Dynamic Insurance Agent with expertise in customer education, client retention, and problem-solving. Proven ability to manage client accounts effectively, ensuring compliance and satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Self
Pflugerville
08.2024 - Current
Consulted with clients to assess insurance needs and recommend appropriate coverage.
Managed client accounts and maintained up-to-date policy information.
Processed insurance applications and ensured compliance with regulations.
Educated clients on policy features, benefits, and terms of coverage.
Handled client inquiries and resolved issues regarding claims or policies.
Conducted regular follow-ups to ensure client satisfaction and address concerns.
Educated customers on the importance of maintaining adequate insurance coverage.
Insurance Agent
Bankerslife
Austin
06.2016 - 07.2024
Managed scheduling and resource allocation for optimal team performance.
Assigned tasks to staff members to ensure timely completion of projects.
Monitored customer service quality standards to ensure customer satisfaction.
Conducted performance reviews for staff members to identify areas of improvement.