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property and casualty insurance agent resume example with 16+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary

Seasoned Assistant Vice President with over 16 years of progressive well-verse knowledge in building and improving long lasting Business Relationships, increasing revenue and retaining loyal customers in multiple locations. Strengths include Commercial Lending, Wealth Management, Mortgage, Investment, Merchant Service, Retail and Business Accounts, Team Leadership and Business Development and Consultant. Ready to tackle new challenges and build success with exciting organization.

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Skills
  • Corporate presentations
  • Business analysis, budgeting and finance
  • Decision Making & Judgment
  • Issue Resolution Skills
  • Managerial and coaching skill set
  • Bilingual with strong verbal and written communication skills
  • Excellent interpersonal, analytical and organization skills
  • Proficiency with Ms word, excel and Power point
Work History
Property and Casualty Insurance Agent, 12/2021 to Current
Economy Forms Corp, , Warren Nj
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using pain point sales techniques.
  • Finalized sales and collected necessary deposits.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Property and Casualty Insurance Producer, 12/2020 to 12/2021
Seven Hills Foundation, ,
  • 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.
  • Sold auto, home, business and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Recommended type and amount of coverage based on analysis of customers' circumstances by using unique sales techniques.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Worked with my team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Finalized sales and collected necessary deposits on or before effective date of coverage.
  • Every month promote the agency by attending Chamber of Commerce meetings, Networking events, working closely with COI's and participate in community events to showcase, educate and promote State Farm Insurance.
Territory Manager, 01/2020 to 12/2020
Us Bank, ,
  • Maintaining a Positive, Empathetic and Professional attitude towards the clients at all times.
  • Recommend payment options based on projections of volume and monetary amount of daily transactions as well as demographic being served.
  • Demonstrate a deep understanding and broad knowledge of merchant pricing, software, security as well as expert acquisition in retail, restaurant, business to business and healthcare industry.
  • Cross selling other products and services based on the business needs and requirements such as Payroll, Lending, E-Commerce and Online Payments.
  • Train new clients and staff on payment processing methods and equipment utilization.
  • Respond to merchant service calls to answer and resolve processing issues in a timely manner.
  • Create and use various tracking tools to monitor merchant activity on a daily basis.
  • Assist clients with understanding their monthly statements , interchange pricing method and their merchant bill of rights.
  • Continue to develop and manage a strong pipeline for new revenue and growth.
  • Establish relationship with Associations, Center Of Influence and Vendor partners by networking and attending corporate events.
  • Set a day aside for prospecting and cold calling leads for the following week.
  • Manage a team and create an action plan for their personal development and growth, through zoom meetings, phone calls or one on ones.
  • Once a week have a one on one with my District Manager for my own personal growth and development for my next step in the company.
Assistant Vice President, 04/2018 to 01/2020
First National Bank, ,
  • Responsible for the branch overall profitability through directing sales, business development, meeting operational objectives and ensuring the branch as a team achieves its annual goals
  • Able to build and manage multiple leads simultaneously, able to prioritize
  • Managing a book of business for clients and focusing on risk management on a daily basis on their respected accounts
  • Create financial solutions, advice and education to assist clients with capital and cash flow
  • Provide cash management and credit opportunities to new and established business prospects
  • Knowledge of business concepts, economic and financial practices varying by industry and market
  • Utilize my experience in CRE/C&I lending to analyze and partner with assigned analyst to underwrite specific credit request and manage entire credit approval process through to closing
  • Increase Business Development Relationships and Community awareness through networking, outside sales events, professional groups and local community involvement
  • Maintain contact in person with prospects, center of influence and existing clients at their respected place of business
  • Meet with Business clients and uncover any financial need that would lead to and process loan request ranging from $1M to $10M, any request higher i would work closely with our Business partners to ensure a smooth transition with tax returns and personal financials package included
  • Able to read,understand,analyze financial statements, tax returns, profit/losses and go over it in detail with the client
  • Maintain operational and requirements which includes consumer and business banking guidelines. Ensure compliance with operational, security and control policies/procedures preventing fraud and protecting the customers asset
  • Take ownership to own a problem and follow through with commitments to create solutions
  • Set expectation daily and weekly by having branch round tables, one on ones, observation, on the spot coaching and performance development plan
  • Certifies the staff completes their learning and training modules and attend classes to fulfill the requirements of their position
  • Partner up with other managers, business partners, mortgage rep, financial advisor to promote the bank to the community by volunteering in events
  • Attended monthly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions
  • Facilitated Branch Manager Meetings and Morning calls to enhance on the quality of service , product knowledge and leadership skills that will assist each and everyone on a daily basis with their team and affluent clientele for the region
  • Ability to manage multiple branches and remote staff
Business Banking Specialist, 10/2014 to 04/2018
Empower Retirement, ,

•Build strong professional relationships with business prospects and service existing clients to achieve established goals.

