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yyyyyy x. yyyyyy

 

0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx

 

 

insurance agent

 

licensed 2-15 life, health & variable annuity

licensed 2-20 general lines (property & casualty)


profile of qualifications

 

ø  licensed insurance agent with broad experience in all insurance lines as well as banking products developed over the course of 14 years; consistently maintain knowledge of industry trends and competitor activities to maximize market leveraging

ø  excel in consulting with clients to identify needs, providing optimal solutions, delivering presentations, and closing/managing high-volume business as well as cultivating dynamic customer relations crucial to new business growth as well as existing client retention and development

ø  complementary concurrent experience as office manager in charge of staffing, training & development, team supervision/motivation, staff meeting facilitation, and general administrative/ business operations

ø  strategically prioritize, plan and manage workflow/projects to optimize productivity, efficiency, quality, and profitability of operations


professional experience

 

insurance agent/ office manager                                                                                 1997-present

state farm insurance/steve muller agency-jupiter, fl                                                            

  effectively consult with clients to define needs and develop and present personalized recommendations for varied coverages and endorsements across all lines of insurance as well as banking products including vehicle loans, cds and deposits; assigned to personally manage specific portion in book of business for servicing and writing

  boost market penetration through cold-call prospecting, networking and lead generation and drive business volume by delivering quality customer service vital to successfully cross-selling/up-selling company products/services and maintaining high client retention levels

  contribute sharp business acumen toward steering office/administrative operations, including human resource management, daily banking and collaborative marketing strategy development/execution

  demonstrate strong leadership qualities in assisting with hiring as well as training and directing staff; routinely meet with team to address and resolve problems, facilitate current knowledge of emerging industry trends/changes and maximize individual as well as group performance

 

earlier background

 

waitress, t j's pizza-jupiter, fl; 1995-1998

  in addition to providing excellent customer service, selected to train wait staff as well as support daily opening through closing operations, including inbound phone call management and cash/credit receipts balancing and reconciliations

 

receptionist, dr. miskin & dr. letzer- jupiter, fl; 1994-1995

  proficiently managed office/front desk operations, from answering phones, scheduling appointments and greeting patients to maintaining patient records and computer database, verifying insurance coverage and securing signed documents

 

sales associate, bealls department store- jupiter, fl; 1993-1994

  drove sales by assisting customers in locating merchandising, providing recommendations and efficiently processing transactions; additionally assisted with merchandise returns and store appearance standards compliance

 

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