Dorothy Eisenman
Dewey
Summary
Dedicated insurance agent skilled in client retention and upselling. Proven track record of developing customized solutions and ensuring compliance with industry standards to enhance client satisfaction.
Knowledgeable agent with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.
Overview
17
17
years of professional experience
Work History
Insurance Agent/Owner/Operator
Northwoods Insurance
Eureka, MT
06.2006 - 01.2023
- Developed customized insurance solutions to meet client needs and enhance satisfaction.
- Conducted thorough policy reviews to ensure compliance with industry regulations and standards.
- Established strong relationships with clients, providing ongoing support and guidance throughout the insurance process.
- Analyzed market trends to identify opportunities for product improvement and client acquisition strategies.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
High School Diploma -
LCHS
Eureka, MTSkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client retention
- Upselling
- Client assessment
Timeline
Insurance Agent/Owner/Operator
Northwoods Insurance
06.2006 - 01.2023
High School Diploma -
LCHS