Anita Pittman
Lumberton,NC
Summary
Dedicated licensed insurance agent with a strong focus on client service, issue resolution and policy servicing. Proven ability to maintain client relationships and ensure satisfaction through active listening and efficient customer support.
Overview
28
28
years of professional experience
Work History
Licensed Insurance Agent
Protective Agency, Inc
06.1998 - Current
- Assessed client needs to recommend appropriate insurance
- Educated clients on insurance policies and coverage options
- Processed policy applications
- Handled customer inquiries and resolved issues promptly
- Developed and maintained strong relationships with clients
- Processed policy changes, cancellations, and other paperwork
- Provided assistance with billing inquiries, payment processing and customer service issues
- Responded promptly to customer inquiries via phone call or e-mail
- Calculate premiums and established payment methods, receiving payments and issuing receipts
- Provided backup support for 17 offices by assisting with administrative tasks
- Reviewing each employee insurance license status to make sure they are compliant with NCDOI each year with their continuing ed
- Managed the ordering of office supplies for multiple locations to maintain adequate inventory
- Various additional office duties
- Traveling to the various offices to work if they are out or on vacation
Education
High School Diploma -
Lumberton High School
Lumberton NCSkills
- Licensed Insurance Agent
- Policy adjustments
- Policy renewals
- Sales quotations
- Client relationship management
- Customer support
- Active listening
- Issue resolution
- Office management
- Payment assistance
Timeline
Licensed Insurance Agent
Protective Agency, Inc
06.1998 - Current
High School Diploma -
Lumberton High School
Certifications & Licenses
- Property & Casualty License
- Accident & Health License