Bobbi Haddaway
Halethorpe,MD
Summary
Dynamic Insurance Agent with a proven track record at Sunset Marketing Group LLC, excelling in client relations and policy renewals. Leveraged negotiation skills to secure optimal coverage, consistently exceeding sales quotas. Renowned for exceptional customer service and relationship building, enhancing client retention and satisfaction through tailored insurance solutions.
Overview
19
19
years of professional experience
Work History
Insurance Agent
Sunset Marketing Group LLC
08.2023 - 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.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- 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.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Developed referral program that increased client base through satisfied customer recommendations.
- Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
Server
Cambridge Yacht Club (410) 228-2141
10.2021 - 07.2022
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Cultivated warm relationships with regular customers.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Maintained a clean and orderly dining area for an enjoyable guest experience.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Bussed and reset tables to keep dining room and work areas clean.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
- Handled cash transactions accurately, contributing to balanced daily financial reports.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Supported colleagues during peak hours, fostering a collaborative work environment that enhanced overall productivity levels.
- Developed strong rapport with regular customers through genuine hospitality efforts leading to repeat business.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
- Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
- Maximized table turnover rate by managing reservations and seating arrangements.
- Learned and followed local alcohol laws to keep restaurant compliant with regulations.
- Ensured customer satisfaction with detailed attention to special dietary needs and preferences.
- Utilized knowledge of menu to make recommendations, enhancing customer dining experience.
- Maintained cleanliness and organization in dining area, contributing to welcoming atmosphere.
- Increased sales by suggesting additional items like desserts and drinks based on customers' orders.
- Boosted repeat customer rates, remembered regular guests' preferences and greeted them by name.
- Facilitated team-oriented atmosphere, assisting coworkers during rush periods to ensure smooth operations.
Accounting
Chesapeake Whalertowne
02.2006 - 02.2009
- Conducted audits of funds to meet proper accounting, reporting and disbursement requirements.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
- Improved customer satisfaction ratings by promptly addressing inquiries via phone, email, or in-person visits.
- Expedited invoice processing, ensuring accurate recording of financial transactions in the accounting system.
- Ensured timely completion of projects with diligent task prioritization, delegation, and followup.
- Reduced errors in documentation by meticulously proofreading and editing written materials.
- Streamlined office processes by implementing efficient filing and organizational systems.
- Facilitated smooth communication between departments, acting as a liaison to ensure prompt resolution of issues.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Education
High School Diploma -
St. Michaels High School
St. Michaels, MD06-1991
Skills
- Customer service
- Professionalism and ethics
- Customer follow-up
- Quotes and sales
- Client relations
- Client needs analysis
- Client retention
- Account management
- New client acquisition
- Upselling
- Negotiation
- CRM software
- Health insurance
- Policy renewals
- Client account management
- Email marketing
- Operations management
- Cold calling
- Insurance sales strategy
- Client assessment
- Relationship building
- Data entry
- Critical thinking
- Policy Knowledge
- Customer billing
- Customer complaint resolution
- New agent training
- Customer engagement
- Insurance practices
- Customer referrals
- Customer account review
- Premium calculations
- Policy feature explanations
- Billing inquiries
- Administrative functions
- Call center customer service
- Client consultations
Timeline
Insurance Agent
Sunset Marketing Group LLC
08.2023 - Current
Server
Cambridge Yacht Club (410) 228-2141
10.2021 - 07.2022
Accounting
Chesapeake Whalertowne
02.2006 - 02.2009
High School Diploma -
St. Michaels High School