Allison Smith
Ceredo,WV
Summary
Dedicated Licensed Insurance Agent with expertise in customer needs assessment, effective communication, and risk analysis. Proven ability to develop tailored insurance solutions and provide exceptional service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
TranzAct
Canton, Ohio
08.2023 - 09.2025
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed appropriate quotes based on risk information.
- I also wrote life insurance policies and put customers into health plans that fit their needs based upon the heaalth assessment.
Licensed Insurance Agent
Waashinton National
Huntington, West Virginia
01.2023 - 05.2023
- Assisted clients in selecting appropriate insurance plans based on their needs.
- Educated customers about policy features and benefits during consultations.
- Processed insurance applications and maintained accurate client records
Licensed Insurance Agent
Symmetry Financial Group
Ceredo, West Virginia
11.2020 - 01.2022
- Assisted clients in selecting appropriate insurance plans based on their needs.
- Educated customers about policy features and benefits during consultations.
- Processed insurance applications and maintained accurate client records.
- Collaborated with underwriters to assess risks associated with applications.
- Utilized CRM software to track client interactions and update information.
- Developed strong relationships with clients through effective communication skills.
- Stayed informed on industry trends and regulatory changes impacting insurance products.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Identified opportunities for cross-selling additional policies or services to existing customers.
Education
Bachelor of Science - Education
Marshall University
Huntington, West Virginia, WV05-2013
Skills
- Customer needs assessment
- Policy writing
- Claims processing
- Risk analysis
- Customer relationship management
- Client education
- Insurance underwriting
- Effective communication
- Problem solving
- Attention to detail
- Time management
- Team collaboration
- Asset protection
- Risk assessment
- Client service
- Client relationship management
- Professional networking
- Client retention
- Insurance sales expertise
- Underwriting principles
- Insurance product expertise
- Goal oriented approach
- Cold calling
- CRM software
- Licensed insurance agent
- Insurance product promotion
- Customer service
- Industry regulations
- Client needs analysis
- Customer follow-up
- Health insurance
- Upselling
- Life insurance
Certification
Life and Health Life Insurance- West Virginia in November 2020
Timeline
Licensed Insurance Agent
TranzAct
08.2023 - 09.2025
Licensed Insurance Agent
Waashinton National
01.2023 - 05.2023
Licensed Insurance Agent
Symmetry Financial Group
11.2020 - 01.2022
Bachelor of Science - Education
Marshall University