Edwards Insurance Group - Insurance Agent Resume Example

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Logan White

XXXX XXXXXXXXXX XX XX, Raleigh, NC 27615

Ph: XXXXXXXXXXXX

XXXXXXXXXXXXXXXXXXX

Professional Summary

Seasoned Sales Representative with more than 24 years of experience in fast-paced sales environment. Excellent communication and problem solving skills. Track record of achieving exceptional results in customer service and sales.

Skills

Social Perceptiveness
Time Management

Complex Problem Solving
Judgment and Decision Making

Sales and Marketing
Customer and Personal Service

Experience

Insurance Agent Apr 2005－Present Edwards Insurance Group － Raleigh, NC

Independent agent licensed with 7 companies.
Collect fees or other payments, according to contract terms
Repricing policies on renewals to offer the most competitive rates.
Submission of claims.
Client information updates and maintaining management systems.

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, and property.

Customize insurance policies to suit individual customers, often covering a variety of risks.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Calculate premiums and establish payment method.

Select company that offers type of coverage requested by client to underwrite policy.

Licensed CSR Apr 2001－Jun 2004 State Farm Insurance － Raleigh, NC

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, and property.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Calculate premiums and establish payment method.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Develop marketing strategies to compete with other individuals or companies who sell insurance.

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Blood Services Coordinator Oct 1995－Aug 1999 American Red Cross － Raleigh , NC

Management of blood center operations and donations.
Recruitment of the community and corporate sponsors to maintain adequate blood supplies for the community.
Supervise volunteers in the assistance at blood drives.
Schedule adequate nursing staff and perform off site blood drives at businesses, high schools, churches and civic organizations.
Perform speaking engagements and recruitment meetings for existing and new sponsors.

Licensed CSR May 1992－May 1995 State Farm Insurance － Buffalo, NY

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Calculate premiums and establish payment method.

Perform administrative tasks, such as maintaining records and handling policy renewals.

Confer with clients to obtain and provide information when claims are made on a policy.

Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Life and Health Underwriter Mar 1988－May 1992 L& M Financial Services － Buffalo, NY

Processed new business applications for life and disability insurance.
Ordered health exams and completion follow up.
Assisted 30 agents in the agency for all new business needs.
Established and maintained payroll deduction for large groups such as City of Buffalo Police and Fire and the New York State Teachers Association.
Data Entry of all new business and record maintenance.

Education