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Insurance Broker Resume

5.00/5 (Submit Your Rating)

Olathe, KS

SUMMARY:

  • A career position that would allow me to utilize my extensive skills in Banking, Sales, Management and Business Development.
  • A true professional with over 16 years of experience in the Financial Service and Insurance Industry, and over 5 years Management experience.
  • Superior analytical and problem - solving capabilities. Self-motivated, hard working, and resourceful.
  • Excellent oral and written communication skills.
  • A team player with integrity and a commitment to strive for excellence.
  • Able to handle multiple tasks simultaneously and to thrive in a busy, fast-paced working environment.
  • Goal oriented with a personal philosophy to do whatever is necessary to get the job done.
  • Excellent computer and organizational skills.

EMPLOYMENT HISTORY:

Insurance Broker

Confidential, Olathe, KS

Responsibilities:

  • Small Business, Individuals and Families in the areas of Life, Health, Disability, Supplemental benefits, Dental, Vision, etc.
  • Gain business through COI’s, Referrals from customers, Cold calling, and buying leads.

Business Service Representative

Confidential, Overland Park, KS

Responsibilities:

  • Market Cash Management products and services such as Merchant accounts, Remote Deposit and Payroll to Small Business clients and prospects.
  • Cross sell additional products to Meet and exceeded my goals in cross selling and Deposit dollars.
  • Refer other products and services to internal departments.

Licensed Financial Specialist

Confidential, Shawnee, KS

Responsibilities:

  • Also cross sell existing customers and refer business to other departments within the bank to increase revenue and to build better client relationships.
  • Also responsible for selling Confidential and Annuity products to existing and new customers.

Business Development Officer

Confidential, Olathe, KS

Responsibilities:

  • Also cross sell existing customers and refer business to other departments within the bank to increase revenue and to build better client relationships.
  • Gathered $3 million in Deposits and loans in one year.

Branch Manager

Confidential, Mission, KS

Responsibilities:

  • Manage, Recruit, and Train employees in the areas of operations, service and sales.
  • Manage and develop budget control procedures and develop business referrals to increase customer base and deposit growth.
  • Develop mortgage broker and auto dealer referrals to increase our Confidential.
  • Create service programs to insure our customers are receiving 101% customer service.
  • Have the second highest Branch Scorecard out of 23 branches in the Region.

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