The role of an Agent Assistant job basically varies based on the organization the person is employed for, but certain core common duties and responsibilities are listed on the Agent Assistant Resume and such include the following – serving as the liaison between the company and the outside parties/customers; organizing and maintaining the office calendar and schedules, ordering and stocking supplies, maintaining correspondence and databases; distributing and communicating messages or information, arranging parties and meetings for the agent, writing advertisements, flyers, brochures and promotional materials; and coordinating client appointment.
A well-drafted resume lists the following skills and abilities – exceptional organizational skills, the ability to meet deadlines, multitasking skills, patience to handle the pressurizing phone calls, work focusing skills; and strong computer skills. A Bachelor’s degree and knowledge of the agent’s work is the minimum qualification needed for this job role.
Monitored the underwriting process of policy applications through approval and prepared policies for distribution.
Experience
2-5 Years
Level
Junior
Education
Administration
Jr. Agent Assistant Resume
Objective : Highly qualified Agent Assistant with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.
Skills : Management, Analytical.
Description :
Performed administrative and secretarial support for an insurance agency.
Coordinated multiple priorities and accounts.
Scheduled appointments and maintained accurate and up-to-date client files.
Assisted with general accounting functions, handled accounts payable and receivable, ordering, and payroll.
Provided support; investigated and resolved budgetary issues for a retail outlet.
Serviced multiple policyholders and their accounts after severe circumstances demonstrate the ability to maintain composure and work efficiently in a fast-paced environment while preserving confidentiality.
Conducted client interviews to elicit necessary information for accounts and claims.
Experience
2-5 Years
Level
Junior
Education
Administration
Sr. Agent Assistant Resume
Summary : Agent Assistant supports the team by performing administrative tasks and maintaining files. Responsible for facilitating direct sales to high-value market segments. These high-value markets include healthcare, education, government, automotive and energy. This position provides support to the Sales Manager and Director of Sales.
Skills : Microsoft Office, Phone Etiquette.
Description :
Supported multiple agencies performing a variety of service, sales, and administrative functions as well as training new and existing staff.
Remained up to date on state laws and regulations, company procedures and products making me a trusted source of information for customers, agents and staff.
Effectively counseled customers about personal and commercial lines products available.
Utilized information gathered from customers to identify the risk meets personal or commercial lines underwriting requirements; provide appropriate coverage recommendations and write policies.
Provided necessary recommendations for repairs and maintenance of the property including surrounding land to prevent liability hazards and future claims.
Proficiently used estimating software to determine the replacement cost of personal and commercial structures.
Communicated with servicing and underwriting departments at company headquarters, other local agents and outside parties.
Experience
10+ Years
Level
Senior
Education
BS
Agent Assistant I Resume
Objective : Delivers customer service at the highest levels to both internal and external customers, which includes performing research and resolving customer issues
Skills : Project Management, Organising.
Description :
Advised agent of daily showings and appointments for specific investors.
Executed daily operations of current closings and listings.
Performed routine research on new properties for investors and potential renters.
Organized out contracts with sellers of land and renters of properties.
Conducted research on buildings, properties, and scenes.
Obtained information in regards to crime rates for specific areas.
Returned due to the lack of positions available.
Experience
2-5 Years
Level
Junior
Education
Business
Agent Assistant II Resume
Headline : Agent Assistant administratively responsible to and supports program work of County Extension Agent. Responsible for performing technical analysis and reviewing product data to assess market trends and competitive dynamics.
Skills : Research, File Management.
Description :
Delivered excellent customer service while directing people to the correct location over the phone.
Written Insurance policies.
Handled large sums of money ( ie; taking customer payments, closing money drawer out nightly, deposit days money nightly).
Handling customer complaints.
Completed most of the service work that the office required.
Conducted regular telephone and e-mail marketing to new and existing customers.
Handled billing and customer notifications.
Developed and implemented a Personal Insurance Review program.
Experience
5-7 Years
Level
Executive
Education
Diploma
Agent Assistant III Resume
Summary : Agent Assistant primarily a training position, shadowing and learning from an experienced staff. Attend meetings, educational events and activities.
Skills : Team Leadership, Customer Service.
Description :
Assisted clients with insurance questions and handling problems along with account management by phone, computer, and in person.
Handled billing with clients witch includes taking payment and adding financial information to accounts.
Contacted clients about issues that might affect their policies, and resolve issues with clients.
Gained knowledge of property and casualty insurance, and have taken a course to be ready to obtain that license.
Interfaced with independent insurance agents daily, advising them on proper documentation to be completed.
Supplied proposals from several life insurance providers.
Acted as a liaison between insurance companies and independent agents.
Experience
7-10 Years
Level
Management
Education
High School
Asst. Agent Assistant Resume
Objective : The primary job function is to perform various moderately complex clerical and administrative duties in support of the professional Agent staff.
Skills : MS Office, Multi-tasking.
Description :
Greeted visitors and callers, handle their inquiries, and direct them to the appropriate person/s, according to their needs.
Compiled, verify, recorded and processed forms and documents.
Assisted with all aspects of administrative management, directory maintenance.
Managed inventory of assets and supplies.
Coordinated between the department and operating units in resolving day-to-day activities.
Processed incoming and outgoing mail and packages.
Sent faxes, managed files.
Performed multi-faced general office support.
Other duties as assigned.
Experience
2-5 Years
Level
Junior
Education
High School
Associate Agent Assistant Resume
Headline : More than 25 years of successful experience in customer service and support with recognised ability to problem-solve and manage client relationships. Licensed for Property & Casualty Insurance in states.
Analyzed clients' needs and provided insurance quotes for home, automobile, and business policies.
Reviewed coverage options for customers upon request and compared to competitor offerings.
Processed and maintained client policies using proprietary company software and MS Office products.
Processed customer payments, provided client assistance and conducted daily reconciliations.
Maintained and updated client information database of over 3,000 clients.
Interacted with clients throughout day solving problems, answering questions and providing advice.
Managed daily office tasks including customer file organization and production of reports.
Experience
5-7 Years
Level
Executive
Education
Business
Lead Agent Assistant Resume
Summary : Agent Assistant gains employment with a company sales and people handling skills to meet monthly target and document all the requirement.
Skills : Microsoft Office, Management.
Description :
Greet and assist visitors, policyholders, and vendors.
Utilized knowledge of insurance and policies to solicit and inform potential policyholders.
Collected and input data necessary for processing new applications and making changes to existing policies.
Generated appropriate correspondence and forms.
Answer phones and maintain office manuals and files
Contacted past-due customers and process payments.
Answered customer's billing questions and resolve billing issues.
Experience
10+ Years
Level
Senior
Education
Bachelor's
Agent Assistant Resume
Headline : Agent Assistant reports to Agent Manager and explains about the benefits, policies of insurances and reminds customers to pay amount within the time.
Skills : Communication Skills, Management.
Description :
Assisted with enrollment, interpreting the project to potential members.
Directed schedules, supervises and develops teen participants of the Program.
Assured understanding of all responsibilities; delegates authority directs, appraises, and counsels.
Functioned as a member of the Urban Youth Development Program team.
Supervised teen teachers, youth program participants, and other adult leaders, as deemed appropriate.
Assisted the representative in performing sales needs and assisting the customer in receiving information.
Delivered necessary paperwork to clients as needed.
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