Tucker Downing Agency - Insurance Agent Resume Example

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XX XXX XX, WILBURTON, OK 74578

XX XXX XX, 74578, WILBURTON OK

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Summary

I am a highly motivated sales associate with extensive customer service and sales experience; a service-oriented agent who delivers high quality customer service while assessing the needs of clients and recommending the most useful policies and products. I am a fast learner, who after only a month in the industry I was able to obtain my insurance license. I am highly motivated, trained in financial accounting and cost estimation.

Skills

Active Listening
Sales and Marketing

Service Orientation
Time Management

Critical Thinking
Administration and Management

Experience

Insurance Agent, TUCKER DOWING AGENCY Oct 2013 ‐ Current Tucker Downing Agency Wilburton, Ok

Review files and maintain records, calculate premiums and establish payment method on all sales, model excellence customer service, finalize sales and collect deposits, evaluate accuracy of data entered into the agency data base, report policy changes and company conditions affecting customer satisfaction, collect, analyze, and validate agency commissions, analyze sales volume, retention and loss ratio trends to identify areas of improvement.

Use computers for various applications, such as database management or word processing.

Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements, and ensure accounts are balanced.

Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.

Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.

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.

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

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

Laborer, FRANKLIN ELECTRIC Aug 2011 ‐ Apr 2012 Franklin Electric Wilburton, Ok

Work on a production line, in a team atmosphere to make sure that quota is met,.

Record information such as the number of products tested, meter readings, and dates and times of product production.

Start machines or equipment in order to begin production processes.

Operate machinery used in the production process, or assist machine operators.

Observe equipment operations so that malfunctions can be detected, and notify operators of any malfunctions.

Pharmacy Clerk Jan 2009 ‐ Mar 2010 MainStreet Drug Wilburton, Ok

Operate cash register to process cash or credit sales.

Accept prescriptions for filling, gathering and processing necessary information.

Answer telephone inquiries, referring callers to pharmacist when necessary.

Operate capsule or tablet counting machine that automatically distributes a certain number of capsules or tablets into smaller containers.

Greet customers and help them locate merchandise.

Receive, store, and inventory pharmaceutical supplies or medications, check for out-dated medications, and notify pharmacist when inventory levels are low.

Unpack, sort, count, and label incoming merchandise, including items requiring special handling or refrigeration.

Prepare, maintain, and record records of inventories, receipts, purchases, or deliveries, using a variety of computer screen formats.

Maintain and clean equipment, work areas, or shelves.

Deliver medication to treatment areas, living units, residences, or clinics, using various means of transportation.

Education

B.A: Business Administration Dec 2014 Ashford University Clinton, IA

Associate of Arts: Accounting May 2007 Eastern Oklahoma State College Wilburton, OK

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Insurance Agent Laborer Pharmacy Clerk Independent Insurance Agent Life Insurance Agent Licensed Insurance Agent

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Tucker Downing Agency - Insurance Agent Resume Example

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