Otis Amos
Houston,TX
Summary
Dynamic insurance agent with a proven track record at Family First Life, excelling in client relations and regulatory compliance. Skilled in negotiating optimal coverage and utilizing CRM software to enhance client retention. Recognized for achieving sales targets through effective cold calling and personalized client assessments.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Family First Life
10.2025 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Collected premiums on or before effective date of coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted research and identified market trends to develop better strategies for sales.
- Evaluated competitors' products and services to gain competitive advantage.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Negotiated contracts and terms of sale with potential customers.
- Met with customers to provide information about available products and policies.
- Monitored customer feedback and identified areas of improvement.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Designed presentations and marketing materials to promote insurance products.
Insurance Agent
Right Plan
06.2025 - 10.2025
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on insurance policies and procedures.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Shift Manager
Papa Johns
03.2023 - 06.2025
- Tracked receipts, employee hours, and inventory movements.
- Trained and mentored new employees to maximize team performance.
- Exercised composure under pressure and in escalated customer service scenarios.
- Kept employees operating productively and working on task to meet business and customer needs.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Excelled in every store position and regularly backed up front-line staff.
- Coached crew members to optimize performance and motivate toward more efficient work.
- Cooperated with coworkers to improve customer experience and manage storefront.
- Scheduled staff to establish adequate coverage during peak business hours.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Examined incoming inventory, merchandised shelves and prevented shrinkage.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions and individual employee strengths.
- Decreased inventory shrinkage, drive-off and daily cash discrepancies by closely monitoring daily operations.
Cashier
Zaxbys
10.2024 - 01.2025
- Stocked, tagged and displayed merchandise as required.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Addressed customer needs and made product recommendations to increase sales.
- Greeted customers entering store and responded promptly to customer needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Answered questions about store policies and addressed customer concerns.
- Assisted customers with returns, refunds and resolving transaction issues.
- Set up new sales displays each week with fresh merchandise.
Cashier
McDonald's
11.2022 - 03.2023
- Welcomed customers and helped determine their needs.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Maintained current knowledge of store promotions and highlighted sales to customers.
Education
High School Diploma -
Klein Cain High School
Spring, TXSkills
Customer follow-up
Client assessment
Private insurance
Legal codes
Licensed insurance agent
Client retention
Regulatory compliance
Life insurance
Client relations
Client account management
Quotes and sales
Insurance sales strategy
Territory expansion
Cold calling
CRM software
Policy writing
Negotiation
Customer service
Health insurance
Client needs analysis
Insurance program management
Account management
Timeline
Insurance Agent
Family First Life
10.2025 - Current
Insurance Agent
Right Plan
06.2025 - 10.2025
Cashier
Zaxbys
10.2024 - 01.2025
Shift Manager
Papa Johns
03.2023 - 06.2025
Cashier
McDonald's
11.2022 - 03.2023
High School Diploma -
Klein Cain High School