Jan Dorman
Jonesville,VA
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Foundever
Remote
04.2024 - Current
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
Insurance Agent
Symmetry Financial Services
Remote
03.2022 - 04.2024
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Scheduled meetings with prospective clients to discuss available products and services.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Education
Some College (No Degree) - Computer Software And Media Applications
Mountain Empir Community College
Big Stone Gap, VASkills
- Client Relations
- Account Management
- Client Retention
- Customer follow-up
- Policy Renewals
- Leads Prospecting
- Customer Service
- CRM Software
- Life Insurance
- Personal Lines
- AHIP Certified
Timeline
Insurance Agent
Foundever
04.2024 - Current
Insurance Agent
Symmetry Financial Services
03.2022 - 04.2024
Some College (No Degree) - Computer Software And Media Applications
Mountain Empir Community College