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Olsen Insurance Agency - Insurance Agent Resume Example

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Levi Perez
Professional Summary

Hard working and energetic person. I enjoy thinking outside the box and trying new things. I   look for the good in situations. I am a quick learner and I am able to follow direction. 

  • Administration and Management
  • Active Listening
  • Speaking
  • Customer and Personal Service
  • Critical Thinking
  • Active Learning
  • Judgment and Decision Making
  • Computers and Electronics
  • Service Orientation
Insurance Agent Jun 2002May 2014 Olsen Insurance Agency Salt Lake City, UT
  • Sell automobile policies, specializing in policies for high risk (SR22) drivers, as an independent agent representing multiple companies.
  • Perform administrative tasks including hardcopy and electronic records filings.
  • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Customer Service duties take payments, make changes to policies, go over coverages.
Administrative/Accounts Payable and Receivable assistiance Jul 1999Jun 2002 Application and Data Systems/Microtel West Valley City, UT

  • Answered, screened and transferred inbound phone calls.
  • Administered clerical and administrative procedures as well as filing and record keeping
  • Reconciled vendor statements, researched and corrected discrepancies
  • Assisted in month end closing
  • Maintained files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
  • Assisted with other projects as needed

  • Processed check requests

Receptionist/Accounts Payable Jun 1995May 1999 Cable Link Lehi, UT
  • Operated telephone switchboard to answer, screen and transfer inbound phone calls.
  • Greeted visitors and clients entering the establishment  
  • Maintain up-to-date billing system and generated invoices
  • Followed up on, collected and allocated payments
  • Carried out billing, collection and reporting activities to meet all deadlines
  • Researched and resolved payment discrepancies
  • Maintained accounts receivable customer files and record.
  • Knowledge of office administration and procedures
  • Knowledge of general bookkeeping procedures
  • Knowledge of general accounting principals

High School Diploma Jun 1993 Granite School District Salt Lake City, UT
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Resume Details

This is a real resume for a Insurance Agent in West Valley City, Utah with experience working for such companies as Olsen Insurance Agency, Application And Data Systems, Microtel. This is one of the hundreds of Insurance Agent resumes available on our site for free. Use these resumes as templates to get help creating the best Insurance Agent resume.

Previous Companies:

  • Olsen Insurance Agency
  • Application and Data Systems
  • Microtel

Previous Job Positions:

  • Insurance Agent
  • Administrative
  • Accounts Payable and Receivable assistiance
  • Receptionist
  • Accounts Payable


  • Granite School District

Level of Education:

  • High School Diploma

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