Insurance Sale Agent Positions
You'll find on this page a certain number of CVs related to Insurance Sale positions, here is what is on the menu:
- Licensed Insurance Representative
- Licensed Insurance Sales Agent
- Insurance and Financial Services Agent
- Insurance Sales Agent, Advisor
- CV Sample: Insurance Sales Agent
- Insurance Sales Agent Resume
- Another Insurance Sales Agent CV
- One more Insurance Sales Agent CV
- Insurance Broker Agent
- Personal Lines Broker/Agent
- Licensed Insurance Producer
- Insurance Agency Manager
- Insurance Underwriter
- Commercial Industrial Underwriter
- Insurance Sales Rep
Licensed Insurance Representative
Work Experience
Licensed Insurance Representative
Allstate Insurance
Fort Lauderdale, FL
October 2012 to Present
Supported the General Lines Agents and Financial Services Representatives by quoting insurance, answering phones, filing, faxes, and others.
440 Certification - This allowed me to sell autos, floods, renters and homes insurance.
(Temporary) Portuguese Consultant
Florida Design Magazine -
Boca Raton, FL
April 2011 to July 2014
Reading through original material and rewriting it in the target language, ensuring that the meaning of the source text is retained.
Using specialist dictionaries, thesauruses and reference books to find the closest equivalents for terminology and words used.
Using appropriate software for slick presentation and delivery.
Administrative Assistant and Co-Owner
Vania Andrade Ramos & Sons
February 2009 to October 2012
Expedited purchase order requests, and routed complaints to the appropriate internal departments.
Advised customers and sales department of age receivables, credit status, and prices discrepancies.
Provided office administration and accounting, bookkeeping, filed folders, signed documents and faxed documents.
Administrative Assistant & Accountant
State Farm Insurance
Cape Coral, FL
May 2005 to December 2008
Supported the General Lines Agents and Financial Services Representatives by quoting insurance, answering phones, filing, faxes, submitting payroll, and the balancing of the premium fund account.
Performed all accounting, bookkeeping and tax documents for agency by using Quicken software.
With 440 Certification, sold a wide range of banking products, auto, home, and health insurance.
Teller
Regions Bank
Saint Augustine, FL
June 2002 to February 2005
Delivered outstanding customer service by executing financial transactions in accordance with bank policies and procedures. Adhered to operational controls, including: legal, corporate, and regulatory procedures.
Participated in sales activities and sales promotions to piqued customer interest and generate client referrals.
Demonstrated expertise in providing account status data whenever required to increase branch sales.
Teller
Colonial Bank
Saint Petersburg, FL
February 2001 to May 2002
Delivered outstanding customer service by executing financial transactions in accordance with bank policies and procedures. Adhered to operational controls, including: legal, corporate, and regulatory procedures.
Participated in sales activities and sales promotions to piqued customer interest and generate client referrals.
Demonstrated expertise in providing account status data whenever required to increase branch sales.
Education
Bachelor in Business Management
Positive Faculty - Curitiba, PR
1995 to 1998
Well-qualified and results-oriented administrative professional and business operations experience as a Teller and as an Administrative Assistant with increasing responsibilities and duties. Detail-oriented and conscientious about meeting deadlines. Capable of implementing and enhancing operational procedures to ensure maximum efficiency and profitability. Equipped with an excellent work ethic; possesses a strong sense of customer service responsibility and leadership. Possesses a commendable track record of service, pooled with absolute integrity. Proven ability to analyze situations and consistently provide customer service. Team player with polished communication skills: verbal, interpersonal, and presentation (Speaks: English, Portuguese, Basic Spanish, Basic Italian).
Computer Skills
Proficient level of knowledge of Quicken and Microsoft Office (Word, Excel, Outlook)
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| Insurance is one of the hard realities in our lives. Photo by Elena |
Licensed Insurance Sales Agent
Select Senior Insurance Services
Leawood, KS
July 2011 to December 2015
Responsibilities
Insurance Agent licensed in 16 different states, specializing in Medicare Supplements and Medicare Advantage Plans. Call center sales and customer service of senior citizens during the Annual Enrollment Period.
Sales Associate
Family Leisure
Olathe, KS
March 2010 to June 2011
Responsibilities
Customer service driven sales of indoor and outdoor leisure products.
Merchandising and assisted in purchasing of patio and accessories.
Provided ongoing assistance to all customers throughout the sale and set up of all products.
Store Sales Manager / District Training Manager
Lane Bryant Outlet
Kansas City, KS
December 2001 to March 2010
Responsibilities
Excelled in building, motivating and training management and team.
