Stephanie Halvorsen
South Haven,MN
Summary
Driven insurance agent with 6 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Lake Central Insurance
Annandale, MN
10.2015 - Current
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Upsold additional products and services after identifying customer needs and requirements.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Data Entry Specialist
IRSI
Minneapolis, MN
10.2011 - 10.2015
- Compiled data and reviewed information for accuracy prior to input.
- Completed data entry tasks with accuracy and efficiency.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Identified data entry errors and reported to necessary departments.
- Reviewed and updated client correspondence files and database information to maintain accurate records.
- Scanned documents and saved in database to keep records of essential organizational information.
- Corrected data entry errors to prevent later issues such as duplication or data degradation.
- Kept optimal quality levels to prevent critical errors and support team performance targets.
- Organized, sorted and checked input data against original documents.
- Verified accuracy of data before transcribing.
- Sorted documents and maintained organized filing process.
- Outlined appropriate processes and procedures to fulfill and complete inquiries.
- Compiled information and input into reporting database.
Education
No Degree - Insurance
Kaplan University
Plymouth, MNHigh School Diploma -
Annandale High School
Annandale, MN06.2002
Skills
- Document Control
- Verbal and Written Communication
- Insurance Coverage Verification
- Insurance Policy Sales
- Time Management
- Records Maintenance
- Premium Calculations
- Critical Thinking
- Form Completion and Submission
- Administrative Functions
- Policy Feature Explanations
- Policy Renewals
- Binder Coverage
- Policyholder Communication
- Policy Changes
- Client Prospecting
- Service-Oriented
- Licensing Requirements
- HIPAA Compliance
- Regulatory Requirements
- Property and Casualty Insurance Sales
- Customer Engagement
- Insurance Eligibility
- Insurance Practices
- Billing Inquiries
- Customer Account Review
- New Agent Training
- Relationship Building
- Data Entry
- Upselling and Cross-selling
- Life Insurance Sales
- Quality Assurance Requirements
Certification
- Licensed Insurance Agent in Property, Casualty, Life & Health - 6 years
Timeline
Licensed Insurance Agent
Lake Central Insurance
10.2015 - Current
Data Entry Specialist
IRSI
10.2011 - 10.2015
No Degree - Insurance
Kaplan University
High School Diploma -
Annandale High School