Developed trusting client relationships by creating Personal insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
Expanded Enchanter's client network by rounding accounts and bringing in new clients
Reviewed client coverage annually to identify new risk exposures if anything new recommended additional products.
Established information necessary for policy development by interviewing clients, requesting records, and setting up inspections for property.
Retention Specialist, RMV Associate
Barkeeper
AAA Pioneer Valley Insurance
09.2018 - 09.2019
Generated reports for rounding accounts, contacted and quoted clients for both home and auto
Provided quotes for rate increases and non-renewals
Processed 2A and LPR's while confirming the reasons they were leaving
Ran New Business Weekly reports for quality control while exploring the files to get any expiration dates on previous policies not currently with our agency
Proficient in APPILED EPIC, making activities and follow up diaries
Quoted previous clients, who left for direct writers, with our Win-back campaign discount.
Dockside Restaurant
06.2014 - 01.2019
Plan, organize, and control the operations of a cocktail lounge or bar
Supervise the work of bar staff and other bartenders
Plan bar menus
Quality costumer service
Worked as a team with the entire staff to make things go as smooth as possible.
Lead Server
Cracker Barrel Old Country Store
11.2009 - 06.2016
Provide services to customers, such as order placement or questions they may have
had
Being a team player
Greet visitors or callers and handle their inquiries or direct them to the appropriate
persons according to their needs.