Debra J ROSS
Houston,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
INSURANCE - AGENT/OWNER
American Capitol Insurance
Houston, TX
04.2003 - 07.2007
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Scheduled meetings with prospective clients to discuss available products and services.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Sought out new clients and developed clientele by networking to find new customers.
Testing Coordinator/Exam Proctor
San Jacinto Community College
Houston, TX
01.1998 - 10.1998
- Responsible for verifying the identity of test takers, providing instructions to students, and ensuring the security of exams.
Education
Some College (No Degree) - Business Administration
Santa Monica College
Santa Monica, CASkills
- Customer Follow-Up
- Customer Service
- CRM Software
- Client Retention
- Policy Renewals
- Policy Knowledge
- Insurance Sales Strategy
- Operations Management
- Upselling
- Policy Writing
- Business Planning
- Email Marketing
Certification
- Licensed Property and Casualty Insurance Agent with the Texas Department of Insurance
Timeline
INSURANCE - AGENT/OWNER
American Capitol Insurance
04.2003 - 07.2007
Testing Coordinator/Exam Proctor
San Jacinto Community College
01.1998 - 10.1998
Some College (No Degree) - Business Administration
Santa Monica College