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Your Name

Insurance Agent

Indianapolis, IN

your.email@example.com
111-222-3333
www.your-website.com

Work Experience

Insurance Agent

United Insurance, Indianapolis, IN

Oct 2009Current

Indianapolis, In 10/2009 - Present
Recognized as one of the leading agencies in the Indianapolis area for Life, Fire, Cancer, Heart Attach and Accident Insurance.

Insurance Agent
As a professional Insurance Agent, I specialize in providing Insurance policies that safeguard against Death, Illness, Property Damage or Theft.
  • Maintain and fully responsible for forecasting the growth and profit of an Insurance Debit book of $13 thousand dollars.
  • Collaborate with our Corporate Office and cross functioning team (underwriting, marketing, finance, operations, products and service) in order to roll out new products and to grow and sustain current book of business.
  • In 2010, met with over 250 potential clients, in person or over the phone, to explain available Insurance options
  • To date have increased current Book of Business 16%
  • Top Book of Business agency performer 6 times in 2010
  • Policy collection for Book of Business continually exceeds an average of 91%
  • During 2010, exceeded Company Sales goals for 8 months
  • Exceeded Sales Goals by 25% in 2011
  • Partner with in coming new agents to conduct company training

Agency Field Office Secretary II

State Farm Insurance,

Sep 2000Mar 2008

As an Agency Field Office Secretary II my responsibilities ranged from assisting Agency Executive in performing advanced, diversified, confidential secretarial and administrative duties; prepare correspondence and materials for meetings, management and staff, schedule and maintain calendars, appointments, prepare for company meetings, and travel itineraries; and manage many high profile projects throughout the department
  • Built solid customer service relationships with State Farm agencies, their Staff and at Sate Farm's Corporate level
  • Managed customer satisfaction by following up on reports, complaints, company policy and collaborating with State Farm Operations teams (sales, claims, underwriting, products and services).
  • Maintained confidential policies, sensitive information and confidential records for 160 Indianapolis State Farm Agents and their Staff
  • Gained approval from Agency Executives in developing, driving, tracked and facilitated corporate and in house promotions that resulted in increased sales
  • Organized, coordinated and implemented all aspects of business meetings, staff training, travel, award dinners, and a variety of corporate-related and community events in attendance of up to 500 people which required high level of attention to detail and focus.
  • Partnered with Corporate Promotion to the Panama Canal "Sail Away" sales promotion based on participants yearly sales production
  • Managed in house Staff Promotion for 160 Agents staff, "It's Your Choice" that resulted in 26% of participants qualifying to travel to location of their choice based on individual sales production
  • Partnered in driving the Agent office sales promotion to Italy, "When in Rome" where 11% of Agent qualified to travel based on Life sales production
  • Built and sustained strong relationships with business partners and outside vendors which include Wal-Mart, the Omni Hotel of Indianapolis, Rick's Boat Yard Café, LePeep, Goodwill Industries, The Indianapolis Children's Museum, Babies-R-Us, Subway, and Indianapolis Public Schools to partner and sponsor State Farm in annual Community Events.

Agency Field Secretary II

State Farm Insurance, Indianapolis, IN

Jun 1991Mar 2008

State Farm Insurance is a group of insurance and financial services companies. It is the largest automobile insurer in the United States continuously since 1942 and insures more cars and homes in the United States than any other insurer.

Sales, Agent Scott Nichols

State Farm Insurance,

1998 2000

Insurance Agent: Selling Automobile, Life and Health Insurance
  • Solicited new business in individual Life, Automobile Insurance, individual and Small Business Health Insurance
  • Exceeded sales goals for 1998 by 5.3%, 65 new customers
  • Exceeded sales goals for 1999 sales 5.5%, 71 new customers
  • Exceeded sales goals for 2000 sales 5.1%, 66 new customers
  • Collaborating with State Farm Operations team (sales, claims and underwriting, marketing and products and services), managed the internal and external clients, Automobile, Fire and Death claims, policy changes, policy updates and premium payments
  • Maintained confidential client records

Customer Service, Claim Service Assistant

State Farm Insurance , Indianapolis, IN

1991 1998

Provide detailed customer service, in a fast-paced environment utilizing a custom built computer application and Microsoft suite of products.
  • Claim Processor
  • Provided customer service to internal and external clients
  • Improved customer service by following up after claim completion
  • Provide assistance to claim handlers by performing a variety of support services
  • Enter electronic claim information (e.g., subrogation, salvage information, and medical bill codes)
  • Update and make corrections to claim files as directed by claim representatives

Education

B.S in Management

Indiana Wesleyan University,

2007

Additional Information

Thorough, efficient, strong customer service skills, organized sales and training professional with 25 years experience in:
  • End User Training Volunteerism Strategic Planning
  • Corporate Training Sales Community Relations Management Public Speaking Program Development
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