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
13
13
years of professional experience
Work History
Insurance Agent
MS Farm Bureau
Holly Springs, MS
06.2021 - Current
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Obtained underwriting approval by completing application for coverage.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Collected premiums on or before effective date of coverage.
Owner/Operator
Self-employeed
Holly Springs, MS
11.2011 - 06.2021
Managed day-to-day business operations.
Consulted with customers to assess needs and propose optimal solutions.
Trained and motivated employees to perform daily business functions.
Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
Founded and managed Boutique Clothing business, growing revenue to $130,000 in first year.
Bank Teller
Bank Of Holly Springs
Potts Camp, MS
08.2009 - 11.2011
Reconciled cash drawer and resolved discrepancies.
Provided customer records, account statements and copies of checks.
Placed orders for customer checks and verified starting numbers.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
No Degree - General
University of Mississippi
Oxford, MS
High School Diploma -
Potts Camp High School
Potts Camp, MS
05.2000
Skills
Life Insurance
Policy Adjustment Knowledge
Insurance Policy Sales
Policy Feature Explanations
Form Completion and Submission
Policyholder Communication
Financial Needs Assessment
Client Needs Analysis
Quotes and Sales
Deposit Collection
Agent Support
Billing Inquiries
Adobe Photoshop
Lender Relationships
Promotions and Marketing Strategies
Store Displays
Financial Due Diligence
Customer Billing
Premium Collection
Personnel Management
Requirements Reviews
Timeline
Insurance Agent
MS Farm Bureau
06.2021 - Current
Owner/Operator
Self-employeed
11.2011 - 06.2021
Bank Teller
Bank Of Holly Springs
08.2009 - 11.2011
No Degree - General
University of Mississippi
High School Diploma -
Potts Camp High School
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