Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Anne McCurdy

Grand Rapids

Summary

Dynamic Licensed Insurance Agent with proven expertise at AAA Auto Club in driving client retention through exceptional service and strategic sales techniques. Skilled in insurance product knowledge and client relationship management, I consistently generated new business opportunities and enhanced cross-selling success, ensuring clients received optimal coverage tailored to their needs.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

AAA Auto Club
05.2023 - Current
  • Assisted clients in understanding insurance products and coverage options.
  • Provided support in processing insurance applications and claims efficiently.
  • Learned to utilize industry software for managing customer accounts and policy information.
  • Conducted research on market trends to enhance product knowledge and client recommendations.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.

Licensed Insurance Agent

Farm Bureau Insurance
08.2023 - 05.2024
  • Maintained accurate records of client interactions for follow-up and service improvement.
  • Collaborated with senior agents to gain insights into effective sales techniques and strategies.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Licensed Insurance Agent

Foremost Insurance Company
08.2016 - 08.2023
  • Engaged in ongoing training to stay current with regulatory changes and insurance policies.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.

Education

High School Diploma -

Ottawa Hills High School
Grand Rapids, MI
06-1983

No Degree - Business Administration

Valencia College
Orlando, FL

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client retention
  • Professional networking
  • Underwriting principles
  • Claims handling proficiency
  • Sales strategy development
  • Negotiation techniques

Certification

Licensed in property, casualty, life, and health.

Timeline

Licensed Insurance Agent

Farm Bureau Insurance
08.2023 - 05.2024

Licensed Insurance Agent

AAA Auto Club
05.2023 - Current

Licensed Insurance Agent

Foremost Insurance Company
08.2016 - 08.2023

High School Diploma -

Ottawa Hills High School

No Degree - Business Administration

Valencia College

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