Chelsea Cage
Waterford ,Michigan
Summary
Dedicated and results-driven insurance professional with over 10+ years of experience in customer service, sales, and client relationship management. Proven expertise in identifying client needs, providing tailored insurance solutions, and fostering long-term client loyalty. Skilled communicator with a strong ability to manage multiple tasks efficiently, resolve issues promptly, and consistently exceed performance targets. Known for professionalism, initiative, and a commitment to delivering exceptional customer experiences.
Overview
11
11
years of professional experience
Work History
Insurance Agent
AAA Insurance Agency
10.2014 - Current
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Worked closely with external partners and members of local community to create continuous client referral sources.
- Identified issues and took appropriate action to deliver speedy resolution.
- Spent ample time with each customer, going over and explaining documents to ensure that key information was understood.
- Maintained high standards of customer service by building relationships with clients.
- Completed coverage applications to obtain underwriting approvals.
Education
Bachelor Of Arts (B.A.) - Psychology
Oakland University
Rochester, MISkills
- Client Needs Assessment
- Account Management
- Insurance Sales & Consultation
- Customer Relationship Development
- Data Entry & Documentation
- Negotiation & Conflict Resolution
- Time & Priority Management
- Cash Handling & Reconciliation
- Team Collaboration
- Proficiency in Microsoft Office & CRM Software
Accomplishments
- Maintained a client retention rate above 85% by delivering personalized service and cultivating strong client relationships.
Timeline
Insurance Agent
AAA Insurance Agency
10.2014 - Current
Bachelor Of Arts (B.A.) - Psychology
Oakland University
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