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.
Overview
5
5
years of professional experience
Work History
Affiliate Agent
Taylor Zeka Agency, Inc.
07.2023 - Current
Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients unique situations.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Assisted clients in navigating often complex claims process, ensuring they received fair and timely resolutions.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Owner, Operator
All Pro Home Services
12.2019 - Current
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Monitored market conditions to set accurate product pricing.
Proficiency with Microsoft Office for drafting reports and logs of test results.
Identifies, recommends, and explains available and appropriate radon abatement methods, equipment, and installations.
Education
Affiliate Training -
Shelter Insurance
Columbia Missouri
03.2024
Certificate in Radon Testing/Mitigation -
Kansas State University
Manhattan Kansas
01.2019
Certification in Sheet Metal Mechanics -
Wichita State University Technical School
Wichita Kansas
01.2019
Skills
Client Relations
Professionalism and Ethics
Problem-solving skills
Conflict Resolution
Bookkeeping Support
Customer Service
Client Account Management
Timeline
Affiliate Agent
Taylor Zeka Agency, Inc.
07.2023 - Current
Owner, Operator
All Pro Home Services
12.2019 - Current
Affiliate Training -
Shelter Insurance
Certificate in Radon Testing/Mitigation -
Kansas State University
Certification in Sheet Metal Mechanics -
Wichita State University Technical School
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