Debra Szymanski
Sanford,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
Work History
Independent Insurance Agent
Symmetry Financial Group
Sanford, FL
08.2022 - Current
- Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.
- Finalized sales and collected necessary deposits.
- Evaluated competitor offerings periodically to maintain a competitive edge in pricing strategy and product offerings.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Analyzed customer needs to provide customized insurance solutions.
- Maintained high standards of customer service by building relationships with clients.
- Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.
- Educated clients on insurance policies and procedures.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Utilized CRM software to manage client relationships.
- Worked flexible hours across night, weekend, and holiday shifts.
- Excellent communication skills, both verbal and written.
Residential Sales Representative
Florida Public Utilities Company
DeBary, FL
04.2011 - 04.2021
- Cultivated a referral network of satisfied clients, leading to increased business opportunities and sustained revenue growth.
- Delivered informative product presentations to potential clients, highlighting relevant features and benefits.
- Participated in ongoing professional development to enhance expertise in the residential sales field.
- Developed and implemented marketing strategies to maximize sales and attract new clients.
- Improved client retention rates by swiftly addressing concerns and providing personalized solutions.
- Utilized CRM software to efficiently track leads, sales activities, and client communications.
- Developed strong relationships with clients for repeat business, providing exceptional customer service and support.
- Reviewed and executed confidential documents, contracts and disclosures.
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
Education
Bachelor of Arts - Psychology And Education
McDaniel College
Westminster, MD05.1982
Skills
- Client Prospecting
- Requirements Reviews
- Customer follow-up
- Client Consultations
- Insurance Eligibility
- Client Retention
- Policy Knowledge
- Billing Procedures
- Customer Referrals
- Regulatory Compliance
- Insurance product knowledge
- HIPAA Compliance
- Client needs analysis
- Sales Reporting
- Premium Calculations
- Life Insurance Sales
- Form Completion and Submission
- Policy writing
Timeline
Independent Insurance Agent
Symmetry Financial Group
08.2022 - Current
Residential Sales Representative
Florida Public Utilities Company
04.2011 - 04.2021
Bachelor of Arts - Psychology And Education
McDaniel College