JESSICA NEWMAN
Insurance Agent
LEWISTON,ID
Summary
Office manager and licensed insurance agent with expertise in workflow optimization and customer service excellence at Bruce Wyatt State Farm Insurance. Demonstrated success in insurance sales and compliance monitoring, fostering strong client relationships and tailored insurance solutions. Proven ability to drive business growth and enhance client satisfaction through effective communication and problem-solving skills. Committed to delivering positive customer experiences and maintaining high service standards.
Overview
24
24
years of professional experience
1
1
Certification
Work History
OFFICE MANAGER
BRUCE WYATT STATE FARM INSURANCE
LEWISTON
05.2010 - Current
- Oversaw all aspects of office management, including HR functions, file management, and office inventory.
- Implemented efficient workflow process improvement to enable more productivity without hiring additional staff.
- Balanced daily deposits and safe counts as required and prepared bank deposits.
- Demonstrated top-notch communication skills daily in interactions with management, staff, and customers.
LICENSED INSURANCE AGENT IDAHO & WASHINGTON
BRUCE WYATT STATE FARM INSURANCE
LEWISTON
08.2001 - Current
- Gained an exceptional knowledge of all insurance products offered to customize plans and meet needs of different customers.
- Executed administrative tasks such as handling policy renewals and maintaining records.
- Built customized insurance programs to suit individual customers.
- Competed with fellow insurance companies through successful development of marketing strategies.
- Sought new clients by generating lists of prospects and networking within community.
- Described pros and cons of each insurance program from perspective of client’s needs and financial requirements.
- Liaised with customer and underwriter to complete processing and issuance of new policies.
- Collected information from clients about financial resources and needs to better understand their situations and select the best products.
- Inspected property to determine its general condition, age and other factors affecting the potential insurance risks.
- Sold policies such as automobile, life and property insurance to business and individuals. Worked with the underwriter to complete forms and obtain coverage.
Education
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
LEWIS CLARK STATE COLLEGE
Lewiston, ID05.2001
Skills
- Insurance sales and service (P&C, Life & Health)
- Customer service excellence
- Multitasking abilities
- Microsoft Office proficiency
- Office management
- Client engagement
- Networking strategies
- Effective communication
- Time management
- Data organization
- Relationship building
- Organizational skills
- Regulatory compliance
- Business administration
Certification
- Property, Casualty, Life and Health Producer Idaho and Washington
- Humana Certified
- Notary public
Timeline
OFFICE MANAGER
BRUCE WYATT STATE FARM INSURANCE
05.2010 - Current
LICENSED INSURANCE AGENT IDAHO & WASHINGTON
BRUCE WYATT STATE FARM INSURANCE
08.2001 - Current
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION
LEWIS CLARK STATE COLLEGE