Dawn Sirls
Hardin,KY
Summary
Results-driven Insurance Agent with a strong history at Travis Terrell State Farm, specializing in client relations and policy development. Successfully acquired new clients through strategic cold calling and referrals, while maintaining compliance with industry regulations. Known for professionalism and ethical standards, along with a dedication to ongoing education in industry trends.
Overview
1
1
year of professional experience
Work History
Insurance Agent
Travis Terrell State Farm
Benton, KY
06.2024 - 12.2024
- Monitored clients' insurance coverages to ensure changing needs were met.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Responded to customer inquiries and problems to promote great service.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Provided customers with information regarding plan features, pricing, and availability.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Insurance Agent
Transamerica Life Insurance Company
Paducah, KY
02.2024 - 06.2024
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Education
Certificate in Dental Assisting - Dental Assisting
West Kentucky Community And Technical College
Paducah, KY05-2001
Skills
- Client assessment
- Customer follow-up
- Leads prospecting
- Health insurance
- Property insurance
- Upselling
- Customer service
- Client relations
- Prospective client identification
- Life insurance
- Cold calling
- Licensed insurance agent
- Quotes and sales
- New client acquisition
- Auto insurance
- Professionalism and ethics
- Policy writing
Affiliations
- Licensed in Life Insurance, Health Insurance, Property Insurance, and Casualty Insurance
- Customer service
- Following Up with Potential Leads
Timeline
Insurance Agent
Travis Terrell State Farm
06.2024 - 12.2024
Insurance Agent
Transamerica Life Insurance Company
02.2024 - 06.2024
Certificate in Dental Assisting - Dental Assisting
West Kentucky Community And Technical College
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