ANGEL SLINKARD

• Conducted meetings with customers to present options, clarify information, and resolve concerns.
• Effectively prioritized time management while handling multiple tasks, ensuring timely completion of deadlines.
• Strengthened client relationships through outstanding customer service and prompt
• Acted as trusted advisor, providing tailored guidance based on clients' specific needs and preferences.
• Finalized and submitted necessary paperwork to complete sales transactions.

• Served as first point of contact for customers, addressing inquiries effectively.

• Processed endorsements, new business applications, and cancellations accurately.

• Maintained essential documents within agency management system to ensure compliance.

Responded to insurance-related questions, providing clear and concise information.

• Greeted visitors and clients professionally, providing knowledgeable assistance and information.
• Confirmed appointments and updated client records.
• Maintained clean reception area to ensure positive first impressions.
• Streamlined front desk operations by managing phone calls, emails, and walk-in clients.
• Performed clerical tasks, including data entry, photocopying, scanning, and faxing documents.
• Handled sensitive information with discretion, adhering to confidentiality standards.
• Assisted in onboarding new clients, ensuring all paperwork was completed.

• Manage customer accounts by providing service as needed, ensuring clients have adequate coverages in place.
• Manage office daily operations, bank deposits, mail, and team work flow.

• Managed over 2,000 individual client accounts with more than 10 insurance carriers.
• Identified and resolved customer challenges through effective recommendations.
• Researched various insurance markets and their regulations to promote company services efficiently.
• Marketed new accounts while analyzing consumer needs to drive sales.

• Researched markets to identify new accounts with strong client support.
• Acted as mediator between clients and companies, facilitating claim resolution efficiently.
• Processed, updated, and invoiced insurance policies accurately and promptly.