High-energy Insurance Sales Agent with 12 years experience in automotive, life and property insurance. Exhibits professionalism and patience in conflict resolution and mediation. With current property/casualty and life & Health insurance license in Texas Highlights Self-motivated Excellent communication skills Thrives under pressure Commercial insurance Active Property and Casualty Insurance License with the Texas Department of Insurance Well versed in Microsoft office including training in excel Client relations expert Property and casualty products Customer advocate Complaint handling and resolution Long-term care expert
Overview
12
12
years of professional experience
Work History
Experience
Agent, Mittel Insurance Agency
03.2012 - 01.2013
Retained policyholders during annual renewal period
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
Processed applications, payments, corrections, endorsements and cancellations
Developed, implemented and monitored new underwriting guidelines for the agency
Promoted agency products to customers in person, on the telephone and in writing
Compiled coverage and rating information in an accessible format
Prepared necessary paperwork to process insurance sales and renewals
Pursued continuing education and training programs to continue professional development
Managed over 2,000 policy renewals each year
Followed up with potential clients regarding online information requests
Presented and clearly explained insurance policy options to clients based on their needs and goals
Researched coverage and premium options and supplied clients with the best coverage available
Finalized and maintained all types of personal lines insurance policies within the agency
Promoted client retention through high-quality service and follow through
Customer service
Home: 3252778705 - brendabreece@yahoo.com, Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges
Prevented store losses using awareness, attention to detail and integrity
Created new processes and systems for increasing customer service satisfaction
Developed highly empathetic client relationships
Computed accurate sales prices for purchase transactions
Worked as a team member performing cashier duties, product assistance and cleaning
Designed and suggested new display ideas to improve accessibility to merchandise, which increased sales
Expressed appreciation and invited customers to return to the store
Guaranteed positive customer experiences and resolved all customer complaints
Compiled weekly monetary reports and records for store managers
Responsible for ringing up customers in a timely manner and guaranteeing high level of customer service
Recommended, selected and helped locate merchandise based on customer needs and desires
Regularly sought opportunities to up sell and add on additional merchandise
Performed store opening duties, including counting cash drawers and checking all equipment for proper functioning
Organized the store by returning all merchandise to its proper place.
Customer Service Representative
Eldorado, TXSecond Hand Rose
01.2011 - 10.2011
Collected customer feedback and made process changes to exceed customer satisfaction goals
Made reasonable procedure exceptions to accommodate unusual customer requests
Provided accurate and appropriate information in response to customer inquiries
Demonstrated mastery of customer service call script within specified time frames
Addressed customer service inquiries in a timely and accurate fashion
Developed effective relationships with all call center departments through clear communication
Ran reports and supplied data to fulfill customer report requirements
Built customer loyalty by placing follow-up calls for customers who reported product issues
Facilitated information flow between customer service, account management operations, quality assurance, training and
payroll departments to guarantee call center objectives were met.
California Administration Insurance Svcs
02.2001 - 08.2010
Pursued continuing education and training programs to continue professional development
Prepared necessary paperwork to process insurance
sales and renewals
Followed up with potential clients regarding online information requests
Presented and clearly explained insurance policy options to clients based on their needs and goals
Developed, implemented and monitored new underwriting guidelines for the agency
Drafted quarterly reports for management review
Promoted client retention through high-quality service and follow through
Managed over 10,000 polices.
Education
High School Diploma -
Independence high school
Sutter Creek, CA
Skills
Clientele Relationship Development
Customer Experience
Client Rapport-Building
Effective Customer Communication
Timeline
Experience
Agent, Mittel Insurance Agency
03.2012 - 01.2013
Customer Service Representative
Eldorado, TXSecond Hand Rose
01.2011 - 10.2011
California Administration Insurance Svcs
02.2001 - 08.2010
High School Diploma -
Independence high school
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