Dynamic Agency Advisor with a proven track record at CATIC Title Insurance, excelling in client management and sales presentations. Enhanced client satisfaction through effective communication and innovative problem-solving. Skilled in workflow optimization and relationship building, driving product improvements and fostering long-term partnerships. Recognized for maintaining professionalism in sensitive situations.
Overview
19
19
years of professional experience
Work History
Agency Advisor
CATIC Title Insurance
07.2020 - 08.2024
Increased client satisfaction by promptly addressing inquiries and providing accurate information on agency services.
Presented compelling sales pitches that showcased agency capabilities while addressing prospective clients'' specific pain points.
Provided valuable feedback on creative concepts during development stages, contributing to more effective final products aligned with client expectations.
Implemented efficient workflow processes within the department, reducing administrative burdens while maintaining thorough documentation standards.
Processed requests from vendors and co-workers.
Handled sensitive client situations diplomatically and professionally, maintaining strong relationships while addressing concerns or conflicts.
Attended seminars, conferences and organizational activities to maintain management expertise.
Collected, arranged, and input information into database system.
Evaluated customer needs and feedback to drive product and service improvements.
Agency Account Manager
Fidelity National Title Insurance Company
06.2005 - 03.2020
Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Attended seminars, conferences and organizational activities to maintain management expertise.
Created annual budgets and monthly expenditure reports for different offices and departments.
Established long-term relationships with clients through consistent communication, understanding their needs, and delivering tailored marketing strategies.
Served as the primary point of contact between the agency and key client stakeholders, ensuring clear communication and timely resolution of any issues that arose during projects.
Applied creative problem-solving skills to find innovative solutions for client challenges, leading to increased satisfaction and repeat business.
Contributed to new business development efforts by identifying potential leads and participating in pitch presentations that showcased the agency''s capabilities.
Navigated challenging situations with tact and diplomacy, maintaining strong client relationships even during difficult circumstances.
Responded to customer inquiries and provided detailed account information.
Education
High School Diploma -
Port St Joe JR SR High School
Port St Joe, FL
05-1982
Skills
Client management
Sales presentation
Market analysis
Workflow optimization
Data entry
Creative feedback
Customer engagement
Relationship building
Conflict resolution
Team leadership
Active listening
Effective communication
Timeline
Agency Advisor
CATIC Title Insurance
07.2020 - 08.2024
Agency Account Manager
Fidelity National Title Insurance Company
06.2005 - 03.2020
High School Diploma -
Port St Joe JR SR High School
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