Insurance Agent resume examples

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Skillful Insurance Agent resume

Marizza Shoup
Carrier Objective

License Insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.

Personable and professional communicator with fluency in Spanish.

Skills
  • Superior Customer Service
  • Verbal Communication
  • Fluent in Spanish and English
  • Sales
  • Multi-task
  • Self-motivated




    • Work History
    Business Consultant May 2018 - Current
    NXGEN Payment Services Boise, ID
    • Leading to a singular solution that allows any business to take credit card payments in person, online, and over the phone.
    • Tailored Payments Solutions for any Business with excellent customer service.
    Insurance Agent Jan 2018 - Feb 2019
    Seguros Del Potosi, LLC Rupert, ID
    • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
    • Approached potential clients by utilizing direct marketing techniques, including mailings and phone contacts.
    • Built relationships with clients to provide excellent service.
    • Maintained high standards of customer service by building relationships with clients.
    Business Owner - Operator Retail Stores Oct 2009 - Feb 2019
    Cell Cell Cell, Inc Rupert, ID
    • Stayed on top of current market trends to determine optimal pricing of goods and service to capitalize on emerging opportunities.
    • Conducted target market research to scope out industry competition and identify advantageous trends.
    • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
    Sales Executive Nov 2017 - May 2018
    Spoton San Francisco, CA
    • Built strong client relationships, providing Superior Customer Service.
    • Identified and qualified customer needs, developed sales strategies.
    • Introducing New Products
    • Client Retention
    Independent Insurance Agent Oct 2015 - Aug 2017
    TAG The Ahbe Group Insurance Services Burley , ID
    • Created sales with superior customer service, explaining policies options
    On-Call Qualified Spanish Medical Interpreter Apr 2011 - Jul 2017
    Morales Dimmick Translation Service, Inc Twin Falls, Burley, ID
    • Facilitate communication between patients and physicians
    Insurance Agent-Reserve Sep 2014 - Sep 2015
    Farmers Insurance Burley, ID
    Business Owner-Operator Retail Stores Apr 2006 - Nov 2014
    B2P, LLC Burley, Rupert, Twin Falls, Jerome, Buhl , ID
    On-Call Spanish/English Legal Interpreter Mar 2000 - Jan 2010
    Minidoka and Cassia Counties Rupert, Burley, ID
    Small Business Owner/Operator Apr 2006 - Jul 2009
    Livincare Service Coordination Agency Buley, ID
    Radio Producer/Voice Talent Spanish May 1998 - May 2000
    Lee Family Broadcasting Rupert, ID
    Spanish Medical Interpreter Independent Contractor Jun 1996 - Jun 1998
    Idaho Department Of Health And Wellfare Region 5 Twin Falls, Idaho
    Certifications

    Idaho Department of Insurance

    Resident Producer License

    Casualty, Disability(Health), Life, Property

    Resident Bail Agent License

    Idaho Supreme Court

    Pre-Licensing Studies for Court Interpreters

    Qualified Spanish Medical-Legal Interpreter
    Real Estate Pre-License Module 1 and Module 2

    Education
    Associate of Applied Science: Visual Arts Current-Student
    College Of Southern Idaho Twin Falls, Idaho
    Additional Information

    Mexico Work History

    *Mashlo de Mexico, S.A. 1990 - 1996

    Service provider for the Government of the State of San Luis Potosí, Mexico

    *San Luis Potosí Department of Tourism San Luis Potosí Mexico 1987 -1991

    Event Coordinator 

    *Banco del Centro, S.A de C.V.1977 - 1981 /1984 - 1987

    Banking Operations / Banking and Administrative Operations Instructor / Auditor

    *Universidad de San Luis Potosí, Mexico 1984-1987

    Instructor

    *Warner Bros Mexico Division 1981 - 1984

    Promotion and Special Events Manager

    Mexico Certifications

    Banco del Centro, S.A. de C.V.

    *Instructor for Adults, Banking Accounting and Systems

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    Job-winning Insurance Agent resume

    Melissa McElroy
    Professional Summary

    Versatile and experienced office professional available immediately for interview seeking to secure a position in another industry. Extensive background in customer service, sales, and administrative tasks.