Developed many associates to leadership positions and quickly became one of the primary trainers across the district. Trained three associates to Store Sales Managers. Trained four externally hired Store Sales mangers including three in the Kansas area and one outside of the district and region at the request of the Vice-President of Stores and Regional Manager. District Leader and Mentor for Team Building, ADS, Credit and Conversion.
Traveled to all stores within the Kansas and Missouri markets, at the request of the District manager and Regional Manager. Assisted and coached both struggling and profitable stores and Store Sales Managers.
Conducted Loss Prevention Audits of KS/MO stores.
Accomplishments
Propelled turnaround of Branson, MO store within a 6 month period to move from #68 (out of 135) in company Q1 to #8 by end of Q4. Raised revenue from $311,000 to $1 Million in less than 1 year.
Company implemented relocation to struggling store in Kansas City, KS in
July of 2002.
Recognized company wide for turnaround of Kansas City, KS store.
Increased traffic, transactions, average dollar sale, and units per transactions. Increase of 43% from time of arrival to end of fiscal year.
Recognized as #2 in the company for Q4 of 2010. Recognized as #11 in the company for all of 2010. #3 for 2011. Ended 2012 as #7 in the company.
Management of 2.4 Million in sales and 16 associates in 3 separate stores.
Front of House Supervisor / Server Manager
Candlestick Inn Restaurant
Branson, MO
May 2000 to February 2001
Responsibilities
Advanced through promotions, culminating in Front of House Supervisor of #1 Fine Dining Restaurant in Branson, Missouri 20061 (Springfield News Leader Magazine)
Managed Serving and Bartending Staff of 25
Responsible for Wine List Development
Alcohol and Wine Inventory, Ordering and Loss Prevention.
Created Environment for Excellence in Guest Customer Service.
Safety, Sanitation and Quality Control for all front of house staff.
Implementation and Planning of Banquets and Wine Dinners
Collaborated with Executive Chef in development of special occasion/wine dinner menus.
Education
Southern Illinois University -
Edwardsville, IL
1991 to 1995
Granite City Senior High School -
Granite City, IL
1985 to 1991
Additional Information
Result-driven, customer centric manager with 7+ years of experience in restaurant and retail store management and supervisory positions.
Verifiable talent for creating profitable retail operations, with success in capitalizing on growth opportunities, implementing promotional /marketing strategies and upholding fiscal integrity. Respected, trusted manager, who upholds and demands the highest ethical standards.
Insurance and Financial Services Agent
Serve as Marketing Assistant leveraging my experience from past works and having secured 6 & 63 license.
Work Experience
Insurance and Financial Services Agent
FARMERS INSURANCE GROUP
February 2014 to Present
Develop agency's vision and business plan to grow insurance and financial services business
Develop and measure effectiveness of marketing systems in generating leads, prospects and clients
Sell and market Farmers Insurance products and services
Maintain level 5 status in life marketing
Trade Service Officer
November 1999 to October 2013
DEPARTMENT OF TRADE AND INDUSTRY
Explores and develops the potentials of Philippine products and services in the host country through, among others, market surveys, international trade fairs, trade missions, solo exhibitions and in-store promotions;
Identifies business opportunities for specific Philippine export products and services, and promotes inward foreign investments to the Philippines;
Assists Philippine producers, traders, and potential foreign investors in establishing business connections with individual businessmen and companies;
Studies and analyzes economic and other market indicators, and tariff and non-tariff and other trade barriers in the host country that may significantly affect the Philippine business in general, and the export sector in particular, in line with the principle of trade facilitation and liberalization;
Participates in bilateral and multilateral fora involving bilateral, sub-regional, regional and/or multilateral trade, services, and other cooperative agreements.
Negotiates and/or makes representations with foreign governments and governmental institutions for the expansion and protection of Philippine trade and investments;
Develops areas of cooperation between Filipino businessmen and their foreign counterparts, on an institutional basis, like the formation of Chamber of Commerce and Industry, Business Councils and other Trade Associations; and • Performs other functions as maybe assigned by the Undersecretary and the Secretary.
Bank Executive Officer
LAND BANK OF THE PHILIPPINES
November 1991 to November 1999
Evaluates the creditworthiness of loan proposals and present them to the members of the Loans Executive Committee for approval;
Develops and manages lending programs (i.e., Export Facility, Postharvest Facility, Salary Loan for Government Employees, etc.);
Conducts inspection and evaluation of proposed machineries/equipment, project sites and technology that will be used to determine/establish overall viability of proposed project/s;
Assists producer cooperatives in finding markets for their products by facilitating meeting and the signing of supplier-buyer's agreement with identified buyers/processors;
Develops programs that will help establish and sustain the viability of cooperatives/small and medium enterprises' business operations; and • Performs other functions as maybe assigned by immediate supervisor.
