Annette Marin
McDonough,GA
Summary
Dedicated insurance agent with expertise in risk assessment, compliance management, and policy administration. Proven ability to enhance client understanding of coverage and drive customer satisfaction through effective communication.
Overview
1
1
Language
13
13
years of professional experience
Work History
Insurance Agent
Victoria Insurance LLC
Riverdale, GA
01.2016 - Current
- Assessed insurance needs through consultations with clients and recommended suitable policies.
- Explained policy details and coverage options clearly to enhance client understanding.
- Collaborated with underwriters to assess risk factors, facilitating informed policy approvals and client coverage options.
- Processed policy applications and renewals, ensuring compliance with company standards to maintain operational integrity.
- Prepared documents including applications, endorsements, renewals, and cancellations to comply with legal and company standards.
- Conducted follow-up calls to ensure client satisfaction and address inquiries promptly.
- Organized and updated client records using Victoria Insurance's customer relationship management system to enhance data accuracy and accessibility.
- Managed client records using Victoria Insurance's customer relationship management system.
- Educated customers on the importance of maintaining adequate insurance coverage.
Insurance Agent
Falcon Insurance
Jonesboro, GA
02.2014 - 01.2016
- Cultivated relationships with new clients through cold calling and referrals from satisfied customers.
- Provided customers with information regarding plan features, pricing, and availability.
- Engaged customers and delivered comprehensive explanations of documents to ensure understanding.
- Responded to customer inquiries and resolved problems to enhance customer satisfaction.
- Maintained accurate records of all insurance transactions using computer software systems.
- Processed payments received from clients promptly according to established procedures.
Education
GED -
Drake Business School
New York, NY03-1990
Skills
- Policy administration
- Claims management
- Compliance management
- Risk assessment
- Risk analysis
- Property insurance
- Customer relationship management
- Problem solving
- Relationship building
- Risk analysis
Languages
Spanish
Full Professional
Timeline
Insurance Agent
Victoria Insurance LLC
01.2016 - Current
Insurance Agent
Falcon Insurance
02.2014 - 01.2016
GED -
Drake Business School