Dawn Bertsch

Licensed Insurance Agent

Doug Dillmuth

03.1987 - 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.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
Streamlined policy renewal processes for improved efficiency and client retention rates.
Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Upsold additional products and services after identifying customer needs and requirements.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.
Conducted regular follow-ups with prospective clients, nurturing leads and converting them into loyal customers.
Increased client satisfaction by providing personalized insurance consultations and recommendations.
Assisted colleagues during peak business hours ensuring efficient workflow within the office.
Stayed up-to-date on industry trends, ensuring accurate information was provided to clients at all times.
Assisted in training new team members on company procedures, products, and best practices for exceptional customer service delivery.
Participated in professional development opportunities such as workshops or conferences to stay current on industry developments.
Achieved top sales performance by consistently meeting and exceeding monthly quotas through effective territory management.
Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
Built long-lasting relationships with clients through excellent communication and attentive service.
Implemented new sales strategies for expanding the customer base and maximizing revenue.
Collaborated with underwriters to tailor policies that met clients'' specific needs and requirements.
Contributed innovative ideas during team meetings leading to improvements in overall agency performance.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Met with prospective clients to discuss insurance needs and provide solutions.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Followed up promptly with interested clients to close sales.
Developed sales strategies to increase sales of insurance policies.
Negotiated contracts with clients to establish best coverage with lowest cost.
Conducted annual reviews of existing policies to update information.
Analyzed customer needs to provide customized insurance solutions.
Monitored customer feedback and identified areas of improvement.
Calculated premiums and established payment methods for sales.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Collected premiums on or before effective date of coverage.
Finalized sales and collected necessary deposits.
Analyzed risk factors to recommend appropriate coverage levels.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Identified and solicited sales prospects in agency databases.
Evaluated competitors' products and services to gain competitive advantage.

Summary

Overview

Work History

Licensed Insurance Agent

Education

High School Diploma -

Skills

Certification

Timeline

Licensed Insurance Agent

High School Diploma -

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