Barbara Cole
Reedsport,OR
Summary
Accomplished insurance producer with expertise in client relationship development and compliance oversight. Skilled in analyzing policies and educating clients on insurance choices, leading to improved decision-making. Demonstrated success in fostering trust and loyalty among clients.
Overview
1
1
Certification
22
22
years of professional experience
Work History
Insurance Producer
Deborah Docken State Farm Agent
Reedsport, OR
06.2018 - Current
- Built strong client relationships through effective communication and personalized service.
- Analyzed customer needs and recommended suitable insurance policies for them.
- Provided guidance on the selection of appropriate coverages, policy limits, deductibles, and other policy features.
- Educated customers about different types of available insurance policies and their benefits.
- Processed policy applications and renewals efficiently while maintaining compliance standards.
- Conducted regular follow-ups with clients to address questions and provide updates.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
Licensed Insurance Producer
Jeanette Radinovich State Farm Agent
John Day , OR
05.2004 - 04.2018
- Followed up with clients to address inquiries and provide timely updates, enhancing client satisfaction.
- Trained new team members on effective client interaction and policy management, fostering a knowledgeable team.
- Engaged in professional development through insurance workshops, courses, and webinars to stay current in industry trends.
Education
Some College (No Degree) -
Cerro Coso Community College
Ridgecrest, CASkills
- Claims management
- Policy management
- Coverage explanation
- Regulatory knowledge
- Risk assessment
- Underwriting support
- Auto insurance
- Life insurance
- Health insurance
- Client relationship management
- Customer follow-up
Certification
- Insurance Producer for the State of OR in P & C, Life and Health
Timeline
Insurance Producer
Deborah Docken State Farm Agent
06.2018 - Current
Licensed Insurance Producer
Jeanette Radinovich State Farm Agent
05.2004 - 04.2018
Some College (No Degree) -
Cerro Coso Community College