Project Development Officer
LAND BANK OF THE PHILIPPINES
September 1988 to November 1991
Develops lending programs that will address the production, pre and post-harvest and marketing requirements of small farmers' cooperatives;
Assists small farmers' cooperatives in the development of feasibility study on their planned business ventures;
Collaborates and coordinates with other government agencies to ensure timely delivery of needed services
(i.e., institutional strengthening, financing, technology, business counseling, etc.) by small famers' cooperatives;
Conducts inspection and evaluation of proposed machineries/equipment, project sites and technology that will be used to determine/establish overall viability of proposed project/s;
Assists producer cooperatives in finding markets for their products by facilitating meeting and the signing of supplier-buyer's agreement with identified buyers/processors;
Develops programs that will help establish and sustain the viability of cooperatives/small and medium enterprises' business operations; and • Performs other functions as maybe assigned by immediate supervisor.
Technical Officer
SEA COMMERCIAL COMPANY
June 1985 to December 1985
Supervises the operation of the company's manufacturing plant for rice mills and power tillers in Sucat, Parañaque;
Prepares the design, studies the feasibility and/or evaluates the performance of new farm machinery equipment;
Prepares and monitors the release of claims for defective or malfunctioning farm machineries/equipment;
Ensures timely delivery of after sales service to clients; and • Performs other functions as maybe assigned by immediate supervisor.
Education
Bachelor of Science in Agricultural Engineering
Benguet State University
1985 to June 2006
Master in Applied Business Economics
University of Asia & the Pacific
1993
MBA
Ateneo de Manila University
1995
SKILLS
Ability to think out-of-the box solutions
A team player
AREAS OF COMPETENCE
Financial Services
Account Management
Market development
Product/service and Investment promotion
Business intelligence gathering
Business and Institutional Partner relationship building
Project conceptualization and execution
Public speaking and event hosting
Insurance Sales Agent, Advisor
Work Experience
Insurance Sales Agent
Farmers Insurance
Lake Mary, FL
2012 to Present
Responsibilities
I work in a sales and advise customers of the advantages of having auto insurance with our company.
Accomplishments
I exceeded the goals that was expected.
Skills Used
Helping the customer to receive the best for his or her needs by listening and providing options to give the best customer experience.
Escalation Specialist
Sprint
Altamonte Springs, FL
October 1991 to April 2012
Responsibilities
I worked as an escalation specialist and in different departments . I took escalated calls to provide options to resolve the customers issue, the Billing Research Team that researched accounts to approve or deny credits and in Work Force Management. I watched staffing, planned and coded meetings for teams, coded absences and PTO. Also worked in training of new hires and in a supervisor capacity.
Accomplishments
My accomplishments are being promoted from activations, customer service, retention, to escalation management.
Skills Used
Flexibility, fast thinker and eager to learn. Listening skills and creating options to improve the customer experience.
CV Sample: Insurance Sales Agent
Seasoned Sales Representative with years of experience in Person to Person and Telemarketing Sales, Customer Service, Marketing and Training skills. Proven and consistent track record of achieving exceptional results.
Work Experience
Insurance Sales Agent
Chris Espinosa Farmers Ins. Agency
Rio Rancho, NM
September 2007 to December 2013
Licensed New Mexico Insurance/Producer- Solicitor - Sold various types of insurance policies to businesses and individuals, including automobile, fire, life and property
Inbound Customer Services
Outbound Sales Up-sell and Cross- sell new services and Sales lead generation
Customer Service/Sales Associate
Top Form Data
Rio Rancho, NM
January 2002 to August 2005
Inbound and Outbound Customer Service
Maintain records of contacts, accounts, and orders
Telemarketing/Recruiter/Sales Trainer
Hilton Grand Vacations Club -
Las Vegas, NV
February 1997 to April 2002
Telemarketing Time Share Division Call Center:
Outbound Sales: o Contact individuals by telephone in order to solicit sales o Delivered prepared sales presentations, reading from scripts that describe different Hilton vacation locations
Computerized Automatic Dialer
Recruiter: o Place adds Interviewed/hired employees
Sales Trainer: o Conducted all new hire training - 7 day program o Organized and developed, training procedure manuals and guides and course materials such as handouts and visual materials o Instructed using a variety of instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures
Education
Diploma in General Science Curriculum
West Valley College - Saratoga, CA
Skills
Sales and Marketing Customer Service Active Listening
Telecommunications Teaching Persuasion
Insurance Sales Agent Resume
To use my communication skills and sales techniques to increase the productivity of a company.
