Microsoft Word
Jill James
Pocatello,ID
In order to succeed, we must first believe that we can.
Nikos Kazantzakis
Summary
Experienced and licensed insurance sales professional with a proven track record of achieving sales growth and ensuring client satisfaction. Skilled in policy analysis, client relationship management, and risk assessment. Strong emphasis on team collaboration and adapting to dynamic environments to consistently exceed targets. Recognized for reliability, effective communication, and a solution-oriented mindset.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
AAA Auto Club Group
09.2024 - Current
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Upsold additional products and services after identifying customer needs and requirements.
- Generated quotes and proposals for clients to match individual needs.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Boosted referral rates by 10% by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
Licensed Insurance Producer
TTEC
11.2023 - 09.2024
- Utilized analytical skills to evaluate complex insurance policies for enhanced customer comprehension
- Conducted research on call data for actionable insights leading to process improvements
- Maintained strict compliance with regulations handling sensitive customer data ensuring security and confidentiality
- Promoted products and services using upselling and other sales strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.
- Exceeded productivity goals by 35% through consistent attention to detail and addressing customers needs.
Shift Lead
Walgreens
12.2022 - 11.2023
- Boosted sales by strategically merchandising products and engaging customers effectively
- Implemented solutions for inventory management enhancing operational efficiency
- Fostered team growth through mentorship improving overall performance levels
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Enforced company policies and regulations with employees.
License Insurance Agent
Allstate
07.2021 - 11.2022
- Managed sensitive information ensuring compliance with data protection regulations
- Leveraged active listening skills resolving customer issues promptly fostering trust and satisfaction rates
- Conducted thorough policy reviews identifying opportunities for coverage optimization resulting in client savings
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction by 80% by promptly addressing concerns and providing accurate information.
Loan Officer/Assistant Store Manager
Cash Store
08.2019 - 11.2020
- Delivered outstanding service facilitating seamless loan processing boosting client satisfaction by 40%
- Conducted thorough loan assessments mitigating risks for both customers and the organization
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
Customer Service Rep
Allstate
11.2015 - 08.2019
- Built strong relationships through personalized support improving satisfaction rates by over 10%
- Analyzed feedback proposing targeted solutions that improved overall experiences
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Managed a high volume of calls daily, maintaining composure under pressure while providing exceptional service.
Education
High School Diploma -
06-1999
Skills
- Effective communication skills
- Customer service expertise
- Efficiency enhancement
- Analytical research skills
- Effective time management
- Analytical decision-making
- Dispute resolution
- Policy evaluation
- Experienced with CRM tools
Certification
- Property and Casualty License (2021 to Current)
Timeline
Licensed Insurance Sales Agent - AAA Auto Club Group
09.2024 - Current
Licensed Insurance Producer - TTEC
11.2023 - 09.2024
Shift Lead - Walgreens
12.2022 - 11.2023
License Insurance Agent - Allstate
07.2021 - 11.2022
Loan Officer/Assistant Store Manager - Cash Store
08.2019 - 11.2020
Customer Service Rep - Allstate
11.2015 - 08.2019
Woodland High School - High School Diploma,
Accomplishments
- Supervised team of 10 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Excel
PowerPoint
Video Conferencing
Data Entry
Digital calendar
Email Management
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