LiveCareer-Resume

sales agent resume example with 11 years of experience

JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

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

Experience
04/2015 to 06/2015 Sales Agent Iqor | Meridian, MS,
  • 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.
10/2013 to 04/2015 Licensed Customer Service Agent Biolife | Cordova, TN,
  • 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.
03/2013 to 10/2013 Assistant Manager Clean Harbors | Holbrook, MA,
  • 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.
10/2010 to 05/2013 Customer Service Representative/CSM Metromile | New York, NY,
  • 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.
09/2008 to 04/2010 Customer Service Representative Grange Insurance Group | Seattle, WA,
  • 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.
06/2006 to 09/2008 Licensed Customer Service Representative RJ Smith Nationwide 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.
  • 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.
01/2005 to 04/2006 Collections Representative II JP Morgan Chase | City, STATE,
  • 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.
10/2003 to 01/2005 Policy Service Representative Progressive Insurance | City, STATE,
  • 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
Expected in 2015 State of Ohio Insurance License | Property & Casualty Hondros School of Insurance, Independence, IN GPA:
Expected in 2012 Associate of Science | Business Management Indiana Wesleyan University, Independence, IN GPA:
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

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
  • Associate of Science

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