Work Experience
Insurance Sales Agent
Allstate Insurance
2013 to Present
Customize insurance programs to suit individual customers, often covering a variety of risks.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Seek out and develop clientele by networking to find new customers and generate lists of prospective clients.
Explain features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
Call on policyholders to deliver and explain each policy, to analyze insurance program and suggest additions or changes, or to update beneficiaries.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Administrative Coordinator
Baja Tow
2002 to 2010
Aided in payroll and timekeeping for employees.
Involved in the hiring process and screening of potential employees.
Supervised employees and provided the necessary training.
Ensured that all services were paid in full.
Scheduled all maintenance for tow trucks.
Dispatched calls and handled radio calls.
Inspected vehicles to ensure safety for delivery.
Maintained accurate records for accounting purposes.
Insurance Sales Agent
Answer Financial Inc
2004 to 2006
Generated leads based on client referrals and outbound calls.
Maintained a professional sales attitude when pitching different insurance carriers.
Approached clients by adjusting sales pitches based on tone of caller.
Gathered and processed client's information by surveying their needs with different insurance carriers.
Provided information necessary for each client to make an informed decision for appropriate policies, whether home or auto.
Ensured client satisfaction by placing them with appropriate carrier.
Navigated through carriers to find the most appropriate insurance for client.
Assessed client's insurance needs by asking various questions.
Worked with preferred carriers that included: Safeco, Hartford, AIG Travelers, Unitrin, Progressive, Esurance.
Insurance Sales Agent
Eastwood Insurance Agency
1999 to 2001
Assessed client's necessities via phone conversation or face to face.
Collected census by gathering information from each client and generating a quote.
Maintained excellent customer service with follow-up.
Education
Pasadena City College
1995 to 1999
Insurance Sales Agent CV
Work Experience
Insurance Sales Agent
Galactic Bulge Limited
Hawgood
2009 to 2016
American Income Life Insurance
Insurance Sales Agent
Received Basic training in the life insurance industry
Worked in the field one year for commission-only
Educational Tutor
Self Employed
2007 to 2009
Employed as an independent contractor to teach learning disabled children.
Assessed each student for educational needs and integrated behavior applications while tutoring academics.
Responsible for producing steady progress while encouraging independence through patient instruction.
Behavior Modification Therapist
Express Shared Service Centre Pty Limited
Hawgood
1998 to 2007
Worked with several school districts in the South Bay and with non-public agencies as a Behavior Therapist
Applied various methods of behavior application to assist children diagnosed with Autism
Taught academics and socialization to learning-delayed children, both in elementary and middle school
Participated in establishing annual goals for student's Individual Education Plan with various school districts
Education
Bachelors of Arts
CALIFORNIA STATE UNIVERSITY -
Fullerton, CA
Insurance Sales Agent
Work Experience
Insurance Sales Agent
Galactic Bulge Limited
Hawgood
2009 to 2016
American Income Life Insurance
Insurance Sales Agent
Received Basic training in the life insurance industry
Worked in the field one year for commission-only
Educational Tutor
Self Employed
2007 to 2009
Employed as an independent contractor to teach learning disabled children.
Assessed each student for educational needs and integrated behavior applications while tutoring academics.
Responsible for producing steady progress while encouraging independence through patient instruction.
Behavior Modification Therapist
Express Shared Service Centre Pty Limited
Hawgood
1998 to 2007
Worked with several school districts in the South Bay and with non-public agencies as a Behavior Therapist
Applied various methods of behavior application to assist children diagnosed with Autism
Taught academics and socialization to learning-delayed children, both in elementary and middle school
Participated in establishing annual goals for student's Individual Education Plan with various school districts
Education
B.S. in Business Administration
University of Southern California
Skills
Sales Presentations, legal research, behaviorial specialist
Additional Information
Customer Service has been my forte for over 20 years. I have experience in the Elder Care Industry, Special Education field, and in the Insurance Industry. There is no situation where a customer should go away uninformed or unhappy. It takes sincere work ethic and a lot of tender loving care.
