Anne Lindner
Summary
Office Manager and Licensed Insurance Representative at Sue Madden Insurance Agency Inc, recognized for enhancing customer satisfaction through exceptional service and relationship building. Expert in optimizing policy renewals and cross-selling insurance products, demonstrating strong organizational skills and attention to detail to achieve high retention rates and meet sales targets.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Office Manager /Licensed Insurance Representative
Sue Madden Insurance Agency Inc
08.1997 - Current
- Led agency operations, ensuring compliance with insurance regulations and company policies.
- Managed client relationships, providing exceptional service to increase customer satisfaction and loyalty.
- Elevated customer service standards by implementing new policies that prioritize client needs and concerns.
- Optimized policy renewal processes to ensure timely updates of coverage terms and maintain high retention rates among existing clients.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Educated clients on insurance policies and procedures.
Education
Associate of Arts - Health Administration
Axial College University of Phoenix
05-2009
Skills
- Customer service
- Office management
- Organizational skills
- Customer relations
- Billing
- Scheduling and calendar management
- Relationship building
- Training and coaching
- Goal setting
- Documentation and control
- Attention to detail
- Phone and email etiquette
Certification
- Licensed n Property Casualty, Life/Health and Financial services since 1998.
Timeline
Office Manager /Licensed Insurance Representative
Sue Madden Insurance Agency Inc
08.1997 - Current
Associate of Arts - Health Administration
Axial College University of Phoenix
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