Alisha Carter
Syracuse,NY
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. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Agent
MM&D Insurance Brokerage
353 Grant Ave Auburn, NY 13021
09.2013 - 11.2023
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
Client Care Coordinator
The Salvation Army
749 S Warren St
02.2016 - 02.2018
- Supported patient care excellence via planning and interpretation of programs.
- Determined need for special assessment activities for complex cases, effectively handling care plans.
- Completed resident assessments in accordance with current regulations and guidelines.
- Updated policies and procedures, leading continuous improvement of resident assessments and care.
- Interacted with team members across departments to research and resolve customer issues.
- Conducted case management activities and services with multidisciplinary team.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
Education
Associate of Applied Science - Criminal Justice
Bryant & Stratton College
Syracuse, NY 05.2011
Skills
- Client Relationship Management
- Client Retention
- Client Service
- Insurance Sales Expertise
- Policy Renewals
- Client Relations
- Customer Service
- Customer Follow-Up
- Policy Writing
- Quotes and Sales
- Underwriting and Adjustments
- Client Needs Analysis
- Auto Insurance
- Claims Reporting Systems
Timeline
Client Care Coordinator
The Salvation Army
02.2016 - 02.2018
Licensed Insurance Agent
MM&D Insurance Brokerage
09.2013 - 11.2023
Associate of Applied Science - Criminal Justice
Bryant & Stratton College