Insurance Broker Agent
Work Experience
Insurance Broker Agent
Farmers Insurance
Artesia, CA
April 2009 to Present
Solicit business for auto and homeowners insurance policies; sell Farmers Insurance products
Create innovative promotional marketing strategies and material
Provide general product service and account maintenance information to clients
Record claim information and submit to corporate office for filing
Collect and post payments
Inside Sales Associate
ERI- Electrical Representatives
Santa Ana, CA
September 2005 to March 2012
Trained to represent the company's line of manufacturers
Efficiently serviced requests and orders from both customers and distributors
Assigned the responsibility to manage several electrical manufacturers
Assisted staff members with prompt and accurate service
Gained sales and marketing experience and local market knowledge
Manager of Operations
Ralphs Grocery Company
August 1995 to August 2005
Assisted in hiring, developing, reviewing and counseling over 80 employees
Responsible for inventory management and control of 70,000Sq/ft+ stores
Negotiated with sales representatives and authorized orders from various companies
Produced and coordinated schedules for the entire store
Accountable for store performance and results
Interacted and complied with various governmental agencies
Trainee- Five Step Key Management Program
Ralphs Grocery Company
March 1991 to August 1995
Planned and coordinated merchandise displays for entire store
Assisted store operations managing a staff of 30 employees
Oversaw store security measures and handled customer service issues
Successfully mastered/completed all 5 categories of program and promoted to Manager of Operations
Grocery Clerk
Ralphs Grocery Company
July 1981 to February 1991
Originally hired to stock shelves on night crew
Moved up to Deli Clerk and Drop Clerk
Promoted to Frozen Food Clerk at multiple locations
Trained and advanced to Cashier
Qualified and promoted into the Key Management Program
Education
Business Management
Fullerton College
1980 to 1983
Personal Lines Broker/Agent
To obtain a people oriented position where I can utilize my skills to serve others, and use my hardworking abilities to benefit an employer.
Work Experience
Personal Lines Insurance Agent
Fiesta Auto Insurance
San Lorenzo, CA
2011 to Present
Responsibilities
Thorough building customized insurance policies for each individual after assessing risk factor
Hands on experience ability to sell various types of Insurance, including Auto, Home, Miscellaneous products and Commercial
Excellent communication and human relations skills
Clerk
Grocery Outlet
Berkeley, CA
June 2008 to March 2011
Experience in customer service
Conflict Resolution
Proficient in POS and AS400 system software
Processed cash, credit card transactions, and balanced receipts
Check stand duties including checking, creating signs for the store, ordering and cash till reconciliation
Sales Associate
Bed Bath & Beyond -
San Leandro, CA
2005 to 2008
Coordinated and organized soft areas of departments
Consulted with my customers on the best product for their needs
Stocked for the early morning, and organized certain aisles before opening and closing shifts
Maintained housekeeping standards
Assisted with bridal registries
Education
Diploma in General Education
Lincoln High School
Pursuing AAS in Buisness Managment
Heald College
Personal Lines Broker/Agent License in Auto and Home Insurance
Skills
Type 55 wpm, Proficient in MSWord, PowerPoint, Excel, Outlook
Licensed Insurance Producer
To find my next exciting opportunity in a customer service/sales environment where my years of experience & special skills will be utilized.
Work Experience
Licensed insurance producer
Allstate Insurance
Raymond, NH
January 2016 to Present
CURRENT BINDING AUTHORITY
Calculated premium amounts and set payment methods and options
Made 400+ cold calls daily & sent out emails to generate new leads
Customized insurance policies in order to meet individual needs
Licensed in Life as well as P&C in NH & MA
Developed insurance marketing strategies
Managed premium bookkeeping
Monitored insurance claims to ensure settlement
Outside sales Insurance Benefits Director
American Income Life -
Burlington, MA
August 2012 to January 2016
Prospect & built book of business from scratch
Responsible for in home presentations with clients
Presented the different features and benefits of our policies
Customized insurance policies in order to meet individual needs
Ensured all policy requirements are fulfilled
Developed insurance marketing strategies
Managed premium bookkeeping
Monitored insurance claims to ensure settlement
Licensed Insurance Agent
State Farm
Keene, NH
October 2010 to June 2015
Assessed needs and provided coverage options
Calculated premium amounts and set payment methods and options
Assisted customers with claims
Customized insurance policies in order to meet individual needs
Ensured all policy requirements are fulfilled
Developed insurance marketing strategies
Managed premium bookkeeping
