Sales Agent Insurance

Hardworking and reliable insurance professional focused on going above and beyond to support the team and serve customers. Serves customers effectively with attention to, improve processes, and increase customer satisfaction. Motivated to continue to learn and grow as an insurance professional.

Dedicated worker with excellent communication, time management and computer skills. Aiming to leverage my abilities to successfully fill the vacancy at your company. Frequently praised as hardworking by my peers, I can be relied upon to help your company achieve its goals.

MEDICARE AND DVH SALES AGENT — AWL: All Web Leads

Missouri City, TX, July 2021 - February 2023

CLAIMS ADJUSTER TRAINER — Prime Consulting Group, LLC Richmond, TX, June 2020 - June 2021

INSURANCE SALES AGENT — Family Heritage - Globe Life Pearland, TX, October 2019 - June 2020

Adriane Crampton

Insurance Sales Agent

Phone 832-***-****

Email ad20jp@r.postjobfree.com

Address 7302 W. Fuqua Dr., Missouri City, TX

77489-2417

• Submitted forms to obtain binder coverage.

• Selected company by type of coverage requested by client to underwrite policy. Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients.

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• Explained features, advantages and disadvantages of various policies to promote sale of insurance plans. Sold insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, and specialized policies, such as marine, farm/crop and medical malpractice.

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

• Provided product information and resolved concerns to assist customers.

• Trained and assisted Independent Adjusters with claim handling procedures and estimate writing

• Monitored processes and recommended methods for improvement

• Assisted team members and managers with tasks to maintain productivity and meet project milestones

• Maintained good working relationship with co-workers and management

• Followed established guidelines and procedures

• Addressed concerns quickly to avoid lasting issues.

• Identified customers' needs with consultative approach and suggested targeted products to meet needs

• Presented and sold insurance products and services to new customers CAREER OBJECTIVE

EXPERIENCE

FIRE CLAIM SPECIALIST — State Farm Insurance

Sugarland, TX, January 2008 - August 2018

STRUCTURAL DAMAGE APPRAISER — State Farm Insurance Sugarland, TX, January 1998 - January 2008

SECRETARY — State Farm Insurance

Sugarland, TX, June 1993 - January 1998

• AC

• Prospected leads and reached out to potential customers to build connections and set up appointments

• Prepared new business proposals for diverse insurance plans and verified accuracy of related documentation

• Advised clients on insurance coverage and personal protection options

• Compiled customer data to accurately process paperwork and avoid delays

• Studied products, pricing, and policy features to fully understand offerings and better serve customers

• Handled contacts from existing clients and referred escalated calls to customer service centers for completion

• Worked with the underwriter to complete forms and obtain coverage

• Calculated premiums and establish payment method

• Contacted underwriter and submitted forms to obtain binder coverage.

• Inspected and wrote structure damage estimates for inhouse claim specialist

• Settled loss with policyholders

• This included letters, estimates and payments

• Completed all required paperwork within anticipated timeframes

• Followed established guidelines and procedures

• Required minimal oversight to complete job tasks, meeting all deadlines and goals

• Finished all tasks and job duties, adhering to deadlines to avoid delays

• Kept work area organized and clutter-free

• Assisted team members and managers with tasks to maintain productivity and meet project milestones

• Maintained good working relationship with co-workers and management.

• Used Microsoft Office Suite to develop spreadsheets, draft memos, and compose email correspondence

• Scheduled conference rooms or event venues to support meeting coordination

• Answered questions regarding company policies or procedures to assist visitors or callers

• Drafted or proofread office documents such as memos, meeting minutes, or email newsletters

• Maintained organized filing systems for digital and hardcopy documents

• Received incoming telephone calls and correspondence and responded appropriately

• Organized conferences and special events, including setting up the catering and preparing all supporting materials

• Troubleshoots problems with office equipment and software to help staff stay productive and on-task

• Updated office calendar with new meetings, events and appointments to avoid over booking

• Oversaw appointment scheduling and calendar maintenance for 8-member team

• Supported estimatic team by handling day-to-day needs and special projects with good multitasking and research skills

• Proofread business documents to check spelling, grammar and compliance with office policies. COMPLETED COURSEWORK TOWARDS DEGREE IN BUSINESS

— Texas Southern University

Houston, TX,

COMPLETED COURSEWORK TOWARDS HIGH SCHOOL DIPLOMA

— Bradford School of Business

Houston, TX,

— Mirabeau B. Lamar High School

Houston, TX,

• Used Microsoft Office Suite to develop spreadsheets, draft memos, and compose email correspondence

• Scheduled conference rooms or event venues to support meeting coordination

• Answered questions regarding company policies or procedures to assist visitors or callers

• Drafted or proofread office documents such as memos, meeting minutes, or email newsletters

• Maintained organized filing systems for digital and hardcopy documents

• Received incoming telephone calls and correspondence and responded appropriately

• Organized conferences and special events, including setting up the catering and preparing all supporting materials

• Troubleshot problems with office equipment and software to help staff stay productive and on-task

• Updated office calendar with new meetings, events and appointments to avoid overbooking

• Oversaw appointment scheduling and calendar maintenance for 8-member team

• Supported estimatic team by handling day-to-day needs and special projects with good multitasking and research skills

• Proofread business documents to check spelling, grammar and compliance with office policies.

• Estimate writing • Claims settlement Customer service and support

• Building construction knowledge and • Onsite evaluation

• Verbal communication Teamwork • Organization Problem-solving

• Training • Property Adjusting

• Property Claims • Claims Investigations

• Hail and Wind Damage Assessment • Interior Water Damage Repair

• Claims Negotiation • Regulatory Compliance

• Microsoft Word • Claims File Documentation

• Building Construction Knowledge • Determine Coverage

• Benefits Review • Estimate Repair Costs

• Xactimate Specialist • Damage Itemization

• Sales

EDUCATION

SKILLS

CERTIFICATIONS

• Adjusters All Lines General Lines Agent: Life, Accident, Health and HMO

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