Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
4
4
years of professional experience
Work History
Insurance Agent
Coastline Insurance Agency
Tamarac, FL
01.2021 - 01.2025
Responded to customer inquiries and problems to promote great service.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Processed payments received from clients promptly according to established procedures.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Developed relationships with new clients through cold calling and referrals from existing customers.
Managed high-volume inbound calls to resolve customer inquiries and issues.
Documented customer interactions accurately using CRM software for record-keeping.
Assisted customers with account management and service requests effectively.
Provided detailed product information to help customers make informed decisions.
Resolved escalated customer complaints while maintaining professionalism and empathy.
Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Determined accurate prices for customer services, consistently searching for deals and best prices.
Insurance Agent at San Juan Insurance Agency / Valley Insurance Providers / Truckers InsInsurance Agent at San Juan Insurance Agency / Valley Insurance Providers / Truckers Ins