Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
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1
Certification
Work History
Licensed Insurance Agent
Globe Life - Liberty National Division
Columbus, OH
12.2023 - Current
Conducted customer needs assessments to identify appropriate coverage levels and options.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Maintained accurate records of client information including contact details and policy changes.
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.
Exceeded company sales goals for new policies.
Sought out new clients and developed clientele by networking to find new customers.
Monitored clients' insurance coverages to ensure changing needs were met.
Analyzed customer needs and provided best options, upselling products and services.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Provided leadership and training for new agents regarding industry best practices and company policies.
Life & Supplemental Health Insurance Agent at Globe Life – Liberty National DivisionLife & Supplemental Health Insurance Agent at Globe Life – Liberty National Division