Monitored insurance claims to ensure settlement
Corporate Account Manager
PC Connection
Merrimack, NH
February 2009 to October 2014
Made 50 outbound calls daily while also receiving incoming calls
Met daily, weekly, and monthly quotas for both revenue and gross profit
Received many achievement certificates and a "Charlie hustle award" trophy
Maintained a book of business that consisted of about 200 customers, half of which were regularly purchasing daily/weekly and some quarterly
Acted as a solution seller
In depth product knowledge of the product
Ability to always find the proper resource to alleviate any problems
Responsible for the entire order process, generated quotes, placed orders, tracked orders, and even directed trucks to deliver the orders
Required to work independently but also worked as trainer for newer employees
Managed B2B online accounts for customer orders
Built strong relationships with all of my customers by providing a cheerful demeanor and superior follow through with their best interests in mind
Provided technical and warranty support on products
Spoke directly with customers through email throughout the day to promote new services
Advertised and networked via social media to reach out to small/med businesses
Responsible for prospecting and finding new accounts to work with
Customer Service Associate
Papa Gino's Pizza
Fitchburg, MA
August 2007 to March 2009
Worked as a cashier
Helped to cook
Took customer orders over the phone
Performed several duties as a server
Trained as a shift leader
Education
Mount Wachusett Community CollegAdditional Information
Special Qualifications: Licensed insurance producer in NH & MA with current binding authority for Allstate Insurance. 6 Years' experience in customer service & sales in various different fast paced environments ranging from inbound sales call centers, outbound cold calling call centers, Account manager roles, Door knocking, Face to face sales, & managing a walk in business office for an insurance company.
High School Diploma
Justin Siena High School
June 1999
Additional Information
Skills
Possess a strong work ethic and a commitment to a team environment with the ability to contribute and follow direction.
Insurance Agency Manager
I am pursuing a position to achieve personal aspirations. I have an eager willingness to learn and the capacity to progress. I am always glad to work with a team to further the overall success of the company. As a supportive and exceptionally cooperative individual, I will be able to succeed in performing any tasks that are requested.
Work Experience
Insurance Agent
Whitford Insurance Network
Exton, PA
August 2010 to September 2015
Responsibilities
PERSONAL ACCOUNT MANAGER/ INSURANCE AGENT/ NOTARY
QUOTE AND ISSUE INSURANCE POLICIES FOR SEVERAL PERSONAL LINES INSURANCE CARRIERS.
ADEQUATELY RESPOND TO CLIENT REQUESTS AND PROBLEMS WITHIN A TIMELY FASHION.
Notary/ Insurance Agent
Weaver Group Services
New Holland, PA
March 2004 to August 2010
I notarize various documents, transact PENNDOT services including tag & title transfers, market and sell auto & home insurance with several carriers such as Safeco, Progressive, Foremost, Donegal, Kemper & Farmers Fire Insurance Company.
Insurance Agent/ Office Manager
Warren Weiss Insurance Agency
Quakertown, PA
February 2000 to March 2004
Find and create an acceptable client base to purchase auto, home, life and business insurance products. Primarily placed coverage with Erie Insurance, but also familiar with Foremost, Progressive, American Modern, MetLife & various commerial lines brokers & carriers.
Marketing Director
Autocare Collision/ Cliff's Auto Body
Quakertown, PA
January 1994 to February 2000
Develop a marketing plan and distribute reference materials to local insurance agents and companies
Homemaker
Quakertown, PA
April 1990 to January 1994
Education
CIC- Certified Insurance Counselor in Insurance
National Alliance -
Various cities throughout Pennsylvania
2006 to 2011
Certificate in Dental Assisting
Upper Bucks Vocational Technical School Perkasie -
Perkasie, PA
2006
Diploma
Coatesville Area High School -
Coatesville, PA
1996
Skills
Insurance Specialist, Office Manager
Additional Information
PA Property & Casualty Insurance License
Life & Health Insurance license
PA Public Notary Commission
CIC Designation
I regularly assisted the Upper Bucks Chamber of Commerce with developing and promoting their Young Professionals group
On a daily basis, I use Microsoft Works, Microsoft Office, Quick books, and several insurance related software programs
Experience with creating a curriculum and instructing insurance pre-licensing study groups
Curriculum Vitae : Insurance Underwriter
Peter Amsterdam, MSc
11111 Martians Rd.
Pluto, Solar System.
peter.a@comet.com
111-222-33-33
Career goal:
To work as an Insurance Underwriter (IU)
Accreditation
IUL (Intergalactic Underwriter license)
Education
2008-2010 Master of Science (MSc) in Finance, Comet University. Awarded the Interplanetary Grant in the Actuarial Science Project competition.
