Amy Clark
Virginia Beach,VA
Summary
Driven Bundle Sales Insurance Agent with a proven track record at GEICO, excelling in customer service and client retention. Expert in policy knowledge and adept at identifying client needs and boosting sales through strategic upselling. Achieved significant results in aligning insurance solutions with customer goals, ensuring satisfaction and loyalty. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
17
17
years of professional experience
Work History
Bundle Sales Insurance Agent
GEICO
09.2007 - Current
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Identified potential risks in client portfolio and recommended appropriate insurance coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Collected premiums on or before effective date of coverage.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
Education
High School Diploma -
Cave Spring High School
Roanoke, VA06.1997
Skills
- Policy Knowledge of Auto, Home, Renters, Motorcycle, RV, ATV, ID Theft and Jewelry
- Licensed Insurance Agent
- Quotes and sales
- Upselling and Cross Selling
- Client needs analysis
- Client Retention
- Account Management
- Customer Service and follow-up
Timeline
Bundle Sales Insurance Agent
GEICO
09.2007 - Current
High School Diploma -
Cave Spring High School