Carrie Welch
Woodbury,MN
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans. Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles. Highly-motivated employee with desire to take on new challenges. Strong work 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
Certification
Work History
Insurance Agent
State Farm
Woodbury, Minnesota
06.2004 - Current
- Provided personalized insurance consultations to clients, addressing their specific needs.
- Developed and maintained strong client relationships through effective communication and follow-ups.
- Analyzed client information to recommend appropriate insurance products and coverage options.
- Processed policy applications, renewals, and claims efficiently using company systems.
- Educated clients on policy details, ensuring clear understanding of terms and conditions.
- Collaborated with team members to enhance service delivery and streamline operations.
- Responded to customer inquiries and problems to promote great service.
- Maintained accurate records of all insurance transactions using computer software systems.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Education
Associate of Arts - General Studies
Century College
White Bear Lake, MN12-2008
Skills
- Policy analysis
- Risk assessment
- Customer education
- Claims processing
- Compliance adherence
- Client relationship management
- Problem solving
- Time management
- Effective communication
- Attention to detail
- Customer service
- Customer follow-up
- Client retention
- Quotes and sales
- Policyholder communication
- Active listening
- Written communication
- Customer retention
Certification
- Property casualty license in Minnesota and Wisconsin
- Life, health license in Minnesota
Timeline
Insurance Agent
State Farm
06.2004 - Current
Associate of Arts - General Studies
Century College