Aiyana Gratzon, AINS
CORALVILLE,IA
Summary
Proven insurance sales expert with a track record of enhancing client satisfaction and retention at GEICO. Mastered risk assessment and client relationship management, leading to valuable increase in policy sales. Excelled in underwriter collaboration and policy management, achieving high client retention through exceptional service and tailored insurance solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
GEICO, Government Employees Insurance
North Liberty, IA
11.2014 - 01.2020
- 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.
- 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.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Increased agency efficiency by implementing standardized processes for policy administration, data entry, and client communication.
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- Client Retention
- Professional Networking
- New Agent Training
- Policy Management
- Underwriting principles
- Quotes and sales
- Client needs analysis
- New Client Acquisition
- Policy writing
- Policy Knowledge
Accomplishments
Chairman's Club honor for exceeding service metrics nation wide.
Certification
AINS designation from The Institutes Knowledge Group; an industry respected program covering Ethics, Underwriting, Cross-Organization Collaboration, Risk Management, Commercial and Personal Property Insurance Operations, and Claims Handling.
Timeline
Licensed Insurance Agent
GEICO, Government Employees Insurance
11.2014 - 01.2020