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Sales Insurance

Big Bear Lake, CA
$20.00 per hour
April 25, 2020

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*** *** ****** #**, **** Beach, CA 90813

714-***-**** •



Solutions-focused, motivated Insurance Sales Agent/Producer licensed in 26 states with a comprehensive background in auto, home, renters, and other personal lines insurance along with proven success in delivering results on time and over quota. Effectively defines, develops and implements targeted sales and marketing plans to maximize results and profitability while providing exceptional customer service at all times. Excels at analyzing data / trends, identifying insights / consumer needs and developing / launching competitive business initiatives. Highly versatile; quickly masters new roles, responsibilities, categories and environments. Reputation for integrity, problem solving abilities, work ethic and analytical skills. CORE COMPETENCIES

Insurance Sales

Account Management

Agency Collaboration

Relationship Management

AMS360/Hawksoft/FSC Rater

Personal Lines Insurance

New Business Development

Product/Service Knowledge

Renewal Retention

Microsoft Office

Customer Service

Office Management


Team Leadership

Internet & Computers


Home Services Agency Insurance Producer/Customer Care Mar. 2015 – Mar. 2016

Facilitate Home and Auto Insurance packages through real estate transactions at the time of home purchase while working through affiliation of Berkshire Hathaway Real Estate agents.

Sell coverage through preferred providers to high net worth clientele and conduct presentations while offering weekly seminars on insurance to educate realtors and their clients on homeowner requirements.

Successfully maintained sales quotas and serviced clients for complete account management. Premier One Insurance Services New Business Insurance Agent Jun. 2014 – Mar. 2015

Responsible for selling 20/30 policies per month in the areas of home, auto, condominium, renters, and other personal umbrella/lines of insurance coverage.

Worked with various carriers such as Mercury Insurance, The Hartford, SafeCo, Travelers, Allied, Mapfre, Commerce West, USLI, Geovera Insurance California Earthquake Authority, Kemper & Kemper Specialty, Infinity, and Progressive.

First American Property & Casualty Insurance Agent Feb. 2013 – Jun. 2014

Worked with home renters and auto insurance products. Amica Mutual Insurance Company Account/Sales Representative Nov. 2006 – Jun. 2012

Created new business sales opportunities while providing exceptional customer service for existing clients and successfully cross-selling multiple products and operating as a front-line underwriter. Auto Club Southern California Sales Agent/Associate Oct. 2000 – May 2006

Sold insurance products and services while consistent meeting sales quotas, meeting and surpassing service expectations for 6 consecutive years, ranking #1 in service (Member Service Award) in 2004, and selling to over 15,000 customers during tenure. EDUCATION & PROFESSIONAL DEVELOPMENT

Personal & Commercial Lines Licensed Agent – 26 States

Insurance 21/22 Certification

Successful Sales Calls Training

Integrity Sales Program

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