property casualty agent resume example with 11+ years of experience

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

Motivated professional well-versed in building productive relationships, resolving complex issues and winning customer loyalty. Clear and effective communication with clients and colleagues. Brings over 10 years of background maintaining customer satisfaction and contributing to company success.

Work History
Property & Casualty Agent , 03/2022 to Current
Cleveland ClinicHiram, OH,
  • Conducted detailed client intakes and entered information into company database.
  • Reviewed contracts and reported findings to support legal team in development of breach of contract defenses.
  • Surpassed specific company objectives by cooperating with staff to implement project initiatives.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Leveraged sales expertise to promote products and capitalized on upsell opportunities.
  • Answered constant flow of customer calls with minimal wait times.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
HVAC Technician, 08/2020 to 02/2022
Marriott InternationalSouth Lake Tahoe, CA,
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Demonstrated items to customers and created customer awareness, interest and sales
  • Improved customer satisfaction ratings by addressing issues and fostering timely resolution
  • Offered advice and assistance to customers, paying attention to special needs or wants
  • Consulted with outside parties to resolve discrepancies and create expert solutions
  • Performed troubleshooting on HVAC systems to determine root cause of issues
  • Conducted maintenance service on HVAC systems to increase life expectancy of equipment and prevent costly repair work
  • Repaired and replaced heating and air conditioning systems for residential customers
  • Kept accurate records of time and materials used for each job to compile into service reports
  • Solved customer challenges by offering relevant products and services resulting in $223,029 in sales as of 12/27/21
Manager of Operations /Lead Technician, 09/2014 to 02/2020
  • Followed through with client requests to resolve problems
  • Contacted existing and prospective customers by phone or email on consistent basis
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty
  • Served customers and followed outlined steps of service
  • Maintained energy and enthusiasm in fast-paced environment
  • Exceeded goals through effective task prioritization and great work ethic
  • Planned, scheduled and delegated daily work to team of employees.
  • Properly clean and document diesel particulate filters/diesel oxidation catalyst using FSX Pneumatic Air Knife as well as FSX Trap Burner.
  • Certified HAAS operator.
Shipping and Receiving Manager, 06/2010 to 09/2014
FiberBuilt UmbrellasCity, STATE,
  • Negotiated with numerous different freight companies and received annual contracts resulting in cost savings.
  • Communicated with vendor representatives to resolve damaged shipments and item shortages.
  • Worked with vendors to schedule daily pickups.
  • Maintained positive relationships with representatives of UPS, FedEX, USPS and DHL shipping companies.
  • Pulled, verified and packaged items for shipment.
  • Maintained accurate computer records of materials weights, bill amounts and identified variances.
  • Prepared shipping documents and invoices, processed payments and fielded client questions.
  • Conducted counts and audits of inventories to identify and resolve discrepancies in records.
  • Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
  • Developed documentation and logs of implemented solutions and generated and submitted reports
  • Aided senior leadership during executive decision-making processes and generated daily reports to recommend corrective actions and improvements
  • Reviewed repeated issues within operations and business management to solve problems and improve company outcomes
Licensed Property & Casualty Agent: , Expected in 02/2022 to Kaplan University - Online,
Certified Claims Adjuster - All Lines: , Expected in 11/2021 to AE21 INCORPORATED - Online,
Residential & Commercial HVAC Technician : Universal EPA License & Numerous Carrier Certs., Expected in 08/2021 to South Florida Academy of Air Conditioning - Fort Lauderdale, FL,
High School Diploma: , Expected in 12/2005 to Northeast High School - Fort Lauderdale, FL,
  • Licensed Certified Claims Adjuster L# W802127 11-9-21
  • Licensed Residential & Commercial HVAC Technician: 8-21-20
  • Universal EPA License - L#2385926 8-7-20
  • Certified Carrier First Generation Variable Speed: 11-3-20
  • Certified Carrier New Generation Greenspeed/Extreme: 11-19-20
  • Certified Carrier New Generation Greenspeed/Extreme System Troubleshooting II: 10-5-21
  • Certified Customer Service Representative: 12-26-21
  • Account management
  • Complaint resolution
  • Recordkeeping strengths
  • Order fulfillment
  • Strategic sales knowledge
  • Technical Support
  • Money handling abilities
  • Creative problem solving
  • Professional telephone demeanor
  • Inbound and outbound calling
  • Verbal And Written Communication
  • Dispute Tracking
  • Site Inspection
  • Strong Time Management
  • Customer Satisfaction
  • Upselling Products and Services
  • Upbeat and Positive Personality

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

  • Kaplan University
  • South Florida Academy of Air Conditioning
  • Northeast High School

Job Titles Held:

  • Property & Casualty Agent
  • HVAC Technician
  • Manager of Operations /Lead Technician
  • Shipping and Receiving Manager


  • Licensed Property & Casualty Agent
  • Certified Claims Adjuster - All Lines
  • Residential & Commercial HVAC Technician
  • High School Diploma

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

*As seen in:As seen in: