Insurance Producer with over 10 years of experience in the industry, excelling in customer service and sales. Demonstrated ability to enhance client relationships and exceed sales goals through effective communication and strategic networking. Skilled in Microsoft Office and adept at working both independently and collaboratively, showcasing a results-driven and professional approach.
My role included but was not limited to the following: Providing Exceptional Customer Service via handling constant flow of customer calls, conducting policy reviews and meetings with clients to constantly asses their ongoing insurance needs. Assisted in the claim filing process, generating sales leads via successful networking, effective communication through cold calling and in person, constantly generating cultivating new professional relationships. Working with my team to successfully complete sales goals and meet deadlines.
My role included but was not limited to the following. Managing agent's book fo record; constantly reviewing policies and reaching out to clients for policy reviews and ongoing policy needs. Assisting clients through the claim process via processing claims. Generating leads via marketing, cold calling and networking.