property and casualty insurance agent with cisr designation resume example with 2+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
High-energy Property and Casualty Insurance Account Manager and Sales Agent with almost 12 years experience in automotive, property, recreational vehicle, off road and watercraft insurance. Exhibits professionalism and patience in conflict resolution, mediation and portfolio reviews.
  • Active Property and Casualty Insurance License with the California Department of Insurance
  • Certified Insurance Service Representative Designation with the California Department of Insurance
  • In-depth knowledge of markets and relationships
  • Complaint handling and resolution

  • Self-motivated
  • Excellent communication skills
  • Natural leader
  • Complex problem solver
  • Organized
Obtained additional knowledge and insurance education through the Certified Insurance Service Representative Designation Courses.   
Property and Casualty Insurance Agent with CISR Designation, 06/2004 -
DiGerolamo Family Insurance City, STATE, Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Processed applications, payments, corrections, endorsements and cancellations. Developed, implemented and monitored new underwriting guidelines for the agency. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals. Submitted up-to-date activity and production logs to agency management for review. Pursued continuing education and training programs to continue professional development. Followed up with potential clients regarding online information requests. Presented and clearly explained insurance policy options to clients based on their needs and goals. Researched coverage and premium options and supplied clients with the best coverage available. Finalized and maintained all types of personal lines insurance policies within the agency. Promoted client retention through high-quality service and follow through. Presented account proposals in a professional and timely manner.
Level 5 Associate and Store Trainer, 02/2002 - 06/2004
In-N-Out Burger City, STATE, Took necessary steps to meet customer needs and effectively resolve food or service issues. Recorded customer orders and repeated them back in a clear, understandable manner. Promptly reported complaints to a member of the management team. Correctly received orders, processed payments and responded appropriately to guest concerns. Served fresh, hot food with a smile in a timely manner. Communicated clearly and positively with co-workers and management. Served orders to customers at windows, counters and tables. Cut and chopped food items and cooked on a grill or in fryers. Operated large-volume cooking equipment such as grills, deep-fat fryers and griddles. Packaged menu items into bags or trays and placed drink orders into carriers. Quickly and efficiently processed payments and made accurate change. Carefully maintained sanitation, health and safety standards in all work areas. Closely followed standard procedures for safe food preparation, assembly and presentation to ensure customer satisfaction. Frequently washed and sanitized hands, food areas and food preparation tools. Performed general maintenance duties, including mopping floors, washing dishes, wiping counter tops and emptying grease traps. Maintained a neat, well groomed appearance including impeccable personal hygiene, hair restraint and minimal jewelry that met company standards. Worked well with teammates and openly invited coaching from the management team. Offered specific training programs to help employees maintain and improve job skills. Developed and delivered all technical training materials. Assisting in a store opening in the Inland Empire region and trained 20 new employees.
Certified Insurance Service Representative: Insurance, Expected in
The National Alliance for Insurance Education and Research - Ontario, CA
Status - Continuing education in Property and Casualty Insurance. Foundations of Business Operation seminar. Business Ethics coursework.  Business Administration and Communications coursework

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Resume Overview

School Attended

  • The National Alliance for Insurance Education and Research

Job Titles Held:

  • Property and Casualty Insurance Agent with CISR Designation
  • Level 5 Associate and Store Trainer


  • Certified Insurance Service Representative

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