Summary
Work History
Education
Skills
Timeline
Generic

Barbara Loahr

Shoreview,MN

Summary

Dynamic insurance professional with a proven track record at American Family Insurance, exceeding sales quotas and enhancing client satisfaction. Expert in insurance sales strategy and client relationship management, adept at asset protection and team development. Achieved significant policy sales growth through innovative sales presentations and effective client service.

Work History

Licensed Sales Representative

American Family Insurance
  • Exceeded corporate quotas for monthly policy sales.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Promoted products and services using upselling and other sales strategies.
  • Provided coverage option information to assist clients in protecting assets.

Senior Customer Service Representative

American Family Insurance
  • Trained and directed new employees in call script use, conflict resolution, and data entry practices to boost customer satisfaction ratings.
  • Engaged clients in person and over phone to answer questions and address complaints.
  • Escalated issues to proper supervisors when standard processes were not effective.
  • Resolved customer service issues using company processes and policies and provided updates to customers.

Education

Bachelor - Business Management

St. Mary's College
Winona, MN

Skills

  • Asset protection
  • Sales presentations
  • Team training and development
  • Insurance sales strategy
  • Policy management expertise
  • Client account management
  • Client service
  • Policy management
  • Client relationship management
  • Policy adjustment
  • Client retention
  • Insurance product expertise
  • Insurance sales expertise

Timeline

Licensed Sales Representative

American Family Insurance

Senior Customer Service Representative

American Family Insurance

Bachelor - Business Management

St. Mary's College

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Barbara Loahr