Currently Holds an active Property & Casualty as well as Life & Health Licenses
Insurance Sales & Client Service
- Analyzed clients' insurance portfolios to identify coverage gaps and recommend tailored solutions across auto, home, life, health, and commercial lines
- Conducted annual policy reviews to ensure continued alignment with clients' life changes and risk exposures
Maintained compliance with privacy regulations and ensured secure handling of all sensitive client information
Collaboration & Communication
- Worked closely with underwriting and claims departments to resolve complex cases and streamline issue resolution
- Acted as liaison between departments, ensuring smooth inter-team communication and workflow efficiency
- Partnered sells and service teams to design and implement targeted promotional campaigns across digital and print channels
Technology & Process Management
- Utilized CRM software to manage leads, track client communications, and schedule follow-ups
- Maintained accurate, organized records of policies sold, premiums collected, and commissions earned
- Analyzed customer feedback and performance metrics to drive process improvements and customer retention
Training & Leadership
- New team member onboarding and trained new members on product knowledge, objection handling, and sales techniques.
- Shared best practices and supported colleagues in meeting individual and team goals.
- Managed office equipment maintenance contracts to ensure smooth operations at all times
- Managed office calendar, scheduling appointments and meetings for staff members
- Tracked inventory of office supplies and ordered new materials as needed
- Created and maintained electronic filing system to ensure easy access to important documents