seasonal benefit enrollment specialist resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

Highly motivated licensed insurance agent with extensive customer service and sales experience. Business-savvy with over thirty years of experience of representing a full line of insurance products, serving as a trusted advisor to business's and individuals. Leading sales teams towards increased revenues and success. Results-oriented with the ability to lead organizations to successful product launches and higher revenues. Client relations expertise in developing new and maintaining existing client relationships.

  • People Skills
  • Flexible Schedule
  • Customer Service
  • Supervision & Leadership
  • Reliable & Trustworthy
  • Team Management
  • Critical Thinking
  • Good Work Ethic
  • Friendly, Positive Attitude
  • Relationship Building
  • Fortune 500 Company Sales Background
  • Territory Sales Management
  • Prospecting Skills
  • Recruiting and Hiring
  • Insurance Customization
  • Policy Renewals
  • Policyholder Communication
  • Client Prospecting
  • Insurance Policy Sales
  • Policy Changes
  • Policy Feature Explanations
  • Client Retention
  • Insurance Eligibility
  • Group Presentations
  • Customer Referrals
  • Medicare Compliance
  • Health Insurance Sales
  • Upselling and Cross-Selling
Seasonal Benefit Enrollment Specialist, 08/2022 to 12/2022
Afmic American Family Mutual Insurance Company, S.I.Sartell, MN,
  • Researched employee benefit and health and safety practices, recommending changes or modifications to existing policies.
  • Administered employee insurance, HSA's and 401k's working with insurance brokers and plan carriers.
  • Knowledge of enrollment platforms and contact center software
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Identified needs of customers promptly and efficiently.
  • Answered numerous calls per shift to assist with customer questions and concerns.
  • Upsold products to policyholders and new clients.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Explained coverage options to potential policyholders, answering questions or concerns.
Insurance Agency Owner, 04/1999 to 01/2021
Self Employed Insurance AgentCity, STATE,
  • Implemented successful business strategies to increase revenue and target new markets.
  • Mentored and trained new hires on sales techniques and customer service procedures.
  • Created and implemented marketing and advertising strategies to support revenue goals and promote strategic growth.
  • Delegated work to staff, setting priorities and goals.
  • Managed on-site insurance personnel, training staff in procedures, workflows, carrier underwriting guidelines and sales goals.
  • Conducted market research and reported on competitors.
  • Presented insurance products to clients to meet needs and discuss financial investment and return on investment.
  • Resolved customer complaints regarding sales and service.
  • Supported sales team members to drive growth and development.
  • Serviced existing insurance clients by soliciting additional policy renewals.
  • Coached, developed and motivated team to achieve revenue goals.
  • Developed cohesive plans to market voluntary insurance to prospective clients.
  • Oversaw regional and local sales managers and staff.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Led, coached and developed employees to achieve sales goals.
  • Enhanced sales volume through skilled support to both new and inactive customers.
Regional Sales Manager /Licensed Insurance Producer, 03/1993 to 04/1999
Aon InsuranceCity, STATE,
  • Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Met regional sales objectives by developing and implementing promotion strategies, coordinating sales team and servicing key accounts to fortify business relationships.
  • Increased revenue generation by collaborating with senior executives to assess regional performance and develop new sales strategies.
  • Analyzed regional market trends to discover new opportunities for growth.
  • Coordinated Daily Field Reports (DFRs)
  • Coached, developed and motivated team to achieve revenue goals.
  • Analyzed quarterly sales statistics and prepared analyses for corporate management.
  • Held weekly meetings with each representative to talk one-on-one, resolve issues and provide tailored training.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Oversaw regional and local sales managers and staff.
  • Led, coached and developed employees to achieve sales goals.
  • Developed and significantly grew assigned territory 100 % within first year.
  • Supported, trained and motivated team of professionals to consistently meet annual goals for sales and production.
Education and Training
Insurance License: Licensed Insurance Producer , Expected in 03/1993 to NC School of Insurance - Charlotte, NC,
  • Accident and Health
  • Life and Health
  • Medicare Supplement / Long Term Care
High School Diploma: , Expected in 06/1982 to Mt Airy High School - Mount Airy, NC,
  • Licensed Insurance Producer
  • Won numerous trips and awards for being top producer.
  • Exceeded sales goals by average of 35% in all years employed.
  • Promoted from sales agent to Regional Manager, in less than 12-months.
  • Started and successfully managed my own independent insurance agency.
  • Built business through referrals and repeat clients.

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Resume Overview

School Attended

  • NC School of Insurance
  • Mt Airy High School

Job Titles Held:

  • Seasonal Benefit Enrollment Specialist
  • Insurance Agency Owner
  • Regional Sales Manager /Licensed Insurance Producer


  • Insurance License
  • High School Diploma

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