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Insurance Agent

Holland Patent, New York, 13354, United States
May 30, 2017

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PO Box **

Westernville, NY ***86-0041

Phone: 315-***-****

Conscientious, experienced insurance sales agent. Possess solid reputation for being capable, reliable and flexible.


•Capable of handling demanding schedule and fast paced work environment

•Able to work independently or as team member

•Computer literate


Insurance Agent Brown & Brown of New York, Rome NY


•Sold various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, property or specialized policies.

•Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage.

•Ensured that policy requirements were fulfilled, including the completion of appropriate forms.

•Customized insurance programs to suit individual customers, often covering a variety of risks.

•Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.

•Calculated premiums and established payment method.

•Inspected property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

•Performed administrative tasks, such as maintaining records and handling policy renewals.

•Selected company that offers type of coverage requested by client to underwrite policy.

•Contacted underwriter and submitted forms to obtain binder coverage.

•Conferred with clients to obtain and provide information when claims are made on a policy.

•Monitored insurance claims to ensure they were settled equitably for both the client and the insurer.

•Attended meetings, seminars, and programs to learn about new products and services, learned new skills, and received technical assistance in developing new accounts.


AS Secretarial Science Green Mountain College, Poultney VT 1972

PNC/Broker License New York State Department of Insurance, 2016

References upon request

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