Dorothy Blue
Charlotte,NC
Summary
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
4
4
years of professional experience
Work History
Insurance Specalist
AME Zion Corporate Headquarters
05.2019 - 08.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Obtained underwriting approval by completing application for coverage.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Negotiated contracts and terms of sale with potential customers.
- Evaluated competitors' products and services to gain competitive advantage.
- Conducted research and identified market trends to develop better strategies for sales.
Education
Associate of Science - Human Resources Management
Wake Tech Community College
Raleigh, NC05.2008
Skills
- Operations Management
- Claims Information Gathering
- Upselling
- Customer Follow-Up
- Business Planning
- Increasing Savings
- Team Meetings
- Information Updates
- Clerical Support
- Life Insurance
- Deposit Collection
- Insurance Practices
- Administrative Support
- Negotiation
- Benefits Explanations
- Customer Service and Assistance
- Claims Reporting Systems
- Oral and Writing Communication
Timeline
Insurance Specalist
AME Zion Corporate Headquarters
05.2019 - 08.2023
Associate of Science - Human Resources Management
Wake Tech Community College