2005-2008 Master of Science (MSc) in Financial Econometrics, Comet University. Awarded the Interstellar Quantitative Research bursary.
1999-2005 Bachelor of Commerce (BCom), International Business major. Uranus University. Consistently placed on the Dean’s List throughout academic career.
Work Experience
2009-2012 Insurance Underwriter at Jupiter Inc. (insurance company). Managing the underwriting department staff. Determining credit worthiness of applicants. Reviewing and supervising that all department staff works according to regulations and/or legislation. Working closely with the legal department. Coordinating internal activities with other departments and company policy. Recruiting, training and monitoring interns and junior underwriters. Managing any mid-term alterations in existing accounts. All communication with insurance agents.
2008-2009 Underwriter Trainee at Jupiter Inc., assisted senior underwriters with collecting data. Worked closely with the underwriting team. Analyzed claims and whether companies were worthy of credit. Decided premiums on policies according to calculations and what is customary in the field and market. Calculated risk and worked closely with senior underwriters and the marketing department. Communicated with agents and other critical contacts, through phone, mail, e-mail and other electronic means.
2005-2008 Account Manager at Aldebaran (an official importer and distributor of licensed anime and manga toys). Managed client accounts and files from beginning to end. Coordinated and monitored customer and employee correspondence. Drafted and reviewed financial letters. Proposed sound solutions to customers.
1993-2005 Insurance Account Representative at Aldebaran. Communicated with clients regarding new and existing files. Advised clients on the best rates available given their situation, as well as guided them through their financial planning coordination activities directing them to the appropriate branch professionals. Occasional customer service emphasis, sales environment.
1990-1993 Customer Service Agent at Aldebaran (banking institution). Worked in an in-bound call center. Received calls and treated customers’ requests. Resolved issues, conflicts and misunderstandings. Developed crucial listening and empathy skills. Written and verbal communication with customers. Customer service and sales environment.
Abilities & Aptitudes
Highly proficient in, mathematical, statistical and analytical calculations
Highly knowledgeable of governmental regulations and global rules, policies
Strong communication, interpersonal, leadership, organizational, problem solving, resource and time management and skills
Outstanding computer skills (MS Office)
Detail oriented, thorough
Team player, positive attitude
Logical, critical thinking
Business acumen
Professional Association
An active member of the Intergalactic, Interstellar & Interplanetary Association of Insurance Professionals
Language Skills
Bilingual (English, French)
COMMERCIAL INSURANCE UNDERWRITER
Work Experience
COMMERCIAL INSURANCE UNDERWRITER/AGENT
HONG-IK INSURANCE AGENCY
Los Angeles, CA
July 2010 to Present
Commercial Insurance Underwriter
Cal-Kor Insurance Services
Los Angeles, CA
April 2004 to May 2009
Sales/Production Manager
ROSE PHOTO
Los Angeles, CA
June 2001 to April 2007
Multi Retail Clothing Store Manager
The Outlet
Huntington Park, CA
August 1993 to May 2001
Accounting Manager
L'Auberge Del Mar Resort & Spa
Del Mar, CA
July 1991 to Junel 1993
Education
Business accounting
Concordia University -
Irvine, CA
1989 to 1991
Hesperia High School
September 1987 to June 1989
SKILLS
INSURANCE
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
Manages, organizes, and conducts client meetings when necessary.
PROCUREMENT:
Assist in vendor relations. Identify, provide recommendations, and execute programs / processes designed to improve such metrics.
Initiate controls and oversee transaction activities.
Document key staff desk procedures and incorporate into an on-line department procedure manual. Periodically update such manual as process / procedures evolve.
Evaluate staffing levels and skills. Set goals for department and track progress.
Identify, initiate, and execute best practices regarding Procurement and monetary transaction processes.
Identify, initiate, and execute best practices regarding vendor and payables management. This includes, but is not limited to active vendor management (monitor vendor agreements and continually attempt to improve terms in favour of the company), aged payables analysis (lengthening days to pay), reduction in invoices processing costs, etc.
Coordinate periodic inventories of the fixed asset sub-ledger. Drive business units to complete spot-audits of assets capitalized within the financial records.
Maintain appropriate security over fixed assets.
Develop and automate best practices in regard to document management / record keeping as it relates to purchase orders.
ACCOUNTING:
Proficient with QuickBooks Enterprise & various ERP systems (A200, LAMBS, Microsoft GP, AMS 360 - ERP SOFTWARE.)
