producer and customer service rep resume example with 18+ years of experience

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

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. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

  • Work Planning and Prioritization
  • Insurance Customization
  • Email Marketing
  • Document Control
  • Policy Feature Explanations
  • Insurance Sales Strategy
  • Critical Thinking
Education and Training
South of Seoul Korea Open University Republic Of Korea Seoul South Korea, Expected in 05/1986 Associate of Arts : English Language And Literature - GPA :
  • [Award] Recipient
  • [Semester, Year] - Dean's List
  • [Semester, Year] - Honor Roll
  • [Scholarship Name] Recipient
  • [Subject] AP Course
  • Complete Economic Business Course
Waverly Insurance Group Inc - Producer and Customer Service Rep
City, STATE, 09/2021 - Current
  • Made outbound calls to obtain account information.
  • Educated customers on special pricing opportunities and company offerings.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Improved customer service wait times to mitigate complaints.
  • Mentored new employees on procedures and policies to maximize team performance.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Set up and activated customer accounts.
  • Developed strong customer relationships to encourage repeat business.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
  • Consulted with customers to resolve service and billing issues.
  • Fielded customer complaints and queries, fast-tracking for problem resolution.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Upheld quality control policies and procedures to increase customer satisfaction.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
L&D INSURANCE SERVICES LLC - Producer & Customer Service
City, STATE, 06/2017 - 08/2021
  • Produced leads by cold calling prospects, networking at events and effectively using social media networks.
  • Recruited and managed event and location crews.
  • Evaluated content performance to determine most compelling and relevant content and to suggest improvements.
  • Devised and implemented strategies to create new revenue streams and cut operational costs.
  • Entered leads and new applications, pulled data reports and submitted changes to attract and retain customers and increase business.
  • Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
  • Conducted direct mail campaigns, personal insurance reviews and outbound calling blitzes to coordinate prospecting.
  • Determined accurate prices for auto, home and business customer services, consistently searching for deals and best prices.
  • Promoted available products and services to customers during service, account management and order calls.
  • Attended training and educational seminars to enhance knowledge and credentials.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Strengthened customer retention by offering discount options.
  • Mentored junior team members and managed employee relationships.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Applied basic insurance underwriting knowledge to evaluate and analyze information.
  • Collected deposits or payments and arranged for billing.
  • Exceeded established service goals while leveraging customer service, sales and employee management best practices.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Surpassed sales goals through implementation of successful marketing strategies.
  • Navigated computer system to look up customer information and update policies.
  • Contacted customers about potential service upgrades, new cross policy services and account changes.
Allico Group Inc - Insurance Sales Agent and Underwriter
City, STATE, 02/2004 - 06/2017
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Upsold products to policyholders and potential new clients.
  • Exceeded assigned sales and retention targets each quarter by upselling insurance products.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Exceeded company sales goals for new policies.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • South of Seoul Korea Open University

Job Titles Held:

  • Producer and Customer Service Rep
  • Producer & Customer Service
  • Insurance Sales Agent and Underwriter


  • Associate of Arts

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: