Diane Jones
Morrison,CO
Summary
Detail-oriented insurance professional with 30 years of experience in selling and renewing policies. Excellent customer service, communication and multitasking abilities. Hardworking and determined with solid follow-through.
Overview
26
26
years of professional experience
Work History
Personal Lines Account Executive
Madison Insurance Group
Denver, CO
05.2015 - Current
- Generated referrals to maintain steady business.
- Marketed and sold insurance policies directly to clients.
- Provided exceptional sales support to field producers.
- Worked in paperless environment to service new and existing personal line accounts.
- Responded to billing inquiries, coverage verification and other questions by phone and email within same day.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 20%.
Office Manager
Sid Priday State Farm
Denver , CO
07.1996 - 05.2015
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
Education
High School Diploma -
Bear Creek High School
Lakewood, COSkills
- Binder Coverage
- Claims Reporting
- Underwriter Selection
- Clientele Development
- Product Knowledge
- Soliciting New Business
- Customer Experience
- Persuasive Negotiations
- Policyholder Communication
- Managing Referrals
- Customer Billing
- Customer Accounts Management
- Customer Complaint Resolution
- Insurance Practices
Timeline
Personal Lines Account Executive
Madison Insurance Group
05.2015 - Current
Office Manager
Sid Priday State Farm
07.1996 - 05.2015
High School Diploma -
Bear Creek High School
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