Annika Gordon
Houston
Summary
Goal-oriented Licensed insurance sales 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 two-year background generating new business by selling various insurance plans. Resourceful Licensed insurance sales agent gifted in connecting with business customers to meet account needs, drive growth and build retention. Knowledgeable about digital sales and skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over two years of sales experience.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Licensed Claims Adjuster
GEICO
Houston
02.2023 - Current
- Evaluated claims to determine validity and proper coverage.
- Reviewed policy details to ensure compliance with company standards.
- Communicated with clients to gather necessary information for claims processing.
- Assisted in training new adjusters on company policies and procedures.
- Explained premiums owed to policyholders, agents and underwriters.
- Investigated questionable claims to determine payment authorization.
- Utilized computer systems such as Microsoft Office Suite and specialized software programs used by the company.
- Attended continuing education classes in order to stay abreast of changes in industry standards.
- Determined reserves for each claim based on estimated costs of settlement or defense.
Licensed Insurance Agent
Progressive
Houston
01.2022 - 10.2023
- Pursued continued professional development through insurance workshops, course and webinars.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Call Center Sales Representative
The Heller Group
Houston
11.2019 - 02.2021
- Answered inbound calls to provide information, answer questions or discuss payment options.
- Accepted inbound calls and reached out to connect with customers in need of service and support.
- Managed high volumes of inbound and outbound calls in fast-paced environment to build, cultivate and establish lucrative client relationships.
- Answered phones and took orders with enthusiasm and delivered information regarding items to customers.
- Coordinated topics with call center scripts to handle consumer questions, delivering appropriate answers.
- Forwarded calls to management if outstanding issue required immediate resolution.
- Monitored queues and email inboxes to respond to consumers via multiple media formats.
- Identified consumer needs, clarified information and researched issues to provide alternative solutions.
- Implemented basic troubleshooting and support techniques to enable speedy resolution of callers' issues.
- Attended educational seminars and conferences to develop expertise and improve performance.
- Tracked programs and provided services to improve consumer retention.
Education
Associate of Science - Biology
Houston Community College
Houston, TX05-2024
High School Diploma -
Willowridge High School
Houston, TX05.2020
Skills
- Microsoft Office
- Teambuilding
- Client Prospecting
- Critical Thinking
- Insurance Sales Strategy
- Email Marketing
- Clerical
- Reliable and trustworthy
- Active listening
- Relationship building
- Collaboration
- Basic math
- Work ethic
- PPE use
- Conflict resolution
- Decision-making
- Leadership
- Organizational skills
- Team management
- MS Office
- People skills
- Customer service
- Data management
- Evaluating claims
- Investigative techniques
- Client retention tactics
- Market analysis
- Problem solving
- Continuing education
- Reserve determination
- Policy compliance
Certification
Property and Casualty License, 3 years
Accomplishments
- Created highly effective new program that significantly impacted efficiency and improved operations.
- Consistently maintained high customer satisfaction ratings.
- Improved delivery of Multiple lines of Insurance, realizing overall increase in customer satisfaction and cost efficiency.
Languages
English, Native/ Bilingual
Timeline
Licensed Claims Adjuster
GEICO
02.2023 - Current
Licensed Insurance Agent
Progressive
01.2022 - 10.2023
Call Center Sales Representative
The Heller Group
11.2019 - 02.2021
Associate of Science - Biology
Houston Community College
High School Diploma -
Willowridge High School