Ashley Pope
Roanoke,VA
Summary
Insurance advisor focused on identifying client needs and delivering tailored insurance solutions. Proven track record of providing exceptional customer service and fostering long-term client relationships. Expertise in explaining complex coverage details to enhance client understanding and satisfaction. I go above and beyond for my clients to offer them excellent service while meeting their insurance needs.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Insurance Producer
First Insurance Agency
Mount Airy, NC
12.2023 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Conducted thorough assessments of client needs and risks for tailored solutions.
- Processed insurance applications and maintained accurate client records efficiently.
- Collaborated with underwriters to evaluate and approve policy applications.
- Developed strong relationships with clients to foster trust and satisfaction.
- Attended training sessions to stay updated on industry regulations and practices.
- Responded to customer inquiries and problems to promote great service.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Life Insurance Agent
Family First Life
Ararat, Virginia
03.2023 - 12.2023
- Call leads and set appointments with client
- Conduct in home meetings with clients to assess needs and offer insurance plans based on individual profiles and goals.
- Maintained accurate records of client interactions and policy details in CRM systems.
- Followed up with clients to review policies and address any questions or concerns.
Education
High School Diploma -
Bakers Christian Academy
Gibsonville NC05-2005
Skills
- Policy writing
- Risk assessment
- CRM software
- Application processing
- Regulatory compliance
- Customer relationship management
- Strong communication skills
- Upselling
- Relationship building
Certification
- Licensed in Life, Health, Annuities, Property, Casualty
- Specalize in Life and Commercial products
- Licensed in VA, NC, SC and additionally Life licensed in TN & NJ
Timeline
Insurance Producer
First Insurance Agency
12.2023 - Current
Life Insurance Agent
Family First Life
03.2023 - 12.2023
High School Diploma -
Bakers Christian Academy
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