Insurance Producer with over 10 years of proficiency in insurance sales, product knowledge, exceptional customer service, policy processing, and account management. Manages renewals and endorsements while ensuring compliance with carrier guidelines. Strong in insurance terminology, CRM use, client education, and relationship building. Facilitates client understanding of coverage and delivers consistent support. Collaborates effectively within teams to resolve issues and maintain organized records.
Work History
Insurance CSR & Producer
3 Years
Timothy Spellman Insurance Agency | 10.2023 - Current
Managed phone, email, and chat communications to ensure positive customer experience.
Managed renewals, policy changes, and ongoing account servicing.
Processed endorsements, renewals, and policy changes while maintaining compliance with carrier guidelines.
Responded to customer requests for products, services, and carrier information.
Maintained product knowledge to deliver accurate and dependable guidance to clients.
Documented service interactions and updated records for accurate follow-up.
Prospected new business through referrals, networking, and effective lead follow-up to expand client base.
Sought new clients through referrals and networking events to expand customer base.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Insurance Sales Producer
8 Years 7 Months
Farmers Insurance Agency | 03.2015 - 10.2023
Prospected new clients through referrals, networking, and community outreach, expanding an insurance book.
Prepared accurate quotes, applications, and policy comparisons using agency sales systems and carrier guidelines.
Cultivated long-term client relationships through responsive service, follow-up, and policy review consultations.
Prospected new clients through referrals, networking, and community outreach to grow an insurance book.
Nail Technician
21 Years 8 Months
Veda Salon & Spa | 02.2005 - 2015
Advised guests on nail care preferences, colors, and service options to enhance appointment personalization.
Performed manicures, pedicures, and gel services while maintaining consistent quality and client comfort.
Sanitized tools, stations, and equipment to meet strict hygiene and safety standards.
Tracked service records and product usage to ensure efficient salon operations.
Education
Associate of Science - Businesses Administration
Everest College | Colorado Springs, CO
High School Diploma
Widefield High School | Colorado Springs, CO
Skills
Insurance terminology
CRM proficiency
Organizational skills
Client education
Interpersonal communication
Sales techniques
Certification
Property & Casualty Insurance license
Colorado Department of Insurance
Timeline
Insurance CSR & Producer
Timothy Spellman Insurance Agency
10.2023 - CurrentRead More
Insurance Sales Producer
Farmers Insurance Agency
03.2015 - 10.2023Read More
Nail Technician
Veda Salon & Spa
02.2005 - 2015Read More
Everest College
Associate of Science from Businesses Administration