • Conflict resolution
  • Working collaboratively
  • Critical thinking
  • Teambuilding
  • Client account management
  • Lead development
Education and Training
Manning High School Manning, SC, Expected in 05/2006 High School Diploma : - GPA :
Brewer Insurance School Florence, SC, Expected in 11/2008 Insurance Producer License : Property And Casualty Insurance Products - GPA :
Brewer Insurance School Columbia, SC, Expected in 09/2012 Insurance Producer License : Life, Accident, Health Or Sickness Insurance - GPA :
Banfield Pet Hospital - Partner
Woodinville, WA, 03/2016 - Current
  • Delivered high level of service to all peers, management and clients in effort to extend partnerships for future opportunities.
  • Facilitated firm's everyday administrative operations, supervised support staff and verified office remained compliant with state, federal and local regulations.
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
  • Provided efficient resolution to issues to satisfaction of clients.
  • Revitalized business plans and realigned company objectives to increase overall profits.
  • Reviewed daily and overall financials to ensure profitability.
  • Developed and implemented process improvements and key business procedures.
  • Facilitated integration of new technology into daily processes.
  • Worked closely with product specialists to manage sales effectiveness.
  • Analyzed sales and company data and presented findings.
  • Updated Agency Management Software and trained workers on how to use it effectively.
  • Managed new projects and delegated specific tasks to employees.
Nw Exterminating Co - Outside Sales Professional
Tallahassee, FL, 06/2012 - 03/2016
  • Attended trade shows and sales conferences to network and obtain new business relationships.
  • Collaborated with other departments to complete sales transactions.
  • Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
  • Conducted customer needs analysis to deliver relevant products or services.
  • Negotiated prices and set up contracts to finalize sales agreements.
  • Obtained sales leads through networking groups, referral partners and face-to-face sessions with companies.
  • Organized sale calls with customers and vendors.
  • Generated sales by prospecting, negotiating contracts and closing.
  • Performed comprehensive market research to expand sales.
  • Developed dynamic sales presentations to build urgency with prospects.
  • Closed product sales to increase revenue and build client loyalty.
  • Analyzed sales presentations to communicate product quality and market comparison.
  • Collaborated with colleagues to exchange selling strategies and marketing information.
  • Educated customers on product features and technical details to highlight benefits.
Greenstate Credit Union - Licensed Insurance Agent
Davenport, IA, 11/2007 - 06/2012
  • Exceeded company sales goals for new policies.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Offered policy guidance and management to promote asset protection.
  • Upsold products to policyholders and potential new clients.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Exceeded team goals by partnering with staff to share and implement best practices.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Increased data collection accuracy by recording client account information with zero discrepancies.
  • Diminished project lags by effectively training employees on best practices and protocols.
  • Executed on-time, under-budget project management by handling complex issues effectively for senior leadership.
  • Diligently filed and followed up on third party claims.
  • Pursued continued professional development through insurance workshops, course and webinars.
Activities and Honors

Lake Marion Insurance Agency was voted by the community "BEST Insurance Agency" in Clarendon County, SC 2019, 2020, and 2021.

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Resume Overview

School Attended

  • Manning High School
  • Brewer Insurance School
  • Brewer Insurance School

Job Titles Held:

  • Partner
  • Outside Sales Professional
  • Licensed Insurance Agent


  • High School Diploma
  • Insurance Producer License
  • Insurance Producer License

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