Charles Burgess
Kosse,Tx
Summary
Experienced with client relationship management, delivering successful outcomes through effective negotiation. Utilizes strategic planning to meet client needs and drive business growth. Track record of providing outstanding customer service and maintaining high client satisfaction.
Overview
14
14
years of professional experience
Work History
Independent Agent
LV Premier Insurance
08.2024 - Current
- Delivered informative presentations on various insurance products, enhancing consumer understanding of available options.
- Streamlined administrative tasks for improved efficiency in underwriting processes and policy management.
- Enhanced client satisfaction by providing personalized insurance solutions tailored to individual needs and preferences.
- Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Finance and Insurance Manager
Gaudin Automotive Group
09.2010 - 04.2023
- Monitored pipelines to track and log status of loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Strengthened client relationships through exceptional customer service, leading to increased retention rates.
- Reduced financial risk by implementing robust internal controls and regular audits.
Education
High School Diploma -
Cy-Fair High School
Cypress05-2000
Skills
- Customer service experience
- Goal-oriented mindset
- Expertise in sales
- Prospecting clients
- Professional and friendly phone demeanor
- Account management
- Marketing
- CRM tracking
- Time management
- Multitasking Abilities
Timeline
Independent Agent
LV Premier Insurance
08.2024 - Current
Finance and Insurance Manager
Gaudin Automotive Group
09.2010 - 04.2023
High School Diploma -
Cy-Fair High School
Similar Profiles
Julian PalaciosJulian Palacios
Insurance Agent at Premier Group InsuranceInsurance Agent at Premier Group Insurance
SPENCER PHILLIPSSPENCER PHILLIPS
Commercial Business Consultant at Premier Group InsuranceCommercial Business Consultant at Premier Group Insurance
Matthew OuMatthew Ou
General Lines Agent at Premier Insurance Contracts Inc. AgencyGeneral Lines Agent at Premier Insurance Contracts Inc. Agency