Customer Service Insurance Agent
Resume:
MARY JONES
*******.****@*****.***
Missouri City, TX 77489
CONTACT
SKILLS
• Policy analysis
• Risk assessment
• Client assessment
• Quote preparation
• Sales strategies
• Customer service
• Customer follow-up
• Professionalism and ethics
• Client retention
• Client relations
• Client account management
• Client needs analysis
• Health insurance
• Life insurance
• Leads prospecting
• New client acquisition
• Cold calling
• Insurance sales strategy
• Policy adjustment
• Insurance product promotion
• Problem-solving abilities
• Policy Knowledge
• Insurance practices
• Insurance policy sales
Experienced in client relations and insurance policy sales, with a strong background in risk assessment and customer service. Adept at analyzing client needs to provide tailored insurance solutions. Seeking to leverage skills in policy knowledge and client management to excel as a Policy Analyst.
PROFESSIONAL SUMMARY
Insurance Agent
Bankable Equitable, Houston, Texas
Insurance Agent
Kemper Insurance Companies, Houston, Texas
EXPERIENCE
August 2024 - February 2025
Demonstrated excellent communication skills when discussing insurance policies with customers to ensure they were fully informed of their coverage options.
•
• Built and maintained relationships with clients to support satisfaction. Developed strong customer service skills while working as an Insurance Agent, including problem resolution and conflict management.
•
• Interpreted insurance policies and explained coverage to clients. Contacted prospective and current clients via telephone to provide
• quote and policy information.
June 2023 - August 2024
Explained complex technical terms related to insurance plans in
• simple language for easy understanding.
Prepared documents such as applications, endorsements, renewals,
• cancellations, or other forms required by law or company procedures. Developed relationships with new clients through cold calling and
• referrals from existing customers.
Responded to customer inquiries and problems to promote great
• service.
Gathered detailed information from customers prior to offering
• quotes or making recommendations.
Calculated premiums and established payment methods, receiving
• customer payments and issuing receipts.
Conducted telephone appointments with prospective clients to build
• rapport and sell insurance services.
Educated customers on the importance of maintaining adequate
• insurance coverage.
Scheduled meetings with prospective clients to discuss available
• products and services.
Tax Associate
H And R Block, Houston, Texas
Insurance Agent
PHP Agency Inc., Houston, TX
Insurance Agent
Bankers Life Insurance, Sugar Land, TX
Customer Service Representative
Social Security Administration, Houston, Texas
Explained coverage options to potential policyholders, answering
• questions or concerns.
Responded quickly and accurately to inquiries from clients regarding
• their coverage plans.
Interviewed prospective clients to obtain data about financial
• resources and needs.
Provided customers with information regarding plan features, pricing,
• and availability.
Processed payments received from clients promptly according to
• established procedures.
• Identified needs of customers promptly and efficiently. Maintained updated knowledge through continuing education and
• advanced training.
January 2023 - April 2024
Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
•
Utilized tax software to efficiently process returns and identify
• potential deductions and credits for clients.
October 2022 - July 2023
• Identified needs of customers promptly and efficiently. Recognized by management for providing exceptional customer
• service.
Explained coverage options to potential policyholders, answering
• questions or concerns.
Sought out new clients and developed clientele by networking to find
• new customers.
March 2022 - September 2022
Conducted telephone appointments with prospective clients to build
• rapport and sell insurance services.
Explained complex technical terms related to insurance plans in
• simple language for easy understanding.
Responded to customer inquiries and problems to promote great
• service.
Ensured compliance with applicable laws, regulations, and company
• policies while selling insurance products.
November 1991 - December 2018
• Answered customer inquiries via phone, email, and chat. Implemented innovative methods for streamlining the customer
• service process.
Promoted high customer satisfaction by resolving problems with
• knowledgeable and friendly service.
Identified areas of improvement in customer service processes and
• suggested changes accordingly.
Informed customers about billing procedures, processed payments,
• and provided payment option setup assistance.
Developed strong customer relationships to encourage repeat
• business.
Numerous awards for outstanding performance from Social Security
• Administration.
Recognition for 10 and 20 years of service for Social Security
• Administration.
Associate of Applied Science in Business Administration National Educational Center, TX
EDUCATION
October 1997
CERTIFICATIONS
• License for Life, Accident, Health and HMO
• Property and Casualty
Numerous awards for outstanding performance from Social Security Administration.Recognition for 10 and 20 years of service for Social Security Administration.
ACCOMPLISHMENTS
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