Persuasive Insurance Agent with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 21 years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
1
1
year of professional experience
Work History
Insurance Agent
Perry Hunter Hall Insurance
Abilene, Texas
05.2021 - Current
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Obtained underwriting approval by completing application for coverage.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Met with customers to provide information about available products and policies.
Calculated premiums and established payment methods for sales.
Conducted annual reviews of existing policies to update information.
Remained impartial in order to advise clients based on circumstances.
Education
High School Diploma -
Reserve High School
Reserve, NM
05.1979
Skills
Claims Reporting Systems
Policy Renewals
Insurance Policy Sales
Premium Calculations
Claims Information Gathering
Form Completion and Submission
Policyholder Communication
Life Insurance
Insurance Customization
Vision and Dental Insurance
Policy Feature Explanations
Quotes and Sales
Underwriter Collaboration
Medicare Compliance
Information Updates
Customer Complaint Resolution
Licensing Requirements
Billing Inquiries
Customer Service and Assistance
Inbound Customer Calls
Professional Correspondence
Oral and Writing Communication
Benefits Explanations
Insurance Eligibility
Timeline
Insurance Agent
Perry Hunter Hall Insurance
05.2021 - Current
High School Diploma -
Reserve High School
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