Denita Ward

• Processed new policy applications and updated existing policy documents.
• Provided quotes on various types of insurance policies.
• Assisted with resolving complex claims or billing disputes in a timely manner.
• Explained coverage options to potential policyholders, answering questions or concerns.
• Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
• Advised clients on their insurance needs and coverage options based on individual requirements.
• Performed routine follow-up calls to assess customer satisfaction with products and services.
• Upsold products to policyholders and potential new clients.

 Daily manage agency interface system and ensure all transactions

 Manage Account – Send documentation to insureds, process payments, policy retention and cancellations

 Process endorsement requests and policy remarked upon request from clients

 Maintain follow up system with insurance carriers to ensure requests are processed in a timely manner

 Furnish underwriters with additional information for new and existing customers

 Issue certificates of insurance and Evidence of Property Forms to clients upon request

 Provides sales support which includes rating policies to secure new business and entering policy information

• Calculated quotes and educated potential clients on insurance options.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
• Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
• Called potential clients to set up appointments according to mutual availability.
• Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.

• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
• Sold auto and home insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Established payment methods for clients to facilitate customer payments and issue receipts.
• Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
• Explained coverage options to potential policyholders, answering questions or concerns.

• Tracked pipeline data, won vs. lost opportunities and lead response times with Salesforce CRM.
• Attended industry shows, conventions and other meetings with primary mission of expanding market opportunities.
• Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
• Processed applications, payments, corrections, endorsements and cancellations.
• Worked closely with fellow team members to support on-time vessel departures.
• Developed and implemented comprehensive business strategies and sales and marketing plans that complemented overall corporate operating plan.

• Followed pre-printed and map-based directions to locate sites and maintained awareness of changes in roadways or points of access.
• Removed victims from vehicles or scene of accident or catastrophe and assisted in transfer to receiving facilities.
• Responded to emergencies by choosing route, observing traffic conditions and avoiding dangerous situations by maintaining communications with dispatcher.
• Leveraged defibrillator, oxygen, suction devices, CPR and other procedures and medications to provide advanced medical care.
• Completed and submitted field care report, patient billing and trip ticket and daily driver unit checkout form to facilitate record-keeping requirements.

• Assisted disabled clients to support independence and well-being.
• Provided safe mobility support to help patients move around personal and public spaces.
• Transported individuals to events and activities, medical appointments and shopping trips.
• Turned and positioned bedbound patients to prevent bedsores and maintain comfort levels.
• Cleaned house, ran errands, managed laundry and completed weekly grocery shopping.
• Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.

• Assisted customers with necessary complaints and question about listed products
• Performed store opening duties including auditing and check all equipment for proper functioning food preparations and check produce stock
• Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
• Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
• Managed inventory control, cash control and store opening and closing procedures.
• Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
• Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.