    Skills
    • Superior organization ability
    • Sales experience
    • Excellent communication skills
    • Type 35-40 wpm
    • Strong work ethic
    • Accurate and detailed
    • Exceptional discernment ability
    • Time management
    • MS Office
    • Salesforce knowledge
    • AS/400
    • Professional phone etiquette
    • Excellent planner and coordinator
    • Customer service-oriented
    • Multi-line phone proficiency
    • Math aptitude
    Work History
    Nov 2018 - Current Insurance Account Representative State Farm - Hernando, MS
    • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. 
    • Establish customer relationships and follow up with customers as needed.
    • Work with the Agent to establish and meet marketing goals. 
    • Administrative tasks such as answer phones, computer use, faxing, scanning, creating, maintaining and securing files for underwriting review. 
    • Cash handling and balancing with processing other forms of payment. 
    Jun 2000 - Sep 2018 Insurance Sales Agent National General Insurance (formerly Direct Auto Insurance) - Southaven , Mississippi
    • Sell property, casualty, life, and additional types of insurance products. 
    • Calculate premiums and establish payment method.
    • Call on policy holders to deliver and explain policy.
    • Analyze and suggest additions or changes to current coverage.
    • Seek out new clients and develop clientele by marketing and networking in the community.
    • Work with Management on implementing local events to effectively promote our individual business unit.
    • Understand, promote, and remain current on company underwriting guidelines.
    • Follow strict privacy laws regarding customer information and documents.
    • Attend meetings and webinars designed to increase my knowledge of new products, services, and skills.
    • Administrative tasks such as, answering phones, typing, maintaining records, filing, scanning, faxing, and use of computer for data entry.
    • Assist with the training of newly hired agents and customer service reps.
    • Cash handling and balancing, along with processing other forms of payment.
    • Develop and maintain exceptional client relations and provide customer service.
    • Order supplies, run errands, and keep all common office areas clean and organized.
    Jun 1997 - Jun 2000 Front Desk Agent / Manager Sleep Inn - Horn Lake, Mississippi
    • Greeted and welcomed all hotel guests.
    • Verified that personal and payment information on guest accounts was accurate and complete.
    • Reviewed account information and charges with guests during check-out.
    • Resolved service-related problems in a timely manner.
    • Delivered messages, mail, and packages left for guests and hotel facilities.
    • Created weekly schedules and assisted with the training of other Front Desk Agents.
    • Would step in to accommodate guests in the breakfast bar area when there was not an attendant available.
    • Use of computer on a daily basis to create reservations, run reports, and process forms of payment.
    Jun 1992 - Jan 1997 Retail Sales Assistant Loose Ends - Memphis, Tennessee
    • Responded to customer questions and requests in a prompt and efficient manner.
    • Prioritized helping customers over completing other routine tasks in the store.
    • Engaged with customers in a sincere and friendly manner.
    • Completed all cleaning, stocking, and organizing tasks in assigned sales area.
    • Recommended merchandise to customers based on their needs and preferences.
    • Cash handling and balancing with use of cash register.
    Education
    1994 High School Diploma Wooddale High School | Memphis, Tennessee
    Certifications
    Property & Casualty, Life, Health, and Accident producer license. State of Mississippi, Tennessee, and Arkansas. June 2000 - Present
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    Experienced Insurance Agent resume

    Joel Hofer
    Professional Summary

    Licensed insurance professional with extensive customer service, sales and prospecting experience. Seeks a position offering new challenges and opportunities. Experience in the insurance industry would cross over to help other industries thrive.

    Skills
    • Proactive team player
    • Computer-savvy
    • MS Office
    • Driven
    • Results-oriented
    • Warm and cold leads development
    • Property insurance
    • Underwriting knowledge
    • Home and recreational insurance sales
    • Policy coverage expert
    • Endorsed enhancements
    • Sales Force knowledge
    • Life and health insurance products
    Work History
    April 2011-Current Personal Lines Producer | Gallatin Insurance Agency | Belgrade, Mt
    • Calculated premiums and established payment methods for sales.
    • Identified and solicited sales prospects in agency databases.
    • Evaluated leads obtained through direct referrals, lead databases and cold calling.
    • Finalized sales and collected necessary deposits.
    • Collected all premiums on or before effective date of coverage.
    • Negotiated new and renewal production goals with business development manager.
    • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
    • Calculated quotes and educated potential clients on insurance options.
    • Followed up with customers on unresolved issues.
    • Reported policy changes and company conditions affecting customer satisfaction.
    • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
    November 2007-September 2010 Office Manager / Producer | Allstate Marie Gary Agency | Belgrade, Montana

    Managed all aspects of an Allstate satellite location which required the opening of the office and conducting all duties during the normal business day. That included new business sales, service on existing client policies, claims service, marketing strategies to drive new business and uphold Allstate agency standards.

    June 1992-Current Senior Health Insurance Agent | Self | Bozeman, Mt Offered Medicare Supplement and other Senior Health insurance products through direct one to one sales. Most leads obtained through cold calling. The position ended full time in 2010. I currently offer Medicare Supplement and other Senior Health products on a referral basis part time.
    Education
    High School Diploma Minot High School, Minot ND
    Minot State University, Minot, ND
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