Alexia Whiteside
Dover,DE
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Insurance Agent
TranzAct
02.2023 - Current
- 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.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Educated clients on insurance policies and procedures.
Insurance Agent
Bankers Life Insurance
12.2022 - 01.2023
- 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.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Analyzed customer needs to provide customized insurance solutions.
- Conducted research and identified market trends to develop better strategies for sales.
- Generated leads through cold-calling, networking and other outreach methods.
Education
High School Diploma -
Green Run High School
Virginia Beach, VA06.2020
Skills
- Client Retention
- Lead Development
- Customer Service
- Client Relations
- Leads Prospecting
- Marketing Strategies
- Health Insurance
- Life Insurance
- Licensed Insurance Agent
Certification
- Licensed Health and Life Insurance Agent - November 2022- Current
Timeline
Insurance Agent
TranzAct
02.2023 - Current
Insurance Agent
Bankers Life Insurance
12.2022 - 01.2023
High School Diploma -
Green Run High School