April Smallwood
Columbia,SC
Summary
Dynamic insurance agent with a proven track record at Primerica, excelling in customer service and claims management. Adept at interviewing prospective clients and enhancing data accuracy, I have consistently improved client satisfaction and retention. My strong financial analysis skills drive effective risk assessment and policy writing, ensuring comprehensive coverage for clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Priamerica
Columbia, SC
11.2024 - Current
- Maintained accurate records of all insurance transactions using computer software systems.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Responded to customer inquiries and problems to promote great service.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
Administrative Assistant
Brian Center
Columbia, S.C.
09.2017 - 02.2024
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Greeted visitors and provided general information about the company.
- Handled confidential documents in an organized fashion according to established protocol.
- Directed customer inquiries to appropriate department personnel.
- Managed office supplies inventory and placed orders when necessary.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Maintained inventory of office supplies and placed orders when necessary.
- Conducted research on various topics as requested by management.
- Responded to customer issues to provide immediate resolution and improve retention.
- Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
- Facilitated communication between different departments within the organization.
- Scheduled appointments between clients and customers and internal staff members.
Education
Master of Science - Health Care Administration
University of Phoenix
Tempe, AZ06-2016
High School Diploma -
C.A. Johnson High
2219 Barhamville Road06-1992
Skills
- Insurance policy writing
- Claims management
- Customer service
- Financial analysis
- Risk assessment
- Data accuracy
- Prospective client interviewing
Affiliations
- Member, New Life Fellowship Church Usher Board Member
- Volunteer, Summit Parkway Middle School
- Pool league and bowling league member
Certification
- Licensed SC Insurance Agent, Primerica, 2024-Present
- Certified Nursing Assistant (CNA), 1995- Present
References
References available upon request.
Timeline
Insurance Agent
Priamerica
11.2024 - Current
Administrative Assistant
Brian Center
09.2017 - 02.2024
Master of Science - Health Care Administration
University of Phoenix
High School Diploma -
C.A. Johnson High
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