Insurance agent
Resume examples

Promoted Allstate Insurance products and services in all endeavors by utilizing up-selling and innovative sales strategies. Advised clients on various asset protection insurance coverage options and utilizes an expert consultative selling approach with clients; known as a trusted advisor. Collaborates with external partners and the local community for referrals. Serves as a liaison between the agency and community to promote insurance products and services. Provides training to new hires on all products, services, sales, and computer systems.

• Awarded outstanding sales award by Allstate Life insurance and earned Sales Championship Commitment to Excellence.
• Optimized profitability by continually training, motivating, and mentoring sales associates during business strategies and decision-making processes.
• Facilitated an inclusive environment that encourages professional growth; Ensured all sales representatives complete sales and service education training; Increased participation rate by 30%.
• Recognized by managers as a self-motivated professional who consistently delivers outstanding results through problem-solving, communications, and interpersonal strengths.

Engaging role utilizing transferrable skills from previous client-facing roles in the retail industry.

• Leveraged sales and customer service expertise to exceed consistently sales targets.
• Generated new leads through cold calls and effective communications skills.
• Successfully optimized customer satisfaction and increased customer loyalty by 18%.
• Worked to resolve client complaints to ensure overall satisfaction.

Multifaceted role requiring critical thinking and relations management skills to successfully manage multiple clients’ insurance policies.

• Meticulously built and managed a client base, whilst providing them with information on financial products and services not limited to life & health insurance, retirement plans etc.
• Kept abreast of new financial services and products to provide guidance to clients to ensure their policies are tailored to their specific situations.
• Facilitated risk assessment and aided the underwriter in evaluating all factors to minimize loss.
• Ensured the prompt and accurate processing of clients’ application by routinely following up with underwriters.