Billie Graves
Summary
Insurance professional with expertise in creating tailored plans and managing policy updates. Demonstrated ability to boost client satisfaction through strong communication and problem-solving skills. Proficient in analyzing financial data to uncover cost-saving opportunities while ensuring operational efficiency.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance P&C Agent
TTEC
Ocala, Florida
11.2024 - Current
- Developed personalized insurance plans tailored to client-specific needs.
- Facilitated policy renewals and updates, resulting in improved client satisfaction.
- Collaborated with underwriters to evaluate and process insurance applications.
- Conducted periodic reviews of policies to ensure alignment with evolving client requirements.
- Educated clients about various property and casualty insurance products available.
- Analyzed financial data on premiums to identify cost-saving opportunities.
- Implemented procedures to boost operational efficiency while ensuring compliance standards.
- Pursued continuous professional development through education, publications, and networking to enhance industry knowledge.
Licensed Health Insurance Agent
TTEC
07.2023 - Current
- Fielded inbound calls from customers exploring alternative insurance options, identifying and pursuing sales opportunities.
- Provided detailed explanation of policy terms, conditions, and benefits to clients.
- Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
- Analyzed customer data to verify accuracy of coverage information, enhancing client trust.
Bartender/Manager
Pipers Bar and Grille
Orlando, FL
07.2015 - 08.2021
- Developed strong customer relationships to encourage repeat business.
- Provided constructive feedback to motivate team and enhance patron experiences.
- Mentored new employees on procedures and policies to improve overall team efficiency.
- Monitored daily checklists and side worksheets to ensure bar staff remained on task.
- Placed weekly liquor orders and performed weekly liquor counts, maintaining adequate inventory.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
GED -
Lake Technical Center
Eustis, FL12-2004
Associate of Science - General Studies
Valencia College
Orlando, FLSkills
- Insurance policy knowledge
- Policy management and writing
- Client needs analysis
- Customer retention strategies
- Sales and upselling
- Customer service and support
- Technical support expertise
- Analytical and problem-solving skills
- Order processing and refunds
- Data entry and Microsoft Office
- Communication skills
Certification
- PERSONAL LINES AGENT (2044)
- HEALTH (0240)
- Esthetics Full Specialist
Timeline
Licensed Insurance P&C Agent
TTEC
11.2024 - Current
Licensed Health Insurance Agent
TTEC
07.2023 - Current
Bartender/Manager
Pipers Bar and Grille
07.2015 - 08.2021
GED -
Lake Technical Center
Associate of Science - General Studies
Valencia College