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Sales Agent Resume Example

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SALES AGENT
Summary

Enthusiastic Insurance Sales Agent who excels at promoting long-term agency success through proactive marketing and quality customer service.

Experience
Sales Agent
May 2015 to July 2015Moss Insurance Agency - EpiQ Agency - Mayfield Village, OH
  • 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 Worked with multiple carriers so comparison quotes could be offered to customers.
Licensed Customer Service Agent
October 2013 to April 2015Acceptance Insurance - Maple Heights, OH
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Upsold agency products and services, increasing annual sales.
  • Pursued continuing education and training programs to continue professional development.
  • Presented and clearly explained insurance policy options to clients based on their needs and goals.
  • Developed productive working relationships with car dealers, loan processors and other business partners in the community.
  • Called 100+ lapsed customers each week to inquire about continuing needs.
Assistant Manager
March 2013 to October 2013Global Connection of America - Cleveland, OH
  • Delivered excellent customer service by greeting and assisting each customer.
  • Opened a new store location and assisted in recruiting and training new staff.
  • Stocked and restocked inventory when shipments were received.
  • Purchased used mobile devices from local retailers and walk-in customers looking to receive cash for unused equipment.
  • Kept accurate inventory record and updated information in an Excel spreadsheet Prepared inventory for weekly shipment to warehouse for distribution for applicants of Lifeline programs.
Customer Service Representative/CSM
October 2010 to May 2013Wal-Mart Stores - South Euclid, OH
  • Addressed customer inquiries and resolved complaints.
  • Exchanged returned merchandise for customers quickly and efficiently.
  • Served as liaison between customers, store personnel and various store departments.
  • Confirmed that appropriate changes were made to resolve customers' problems.
  • Trained new employees on customer service policies and service level standards Assigned duties to cashiers during non-peak hours to maintain front-end facility appearance.
  • Completed financial transactions, MoneyGram, check cashing, prepaid card reloads, and bill payments.
Customer Service Representative
September 2008 to April 2010AmeriGas Propane - Westlake, OH
  • Provided accurate and appropriate information in response to customer inquiries.
  • Processed orders for propane fuel delivery to both residential and commercial customers.
  • Accepted payments on prepay orders or on amounts over the credit allowance Gave approximate date of delivery based on route schedule Provided accurate and appropriate information in response to customer inquiries.
Licensed Customer Service Representative
June 2006 to September 2008RJ Smith Nationwide Insurance - South Euclid, OH
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Called 40-60 warm leads each week to expand client base.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Compiled coverage and rating information in an accessible format.
  • Researched coverage and premium options and supplied clients with the best coverage available.
  • 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.
Collections Representative II
February 2005 to May 2006JP Morgan Chase - Mayfield Village, OH
  • Reviewed clients' accounts and regularly contacted them to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Collected on past-due balances to bring accounts current.
  • Advised on ways to keep account current and avoid negative credit factors.
  • Provided suggestions on obtaining funds to avoid further collection practices.
  • Implemented financial planning recommendations.
Policy Service Representative
November 2003 to February 2005Progressive Insurance - Mayfield Village, OH
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Promoted agency products to customers over the telephone and explained benefits of the additional coverages.
  • Gave detailed billing explanations. Sent documents via fax, email and mail to customers, dealers and state agencies as requested.
  • Provided state specific information to clients based on residency requirements.
Education
State of Ohio Insurance License : Property & Casualty, 2015Hondros School of Insurance - Independence, IN
Associate of Science : Business Management, 2012Indiana Wesleyan University - Independence, IN
Affiliations

August 2010 Customer Service & Relations Program - Council for Economic Opportunities in Greater Cleveland, Cleveland, OH June 2000


Property & Casualty Insurance License - Ohio Department of Insurance - 2015


Personal Lines Insurance License - Ohio Department of Insurance - 2005

Skills

Skilled in delivering a high-level of customer service, performed in an office setting as well as call center environment, technical resolution skills, problem solving ability, people oriented and knowledgeable in most software applications.

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Resume Overview

Companies Worked For:

  • Moss Insurance Agency - EpiQ Agency
  • Acceptance Insurance
  • Global Connection of America
  • Wal-Mart Stores
  • AmeriGas Propane
  • RJ Smith Nationwide Insurance
  • JP Morgan Chase
  • Progressive Insurance

School Attended

  • Hondros School of Insurance
  • Indiana Wesleyan University

Job Titles Held:

  • Sales Agent
  • Licensed Customer Service Agent
  • Assistant Manager
  • Customer Service Representative/CSM
  • Customer Service Representative
  • Licensed Customer Service Representative
  • Collections Representative II
  • Policy Service Representative

Degrees

  • State of Ohio Insurance License : Property & Casualty , 2015
    Associate of Science : Business Management , 2012

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