Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

SUSAN NEDELKA

Streetsboro

Summary

Dynamic Licensed Insurance Agent with a proven track record at Western Reserve Insurance Agency, exceeding sales quotas through expert insurance product knowledge and exceptional client relationship management. Skilled in policy management and customer service, adept at transforming client needs into tailored insurance solutions, achieving over 100% of sales targets.

Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.

Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Personable and driven with solid understanding of insurance principles and ability to quickly adapt to new environments. Possesses strong grasp of risk assessment and policy management, with proficiency in customer relationship management and sales techniques. Committed to delivering exceptional service and effectively addressing clients' insurance needs.

Overview

41
41
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Western Reserve Insurance Agency
04.2018 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Exceeded corporate quotas for monthly policy sales.

Licensed Insurance Agent

Frank Agency
01.1984 - 05.2014

Customer Service Representative

  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Provided coverage option information to assist clients in protecting assets.
  • Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
  • Exceeded corporate quotas for monthly policy sales.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Educated clients on insurance policies and procedures.

Education

High School Diploma -

Cardinal High School
Middlefield, OH

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client service
  • Professional networking
  • Goal oriented approach
  • Policy management
  • Regulatory compliance
  • Customer service
  • Customer follow-up
  • Licensed insurance agent
  • Quotes and sales
  • Policy renewals
  • Property insurance
  • Life insurance
  • Relationship building
  • Casualty Insurance
  • Health Insurance
  • Commercial Insurance

Accomplishments

Exceeded goals in company sales for company provided incentive trips.


Certificates in flood and earthquake policies.


Certificates in individual company programs and products.

Certification

  • Property and Casualty License - Ohio Department of Insurance.
  • Customer Service Representative Designation in Property/Casualty or Life/Health – Various Educational Institutions or Programs.
  • Life and Health Insurance License - Ohio Department of Insurance.
  • Ohio Driver's License

Timeline

Licensed Insurance Agent

Western Reserve Insurance Agency
04.2018 - Current

Licensed Insurance Agent

Frank Agency
01.1984 - 05.2014

High School Diploma -

Cardinal High School
SUSAN NEDELKA