Diana Harmon
Summary
Successful business professional with expert communication and customer service skills. A dependable and mature candidate with a positive attitude and excellent work ethic.
Overview
34
34
years of professional experience
Work History
Insurance Agent
CD Services LLC
05.2021 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Finalized sales and collected necessary deposits.
Transaction Coordinator/Personal Assistance
Patrick Daily/ReMax Of Orange Beach
02.2020 - 05.2021
- Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.
- Organized and maintained digital files for easy access, streamlining the document retrieval process during audits or inquiries.
- Acted as a reliable point of contact for all parties involved in the transaction, ensuring clear communication and timely resolution of any issues that arose.
- Managed sensitive client information securely to maintain confidentiality and uphold company privacy policies strictly.
- Facilitated successful closings by coordinating with escrow officers, lenders, inspectors, appraisers, and other professionals involved in the process.
Insurance Agent/Office Manager
Jim Golemon/State Farm Insurance
01.1990 - 02.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
- Finalized sales and collected necessary deposits.
- Maintained computer and physical filing systems.
Education
High School Diploma -
Robertsdale High School
Robertsdale Alabama05.1983
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Auto insurance
- Life Insurance
- Property and Casualty Insurance
- Relationship Building
- Customer Complaint Resolution
Timeline
Insurance Agent
CD Services LLC
05.2021 - Current
Transaction Coordinator/Personal Assistance
Patrick Daily/ReMax Of Orange Beach
02.2020 - 05.2021
Insurance Agent/Office Manager
Jim Golemon/State Farm Insurance
01.1990 - 02.2020
High School Diploma -
Robertsdale High School
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