Licensed Insurance Agent resume examples

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Skillful Licensed Insurance Agent resume

Kristen Nickson
Professional Summary

Customer Service Professional highly skilled in call center and retail operations. Strengths include providing exceptional customer service through active listening and problem solving skills in a high call volume environment. Experience includes call center operations and retail management. I currently hold a Property and Casualty Insurance License.

Work History
Licensed Insurance Agent, 04/2018 to 08/2019
 Liberty Mutual Insurance – Plano, TX
  • 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.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Conducted annual reviews of existing policies to update information.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
Customer Support Supervisor, 01/2014 to 02/2018
 Nerium International LLC – Addison, Texas
  • Supervised a group of 10-18 Customer Service Representatives.
  • Assumed ownership over team productivity and manage workflow to meet or exceed quality service goals.
  • Implemented useful tools to assist Customer Service Representatives with company processes and areas of opportunities.
  • Trained staff on operating procedures and company services.
  • Conducted motivating coaching sessions to increase performance.
  • Monitored inbound calls and provide real- time feedback to increase customer satisfaction.
  • Analyzed working rate, hold time, and handle time to monitor Customer Service Representatives performance and productivity.
  • Conducted annual performance reviews for all Customer Service Representatives.
  • Prepared reports and communicate Customer Service Representatives performance to the Sr. Support Manager.
  • Addressed and resolve customer escalations empathetically and professionally.
  • Referred unresolved customer escalations to designated departments for further research.
Senior Customer Service Representative, 09/2012 to 10/2013
 RealManage - Dallas/Fort Worth – Carrollton, Texas
  • Assisted Homeowners with managing their accounts and processing payments with their Home owners association.
  • Educated Homeowners of the benefits of the Home owners association.
  • Issued and processed amenity passes for residents.
  • Resolved delinquent accounts by educating Home owners on the Texas Statutory payment plan.
  • Informed Community Association Manager of urgent property issues such as a flood, fire, or natural disaster.
  • Partnered with Supervisor to train on-boarding advisors.
Customer Support Representative, 09/2011 to 10/2012
 PFSweb – Dallas , Texas
  • Answered an average of 90 calls per day by addressing customer inquiries, solving problems and providing product information.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and providing one call resolution.
  •  Diffused volatile customer situations calmly and courteously.
  • Met or exceeded metrics and quality standards every review period.
  •  Accurately documented, researched and resolved customer service issues.  
Lead Sale Associate, 05/2010 to 06/2011
 Dillards – Frisco , Texas
  • Operated a cash register for cash, check and credit card transactions with accuracy.
  • Priced merchandise, stocked shelves and took inventory of supplies.
  • Handled all customer relations issues in a gracious manner and in accordance with company policies.
  • Maintained established merchandising standards, including window, sales floor and promotional displays.
  • Worked with the management team to implement the proper division of responsibilities.
  • Alerted customers to upcoming sales events and promotions.
  • Identified potential shoplifters and alerted management.
  • Mentored new sales associates to contribute to the store's positive culture.
Department Manager Women Apparel , 05/2007 to 03/2009
 Belk – Nacogdoches, Texas
  • Managed staff of 6-10 sales associates.
  • Assigned employees to specific duties to best meet the needs of the store.
  • Scheduled and led store meetings for all employees.
  • Instructed staff on appropriately handling difficult and complicated sales.
  • Interviewed job candidates and made staffing decisions.
  • Counted cash drawers and made bank deposits.
  • Examined merchandise to verify that it was correctly priced and displayed.
  • Increased profits through effective sales training and troubleshooting profit loss areas.
  • Reported to thegeneral regarding all store and staff issues.
  • Conducted store inventories twice a year.
Education
Bachelor of Arts: Early Childhood Education Stephen F. Austin State University - Nacogdoches, TX
Associate of Arts: Coursework in General Studies Lon Morris College - Jacksonville Texas
     
Skills
  • Familiarity with Key Performance Indicators (KPIs)
  • Ability to Lead and Motivate Team Members
  • Strong Time Management and Organizational Skills
  • Strong Written and Oral Communication Skills
  • Customer-Focused
  • Strong Analytical Skills
  • Presentation Skills
  • Proficient in Microsoft Office including Excel
  • Insurance product expertise
  • Property insurance
  • Policy renewals
  • Auto insurance
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Job-winning Licensed Insurance Agent resume

