Summary
Overview
Work History
Education
Skills
Certification
Affiliations
References
Timeline
Generic

Alicia Ehlers

Dubuque,IA

Summary

Experienced insurance agent looking to change career paths.

Overview

1
1
Certification

Work History

Insurance Portfolio Manager

Greenstate Insurance
Dubuque, IA
01/01/22 - Current
  • Review and remarket existing accounts.
  • Manage book rolls
  • Assist clients in person with inurance needs such as claims and payments.
  • Coach teammates
  • Open Credit Union Branch

Insurance Agent

Goodmann Insurance
Dubuque, IA
11/01/11 - Current
  • Managed personal lines accounts and assisted with client daily needs.
  • Opened and closed office as needed.
  • Assisted in acquisition transition to GreenState.
  • Answered phone and directed calls accordingly.
  • Processing payments and making evening deposits.

Education

High School Diploma -

Dubuque Senior High School
Dubuque, IA
05-2004

Skills

  • Proficient in MS Office
  • Quick Typer
  • Presentation Skills
  • Developing Proposals
  • Problem Solving
  • Customer Service
  • Good communication skills
  • Due Diligence
  • Critical thinking

Certification

  • P & C Insurance License
  • Health & LIfe Insurace License
  • CISR Designation

Affiliations

  • I stay involved with the community through volunteer work through multiple community outreach initiatives.

References

References available upon request.

Timeline

Insurance Portfolio Manager

Greenstate Insurance
01/01/22 - Current

Insurance Agent

Goodmann Insurance
11/01/11 - Current

High School Diploma -

Dubuque Senior High School
Alicia Ehlers