Barry Thomas
Atlanta,GA
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
38
38
years of professional experience
Work History
Insurance Agent Broker
IAICORP
01.1987 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Insurance Agent
TTEC - USAA Insurance Company
05.2019 - 01.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Insurance Agent
Farmers Insurance Agency
01.2014 - 06.2016
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Education
Associate of Applied Business - Business Administration
Volunteer State Community College
Gallatin, TN05.1978
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Policy Knowledge
- Auto insurance
- Client Relations
- Customer follow-up
- Account Management
- Life Insurance
- Upselling
- CRM Software
- Property insurance
- Insurance Policy Sales
- Call Center Customer Service
- Health Insurance Sales
Timeline
Insurance Agent
TTEC - USAA Insurance Company
05.2019 - 01.2024
Insurance Agent
Farmers Insurance Agency
01.2014 - 06.2016
Insurance Agent Broker
IAICORP
01.1987 - Current
Associate of Applied Business - Business Administration
Volunteer State Community College
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