Hana Sato
Insurance Agent
hana.sato@email.com · Austin, TX · linkedin.com/in/example
Summary
Insurance Agent with 7+ years of experience across Insurance Sales, Policy Management, and Risk Assessment. Combines hands-on Salesforce work with measurable results, and tailors every application to the posting — the same habit that gets this resume past ATS filters.
Experience
Senior Insurance Agent · Summitline
2022 – Present
- Sold Insurance Sales work across 3 concurrent projects using Salesforce, saving roughly 11 hours per week.
- Advised the team's Policy Management process end to end using CRM, raising quality-audit pass rates to 91%.
- Grew Risk Assessment standards adopted by 6 teammates using Applied Epic, cutting turnaround time by 14%.
- Managed day-to-day Client Consultation priorities using Excel while mentoring 1 junior colleagues, saving roughly 7 hours per week.
Insurance Agent · Harborview Co.
2017 – 2022
- Generated Claims Support work across 3 concurrent projects using Salesforce, raising quality-audit pass rates to 94%.
- Retained the team's Lead Generation process end to end using CRM, cutting turnaround time by 26%.
- Achieved Underwriting Basics standards adopted by 7 teammates using Applied Epic, saving roughly 11 hours per week.
Skills
Core skills: Insurance Sales, Policy Management, Risk Assessment, Client Consultation, Claims Support, Lead Generation, Underwriting Basics, Renewals, Prospecting, Negotiation
Tools & technology: Salesforce, CRM, Applied Epic, Excel, HubSpot CRM, LinkedIn Sales Navigator
Strengths: Communication, Relationship Building, Persuasion, Integrity, Problem Solving, Teamwork
Education & Certifications
B.S., Business Administration — State University
Life and Health License
Property and Casualty License
CPCU