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

I have shown demonstrated proficiency in insurance products, services and customer behaviors. I am trained in reviewing documents, working with internal and external parties and resolving routine and challenging concerns with independent approach. I have discovered and resolved problems, promoting new offerings and outperforming sales goals. I am a motivated individual with excellent customer service and insurance skills. I have always been highly effective at juggling multiple responsibilities at once and providing friendly service. I am also a resourceful senior account manager with experience determined to increase profits through innovative leadership and outgoing and professional sales techniques. I am approachable, honest and a tenacious worker willing to work long hours and stay committed to high-quality, efficient and streamlined work. I have supervised a team of junior account managers while handling a large volume of accounts.

  • Operations
  • Goals and performance
  • Digital marketing
  • Order management
  • Systems and software programs
  • Product and service sales
  • Trend forecasting
  • Territory Management
  • Staff Management
  • Customer Relations
  • Team Leadership
  • Cold Calling
  • Database Management
  • Business Development
  • Strategic Planning
  • Sales expertise
  • Budgeting master
  • Vendor management
  • Scheduling
  • Inventory understanding
Work History
01/2020 to Current
Senior Account Manager Aegon Cedar Rapids, IA,
  • Elevated account management by predicting potential competitive threats and outlining proactive solutions.
  • Trained and coached team of sales professionals focused on servicing high net worth accounts.
  • Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
  • Closed business deals with partner businesses to increase company profits
  • Organized client feedback and introduced streamlined process of replying to and rectifying complaints.
  • Mentored junior account management professionals to develop skills and increase company revenue.
  • Obtained pricing deals, negotiated contracts and solidified beneficial agreements.
  • Motivated team members to meet and exceed sales targets.
  • Effectively managed client accounts concurrently to increase company revenue.
  • Formed and evaluated conference calls to discuss company goals and rates of improvement.
  • Worked with customers to develop strategic business and account plans.
  • Created training program for entry-level employees to increase sales and customer satisfaction.
  • Orchestrated, executed and monitored performance of campaigns to boost brand awareness and profitability.
  • Prepared client budgets by reviewing all client billing and managing monthly invoices.
  • Developed deep knowledge of customer businesses and relationship to company objectives.
  • Read and prioritized leads and delegated potential new sales to junior account managers.
  • Enhanced online presence to take advantage of dynamic conditions and unique platform opportunities.
11/2019 to 01/2020
Automotive Service Consultant Carmax, Inc. Bakersfield, CA,
  • Determined customer needs by asking relevant questions and listening actively to responses.
  • Responded to all customer inquiries thoroughly and professionally.
  • Shared best practices for sales and customer service with other team members to help improve store's efficiency.
  • Removed safety hazards, soiled items and trash from customer areas.
  • Educated customers about brand to incite excitement about company's mission and values.
  • Responded to customer requests efficiently and with knowledgeable assistance.
  • Coordinated between billing department and customers to resolve problems.
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Increased customer satisfaction by resolving product and service issues.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Monitored social media and online sources for industry trends.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Kept facilities clean, neat and organized at all times to give areas professional and fresh appeal.
07/2019 to 11/2019
Life Insurance Specialist Farmers Insurance Group Bedford, TX,
  • Upsold additional products and services after identifying customer needs and requirements.
  • Responded to customer calls within 1 hour to swiftly resolve issues and answer questions.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Developed insurance quotes made sales presentations and closed sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Developed team communications and information for agency meetings.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Created sources for continuous client referrals within community and with businesses.
  • Provided coverage option information to assist clients in protecting assets.
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
10/2018 to 07/2019
Retail Store Supervisor Staples North Brunswick, NJ,
  • Rectified issues with all staff departments.
  • Conducted inventory analysis to determine optimal stock levels.
  • Worked with vendors and manufacturers to bring in effective marketing displays for sales floor and sales windows.
  • Addressed customer complaints and issues regarding service delivery.
  • Reviewed daily financial records and reports.
  • Maintained outstanding store conditions and visual merchandising standards.
  • Determined layout of store merchandise for visual appeal to consumers.
  • Analyzed operational expenses and cost of inventory to identify losses and developed strategies for increased profits.
  • Reviewed store sale numbers, cost of inventory, operational expenses, and inventory losses.
  • Oversaw preparation and distribution of promotional materials and flyers.
  • Answered product questions and assisted customers in selection and checkout.
  • Answered questions about store policies and concerns to support positive customer experiences.
  • Opened and closed store independently when needed and prepared nightly bank drop for manager.
  • Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
  • Assigned jobs to individual employees by considering factors such as previous training, current abilities and general knowledge.
  • Decreased inventory shrinkage, drive-off and daily cash discrepancies by closely monitoring daily operations.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.
  • Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.
  • Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.
  • Evaluated data on stock levels, customer sales and other factors, assessed trends and reported on findings to help senior management make effective operational decisions.
  • Educated staff on strategies for handling difficult customers and challenging situations.
  • Supervised end-to-end stock management, including examining incoming inventory, merchandising shelves and preventing shrinkage.
  • Researched issues to obtain appropriate answers to customer inquiries.
  • Assessed sales reports to identify and enhance sales performance, support inventory oversight and capitalize on emerging trends.
  • Assisted customers by answering questions and fulfilling requests.
  • Greeted customers and helped with product questions, selections, and purchases including in-store and e-service transactions.
Expected in
: Accounting And Finance
Macomb Community College - Clinton Twp,MI,
Expected in 06/2018
High School Diploma:
Eisenhower High School - Shelby Township, Mi,
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • I have been publicly honored for being the highest grossing producer out of everyone at the office at multiple points in time.
  • Resolved product issue through consumer testing.
  • Resident Producer license

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Resume Overview

School Attended

  • Macomb Community College
  • Eisenhower High School

Job Titles Held:

  • Senior Account Manager
  • Automotive Service Consultant
  • Life Insurance Specialist
  • Retail Store Supervisor


  • Some College (No Degree)
  • High School Diploma

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