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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 | 813-240-4425 |


Property & Casualty Insurance Sales Agent


Profile of Qualifications


  • Skilled in leveraging strong knowledge of property and casualty insurance to assist clients in selecting appropriate insurance plans.
  • Dynamic interpersonal communication skills, key to rapidly establishing rapport and maintaining positive relationships with clients.
  • Recognized for the ability to consistently achieve goals and grow existing client base to boost overall revenue.
  • Experienced in designing and implementing innovative strategies to increase overall efficiency.


Key Skills


  Insurance Industry Knowledge

  Relationship Management

  Interpersonal Communication

   Process Improvement

  Sales Growth



Professional Synopsis


USAA Insurance Agency, Tampa, FL 2001-Present

Member Relationship Senior Specialist (2014-Present)

  • Demonstrate expert level knowledge of various insurance lines, including life, health, dental and investment.
  • Form positive relationships with clients, identify circumstances and make knowledge based plan recommendations to ensure fulfillment of needs.
  • Make knowledge based recommendations to significantly increase efficiency across daily operations and boost overall team performance.
  • Implement highly effective strategies to upsell products and services; successfully issue commercial general liability, business owner s insurance, Worker s Compensation, commercial automotive and inland marine insurance.
  • Conduct thorough follow-up on quotes and expiring policies.
  • Maintain positive relationships with 5 providers and one brokerage.
  • Continually meet and exceed goals / objectives; recognized as Ambassador of the Quarter and district winner of quality award.
  • Serve as point of contact for Worker s Compensation inquiries.


  • Properly assessed client needs and wrote various types of policies for residents throughout the states of Florida, California, Oregon, Washington, North Carolina and South Carolina.
  • Used strong industry knowledge to promptly resolve inquiries and conduct in-depth training for newly hired team members.
  • Wrote various types of policies, including personal lines, wind, flood, earthquake and fire.
  • Developed highly effective presentations to educate team members on various cost saving and claims reductions strategies.

Previous Positions: Policy Service Supervisor (1995-2001) | Policy Service Representative (1990-1994)


Education & Professional Development


Commercial Lines Customer Service (CLCS) Course, The National Underwriter Company; 2017-2019

Bachelor Degree in Business Administration, Concentration in Finance

University of South Florida, Tampa, FL

Chartered Property and Casualty Underwriter (CPCU), Personal Lines Curriculum; 2016

Associate in General Insurance (AINS), Insurance Institutes of America; 1992

Active FL 220, General Lines License; 1992-Present

SkillSoft University Eagle Program; 2012 

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