Dynamic Insurance Agent with expertise in customer relationship management, risk assessment, and claims processing. Proven ability to enhance service quality and resolve complex issues to achieve client satisfaction and loyalty.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Oakbridge Insurance Agency
Athens, GA
10.2024 - 07.2025
Identified needs of customers promptly and efficiently.
Addressed customer requests and inquiries, leading to increased satisfaction and loyalty.
Approached customers and engaged in conversation through the use of effective interpersonal and people skills.
Resolved complex issues promptly, showcasing strong problem-solving skills and enhancing service quality.
Completed day-to-day duties accurately and efficiently.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
License Insurance Agent
AIC Insuring America, LLC
Athens, Ga
08.2004 - 10.2024
Managed insurance policy development for diverse client portfolios.
Evaluated risk assessments ensuring compliance with industry regulations, mitigating potential liabilities.
Collaborated with cross-functional teams to improve customer service strategies.
Developed strong client relationships to foster trust and loyalty, resulting in increased client retention.
Completed all necessary documents before issuing policies.
Negotiated with underwriters to obtain best terms for clients' insurance needs.
Licensed Insurance Agent
State Farm Insurance-Stephanie Wallace
Athens, GA
08.2002 - 08.2004
Guided clients in selecting appropriate insurance solutions tailored to individual needs.
Educated clients on insurance policies and coverage options to enhance decision-making.
Collaborated with underwriting teams to evaluate client risk factors.
Streamlined application processing and policy renewals to ensure timely client service.
Achieved repeat business and referrals through personalized services.
Education
Some College (No Degree) - Liberal Arts and Sciences
West Georgia College
Carrollton, Ga.
Some College (No Degree) - English Composition
University of West Georgia
Carrollton, GA
Skills
Life insurance
Claims processing
Policy development
Compliance review
Risk assessment
Product knowledge
Client consultation
Customer relationship management
Lead generation
Certification
Licensed in Property and Casualty and Life and Health in State of Georgia
Timeline
Licensed Insurance Agent
Oakbridge Insurance Agency
10.2024 - 07.2025
License Insurance Agent
AIC Insuring America, LLC
08.2004 - 10.2024
Licensed Insurance Agent
State Farm Insurance-Stephanie Wallace
08.2002 - 08.2004
Some College (No Degree) - Liberal Arts and Sciences