Crystal Wilson
Loon Lake,WA
Summary
Detail-oriented friendly agent eager to utilize an aptitude for client satisfaction and retention to contribute to any companies mission. Bringing many years of customer service and sales experience to add value to any professional role.
Overview
15
15
years of professional experience
Work History
Licensed Insurance Agent
Travelers
Spokane, WA
06.2014 - 04.2024
- Utilized automated system for rating plans, generating accurate proposals, and issuing policies.
- Conducted policy reviews for customers to identify potential gaps in coverage or additional coverage options.
- Provided detailed explanations of coverages, exclusions, limits, and other policy provisions.
- Maintained and expanded insurance profile by offering complementary products to existing clients.
- Developed and maintained relationships with existing customers to ensure satisfaction and renewals.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Reviewed new business applications for completeness prior to submission to underwriters.
- Collaborated with underwriters to secure complex risk approvals.
- Processed applications, endorsements, cancellations, reinstatements, and renewals efficiently and accurately.
- Maintained accurate records of customer interactions including notes on conversations and changes made to accounts.
- Researched customer inquiries about billing discrepancies or coverage questions.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Developed and executed effective sales strategies to meet and exceed monthly sales targets.
- Consistently achieved monthly sales and retention targets through effective upselling of insurance products.
- Ensured compliance with state regulations regarding auto insurance policies.
- Adhered to all company guidelines relating to ethical standards when working with customers.
- Participated in continuing education courses related to auto insurance products.
Tele Sales Agent
ICT / Sykes
Spokane Valley, WA
08.2009 - 03.2013
- Answered incoming calls from customers, provided customer service and sales support.
- Built customer relationships by providing knowledgeable answers to their questions.
- Utilized active listening skills to ensure complete understanding of customer requests.
- Processed customer orders using a computer system.
- Provided product information and answered any related queries.
- Participated in team meetings and provided feedback on ways to improve the telesales process.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
- Cross-sold additional products and services to purchasing customers.
- Achieved established sales targets by generating new customer accounts.
- Provided timely, courteous, and knowledgeable responses to information requests.
- Ensured that all customer complaints were addressed promptly and professionally.
Education
Some College (No Degree) -
Spokane Community College
Spokane, WA01-2013
Life, Health, Property, And Casualty - Insurance
Northwest Education Center
Spokane, WA01-2013
High School Diploma -
Clark College
Vancouver, WA01-1994
High School Diploma -
Brush Prairie High School
Vancouver, WA01-1994
Skills
- Customer Service
- Personable-able to build rapport
- Excellent de-escalation skills
- Client Account Management
- Product knowledge
- Upselling
- Regulatory Compliance
- Revenue Generation
- Asset Protection
Accomplishments
- Awarded for excellence in customer service
- Received annual ACE awards winning 2 trips for performance
Timeline
Licensed Insurance Agent
Travelers
06.2014 - 04.2024
Tele Sales Agent
ICT / Sykes
08.2009 - 03.2013
Some College (No Degree) -
Spokane Community College
Life, Health, Property, And Casualty - Insurance
Northwest Education Center
High School Diploma -
Clark College
High School Diploma -
Brush Prairie High School
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