Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Angela Schwemmer

Farmers Branch,TX

Summary

Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Property and Casualty Insurance Agent

State Farm
Southlake, TX
01.2023 - 11.2024
  • Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
  • Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
  • Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
  • Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
  • Responded promptly to customer inquiries regarding coverage options, premium costs, claim status.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.

Insurance Agent

State Farm
Carrollton, TX
05.2024 - 09.2024
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Responded to customer inquiries and problems to promote great service.
  • Achieved repeat business and referrals through personalized services.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Processed payments received from clients promptly according to established procedures.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Engaged customers and provided high level of service by carefully explaining details about documents.

Insurance Agent

State Farm
Hurst, TX
02.2023 - 05.2024
  • Responded to customer inquiries and problems to promote great service.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Achieved repeat business and referrals through personalized services.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Processed payments received from clients promptly according to established procedures.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Educated customers on the importance of maintaining adequate insurance coverage.

Life Insurance Agent

Godspeed Financial
Prosper, TX
01.2021 - 12.2022
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Analyzed clients' financial situations to propose solutions that align with their long-term goals.
  • Educated clients on various types of life insurance policies available in the market.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Conducted policy reviews to identify opportunities for additional coverage or adjustments.
  • Completed detailed applications and ensured accuracy of client information.
  • Customized insurance policies to meet the specific needs and financial goals of clients.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Delivered outstanding customer service, addressing client inquiries and concerns promptly.

Education

Bachelor of Science - Sociology

University of Utah
Salt Lake City, UT
05-2009

High School Diploma -

North Texas Academy
Dallas, TX
05-2002

Skills

  • Premium calculation
  • Policy negotiation
  • CRM software
  • Regulatory compliance
  • Insurance underwriting
  • Customer relationship management
  • Networking skills
  • Problem solving
  • Effective communication
  • Time management

Certification

  • General Lines Life and Health Insurance License
  • Property and Casualty Insurance License

Timeline

Insurance Agent

State Farm
05.2024 - 09.2024

Insurance Agent

State Farm
02.2023 - 05.2024

Property and Casualty Insurance Agent

State Farm
01.2023 - 11.2024

Life Insurance Agent

Godspeed Financial
01.2021 - 12.2022

Bachelor of Science - Sociology

University of Utah

High School Diploma -

North Texas Academy

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Angela Schwemmer