professional summary skills jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom enthusiastic sales customer service professional expertise communication negotiating driven provide superior quality customer service innovative leveraging extensive knowledge products services well creating solutions customers drive loyalty retention revenue highly adept training managing coaching mentoring sales customer service associates talent interacting staff levels organization public quote information claims reporting systems client needs analysis quotes sales property insurance auto insurance policy renewals underwriting adjustments account management risk mitigation operations management client account management insurance sales insurance knowledge sales client retention crossselling prospecting clients customer relationship management crm appointment setting insurance sales expertise insurance product expertise exposure determination commercial lines agency management system 360 virus malware prevention operating system testing network component installations desktop laptop installations search engine optimization web security email account set programming technical support work history insurance agent national general milledgeville il 062018 current recommended type amount coverage based analysis customers circumstances utilizing multiple software applications find competitive rate handled approximately 30 outbound inbound salesrelated calls per week qualify individuals interested purchasing insurance coverage customized existing insurance programs suit individual client needs analyzing specific requirements sold auto home life various insurance products individuals affinity groups within assigned territory using consultative selling techniques saces northern tool marietta ga 082008 012018 pursued existing potential customers phone email text message generate leads close sales generated consistent referrals repeat business providing exceptionally knowledgeable friendly service answered telephone email inquiries potential customers closed sales overcoming objections asking sales negotiating price completing purchase contracts responded customer enquiries via telephone email outlined sales warranty service procedures registered investment advisor 3ds dassault systems waltham 012004 092006 created executed aggressive investment strategies increase returns clients developed presented detailed analysis investment performance portfolio attributes benchmark composition evaluate investment strategies assisted clients making beneficial strategic decisions regarding investments lowcash financing sourcing overseas partners educated clients various financial matters provided professional recommendations investment opportunities products services based clients individual needs helped clients plan fund retirements using mutual funds options manage customize diversify portfolio partnered local organizations provide specialized financial planning support diverse populations unique needs technical support specialist 022001 122003 best buygeek squad city state assisted customers troubleshooting issues encountered using hardware software providing actionable tips resolve problems prepared references users writing clear operating instructions evaluated system potential testing compatibility new programs existing programs maximized use hardware software training users interpreting instructions configured hardware devices software set work stations employees patched software installed new versions eliminate security problems protect data broke evaluated user problems using test scripts personal expertise probing questions responded support requests end users patiently walked individuals basic troubleshooting tasks removed malware ransomware threats laptops desktop systems followed clients verify optimal customer satisfaction following support engagement problem resolution assessed system hardware software suggested modifications reduce lag time improve overall speed education bachelor science management science university california san diego la jolla ca affiliations international association administrative professionals american marketing association certifications licensed property casualty agent 2018 present series 7 license 2004 present mcse certified 2001 present 062003