Experienced with building and maintaining client relationships in insurance sector. Utilizes in-depth knowledge of insurance products and market trends to offer tailored solutions. Track record of successful negotiation and risk management.
Overview
9
9
years of professional experience
Work History
Insurance Sales Agent
Covered/Blend Insurance Agency
04.2021 - Current
Identify client needs, advises on insurance coverage
Implement strategies to sell insurance, effectively explain gaps in coverage, succeeded in offering and cross selling additional products
Analyze information in insurance applications, screen applicants on the basis of set criteria and determine the risk of insuring a client
Process new business applications
Remit payments, remit invoices for payments to the mortgage carriers
Insurance Agent
Westwood Insurance Agency
10.2017 - 04.2021
Handled all the customer service duties, resolved customer discrepancies
Exceeded all sales and cross sales goals
Handled claims first notice of loss calls
Resolved customer billing questions and processed payments
Processed new business applications, cancellation requests and change requests
Analyze information in insurance applications, screen applicants on the basis of set criteria and determine the risk of insuring a client
Remitted applications, endorsements, and payments adhering to agency procedure manual
Succeeded in cross-selling insurances and assisted the client in quoting applications
Succeeded in exceeding production goals
Customer Service Representative
Alliance United
02.2016 - 06.2017
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Responded to customer requests for products, services, and company information.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Education
Associates of Arts - Business Management
University of Phoenix
01.2012
General Education -
Cleveland High School
Reseda, CA
01.1996
Skills
Customer service
Insurance sales
Policy analysis
Client retention
Timeline
Insurance Sales Agent
Covered/Blend Insurance Agency
04.2021 - Current
Insurance Agent
Westwood Insurance Agency
10.2017 - 04.2021
Customer Service Representative
Alliance United
02.2016 - 06.2017
General Education -
Cleveland High School
Associates of Arts - Business Management
University of Phoenix
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