jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary performancedriven individual 20 years experience insurance products superior customer service highly organized success completing tasks highvolume setting courteous cordial desire take challenges new company compelling leadership skills thorough knowledge personal lines commercial lines insurance products marketing eager meet new challenges quick learner skills highly selfmotivated organizational skills dependable hard working immense ability work team members collaborative manner proficient using epic tam ams 360 insurance rating software microsoft office internet expertise analyzing problems developing effective strategies solve experience high net worth client manager 102019 current shipyard newport beach ca perform phases new business renewals including preparation applications negotiation underwriters obtaining quotes creating proposals maintains insurance records accounts including hard copy files data management coding calculating information agency management system focused achieving highest level expectations meet client company satisfaction engage clients provided high level service carefully explaining details policy coverages promptly responded reported claims communicating customers reporting information supported accounting functions assisting accounts receivables accounts payable follow clients check changing needs propose new offerings drove client retention increasing savings opportunities identifying premium discounts presented clearly explained insurance policy options based clients needs goals researched coverage premium options supplied clients best coverage available individual needs performed comprehensive risk assessments devise crossfunctional solutions life insurance annuities health insurance disability insurance longterm care policies account manager 062014 092019 million air north syracuse ny monitor review new personal commercial lines business producers documented detailed records customer interactions activities epic work clients insurance carriers resolve escalated service issues claims billing issues educate staff new insurance products underwriting guidelines analyzed high net worth clients policies provided high level service explaining insurance coverages maintained client files agency management system perform oversee key servicing aspects accounts include processing renewals finance agreements quoting endorsements certificates binders cancellations review audits maintained highvolume workload within fastpaced environment consistently met performance goals developed insurance crossselling opportunities producers maintained positive working relationship fellow staff management delegated daily tasks team members optimize group productivity interviewed hired trained new quality customer service representatives customer service representatives communicated clients via email phone online presentations screenshare inperson meetings communicated clients via email phone online presentations screenshare inperson meetings worked insurance carriers solve problems coverage payments researched coverage premium options supplied clients best coverage available individual needs maintained open contact insurance carriers policy underwriters marketing team members csuch type type recommended additional coverage clientsonducted annual policy reviews identify new risk exposures conducted annual policy reviews identify new risk exposures type type recommended additional coverage clients monitored team progress enforced deadlines associate agentassistant office manager 042003 012014 nationwide insurance company city state evaluated pursued sales leads obtained direct referrals networking marketing coldcalling lead databases provided client reviews explain coverages upsell current policy developed new plans increase agency profitability performed onsite inspections new business renewals performed administrative duties include billing processing checks making deposits answering phones taking payments end day reports received multiple associate agent year awards maintaining record sales trained mentored staff enhance skills achieve daily targets using handson motivational leadership assisted manager evaluating employee performance cultivating improvement initiatives delegated daily tasks team members optimize group productivity interviewed prospective clients gather information financial needs discuss existing coverage upsold products policyholders potential new clients educated counseled clients insurance coverage differences results decisions persuasively sell maximum coverage within budget provided quick turnaround time customers called questions usually within number hours deescalated problematic customer concerns maintaining calm friendly demeanor delivered service support customer paving way future business opportunities managed customer complaints rectified issues complete satisfaction provided excellent service attention customers facetoface phone conversations handled delegated tasks including task task customer service representative 062000 032003 ford agencycity state consulted clients develop customized insurance policy packages processed applications payments corrections endorsements cancellations performed administrative tasks billing answering phones filing diligently filed followed claims increased data collection accuracy recording client account information zero discrepancies sorted incoming mail directed correct account manager day provided quick turnaround time customers called emailed questions usually within 1 hour maintained pleasant cordial attitude times even issues arose property casualty insurance license 2001 life insurance annuity contract license 2008 health license 2014 certifications