Cindi Wright
Professional Summary
Ambitious professional with diverse background in management, customer service and sales. Specializing in world-class service, customer satisfaction, productivity and team management. Effective in face to face, online and telephone interaction with customers across many industries.
Skills
  • People-oriented
  • Relationship development
  • Effective communicator
  • Flexible and adaptable
  • Organized multitasking
  • Self-motivated
  • Critical and creative thinking
  • Proficient in MS Office
Accomplishments
  • Received three promotions within one year, from entry level to executive, during my career with Villalon Callis Pediatric Dentistry & Orthodontics 
  • Increased Villalon Callis new patient base by 56% over six month period as PR Manager - New Patient Coordinator 
  • Boosted Savage Concepts customer satisfaction ratings by 20% by developing new processes and improving work flow
  • Successfully transitioned the bank branch through two major corporate mergers while upholding an outstanding 93% customer satisfaction rating throughout my career in bank management 
Work History
08/2018 to Current Contractor - SCI - Supply Chain Adroit Partners | Houston, TX
  • Work with internal and external support teams to resolve issues with bronze marker storage project
  • Conduct outgoing calls to existing clients in order to finalize pre-need contract
  • Create customized bronze marker designs and effective service solutions to clients
02/2018 to 06/2018 Director of New Patient Experience Kidstown Dental | Katy, TX
  • Handle new patient experience from the first scheduling phone call to their appointment in the office.
  • Achieved a record high of 166 new patients in one month for the practice.
01/2017 to 01/2018 Manager of Public Relations - New Patient Coordinator Villalon Callis Pediatric Dentistry & Orthodontics | Sugar Land, TX
  • Manage the expansion of the dental practice by developing relationships and growing the new patient base 
  • Plan marketing campaigns using website, social media, mailers, email and advertisements
  • Built alliances in the area surrounding the practice while giving the doctor and the office an excellent reputation out in the community and creating goodwill
  • Speak at school assemblies to educate children about oral health through dental presentations
07/2014 to 01/2017 Account Manager Savage Concepts | Houston, TX
  • Directly support CEO in managing project work flow such as scheduling, budgeting, accounts payable / receivable, data entry and reporting 
  • Maintain open communication with vendors to ensure project deadlines are met
  • Serve as account manager for completed projects to ensure continued client satisfaction
01/2013 to 01/2014 Travel Counselor Vacations To Go | Houston, TX
  • Travel agent specializing in planning and booking cruises for high volume inbound call center
  • Payment processing, invoicing and complete management of the customer's vacation
  • Proactive communication with vendors to maintain highest level of customer service and satisfaction
07/2012 to 11/2013 Licensed Insurance Agent Aflac | Katy, TX
  • B2B outside sales to promote Aflac voluntary benefits to business owners and acquire accounts
  • Conduct group work site presentations and individual consultative employee enrollments
  • Complete fiscal and operations management as an Independent Agent
12/2004 to 07/2012 Branch Manager - Assistant Vice President Wells Fargo Bank | Katy, TX
  • Manage all aspects of a multi-million dollar financial center operation including sales, customer service, staffing, and compliance 
  • Ensure compliance with federal and state regulations, as well as company policies and procedures
  • Supervise the hiring, staffing, training and coaching of a team of 13 employees
  • Oversee and exceed monthly, quarterly and annual sales goals, customer satisfaction ratings and fiscal performance
Education
1994 High School Diploma Katy High School, Katy, TX
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Top Licensed Insurance Agent skills

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Experienced Licensed Insurance Agent resume

