Casimir McNair
Louisville,KY
Summary
Dynamic and results-oriented Insurance Agent and Personal Trainer with a proven track record of expanding client bases and retaining customers through exceptional customer service and professionalism. Skilled in CRM software and client needs analysis, I have successfully increased client satisfaction at CazFitness. Expert in life and health insurance, demonstrating unwavering ethics and effective communication.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
17
17
years of professional experience
Work History
Insurance Agent
Self Employed Web
05.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Personal Trainer
CazFitness
05.2008 - 05.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
Computer And Information Sciences
Jefferson Community And Technical College
Louisville, KYDiploma - Communications
Dupont Manual High School
Louisville, KY1989
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- CRM Software
- Upselling
- Policy writing
- Life Insurance
- Customer follow-up
- Policy Knowledge
- Client needs analysis
- New Client Acquisition
- Client Retention
- Health insurance
Timeline
Insurance Agent
Self Employed Web
05.2023 - Current
Personal Trainer
CazFitness
05.2008 - 05.2023
Computer And Information Sciences
Jefferson Community And Technical College
Diploma - Communications
Dupont Manual High School
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