Carrie Patterson
Dell Rapids,South Dakota
Summary
Successful and seasoned Insurance Professional with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Insurance Agent, Risk Manager
Schwebach Insurance Agency
06.2002 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Obtained underwriting approval by completing application for coverage.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on insurance policies and procedures.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
Education
Bachelor of Arts - Mass Communications
Briar Cliff University
Sioux City, IA05.1998
Skills
- Account Management
- Client Relations
- Quotes and Sales
- Client Needs Analysis
- Asset Protection Expertise
- Licensed Insurance Agent
- Property Insurance
- Attention to Detail
- Industry Regulations
- Data Entry Accuracy
- Underwriter Collaboration
- Relationship Building
Certification
CIC, CIIP, CLP, DAE
Timeline
Insurance Agent, Risk Manager
Schwebach Insurance Agency
06.2002 - Current
Bachelor of Arts - Mass Communications
Briar Cliff University
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