Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cristie Bertrand

Wesley Chapel,FL

Summary

Dynamic and dedicated insurance professional with over 21 years of experience in protecting homes, automobiles, and assets. Known for a strong commitment to service, integrity, and community, I leverage my extensive knowledge of property and casualty insurance products to deliver tailored solutions that prioritize client peace of mind. My proactive approach to client engagement, combined with my expertise in navigating the complexities of insurance sales and claims processes, has consistently resulted in high customer satisfaction and retention. I am adept at utilizing various CRM systems and office technologies to enhance operational efficiency and foster lasting relationships with diverse clientele.

Overview

12
12
years of professional experience

Work History

Licensed Sales Agent

Great Florida of Tallahassee
01.2025 - Current
  • Improved client retention rates with thorough follow-ups and proactive communication regarding policy updates or changes.
  • Established trust with diverse clientele by demonstrating empathy, professionalism, and expertise throughout all engagements.
  • Assisted clients in navigating the claims process, acting as an advocate to expedite resolutions and alleviate stress.
  • Retained existing customers by addressing concerns promptly and offering customized solutions for their changing needs.

Licensed Sales Advisor

Suncoast Insurance Advisors
06.2023 - Current
  • Demonstrated strong attention to detail within the entire quoting/binding process to ensure a seamless experience for clients.
  • Reviewed, prepared and approved invoices for services rendered.
  • Identified and analyzed customer needs to ensure high customer satisfaction, growth and retention of business.
  • Networking Support

Agent

Lee Reed Insurance
01.2015 - 01.2023
  • 2017 Auto-Owners Insurance President's Club Award Recipient
  • Document all interactions in agency management systems.
  • Provide quotes, closed sales and followed up with all client's requests.
  • Attend weekly meetings and trainings for development.

CSR

Beau Barry, Allstate
01.2013 - 01.2015
  • Provided excellent customer service throughout the quoting and binding process.
  • Exceeded weekly/monthly quotas
  • Processed payments and facilitated a high yield of retention.
  • Obtained trailing documents and forwarded to appropriate carriers.

Education

2-14 License - Life Including Variable Annuity

Central Insurance School
St Petersburg, Fl
03.2017

2-20 License - General Lines Property & Casualty

Central Insurance School
St Petersburg, FL
11.2014

Associates in Arts - Elementary Education

Gulf Coast Community College
Panama City, FL
01.1999

Skills

  • Skilled in using office computer systems in Insurance, CRM's, HR and accounting
  • Working knowledge with relational databases to include AS400, Applied Systems, Semcat, E-Agent, EZLynx
  • Knowledge of property and casualty insurance products
  • Insurance sales expertise

Timeline

Licensed Sales Agent

Great Florida of Tallahassee
01.2025 - Current

Licensed Sales Advisor

Suncoast Insurance Advisors
06.2023 - Current

Agent

Lee Reed Insurance
01.2015 - 01.2023

CSR

Beau Barry, Allstate
01.2013 - 01.2015

Associates in Arts - Elementary Education

Gulf Coast Community College

2-14 License - Life Including Variable Annuity

Central Insurance School

2-20 License - General Lines Property & Casualty

Central Insurance School

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Cristie Bertrand