Licensed Insurance Agent with Farmers
Resume:
Sydney Miller
*** ****** **, ****** ** *****
*******@*****.***
Skills: P&C License, L&H License, CA Notary, Retail Banking, Cash Management, Adept with Zoom/ Video Conferencing, Computer Savvy, Customer Service, Collaboration, Communication, Confidential Data Entry, Detail-Oriented, 10-key, Organization, Problem-Solving, Typing (70-75 WPM) Current Employer: Allstate Agency
(April 2025-Present)
I began as a customer representative in this local Allstate agency, then transitioned to licensed agent in a matter of months. As a licensed property & casualty, I’m committed to creating positive, trustworthy experiences for every prospective and current client. It takes time and effort, advising clients on auto, homeowners, renters, life, and supplemental coverage to meet individual risk management needs. Their smile makes my day! My role requires:
• Generate new business through prospecting, referrals, community outreach, and client retention strategies, consistently driving revenue growth. Follow-up on interest or no-show appointments.
• Conduct comprehensive risk assessments and personalized policy reviews to recommend appropriate insurance products and coverage levels.
• Provide exceptional customer service, handling policy inquiries, endorsements, renewals, and claims support to ensure high client satisfaction and long-term retention.
• Educate clients on coverage options, pricing, discounts, and policy features, helping customers make informed insurance decisions.
• Utilization of Allstate’s eAgent (CRM) to track sales activities, manage client records, and maintain accurate documentation.
• Meet or exceed sales targets and performance metrics, including premium production and cross- selling goals for multi-line policies.
• Collaborate with team members, departments, underwriters, and brokered carriers to resolve policy issues, negotiate coverage terms, and secure competitive pricing.
• Maintain ongoing regulatory compliance by staying current with state insurance laws, continuing education requirements, and company guidelines. Previous Employer: First Bank, Banking Specialist II
(September 2024-April 2025)
In this position, I’m a floater between three branches in the area. Trained to work both the teller line and on the banker side. Daily transactions include new accounts, CD renewals, open new or re-issue debit cards as well as print them in branch, customer service in-person and over the phone, keep detailed records of interactions, and forward referrals to our partners when applicable. Previous Employer: Chase Bank, Associate Banker-ME
(March 2019-June 2024)
This job title evolved overtime to include a number of duties that make a hybrid position: being both a teller and a personal banker. Everyday tasks and activities include and are not limited to:
• processing large volume of cash transactions
• answering incoming phone calls
• opening and closing accounts, performing needed account maintenance
• assisting clients with online banking
• wires (domestic & international)
• cross-selling products to suit client needs
• schedule appointments
• refer customers to bankers to follow up interest in new accounts, credit cards, mortgage, investment opportunities
• educate clients about common scams, address concerning situations, report signs of potential elder/vulnerable person abuse
• following all bank protocols for obtaining, storage, disposal of confidential information
• performing routine audits of cash entities (ATMs, cash recyclers, cashboxes), troubleshooting equipment malfunctions
• reporting customer complaints
• helping offer coverage at nearby branches
Every employee must perform all duties and more, striving for optimum customer satisfaction. Customer surveys can used to help rate employee performance in annual reviews. Most importantly, adhering to Chase’s audit procedures are the core of your performance. A meticulous and thorough check by a dual team at the end of day is in force to prevent the compromise of personal information and branch safety. Audits prevent clerical losses, risk to customer and employee safety, as well as internal theft.
In this time, I’ve received a number of recognitions from my managers and high-ranking customer surveys. I was known for being the fastest to balance end of the day, with a high rate of balancing. It has been a pleasure to work all the different branches, the managers, and clients in my time with Chase. Previous Employer: Pacific Premier Bank, Customer Service Rep I
(2017-2019)
Originally, Pacific Premier was Heritage Oaks Bank; to this day, a California community bank. Many duties were similar to that of the Chase position; being a smaller bank with headquarters in Irvine, CA, the emphasis was on building local relationships with the individual consumer as well as local businesses.
One of its biggest differences, compared to an international corporation like Chase, was in its online services, technological support, and procedures. Many services and tasks were not yet streamlined to provide faster service. We did not have card readers to use as a form of customer verification; the teller system could not interact with the bank’s app or customer’s cellphone to send verification codes. Such features like this, of recent years, have been enacted by Chase to help prevent policy-not-followed losses and customer impersonation by fraudsters. A lot of procedures from ordering a new debit card, to sending a wire, or cashing a check for non-customers required time and a lot of printing and filling out information. We all did this to the best of our abilities, the fastest we could, and with the best customer service as possible.
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