Mary Long
Professional Summary
I am a experienced LPN. I have worked as a licensed practical nurse since 2004 and prior to that was a certified nursing assistant for 17 years. As you can see my experience ranges from acute care to hospice and long-term care as well as touching on some Management in an  Assisted Living environment. I am currently excited about a new opportunity to learn and grow.
Work History
Clinical Licensed Practical Nurse 01/2014 to Current
Nurse Staffing – Clearwater, FL
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  • Charge nurse on skilled and long term care. Oversaw average of 30 patients per shift.
  • Collected specimens for lab tests and communicated results.
  • Liaised between patients and physicians to ensure patient comprehension of treatment plans.
  • Instructed patients and family members on proper discharge care.
  • Ensured HIPAA compliance.
  • Developed and implemented nursing care plans.
  • Documented patient information in Point-Click Care, Matrix and Pharmscript.
  • Performed crisis care working in homes with hospice patients for crisis intervention.
  • Administered medications intravenous, oral, Sub-Q, intramuscular, rectal, transdermal and ocular.
Licensed Insurance Agent 04/2017 to 09/2017
AmeriLife and Health Services of Hernando County – Spring Hill, Florida
  • Closed an average of 5 new sales and appoinments per week.
  • Calculated premiums and established payment methods for sales.
  • Identified and solicited sales prospects in agency databases.
  • Met with an average of 4 walk-in policyholders to address and resolve complaints.
Hospital Licensed Practical Nurse 01/2014 to Current
HealthTrust Workforce Solutions – Sunrise, FL


  • Ensured proper staffing to area HCA hospitals in times of shortages.
  • Assisted doctors with bedside procedures and procedures and other non-invasive procedures.
  • Used critical thinking and advanced assessment skills.
  • Followed and updated patient focused individualized care plans.
  • Communicated between patients and doctors to assist in patient understanding of conditions and procedures as well as notifying doctor of change of condition.
  • Documented patient care following strict Hippa guidelines in MEDITECH EMR.
  • Administered medication via intravenous, oral, sub q, intramuscular, peg tub, transdermal, rectal and ocular.
  • Collected blood, tissue and other laboratory specimens and prepared them for lab testing.
  • Managed complex patients with chest tubes, ventilators, peg tubes and tracheostomies.
Wellness Director 10/2016 to 04/2017
Spring Haven Assisted Living – Winter Haven, Florida


  • Directed the new hire  program. Recruited, hired, led training and assisted with ongoing communications between departments and new hires.
  • Effectively supervised approximately 20 non-clinical staff and effectively implementing new policies.
  • Processed monthly reports for department performance.
  • Authorized drug refills and provided detailed prescription information to pharmacies.
  • Scheduled patient admissions and discharges as well as performed new admission assessments within the community at private homes and hospitals.
  • Documented patient information in Quick mar and Real Page 
  • Liaised between patients and physicians to ensure patient comprehension of treatment plans and notified physicians of change of condition.
  • Effectively managed clinical oversight for 120-bed unit.
  • Followed infection control procedures.
  • Developed and produced all office flyer notifications for important policy changes, office news, resident meetings and staff meetings.
  • Assessed need for, ordered, obtained and interpreted appropriate lab tests.
  • Performed monthly inventory and maintained office and medical supply counts.
  • Attended morning management meetings and reported changes to Administrator.
Home Health Nurse 04/2010 to 04/2012
Maxim Healthcare Services – Clearwater, FL
  • Instructed patients and family members on proper medication management and trach and peg tube care and management.
  • Performed all patient care including activitiesa of daily living, medication administration, peg tube care and management, trach and ventilator care and management. 
  • Documented all cares on paper documentation sheets and turned into office in expected time frame.
Charge Nurse 01/2011 to 09/2011
Ambassador Healthcare – Omaha, Nebraska
  • Charge Nurse on long term floor. Oversaw average of 20 patients per shift.
  • Effectively supervised 3 CNAs and other non-clinical staff per shift.
  • Instructed patients and family members on proper discharge care.
  • Demonstrated ability to lead and motivate outstanding healthcare teams.
  • Administered medications, performed wound care, trach care, foley care and other care as needed.
Education
Diploma: Practical Nursing 2004 Iowa Western Community College - Council Bluffs, Iowa
Skills


  • Acute care expertise including medical-surgical, ortho, and telemetry.
  • Hospice and palliative care experience
  • MEDITECH, POINT-CLICK CARE, PHARMSCRIPT, MATRIX, REALPAGE, CERNER AND QUICK MAR proficient
  • Advanced skills for foley insertion and removal, trach care, tube feeding management and care and experienced in-home ventilator care, maangement and cleaning.
  • Strong clinical judgment with advance assessment and critical thinking skills.
  • Advanced skills with Geriatrics, both Medicare(Skilled Care) and long term care
  • In-depth knowledge of intravenous therapy
  • Wimdows, Google, Word, Excel, Outlook and Power Point proficient
  • In-depth understanding of payor sources including rules and regulations as well as payor expectations.
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