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Supervising Insurance Agent Resume Example

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SUPERVISING INSURANCE AGENT
Career Overview

Committed and motivated Administrative Assistant with exceptional customer service and decision making skills. Strong work ethic, professional demeanor and great initiative.

Skill Highlights

Time management

Strong interpersonal skills

Self-starter

Dedicated team player

Seasoned in conflict resolution

Microsoft Office

Strong organizational skills

Employee training and development

Meticulous attention to detail

Energetic work attitude
Core Accomplishments

Scheduling 

  • Facilitated onboarding of new employees by scheduling training, answering questions and processing paperwork.

Administration 

  • Performed administration tasks such as filing, developing spreadsheets, faxing reports, photocopying collateral and scanning documents for inter-departmental use.

Customer Service 

  • Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.

Training 

  • Successfully trained staff in all office systems and databases, policies and procedures while focusing on minimizing errors and generating superior results.


Professional Experience
American Income Life Insurance Phoenix, AZ Supervising Insurance Agent 02/2015 to 10/2015
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Called 100 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.
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Submitted up-to-date activity and production logs to agency management for review.
  • 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.
  • Promoted client retention through high-quality service and follow through.
Girl Scouts Arizona Cactus Pine Phoenix, AZ Member Services Specialist 11/2014 to 02/2015
  • Perform tasks to complete Background check screening on new and current volunteers.
  • Follow strict guidelines of confidentiality.
  • Process new volunteer applications and distribute to correct staff Provide customer service and assist in Help Desk duties for new girl and new volunteer registration Train and support new employees in the department Assist in transporting data to new system Sales Force.
Girl Scouts Arizona Cactus Pine Phoenix, AZ Member Services Executive 03/2013 to 11/2014
  • Self-Managed - Played a vital role in a team setting to serving girls and volunteers in the West Valley of the Phoenix Metropolitan area.
  • Volunteer Management - provided support to volunteers in 4 Service Area's.
  • Provided training as needed to new volunteers.
  • Provide customer service to volunteers and parents.
  • Responsible for recruitment of adult volunteers and girl members.
  • Maintain accurate records and submitted registrations accurately and timely.
  • Event Planning - planned events for recruitment and service unit programs.
  • Membership Database - Used CES - Personify Database to export reports and verify membership.
Girl Scouts Arizona Cactus Pine Phoenix, AZ Data Service Specialist 08/2008 to 03/2013
  • Support Council/GSUSA membership and program registration processes.
  • Provide customer service to Volunteers through our Help Desk Support line Provide timely & accurate input of data into CES - Personify database.
  • Set up and maintain the programs/events/summer camp registrations, including verification of program capacities, and monitor program vacancies.
  • Maintain files of registration materials.
  • Involved in presenting trainings, and composing training materials such as tutorials and guides.
  • Also generated forms to be used for membership/ programs/ summer camp.
Village Health Club & Spa Phoenix, AZ Front Desk Attendant 04/2008 to 09/2008
  • Knowledge of amenities and special programs about the health club.
  • Take reservations for open activities.
  • Answering phones and directing calls appropriate.
  • Perform point of sale of sporting goods and pro shop items.
JP Morgan Chase Phoenix, AZ Operations Processing Administrative 08/2007 to 06/2008
  • Data entry and research of payments.
  • Operate BancTec System.
  • Light clerical.
Education
Associate: Arts 08/2009 Phoenix College, Phoenix, AZ
Diploma 12/2000 Central High School, Phoenix, AZ
Skills

10-key, Administrative, Benefits, Clerical, Communication, Collaboration Customer Service, Data entry, Detail Oriented, Email, Event Planning, Fax, Filing, Help Desk Support, Insurance, Access, Excel, Outlook, PowerPoint, Publisher, Word, Recruitment, Research,Sales, Telephone, Training, Typing, 50 WPM, Word Processing

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Resume Overview

Companies Worked For:

  • American Income Life Insurance
  • Girl Scouts Arizona Cactus Pine
  • Village Health Club & Spa
  • JP Morgan Chase

School Attended

  • Phoenix College
  • Central High School

Job Titles Held:

  • Supervising Insurance Agent
  • Member Services Specialist
  • Member Services Executive
  • Data Service Specialist
  • Front Desk Attendant
  • Operations Processing Administrative

Degrees

  • Associate : Arts 08/2009
    Diploma 12/2000

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