BARBARA GUIDO
Delaware,OH
Summary
Insurance professional with extensive experience at Sokol Eisenberg Insurance, specializing in client retention and account management. Expertise in risk assessment and customer relationship management, delivering tailored insurance solutions. Proven ability to foster client loyalty through exceptional service and meticulous attention to detail.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Insurance Agent/Account Manager
Sokol Eisenberg Insurance
Columbus, OH
10.2023 - Current
- Evaluated client needs to recommend suitable insurance solutions and services.
- Managed client accounts to facilitate timely policy renewals and updates, enhancing client retention.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Built strong client relationships through exceptional customer service, resulting in increased client loyalty.
- Oversaw client relationships to boost satisfaction and retention rates.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed proposals and presentations for prospective clients.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Maintained accurate records of all insurance transactions using computer software systems.
Customer Service Representative/Agent
JENNIFER ROBERTS STATE FARM
Whitehouse, USA
01.2023 - Current
- Maintained agent schedules, set appointments, processed payments, assisted customers with policy changes and endorsements, organized client files, and followed up on claims.
- Earned State of Ohio Casualty, Property Insurance License March 2023
- License Number: 1496584
Sales Associate
LOFT ANN TAYLOR
Perrysburg, USA
01.2023 - Current
- Assisted customers in selecting clothing and accessories for various occasions.
- Answered customer questions about merchandise, assisted with purchases and returns using store point of sales system, retrieved merchandise from sales floor and stockroom, processed online orders, and set up displays.
- Processed transactions accurately using point-of-sale systems and cash registers.
- Maintained visual merchandising standards to enhance store presentation and appeal.
Insurance Customer Service Representative
Insurance Company of Florida
Wesley Chapel, Florida
05.2023 - 10.2023
- Resolved customer inquiries, complaints, and requests for information regarding insurance policies to ensure customer satisfaction.
- Updated customers on policy changes and renewal information promptly.
- Executed insurance policy changes and updates with high accuracy to maintain compliance and customer trust.
- Facilitated payment processing for premium payments and renewals.
- Provided quotes on various types of insurance policies.
- Cultivated strong client relationships through personalized and responsive customer service.
- Navigated computer system to look up customer information and update policies.
Caregiver
BLUEDOT CARES OF OHIO
Cleveland, USA
01.2021 - 01.2023
- Provided compassionate care to clients in residential settings.
- Supported clients in completing daily activities and maintaining personal hygiene in a residential setting.
- Executed care plans and ensured safety while assisting with personal hygiene, light housekeeping, and meal preparation to promote well-being.
- Administered medication as prescribed by healthcare professionals.
Office Manager
COASTAL INSURANCE AGENCY
Satellite Beach, USA
01.1999 - 01.2017
- Coordinated office operations to ensure efficiency and productivity.
- Managed scheduling for staff meetings and client appointments effectively.
- Oversaw supplies inventory and ordered necessary materials promptly.
- Coordinated agent schedules and appointments, processed payments, assisted customers with policy changes, organized client files, and managed office supply inventory.
- Acquired Resident Customer Service License in 2004
Office Assistant
JONES DAY
Cleveland, USA
01.1997 - 01.1999
- Managed office correspondence and ensured timely communication flow.
- Coordinated meetings, including scheduling and preparing necessary materials.
- Assisted with document preparation and maintained organized filing systems.
- Supported attorneys and staff by preparing documents, managing copies, handling faxes, and distributing mail.
Education
Some College (No Degree) - Insurance
Hondros College
OhioParma Heights, OH -
CUYAHOGA COMMUNITY COLLEGE
Parma Heights, OH01-1998
Parma, OH -
PADUA FRANCISCAN HIGH SCHOOL
Parma, OH01-1997
Skills
- Licensed insurance agent
- Insurance sales
- Quotes and sales
- Policy renewals
- Risk assessment
- Account management
- Customer relationship management
- Customer service
- Client loyalty
- Attention to detail
- Multitasking
- Professionalism and ethics
Professional Values
- Leadership by Example
- Ethics First
- An Openness to New Ideas
- Dedication to Excellence
Certification
Insurance Ohio Resident Major Lines Casualty, Property
Timeline
Insurance Agent/Account Manager
Sokol Eisenberg Insurance
10.2023 - Current
Insurance Customer Service Representative
Insurance Company of Florida
05.2023 - 10.2023
Customer Service Representative/Agent
JENNIFER ROBERTS STATE FARM
01.2023 - Current
Sales Associate
LOFT ANN TAYLOR
01.2023 - Current
Caregiver
BLUEDOT CARES OF OHIO
01.2021 - 01.2023
Office Manager
COASTAL INSURANCE AGENCY
01.1999 - 01.2017
Office Assistant
JONES DAY
01.1997 - 01.1999
Some College (No Degree) - Insurance
Hondros College
Parma Heights, OH -
CUYAHOGA COMMUNITY COLLEGE
Parma, OH -
PADUA FRANCISCAN HIGH SCHOOL