Licensed Insurance Agent
Next Level Insurance Solutions
Woodbridge, VA
02/01/16 - Current
- Built referral networks through satisfied clients and local partnerships.
- Provided exceptional customer service to retain loyal clientele base.
- Managed daily administrative tasks including scheduling appointments and filing paperwork.
- Maintained accurate records of client interactions and transactions.
- Utilized CRM software to track leads, follow-ups, and sales progress.
- Prepared and presented insurance quotes, policies, and coverage options.
- Sought out new clients and developed clientele by networking to find new customers.
- Completed continuing education courses for licensing requirements compliance.
- Developed and maintained relationships with clients for policy renewals.
- Monitored industry trends to stay competitive in the market space.
- Developed appropriate quotes based on risk information.
- Achieved repeat business and referrals through personalized services.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Analyzed clients' insurance needs, provided personalized recommendations.
- Responded to inquiries, resolved issues, and processed claims.
- Performed periodic reviews of existing policies for accuracy and updates.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Monitored clients' insurance coverages to ensure changing needs were met.
- 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.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Educated customers on the importance of maintaining adequate insurance coverage.
