Anne McCurdy
Grand Rapids,MI
Summary
Focused and dedicated insurance professional with 7 years of experience providing superior customer service and rates for Home, Landlord, Auto, Rec Vehicle, Motorcycle, and Life policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Goal-oriented Insurance Agent effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 7-year background generating new business by selling various insurance plans.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Farm Bureau Insurance Of Michigan
Grand Rap, MI
08.2023 - Current
- Developed and implemented sales strategies to increase market share of insurance products.
- Review customer accounts looking for sales opportunities, to build existing customer base.
Licensed Insurance Agent
Foremost Insurance Company
Caledonia, MI
10.2017 - 08.2023
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Underwrote policies, advised on claims, and billing.
Skills
- Insurance sales strategy
- Team training and development
- Email Marketing
- New Agent Training
- Underwriting
- Claims
- Sales strategy development
Certification
- Licensed in P&C, Life, Annuities and Health
Timeline
Licensed Insurance Agent
Farm Bureau Insurance Of Michigan
08.2023 - Current
Licensed Insurance Agent
Foremost Insurance Company
10.2017 - 08.2023