Cory Roberts
Lakeland,FL
Summary
Enthusiastic Licensed Insurance Agent (2-20) with more than four years of experience. Focused on enhancing client retention and fostering long-term relationships through exceptional complaint resolution and policy management skills. Expert in navigating insurance regulations and boosting efficiency, with a knack for personalized service and ability to handle multiple tasks in fast paced environment. Achieved significant improvements in client satisfaction and operational processes. .Strong focus on team collaboration, adaptability to changing needs, and achieving impactful results. Known for reliability and results-driven approach.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Customer Service Representative
Allstate
Remote
04.2023 - Current
- Provided backup support during peak periods or staff shortages to ensure seamless service delivery to clients at all times.
- Established strong rapport with customers, fostering long-term relationships and repeat business.
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
Personal Lines Agent
George Franklin Insurance
Lakeland, Fl
05.2021 - 04.2023
- Stayed current on industry trends and changes in insurance regulations, ensuring compliance and providing accurate information to clients.
- Streamlined policy renewal processes for enhanced efficiency and improved client retention rates.
- Educated clients on available coverage options, empowering them to make informed decisions about their insurance needs.
- Managed complex accounts with multiple policies efficiently, ensuring seamless coordination between carriers and clients for a smooth experience.
Financial Services Representative
GC Services
Lakeland, Fl
11.2019 - 05.2021
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
Central Florida Insurance School
St. Petersburg, FLHigh School Diploma -
Lakeland Senior High School
Lakeland, FL05-2008
Skills
- Customer support
- Complaint resolution
- Quality assurance
- Payment processing
- Client retention
- Policy management
- Quotes and sales
- Upselling
- Insurance policy sales
- Property and casualty insurance
- Policy Knowledge
- Licensed insurance agent
Certification
Licensed 2-20 Agent in Florida, Ohio and Indiana.
Timeline
Senior Customer Service Representative
Allstate
04.2023 - Current
Personal Lines Agent
George Franklin Insurance
05.2021 - 04.2023
Financial Services Representative
GC Services
11.2019 - 05.2021
Central Florida Insurance School
High School Diploma -
Lakeland Senior High School