Insurance Sales Agent resume examples

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Skillful Insurance Sales 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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Job-winning Insurance Sales Agent resume

Alexander Crecelius
Professional Summary

Resourceful and passionate professional with over five years of experience in the customer service industry with previous travel and supervisor experience. Extremely confident in handling complex requests to fulfill client needs, and adept with computers and various Microsoft Office applications. Developed procedures with management to increase workplace productivity. Comfortable with working in a team based environment. 

Skill Highlights
  • Skilled problem solver
  • Excellent teamworking abilities
  • Professional speaking skills
  • Extensive Travel Knowledge
  • Proficiency with Microsoft Excel and Publisher
  • Experienced with Salesforce
  • Competent in data entry and tracking
  • Efficient at logging purchases
Work Experience
Visa Infinite Concierge 06/2017 to Current Qualfon Fort Collins, Colorado

Provided support for clients calling in for travel assistance. Job required the use of professional skills on the phone to guarantee high class service. Created documents to provide information on client requests. Collaborated with the learning and development team to assist with the training of new hires. Designed and Implemented new process changes with the supervision of a manager. Participated in weekly meetings to develop strategies for solving various work related problems.

Lifelock Retention Agent 12/2016 to 06/2017 Qualfon Fort Collins, Colorado

On a daily basis, job required the handling of member cancellation requests. Utilized empathy and sales skills to retain loyal customers. Also assisted in training and resourcing for new agents. Provided support to new agents to assist in their development. 

Life Insurance Sales Agent 09/2016 to 11/2016 American Income Life Insurance Fort Collins, Colorado

Duties required calling union and association members to set up appointments. Met with members in home to deliver free benefits and sell insurance policies. Long distance travel was needed to meet with clients from out of state. Set travel arrangements for long trips, and booked hotels on a quick notice for personal use.

Mobile Sales Team Lead 10/2015 to 09/2016 Marketsource (Target) Fort Collins, Colorado

Promoted and marketed the sale of mobile devices, while also activating and providing service for such devices. Utilized extensive product knowledge and expertise with problem solving skills to work around online computer based systems. Processed shipments to receive and return products.  Maintained and secured inventory of expensive devices.

Cashier 03/2014 to 10/2015 Carl's Jr. Sheridan, Colorado

Worked to provide satisfactory customer experiences in a timely manner to guests. On a daily basis was required to clean store and cater to needs of guests.

Education and Training
Associate of Arts: Business 2020 Front Range Community College Fort Collins, Colorado, United States
Certifications
  • Six Sigma Green Belt
  • Supervisor Readiness Program Certification
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Top Insurance Sales Agent skills

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Experienced Insurance Sales Agent resume

Lauren Taylor Wisnowski
Professional Summary
Reliable Administrative professional with a keen focus on detail and accuracy. Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives. 
Skills


  • Excellent communication skills
  • Works well under pressure
  • Excellent planner and coordinator
  • Accurate and detailed
  • Results-oriented
  • Self-directed
  • Strategic thinker


  • Advanced MS Office Suite knowledge
  • Filing and data archiving
  • Event planning
  • Report analysis
  • Database management
  • Strategic marketing
  • Social media engagement
Work History
Raven & the Peach Catering Sales Manager//Fair Haven, NJ//September 2017 to Current
  • Collaborated with clients to plan event menus, budgets, and venues.
  • Consistently provided professional, friendly and engaging service.
  • Routinely supported other areas of the restaurant as requested, including answering telephones and completing financial transactions for other staff.
  • Assertively upsold alcoholic beverages, appetizers and desserts.
  • Proactively prepared for large parties and reservations, anticipating planning and staffing needs.
  • Verified cash drawer against the day's receipts.
  • Demonstrated genuine hospitality while greeting and establishing rapport with guests.
Russo's On the Bay Communications Director//Howard Beach, NY//February 2013 to August 2016
  • Directed and coordinated marketing activities and policies to promote products and services.
  • Worked with the communications team to drive internal promotion of company programs, initiatives, guiding principles and mission.
  • Coordinated and participated in promotional activities and trade shows.
  • Analyzed third-party data and investigated new growth opportunities.
  • Collaborated with developers, advertisers and production managers to market products and services.
  • Coordinated art and graphics creation for effective merchandising.
  • Identified value propositions and key messages for all of the company's marketing campaigns.
  • Preserved brand integrity by monitoring the consistency and quality of marketing content.
  • Developed and implemented campaigns for email, online advertising, search engines and direct mail.
  • Defined and tracked campaign effectiveness and adjusted strategies accordingly.
Petschauer Insurance Insurance Sales Agent//Garden City, NY//June 2010 to February 2013
  • Calculated quotes and educated potential clients on insurance options.
  • Evaluated the accuracy and quality of data entered into the agency management system.
  • Collected all premiums on or before effective date of coverage.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
Studley Inc Receptionist Administrative Assistant//New York, NY//September 2007 to June 2009
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Greeted numerous visitors, including VIPs, vendors and interview candidates.
  • Coordinated domestic and international travel arrangements, including booking airfare, hotel and transportation.
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Created detailed expense reports and requests for capital expenditures.
  • Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.
  • Assisted with event planning, including associated travel and logistical arrangements.
Education
Associate of Arts - Liberal Arts LaGuardia Community College, Long Island City// NY //2010
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