Carrie Lewis
Butler,MO
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
22
22
years of professional experience
1
1
Certificate
Work History
Insurance Advisor
Insurance Supermarket Inc
Miami, FL
04.2024 - 08.2024
- Followed up with customers regarding outstanding payments or overdue renewals.
- Participated in continuing education activities to stay abreast of latest developments in the field.
- Generated detailed quotes for prospective customers based on their requirements.
- Advised customers on changes in existing policies or new options available in the market.
- Ensured compliance with legal regulations related to insurance policies.
- Processed applications for new policies including verifying eligibility criteria.
- Responded promptly to customer inquiries via phone, email, or online chat platforms.
- Maintained accurate records of client profiles, policy details, and payment histories.
- Provided advice to clients on the most suitable insurance policies for their individual needs.
Insurance Sales Agent
SelectQuote
Overland Park, KS
09.2019 - 03.2024
- Built relationships with existing clients by providing exceptional service.
- Processed applications and paperwork related to policy issuance or renewal.
- Assisted clients in selecting appropriate coverage options for their needs.
- Identified cross-selling opportunities among existing customers.
- Ensured that all required documents are properly filled out before submission.
- Advised clients on coverage amounts needed based on individual circumstances.
- Exceeded company sales goals for new policies.
- Provided guidance about different types of insurance products available.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
Insurance Agent
Banker's Life
Lee's Summit, MO
10.2019 - 03.2020
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Analyzed customer needs and provided best options, upselling products and services.
- Researched insurance plans to find good options for clients' needs.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Custodian
Heart of Life Church. Proudly created with wix.com
Garden City, MO
03.2016 - 06.2019
- Sweeping, mopping, and vacuuming floors; cleaning bathrooms, kitchens, and other common areas; emptying trash cans and disposing of waste appropriately.
- Cleaning windows, mirrors, walls, and ceilings; dusting furniture and wiping down surfaces.
- Stocking restrooms with necessary paper products such as toilet paper and paper towels; replenishing soap dispensers when needed.
- Wiped down various surfaces with approved cleaning products to prevent growth of bacteria and viruses.
- Disinfecting high-touch areas including doorknobs, handrails on stairs, escalators, and elevator buttons.
- Wet and spot mopped to clean floors and other surfaces in public corridors.
- Kept building interiors appealing with routine deep cleaning of high-traffic areas.
- Maintaining an organized storage area for custodial supplies and equipment; ordering additional items when needed.
Web Fulfillment/Forklife Operator
Russell Stovers Candies
Butler, MO
10.2002 - 12.2015
- Maintained cleanliness of work area and equipment in accordance with safety regulations.
- Learned and followed safety and emergency procedures.
- Followed established safety procedures while operating machinery and working around hazardous materials.
- Met deadlines for completion of assigned tasks efficiently and effectively.
- Reported failures, malfunctions or wear issues on equipment to supervisor.
- Maintained production and quality documentation.
- Taught new employees machine operation techniques and important business procedures.
- Retained safe and clean work area in accordance with Good Manufacturing Practices (GMPs).
- Documented daily production results accurately and completely.
- Rotated among various workstations, performing work necessary to meet production needs.
- Collaborated with coworkers to perform projects quickly and meet business goals.
- Inspected finished products to verify conformity to quality standards.
- Planned and completed group projects, working smoothly with others.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Assisted in setting up displays for promotional items or special events.
Education
High School Diploma -
Rich Hill High School
Rich Hill, MO05-2002
Some College (No Degree) - General Studies
Fort Scott Community College
Fort Scott, KSSkills
- Customer Retention
- Insurance Sales Strategy
- Customer Needs Assessment
- Sales Quota Achievement
- Product Knowledge
- Cold-Calling
Certification
Insurance License- State of Missouri
License type: Life, Accident Health or Sickness
LOA Effective Date: 07/15/2019
License No: 8480039; NPN: 19216181
Timeline
Insurance Advisor
Insurance Supermarket Inc
04.2024 - 08.2024
Insurance Agent
Banker's Life
10.2019 - 03.2020
Insurance Sales Agent
SelectQuote
09.2019 - 03.2024
Custodian
Heart of Life Church. Proudly created with wix.com
03.2016 - 06.2019
Web Fulfillment/Forklife Operator
Russell Stovers Candies
10.2002 - 12.2015
High School Diploma -
Rich Hill High School
Some College (No Degree) - General Studies
Fort Scott Community College
Insurance License- State of Missouri
License type: Life, Accident Health or Sickness
LOA Effective Date: 07/15/2019
License No: 8480039; NPN: 19216181
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