Anna McMillan
Spartanburg,SC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
Cash Insurance Group LLC
04.2024 - Current
- Consulted with customers to assess needs and propose optimal solutions.
- Managed day-to-day business operations.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Customer Service Representative
Hub City Insurance Group
05.2020 - 04.2024
- Responded to customer requests for products, services, and company information.
- Delivered prompt service to prioritize customer needs.
- Educated customers about billing, payment processing and support policies and procedures.
Retail Keyholder
Clothes Mentor
11.2018 - 05.2020
- Assisted store cashiers during peak sales times.
- Balanced cash registers at end of shift and filled out necessary reports.
- Rearranged racks and shelving based on seasonal planograms.
- Opened and closed store at proper times for reliable services.
Education
Bachelor of Science - Business Administration And Management
University of South Carolina Upstate
Spartanburg, SC12-2023
Skills
- Customer follow-up
- Client assessment
- Marketing strategies
- Client account management
- Business planning
- Account management
- Policy adjustment
- Client retention
Certification
- Property and Casualty License - South Carolina Department of Insurance
Timeline
Insurance Agency Owner
Cash Insurance Group LLC
04.2024 - Current
Customer Service Representative
Hub City Insurance Group
05.2020 - 04.2024
Retail Keyholder
Clothes Mentor
11.2018 - 05.2020
- Property and Casualty License - South Carolina Department of Insurance
Bachelor of Science - Business Administration And Management
University of South Carolina Upstate
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