Andrea Gary
Harrison,Michigan
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
6
6
years of professional experience
Work History
Licensed Insurance Agent/Office Manager
Durga Agency
01.2020 - Current
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
- Assisted in the recruitment process, onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Updated reports, managed accounts, and generated reports for company database.
- Managed office operations while scheduling appointments for department managers.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Licensed Insurance Agent
Durga Agency
07.2018 - Current
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Monitored industry trends to stay current on emerging risks, allowing proactive identification of potential gaps in client coverage.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Upsold additional products and services after identifying customer needs and requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking and other outreach methods.
- Evaluated competitors' products and services to gain competitive advantage.
Education
Insurance License - Property And Casualty & Life And Health
Kaplan
Remote/Online07.2018
General Studies -
MidMichigan Community College
Harrison, Michigan01.2014
High School Diploma -
Harrison High School
Harrison, Michigan01.2000
Skills
- Insurance Product and Sales Expertise
- Professional Networking
- Analytical Thinking
- Effective Communication
- Empathy and Compassion
- Time Management Abilities
- Attention to Detail
- Problem Solving Aptitude
- CRM Software
- Asset Protection Expertise
References
- Annie McLavy, 989-429-9460
- Betsy Ulicki, 989-339-0975
- Chelsea Roland, 989-255-8245
- Anita Yager, 989-418-0232
Timeline
Licensed Insurance Agent/Office Manager
Durga Agency
01.2020 - Current
Licensed Insurance Agent
Durga Agency
07.2018 - Current
Insurance License - Property And Casualty & Life And Health
Kaplan
General Studies -
MidMichigan Community College
High School Diploma -
Harrison High School
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