Angela Baudy
Summary
Earned 30 years of sales experience and customer service and satisfaction. Skilled at learning new concepts quickly, working well under pressure, and communicating ideas clearly and effectively. Possesses interpersonal skills which help maintain rapport with clients and staff. Works well independently and as part of a larger team.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Pinnacle Insurance Agency LLC
04.2024 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Real Estate Agent
Windfeel Properties, LLC.
01.1999 - Current
- Versatile, results-oriented real estate sales professional, in a well-established real estate firm
- Demonstrated customer service excellence business acumen, and strategic planning ability
- Utilize diverse sales tactics, including qualifications, persuasion strategy, proposal, and closing.
Insurance Agent
Trinity Agency LLC
03.2023 - 04.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Office Manager
Windfeel Properties, LLC.
01.2007 - 01.2009
- Prepare agendas and make arrangements for office meetings
- Manage details of conference calls, in-house and off-site meetings, luncheons, travel arrangements, calendars, itineraries, agendas, and preparation of expense report
- Act as a liaison between owner and other corporate personnel to ensure proper communication
- Assisted in preparing contracts and sales proposals for clients
- Distribute company sales marketing literature and follow-up with meeting arrangements as needed.
Loan Processor
Windfeel Funding & Properties, LLC.
01.2003 - 01.2009
- Process Mortgage loans, including opening the file; ordering documentation and pre-qualifying applicants
- Prepare disclosure statements, and submitting loan for approval
- Responsible for evaluating the financial details and the background of the applicant.
Education
B.A. in Psychology -
Southern University New Orleans
New Orleans, LASkills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
Affiliations
- National Association of Realtors
- New Orleans Metropolitan Association of Realtors
Timeline
Insurance Agent
Pinnacle Insurance Agency LLC
04.2024 - Current
Insurance Agent
Trinity Agency LLC
03.2023 - 04.2024
Office Manager
Windfeel Properties, LLC.
01.2007 - 01.2009
Loan Processor
Windfeel Funding & Properties, LLC.
01.2003 - 01.2009
Real Estate Agent
Windfeel Properties, LLC.
01.1999 - Current
B.A. in Psychology -
Southern University New Orleans
Similar Profiles
Ana Maria MontoyaAna Maria Montoya
Financial Professional at Pinnacle Elite Agency LLC/ Independent contractorFinancial Professional at Pinnacle Elite Agency LLC/ Independent contractor
Erik KniffenErik Kniffen
Agency Principal at Kniffen Insurance Agency LLCAgency Principal at Kniffen Insurance Agency LLC
Anastacio MarquezAnastacio Marquez
Insurance Agent at All-Time Insurance Agency LLCInsurance Agent at All-Time Insurance Agency LLC