Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Donald Garrett

Columbus,OH

Summary

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

1
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.

Education

HVAC Installation And Repair

American School of Technology
Columbus, OH
10-2007

Skills

  • Insurance Sales Strategy
  • Team Training and Development
  • Email Marketing
  • Client Retention
  • Policy Management Expertise
  • Professional Networking
  • Customer Service
  • Leads Prospecting
  • Account Management
  • Upselling
  • Business Planning
  • Life Insurance
  • Marketing Management
  • Policy Writing
  • New Client Acquisition
  • Negotiation
  • Regulatory Compliance
  • Risk Mitigation

Certification

  • Licensed Accident, Health & Life Insurance Agent
  • HVAC/R Universal EPA Certified

Timeline

Licensed Insurance Agent

Globe Life - Liberty National Division
12.2023 - Current

HVAC Installation And Repair

American School of Technology
Donald Garrett