Jessica Elliott
Orlando,FL
Summary
Dynamic sales agent experienced in cross-selling and educating clients on insurance products. Known for exceptional customer service and relationship management, aiming to drive sales growth and enhance client satisfaction.
Overview
15
15
years of professional experience
Work History
Office Manager & Sales Agent
Great Florida Insurance of East Orlando
Orlando, FL
03.2025 - Current
- Managed office operations and maintained efficient workflow for insurance services.
- Coordinated schedules and appointments for staff and clients effectively.
- Oversaw office supply inventory and ensured timely replenishment of materials.
- Implemented filing systems to organize client records and improve accessibility.
- Developed training programs for new hires to enhance team productivity.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Provided training to new hires on office policies and procedures.
Insurance Sales Agent
Carli insurance agency
Lake Mary, Florida
07.2023 - 03.2025
- Educated customers on policy terms, coverage options, and benefits.
- Maintained up-to-date knowledge of insurance industry trends and regulations.
- Built relationships with existing clients by providing exceptional service.
- Identified cross-selling opportunities among existing customers.
- Scheduled appointments to meet with potential clients and discuss options.
Server
Chiliis
Ellenton, Florida
02.2011 - 03.2020
- Provided exceptional customer service and ensured guest satisfaction during dining experiences.
- Managed cash transactions and processed payments efficiently at the register.
- Recommended menu items based on customer preferences and dietary restrictions.
Sales Agent
United 1 insurance
Palmetto, FL
01.2013 - 01.2016
- Exceeded company sales goals for new policies.
- Upsold products to policyholders and potential new clients.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Implemented targeted marketing strategies to identify and attract potential clients in niche markets.
Education
High School Diploma -
Palmetto High School
Palmetto, FLCSR 440 -
UCF FOR MY CSR 440
General lines agent License 220 -
HILDATUCKER INSURANCE SCHOOL
Skills
- Cross-selling techniques
- Problem solving
- Workflow planning
- Relationship building
- Event coordination
- Insurance industry knowledge
- Clear oral/written communication
Timeline
Office Manager & Sales Agent
Great Florida Insurance of East Orlando
03.2025 - Current
Insurance Sales Agent
Carli insurance agency
07.2023 - 03.2025
Sales Agent
United 1 insurance
01.2013 - 01.2016
Server
Chiliis
02.2011 - 03.2020
High School Diploma -
Palmetto High School
CSR 440 -
UCF FOR MY CSR 440
General lines agent License 220 -
HILDATUCKER INSURANCE SCHOOL
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