Ensure the efficient day-to day running of all business operations and provide confidential administrative support to the president, board of directors, and finance committee.
Assist with HR functions, such as troubleshooting payroll and employee benefits issues. Handle financial matters, including A/P and A/R.
Payroll experience in charge of payroll for 88 employees bi-weekly and 40 employees monthly in a computerized payroll system.
Account receivable experience. Resolving payment issue and discrepancies with customers, and update A/R aging report each week accordingly. Spread organization on MS Excel, Debits/Credits, and overall office administrations.
Accounts-Payable experience. Over saw accounting payable duties such as vendor record keeping, invoice processing and payments; bank and cash status reports, matching and auditing purchase orders, analyzed vendor accounts, and reviewed cash requirements reports with manager and prepared payments as directed. Performed monthly A/P closing and prepared daily, weekly, and monthly A/P reports; A/P filing and file maintenance.
Current/Desired Salary: […]
Insurance Sales Rep
Work Experience
Insurance Sales Rep
1st Insurance Marksville
Marksville, LA
September 2012 to March 2016
Responsibilities include but are not limited to; quoting, writing and binding insurance applications in all personal lines through multiple carriers, requoting all auto policies coming up for renewal to ensure they are getting the best rate available, filing, answering phone calls, collecting premiums, entering data into Agency Advantage system, contacting clients by mail and telephone to advise them of upcoming renewals and possible cheaper rates.
Life Insurance Agent
Kilpatrick Life Insurance
Marksville, LA
September 2006 to November 2014
Responsible for quoting and writing life insurance, accident insurance, annuities and fire insurance applications, processing payments received for new apps and premiums. Making deposits, completing weekly reports, making home visits as well as phone interviews to review coverage with clients.
Insurance Sales Agent
State Farm
Bunkie, LA
August 2004 to September 2006
Taking applications and giving quotes for auto insurance, accepting and processing payments, setting up new accounts, balancing monetary funds collected throughout the day.
Receptionist/Customer Service Representative
State Farm
Denham Springs, LA
April 2001 to August 2004
Responsibilities:
Balancing deposits through Quicken, Finalizing daily deposits
Updating policy changes including but not limited to; change of address and or name, canceling policies at insured's request, entering discounts, scanning supporting documentation to regional office, scanning all documents into an electronic filing system.
Entering submitting or changing draft information
Collecting and processing payments, by check, cash or credit and debit cards
Reviewing daily reports and submitting letters and/or phone calls to advise clients of past due or NSF notices
Creating Temporary ID cards § Utilizing Today's Essential Data program for reviewing, printing and mailing a schedule listing all policies clients have for marketing strategies
Answering phones, retrieving messages, forwarding and unforwarding phone lines at end and beginning of day
Printing and displaying new rates and product information on a weekly basis
Checking and printing incoming faxes
Maintaining and operating postage machine
Creating, recording and supplying Certificates of Insurance as requested.
Running AUI reports to obtain driving records for prospective insured's
Sorting and processing mail and packages
Ordering supplies needed
Administrative Assistant/ Human Resources Employment Rep
Argosy Casino
Baton Rouge, LA
June 2000 to February 2002
Duties:
Accepting Applications, prescreening and forwarding to Generalist for interviewing
Making and printing gaming badges for employees
Processing all new hires including assistance in obtaining a gaming permit
Entering all new hires in database
Setting up for orientation by preparing booklets and badge lists
Authorizing drug screening procedures on all new hires, receiving results
Adhering to all HR laws and procedures
Answering and transferring incoming call
Distributing payroll checks, assisting employees applying for direct deposit
Keeping inventory, ordering supplies as needed
Property Manager
Intercostal Group
Los Angeles, CA
July 1998 to December 2000
Responsibilities:
Over seeing total operations of rental property.
Review applications for prospective residents, process background, credit and criminal history.
Final approval for leasing.
Soliciting bids for capital improvements.
Compiling all invoices and contractors bids for corporate office. Hiring new staff for all components of maintaining and securing property. Completing payroll for all employees.
Preparing month end reports, and submitting all mandated information to corporate office.
Maintaining all file systems and overall information for project reviews.
Overseeing all apartment inspections for move in/outs.
Conducting quarterly housekeeping inspections.
Maintaining inventory for office and property maintenance supplies.
Education
Introduction to Spanish
L.S.U.
Baton Rouge, LA
1996 to 2000
Diploma
Hessmer High School -
Hessmer, LA
1975 to 1987
Skills
Licenses Held; Property and Casualty, Life, Health and Accident
