Donna Guarino
Dandridge,TN
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
33
33
years of professional experience
Work History
Insurance Broker
Kings & Associates
Brooklyn, NY
2023.Apr - 2023.Jul
- Quoted new business based on incoming leads
- Proven ability to learn quickly and adapt to new situations.
- Passionate about learning and committed to continual improvement.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Paid attention to detail while completing assignments.
Insurance Broker
Joyce Agency, Inc.
02.2010 - 03.2023
- Exceptional Renewal Retention
- 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.
- Sold Personal Lines and Commercial insurance policies to new and existing customers.
- Strategized with clients to create customized insurance policy packages.
Insurance Broker
Hudson Group
New City, NY
01.2004 - 12.2009
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Evaluated accuracy and quality of data entered into agency management system.
- Handled approximately 80 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Called potential clients to set up appointments according to mutual availability.
- Reported policy changes and company conditions affecting customer satisfaction.
Customer Service Representative
Adrian Waltzer Associates
Suffern, NY
06.1998 - 08.2004
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Processed customer service orders promptly to increase customer satisfaction.
- Tracked customer service cases and updated service software with customer information.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Met customer call guidelines for service levels, handle time and productivity.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Delivered prompt service to prioritize customer needs.
Customer Service Representative
Ducey Agency
Haverstraw, NY
1990.03 - 1998.08
- Educated customers about billing, payment processing and support policies and procedures.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Sought ways to improve processes and services provided.
Education
Associate of Science - Secretarial Studies And Office Administration
Rockland Community College
Suffern, NY 06.1979
Skills
- Manage Renewals
- Commercial Insurance
- Update Records
- Quote Information
- Property and Casualty Products
- Customer Follow-Up
- Premium Financing
- Policy Coverage Expertise
- Excellent Communication Skills
- Salesforce Knowledge
- Agent Support
- Active Property and Casualty Insurance License with the States Of TN and NY Department of Insurance
Additional Information
Proficient in Multiple Insurance Agency Management Software:
- AMS 360
- Applied Epic
- EZLynx
- Hawksoft
- Sales Force
Timeline
Insurance Broker
Kings & Associates
2023.Apr - 2023.Jul
Insurance Broker
Joyce Agency, Inc.
02.2010 - 03.2023
Insurance Broker
Hudson Group
01.2004 - 12.2009
Customer Service Representative
Adrian Waltzer Associates
06.1998 - 08.2004
Customer Service Representative
Ducey Agency
1990.03 - 1998.08
Associate of Science - Secretarial Studies And Office Administration
Rockland Community College