Denise Laakmann
1807 Diamond Parkway, #5133, North Kansas City,MO
Summary
Dynamic and results-driven insurance sales agent with 5 years of experience in the industry. Proven track record of exceeding sales targets and building strong client relationships through exceptional service and tailored insurance solutions. Adept at analyzing client needs and presenting comprehensive policy options that enhance coverage while maximizing value. Strong communicator with a deep understanding of insurance products, market trends, and regulatory requirements. Committed to fostering long-term client loyalty and driving business growth through exceptional customer support. Seeking to leverage my expertise in a challenging new role to contribute to a high-performing sales team.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sales Advisor
National Real Estate Insurance Group
Kansas City, Missouri
09.2022 - Current
- Provided customers with information on products and services available.
- Demonstrated product features and benefits to potential customers.
- Developed relationships with new and existing clients
- Identified customer needs and tailored solutions accordingly.
- Attended industry events to promote products and services.
Client Service Advisor
National Real Estate Insurance Group
Kansas City, Missouri
09.2022 - 10.2023
- Provided prompt and courteous customer service to clients.
- Answered incoming calls and emails promptly, addressing client inquiries in a professional manner.
- Assisted with onboarding of new clients, providing guidance on products, services, policies, procedures.
- Maintained up-to-date knowledge of product features and services offered by the company.
- Collaborated closely with other departments to resolve complex customer issues in a timely manner.
Account Manager
Armed Forces Insurance Agency
Leavenworth, Kansas
07.2022 - 09.2023
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Solicited feedback from customers on their experience with products or services.
- Built relationships with customers to encourage repeat business.
- Processed payments for various clients in a timely manner.
- Researched discrepancies related to customer accounts and payments.
- Ensured compliance with internal policies and procedures related to payments.
Education
Associate of Arts - Health Administration
Keiser University
Fort Lauderdale, FL11-2013
Skills
- Customer service
- Sales experience
- Sales strategies
- Building rapport
- Advising and mentoring clients
- Upselling strategies
- Pipeline Management
- Account Management
Certification
- Currently earning my Chartered Property Casualty Underwriter (CPCU) - The Institutes Risk and Insurance Knowledge Group.
Affiliations
- Secretary - Kansas City CPCU chapter society
Timeline
Sales Advisor
National Real Estate Insurance Group
09.2022 - Current
Client Service Advisor
National Real Estate Insurance Group
09.2022 - 10.2023
Account Manager
Armed Forces Insurance Agency
07.2022 - 09.2023
- Currently earning my Chartered Property Casualty Underwriter (CPCU) - The Institutes Risk and Insurance Knowledge Group.
Associate of Arts - Health Administration
Keiser University
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