Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Daniel Bernard

Lemont,IL

Summary

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.

Overview

15
15
years of professional experience

Work History

Insurance Agent

Homestar Insurance Services LLC
Manteno, IL
09.2021 - Current
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Processed payments received from clients promptly according to established procedures.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.

Customer Service Representative

Gnade Insurance Group LLC
Frankfort, IL
05.2009 - 03.2021
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Updated databases with new and modified customer data.
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.

Education

Realtor

Real Estate License
Frankfort, IL
03-2024

Insurance License
Oak Brook, IL
08-2009

Associate of Arts -

Joliet Junior College
Joliet
06-2003

Skills

  • Account Management
  • Policy Renewals
  • Customer follow-up
  • CRM Software
  • Lead Development
  • Client Relations

References

References available upon request.

Timeline

Insurance Agent

Homestar Insurance Services LLC
09.2021 - Current

Customer Service Representative

Gnade Insurance Group LLC
05.2009 - 03.2021

Realtor

Real Estate License

Insurance License

Associate of Arts -

Joliet Junior College

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Daniel Bernard