Deborah Marie Rook
Elkin,NC
Summary
Professional in the insurance industry with a strong track record in client relations, policy advisement, and risk assessment. Known for driving team collaboration and consistently achieving business goals. Skills include underwriting, claims management, and sales strategy. Adaptable, reliable, and focused on delivering results in fast-paced environment.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Insurance Agent
Allstate
08.2021 - Current
- Reviewed policy applications for accuracy and completeness before submission, minimizing delays in processing time.
- Identified cross-selling opportunities within existing client base, maximizing revenue potential.
- Developed strong relationships with underwriters, ensuring timely policy issuance and competitive pricing.
- Maintained up-to-date knowledge of competitor offerings, enabling effective positioning of our products against theirs in client presentations.
- Enhanced customer satisfaction by addressing their insurance needs and providing tailored solutions.
- Trained junior agents on industry best practices to improve overall team performance and productivity.
- Managed a diverse portfolio of clients, consistently meeting or exceeding sales targets.
Insurance Agent
Simmons Insurance Agency
06.2017 - 08.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Server
Olympia Family Restaurant
04.2014 - 09.2018
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Cultivated warm relationships with regular customers.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Maintained a clean and orderly dining area for an enjoyable guest experience.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Education
Associate of Science - Nursing
Surry Community College
Dobson, NC05-2014
High School Diploma -
Mount Airy High School
Mount Airy, NC05-2012
Skills
- Effective sales strategies
- Effective time management
- Data analysis capabilities
- Regulatory compliance awareness
- Policy customization expertise
- Team leadership experience
- Customer service
- Advanced underwriting expertise
- Licensed property and casualty insurance agent
- Quotes and sales
- Upselling
- Client retention
Certification
- Licensed property and casualty insurance agent in 47 states.
Timeline
Senior Insurance Agent
Allstate
08.2021 - Current
Insurance Agent
Simmons Insurance Agency
06.2017 - 08.2021
Server
Olympia Family Restaurant
04.2014 - 09.2018
Associate of Science - Nursing
Surry Community College
High School Diploma -
Mount Airy High School
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