Amy DeHaven
Bunker Hill,WV
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Insurance Agent
Mid-Atlantic Group
02.2017 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Collected premiums on or before effective date of coverage.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Researched and identified potential new markets.
Inside Sales Agent
Smallwood & Small Insurance
10.2016 - 02.2017
- Answered customers' questions regarding products, prices, and availability.
- Managed friendly and professional customer interactions.
- Set up new accounts, established customer credit and set up payment methods.
- Used CRM software to maintain detailed contact logs and account records.
- Collaborated with outside sales representatives, marketing and other departments to generate leads and close sales.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Followed up promptly with interested clients to close sales.
- Generated quotes and proposals for clients to match individual needs.
Insurance Sales Agent
Bell Robinson Financial
01.2016 - 10.2016
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Collected premiums on or before effective date of coverage.
Insurance Producer
CityInsurance Professionals/The Hilb Group
11.2008 - 12.2015
- Provided detailed information about company insurance products.
- Set up policies and completed all documentation.
- Adhered to all regulations for insurance sales.
- Worked in high-volume, competitive sales environment.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Met with individual and commercial clients to discuss needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- 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.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Obtained underwriting approval by completing application for coverage.
- Utilized CRM software to manage client relationships.
- Investigated and processed claims swiftly to keep customers satisfied.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed risk factors to recommend appropriate coverage levels.
- Monitored customer feedback and identified areas of improvement.
Education
High School Diploma -
Martinsburg Christian Academy
Martinsburg, WVSkills
- Account Management
- Customer Follow-Up
- Client Retention
- Policy Renewals
- AMS Software
- Customer Service
- Client Relations
- Client Needs Analysis
Timeline
Insurance Agent
Mid-Atlantic Group
02.2017 - Current
Inside Sales Agent
Smallwood & Small Insurance
10.2016 - 02.2017
Insurance Sales Agent
Bell Robinson Financial
01.2016 - 10.2016
Insurance Producer
CityInsurance Professionals/The Hilb Group
11.2008 - 12.2015
High School Diploma -
Martinsburg Christian Academy
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