Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Christian Petersen

Tracy,CA

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

Self Employed
Tracy, CA
03.2021 - Current
  • Provided personalized service to customers to determine their specific insurance needs.
  • Assessed customer's risk profile and recommended appropriate insurance plans.
  • Negotiated with underwriters on behalf of customers to secure competitive rates.
  • Explained complex insurance policies in a simple and understandable manner for clients.
  • Processed policy changes, renewals, cancellations, endorsements, and other transactions efficiently and accurately.
  • Conducted regular reviews with customers to ensure their coverage is still meeting their needs.

Car Salesperson

Kendall Honda
Eugene, OR
06.2020 - 03.2021
  • Assisted customers in making informed decisions about the cars they were interested in purchasing.
  • Prepared sales contracts, collected payments and coordinated vehicle delivery with service department.
  • Maintained customer satisfaction by providing prompt, reliable service.
  • Developed relationships with potential buyers through phone calls and emails.
  • Negotiated prices with customers who wanted to buy used cars from the dealership's lot.

Route Sales Representative

Aramark Uniform & Career Apparel
Eugene, OR
03.2019 - 06.2020
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Identified needs of customers promptly and efficiently.

Education

Bachelor of Science - Business Administration And Management

Ne Correctional Youth Facility
Eugene, OR
05-2017

Skills

  • Electronic Workflow Completion
  • Policy And Procedure Implementation
  • Client Needs Assessment
  • Personal Service Experience
  • Customer Needs Assessment
  • Customer Follow-Up
  • Team Training And Development
  • Financial Products Knowledge
  • Large Account Management
  • Policy Expertise
  • Recruiting And Training

Accomplishments

  • Top producer for 2023
  • Over $2 million under management
  • Voted MVP for 2023 in our broker dealer

Certification

  • Life and Health license
  • AHIP certified

Timeline

Independent Insurance Agent

Self Employed
03.2021 - Current

Car Salesperson

Kendall Honda
06.2020 - 03.2021

Route Sales Representative

Aramark Uniform & Career Apparel
03.2019 - 06.2020

Bachelor of Science - Business Administration And Management

Ne Correctional Youth Facility

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Christian Petersen