Angelica Cole
Avoca,MI
Summary
Dynamic insurance professional with a proven track record in customer service, relationship building, and process improvement. Adept at enhancing client satisfaction and retention through effective communication and problem-solving.
Overview
9
9
years of professional experience
Work History
Insurance Agent
State Farm
Imlay City Mi, MI
06.2005 - 01.2007
- Assisted clients in understanding various insurance policies and coverage options.
- Evaluated customer feedback to improve service quality and address concerns promptly.
- Developed and maintained strong relationships with clients to foster loyalty and retention.
- Facilitated policy renewals and updates, ensuring accuracy in documentation.
- Collaborated with management to refine sales strategies and enhance customer engagement.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Developed appropriate quotes based on risk information.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Provided customers with information regarding plan features, pricing, and availability.
- Responded to customer inquiries and problems to promote great service.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
Bank Teller
CSB Bank
Armada, Michigan
07.1998 - 06.2004
- Processed customer transactions efficiently, ensuring accurate and timely service delivery.
- Assisted customers with account inquiries, providing clear information and solutions.
- Executed cash drawer reconciliation daily, identifying and resolving discrepancies promptly.
- Facilitated new account openings, guiding customers through necessary documentation and procedures.
- Trained new tellers on operational procedures, fostering a culture of accuracy and compliance.
- Addressed customer complaints effectively, resulting in improved customer retention and satisfaction.
- Performed routine audits of cash handling procedures, enhancing operational efficiency and security.
- Executed bulk cash transactions with precision, maintaining high security and confidentiality standards.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Responded and assisted customers with account inquiries and updates.
- Prepared reports on transaction activity for management review.
Education
High School Diploma -
Armada High School
Armada, MI05-1998
Skills
- Policy writing
- Customer relationship management
- Risk assessment
- Premium calculation
- Claims processing
- Sales strategies
Timeline
Insurance Agent
State Farm
06.2005 - 01.2007
Bank Teller
CSB Bank
07.1998 - 06.2004
High School Diploma -
Armada High School