Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
10
10
years of professional experience
Work History
Title Processor
Fortune Title Agency
04.2017 - Current
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold commercial and specialty lines insurance policies to new and existing customers.
Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Insurance Broker
FARMERS INSURANCE
09.2013 - 03.2017
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold commercial and personal; lines insurance policies to new and existing customers.
Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Escrow Services/Signing Agent at Equitable Title National Group/Oxford Title AgencyEscrow Services/Signing Agent at Equitable Title National Group/Oxford Title Agency