- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Travel
- I have a passion for photography
- Camping
Christina Mathis
Panama City,FL
Summary
Experienced insurance professional with strong skills in quotes and sales, adept at analyzing client needs. Dedicated to driving customer satisfaction and retention through personalized service and effective communication.
Overview
22
22
years of professional experience
Work History
Insurance Producer
Brightway Insurance, The PPG Agency
Panama City Beach, FL
04.2024 - 03.2026
- Developed customized insurance solutions to meet client needs and enhance coverage options.
- Conducted thorough market research to identify competitive pricing and policy offerings.
- Assisted clients in understanding policy terms, coverage benefits, and claims processes.
- Facilitated customer communication through regular follow-ups and updates on policy changes.
- Collaborated with underwriters to assess risk factors and determine appropriate coverage levels.
- Educated clients on additional services, increasing overall satisfaction and retention rates.
- Managed client documentation efficiently, ensuring compliance with regulatory requirements.
- Participated in ongoing training sessions to stay current with industry trends and product knowledge.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
Insurance Producer
We Insure- Chuck Bond
Panama City, FL
03.2019 - 04.2024
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided detailed information about company insurance products.
- Worked in high-volume, competitive sales environment.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Boosted policy sales through effective communication of product benefits and features.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
Insurance Customer Service Representative
GEICO
Panama City, FL
04.2014 - 04.2019
- Resolved customer inquiries and issues regarding policy coverage and claims processes.
- Educated clients on insurance products and benefits to enhance understanding and satisfaction.
- Processed policy changes and renewals accurately within established timelines.
- Collaborated with underwriting teams to ensure accurate risk assessments for client policies.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Grants Administrator /Executive Administrative Assistant
City Of Springfield
Panama City, FL
10.2003 - 01.2014
- Managed grant application processes to ensure compliance with federal, state, and local guidelines.
- Developed and maintained relationships with funding agencies to facilitate communication and collaboration.
- Reviewed grant proposals for accuracy and adherence to funding requirements, providing constructive feedback.
- Monitored grant expenditures and reporting timelines to ensure timely submissions and financial accountability.
- Streamlined internal processes for grant tracking using advanced data management systems to improve efficiency.
- Coordinated cross-departmental teams to align project goals with available funding opportunities effectively.
- Maintained accurate records of all grant-related documents, including proposals, contracts, reports, and correspondence.
- Developed and maintained filing systems for improved document retrieval and organization.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
Education
Certificate - Insurance
Florida Insurance College
Florida04-2014
High School Diploma -
Rutherford High School
Panama City, FL10-1994
Skills
- Relationship building
- Policy analysis
- Sales expertise
- Sales proficiency
- Licensed in Florida
- Policy writing
- Customer service
- Quotes and sales
- Customer follow-up
- Client needs analysis
Interests
Timeline
Insurance Producer
Brightway Insurance, The PPG Agency
04.2024 - 03.2026
Insurance Producer
We Insure- Chuck Bond
03.2019 - 04.2024
Insurance Customer Service Representative
GEICO
04.2014 - 04.2019
Grants Administrator /Executive Administrative Assistant
City Of Springfield
10.2003 - 01.2014
Certificate - Insurance
Florida Insurance College
High School Diploma -
Rutherford High School