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Licensed Insurance Agent and Customer Advocate

Location:
Austin, TX
Salary:
$50,000
Posted:
June 17, 2026

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Resume:

C Cynthia Vincent

512-***-**** **.***********@*****.*** Austin, TX 78724

SKILLS

Assisted in managing

personal lines property

and casualty insurance

operations to improve

client satisfaction.

Supported initiatives to

simplify claims

processing and enhance

policy management. Built

strong relationships with

clients to promote trust

and loyalty.

Facilitated

comprehensive quoting

processes for auto and

homeowners insurance

policies.

Streamlined life

insurance sales processes

to enhance client access

to customized financial

protection solutions.

Executed CRM strategies

to enhance customer

loyalty and satisfaction.

Assisted in managing

policy renewals to

support client retention

efforts. Aided in

implementing cross-

selling strategies to

broaden service offerings.

Collaborated with

departments to enhance

renewal workflows.

Facilitated underwriting

support to optimize risk

assessment and improve

decision-making

efficiency.

Facilitated

comprehensive claims

assistance to enhance

PROFESSIONAL SUMMARY

Oversaw customer retention initiatives through strategic management of personal lines property and casualty and life insurance sales. Led comprehensive support efforts in policy quoting, underwriting, and claims processing for auto, home, and life insurance. Recognized for exemplary customer care and deep product expertise that significantly boosted sales outcomes.

PROFESSIONAL EXPERIENCE

August 2025 - Current

Licensed Life Insurance Agent, Luminary Life, Austin, TX November 2023 - August 2025

Security Officer, Scout Security Group, Austin, TX November 2021 - July 2023

Loan Specialist, RateGenius / AutoPay, Austin, TX

July 2011 - June 2016

Sales & Customer Service Representative, INet, Inc., Austin, TX May 2007 - August 2010

Sales Consultant, Titan / Nationwide Insurance, Austin, TX January 2001 - May 2007

Conduct personalized needs analyses to recommend suitable final expense and life insurance policies.

• Develop client relationships built on trust and service continuity. Maintain detailed policy records and provide post-sale assistance on claims and coverage updates.

Ensured safety, documented incidents, and delivered professional service to clients and visitors.

• Supported national clients in refinancing and credit life and GAP insurance product sales.

• Ensured compliance with underwriting guidelines and financial regulations.

• Managed a high-volume call center handling 1,000+ weekly insurance inquiries.

• Processed policy applications, renewals, and customer billing inquiries. Strengthened client satisfaction and retention through efficient communication and policy servicing.

• Quoted, bound, and serviced personal auto and homeowners insurance policies.

• Cross-sold life and umbrella coverage to existing clients for increased protection.

• Consistently ranked among top producers for retention and sales performance. customer satisfaction and

optimize operational

efficiency.

Assisted in managing call

center operations to

improve customer service

delivery and support

team performance. Aided

in developing and

implementing strategies

to simplify processes and

enhance response times.

Supported team

members in fostering a

culture of continuous

improvement and

accountability.

Assisted sales teams in

enhancing performance

through targeted training

initiatives. Supported the

creation of training

materials that align with

company objectives.

Fostered a productive

sales environment by

providing mentorship and

guidance.

Assisted in optimizing

data entry processes

using Microsoft Office to

improve team efficiency.

Supported development

and implementation of

digital record-keeping

systems for easy access

and retrieval. Helped

coordinate with cross-

functional teams to

enhance document

preparation and

management.

LANGUAGES

English

Full Professional

Sales Manager / Representative, Eastwood Insurance, Austin, TX Sold and serviced auto, home, renters, and life insurance policies under personal lines property & casualty.

• Trained and managed a team of insurance agents to meet or exceed branch sales targets.

• Built long-term relationships through policy reviews and proactive customer service. LICENSES & CERTIFICATIONS

Personal Lines Property & Casualty Insurance License – Active through 12/31/2027 (NPN: 1265133)

• Life Insurance License – Active through 12/31/2027

• Remote Online Notary (Exp. 06/2026)

• Loan Signing Agent (Exp. 06/2025)

• Certified Notary Public

EDUCATION

Medical Office Assistance

Career Centers Of Texas, Austin, TX

High School Diploma

Lyndon Baines Johnson High School, Austin, TX



Contact this candidate