•Establishing techniques that will promote and grant sales opportunities.

•Periodically work with our branch partners to maximize sales and cross sell other products and services such as merchant, payroll, treasure management and wealth management.

•Weekly set time aside by spending 50%-80% of the time outside prospecting for new acquisition clients and setting up office appointments through outbound leads and dials.

•Attend social events to network with local center of influence such as accountants, attorneys, cpa's, real estate brokers and other referral sources to generate new business.

•Facilitate business workshops to mentor personal bankers and business advocates for their personal growth and development through business presentation classes, emails, one on one's and conference calls.

•Work in conjunction with affluent clientele who have an annual revenue of $500K to $5Mil through commercial real estate and Commercial & Industrial lending.

•Carefully evaluate credit information effectively and request, recommend and negotiate with underwriters to manage, minimize risk and generate revenue for the client and the institution.

•In absence of the branch manager I oversee branch manager duties such as morning huddles, risk management, branch reporting, decision making and building relationship coaching.

Senior Personal Banker, 11/2012 to 10/2014
Great Western Bank, ,
  • Meet and exceed all sales goals by following a sales and service process during a customer interaction at my desk or branch lobby
  • Determine the financial needs of each client matching the appropriate bank product or service and by making a professional recommendation in a manner that satisfies the client
  • Taking personal ownership of providing quality customer service by handling inquiries which exceed customers expectation
  • Interviewing and processing loan/credit line requests for customers and provide consumer loan solutions from origination to closing and funding, as well as obtaining referrals from the customers
  • Develop and maintain a relationship with business partners to increase cross-sell opportunities and achieve sales goals
  • Manage account opening process as accurately as possible and respond to any customer request by providing ongoing maintenance and overall five star service
  • In absence of Branch Manager i oversee all Branch Manager duties,reports,coaching,attend meetings with District Manager and obtaining Branch goals
Financial Sales Consultant, 01/2009 to 11/2012
Pnc, ,
  • Driving revenue growth through proactive sales calls (phone, email and mailings) on a daily basis to strengthen relationships and identify the opportunities to establish relationships with new retail and business clients
  • Tracking sales activities and providing sales forecasts for the day and upcoming week
  • Learn, know and be able to present all products and services and make suggestions accordingly
  • Complete complex teller transactions with speed and accuracy
  • Work closely with management on a daily bases on bank operations and compliance to be well prepared for audit purposes
  • Oversee the branch when management is not present, which entitles opening and closing procedures, attending weekly sales calls and meetings as scheduled
  • Coaching staff and motivate to obtain individual goals and branch goals
Personal Banking Representative, 08/2006 to 01/2009
The Provident Bank, ,
  • Sales team leader to drive branch sales results through leading by example
  • Provide on-going coaching to team members to ensure consistent delivery of superior customer service
  • Proficient in sales and services of personal deposits, personal loans, investments and mortgage referrals
  • Analyze financial statements and pertinent information to determine credit worthiness of prospective customer
  • Counseled corporate clients and high net-worth individuals with regard to their borrowing needs
  • Participate in community events to position the bank as a leader in our area
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
  • Recommended innovative alternatives to generate revenue and reduce unnecessary costs
  • Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy
Education
Insurance Producer: Property, Casualty And Life, Expected in 03/2021 to American School of Business - Fairfield, NJ,
GPA:
High School Diploma: , Expected in 1991 to Kearny High School - Kearny, NJ
GPA:
  • Member of Spanish Club and Italian Club
  • Majored in Business Prep Courses
  • Awarded The Italian Oratorical Contest both 1988 and 1989
  • Elected Captain of Boys Kearny Soccer Team
Affiliations
  • Member, Am Roundtable Business Network Group, 2021 to Current
  • Member, Essex County Latino American Chamber Of Commerce, 2021 to Current
  • Member, Statewide Hispanic Chamber of Commerce, 2014 to Current
  • Member, North Essex Chamber of Commerce , 2017 to Current
  • Member, Hudson County Chamber of Commerce, 2017 to Current
  • Member, Newark Regional Business Partnership,2017 to Current

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Resume Overview

School Attended

  • American School of Business
  • Kearny High School

Job Titles Held:

  • Property and Casualty Insurance Agent
  • Property and Casualty Insurance Producer
  • Territory Manager
  • Assistant Vice President
  • Business Banking Specialist
  • Senior Personal Banker
  • Financial Sales Consultant
  • Personal Banking Representative

Degrees

  • Insurance Producer
  • High School Diploma

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