Melissa Phillips
Jacksonville,FL
Summary
Versatile and results-driven professional with a strong background in insurance sales, commercial driving, and medical knowledge. Experienced in building client relationships, assessing risk, and delivering tailored solutions. Holds a current Commercial Driver’s License (CDL) with a proven record of safety, reliability, and compliance in transportation operations. Brings valuable healthcare insight with an understanding of medical terminology, patient care considerations, and industry standards. Strong administrative skills. Known for strong communication skills, attention to detail, and the ability to adapt across multiple industries while maintaining a high level of professionalism and service.
Overview
12
12
years of professional experience
Work History
Commercial Lines Sales
Progressive
Jacksonville, FL
10.2025 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Excellent communication skills, both verbal and written.
Licensed Property & Casualty Agent
Nsurance Nation
Jacksonville, FL
02.2020 - 07.2025
- Assisted clients in selecting appropriate property and casualty insurance policies
- Conducted thorough risk assessments to identify client coverage needs
- Processed policy applications and managed renewals efficiently
- Developed strong relationships with clients to enhance satisfaction and retention
- Trained new agents on best practices for client engagement and policy management
- Provided comprehensive risk assessments for prospective clients, identifying potential gaps in coverage and recommending appropriate solutions.
- Maintained detailed records of all client interactions for compliance purposes and seamless transfer of information between team members.
- Consistently met or exceeded sales targets through proactive outreach and effective networking strategies.
- Generated quotes and proposals for clients to match individual needs.
- Developed strong relationships with clients, resulting in referrals and new business opportunities.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
Licensed Property & Casualty Agent
Metzger Platinum Insurance
Braselton, GA
09.2018 - 02.2020
- Collaborated with team members to streamline workflow and improve service delivery
- Actively participated in community events as a representative of the agency, fostering goodwill among local residents/businesses while generating leads for new business opportunities.
- Streamlined policy renewal processes for increased efficiency and improved client satisfaction.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Followed up promptly with interested clients to close sales.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
- Identified and solicited sales prospects in agency databases.
- Assisted clients in selecting appropriate property and casualty insurance policies
- Educated clients on insurance policies and procedures.
CDL Class B Driver
Barrow County Schools
Winder, GA
06.2016 - 09.2018
- Operated school buses safely, ensuring timely transportation for students and staff.
- Conducted pre-trip inspections to maintain vehicle safety and compliance with regulations.
- Assisted in route planning, optimizing travel efficiency and minimizing delays.
- Communicated effectively with parents and school officials regarding student transport needs.
- Adhered to traffic laws and safety protocols while driving within school zones.
- Participated in training programs to enhance driving skills and knowledge of safety procedures.
- Managed emergency situations effectively, prioritizing safety while minimizing delays in delivery schedules.
- Navigated diverse road conditions, demonstrating strong adaptability and excellent driving skills.
- Operated with safety and skill to avoid accidents and delays.
- Inspected vehicle before and after trips and logged and reported mechanical problems to avoid unsafe hazards.
Medical Assistant
Dwight Austin Internal Medicine
Winder, GA
02.2014 - 06.2016
- Assisted with patient intake and maintained accurate medical records.
- Prepared examination rooms and ensured proper sanitation protocols were followed.
- Supported physicians during examinations by documenting findings and observations.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Performed phlebotomy tasks efficiently while ensuring minimal discomfort for patients during blood collection procedures.
- Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
- Optimized appointment scheduling processes to minimize conflicts and maximize physician availability for patients.
- Provided support during emergencies by administering first aid treatments under physician supervision until further assistance arrived.
- Assisted with billing and coding processes, ensuring accurate insurance claims and patient invoicing.
- Performed EKGs and other diagnostic tests, contributing to accurate and timely diagnoses.
- Administered medications and injections as prescribed, adhering strictly to protocols for patient safety.
- Conducted patient follow-up calls to monitor treatment progress and answer any questions.
- Facilitated positive patient experience, greeting patients warmly and providing clear directions within clinic.
- Supported patient well-being, providing empathetic care and addressing concerns with sensitivity.
- Conducted routine laboratory tests to assist in diagnosis and treatment of conditions.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Collected and documented patient medical information such as blood pressure and weight.
- Prepared lab specimens for diagnostic evaluation.
- Taught patients about medications, procedures, and care plan instructions.
Education
Medical Assisting
New Horizons Medical Institute
Winder, GA04.2014
High School Diploma - High School
Faith Academy
Buford, GA2013
Skills
Calendar & schedule management
Data entry and record keeping
Filing systems (digital & physical)
Document preparation and formatting
Office coordination and multitasking
Professional phone and email communication
Customer service & client relations
Clear written communication
Conflict resolution and problem-solving
Microsoft Office (Word, Excel, Outlook)
Google Workspace (Docs, Sheets, Gmail)
CRM systems (customer tracking)
QuickBooks or basic bookkeeping (if applicable)
Timeline
Commercial Lines Sales
Progressive
10.2025 - Current
Licensed Property & Casualty Agent
Nsurance Nation
02.2020 - 07.2025
Licensed Property & Casualty Agent
Metzger Platinum Insurance
09.2018 - 02.2020
CDL Class B Driver
Barrow County Schools
06.2016 - 09.2018
Medical Assistant
Dwight Austin Internal Medicine
02.2014 - 06.2016
Medical Assisting
New Horizons Medical Institute
High School Diploma - High School
Faith Academy