Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Ambitious, results- oriented sales executive. Over 25 years experience driving collaborative efforts to boost operational efficiency and service levels for sustainable growth and profitability across sectors. A proactive and analytical leader with skills in sales and marketing, efficient operations, team leadership, tactical planning and operational problem-solving. Exceptional communication skills. A wealth of knowledge in insurance and financial services including products, sales, service, marketing and regulatory compliance.

  • Performance Metrics Analysis
  • Business Planning and Financial Acumen
  • Sales Team Leadership
  • Communications
  • Insurance and Financial Services Regulatory Acumen
  • Marketing Plan Development
Work History
04/2019 to Current
Sales and Marketing Business Consultant Bertelsmann Fresno, CA,
  • Led new Insurance Sales Agent and team to #1 Auto Sales Agent in 13 months.
  • Increased insurance agent's life sales by 500% over 15 months.
  • Collaborate with independent business owners to coordinate sales and marketing plans
  • Design and carry out market research to detect and attract new customers
  • Established marketing and sales promotions to boost visibility, drive business and improve profitability
  • Compile product, market and customer data to forecast accurate sales and profit projections
  • Establish, initiate and optimize business development strategies based on company targets, product specifications, market data, budget factors and profitability goals
07/2006 to 04/2019
Insurance and Financial Services Executive State Farm Insurance City, STATE,
  • CLU, LUTCF, RICP, AIM, AIC, Series 6/63
  • Created and implemented sales and service strategies across all insurance and financial service product lines including Auto, Fire, Life Health and Banking (Auto Loans, Checking and Credit Cards)
  • Presented complex financial retirement product solution packages (life, health, bank and securities) to customers
  • Drove performance initiatives, facilitating 220% Year Over Year Auto New Business Sales Gain in first year. Further maintained average 20% increase in subsequent years
  • Achieved top sales in territory for eight years, with 600% Year Over Year increase in Health Insurance sales in first year. Further maintained average 140%+ increase in subsequent years
  • Consistently increased Bank sales (Auto Loans 112% and Credit Cards 276%) Year Over Year in first year. Further maintained average overall 151% increase in subsequent years
  • Strong collaboration with Underwriting, Strategic Planning, Product Development, Compliance and Information Technology business partners for strategic organizational alignment, P&L assessment and strong growth and profitability
  • Supported and supervised territory of 40 State Farm Sales Agents and 125 insurance sales professionals
  • Achieved top rank in change management adoption during significant enterprise restructuring, including implementation of new technology and new customer identification and segmentation strategies
  • Developed, in collaboration with cross functional executive business partners, new product, marketing and sales strategies/policies based on customer needs and short and long term profitability goals
  • Developed, implemented and monitored comprehensive business plans in alignment with organizational platform and profitability goals
  • Analyzed performance metrix and reports for real time strategic planning and course correction
  • Developed and facilitated specific product, process and procedural training based on data analysis to increase sales and profitability
  • Supported sales across all access points and lines of distribution including call centers, phone, text, internet and in-person
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys
06/2002 to 07/2006
Compliance Auditor State Farm Insurance City, STATE,
  • Facilitated financial and operational compliance audits, working with internal and external managers to communicate recommendations or issues surrounding audits
  • Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement
  • Managed quality programs to reduce overdue compliance activities
    Prepared reports for templates and maintained compliance database
  • Facilitated various training and development programs, including annual mandatory securities and regulatory compliance training across all product lines including Bank (Auto Loans, Checking and Credit Cards), Auto, Fire, Life and Health
  • Produced audit reports
  • Researched and corrected regular, advanced and long-standing customer concerns to promote company loyalty
  • Performed over 150 internal compliance audits per year including developing and monitoring action plans to conclusion
Expected in
Bachelor of Science:
University of Southern Mississippi - Hattiesburg, MS
  • Birmingham Urban League Board of Directors - Board Member and Public Relations Chair
  • Birmingham Women Entrepreneurs
  • Amazon Best Selling Children's Book Author

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School Attended

  • University of Southern Mississippi

Job Titles Held:

  • Sales and Marketing Business Consultant
  • Insurance and Financial Services Executive
  • Compliance Auditor


  • Bachelor of Science

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