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
16
16
years of professional experience
Work History
Insurance Agent
Globelife Family Heritage / Cigna
10.2019 - Current
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Cross-sold insurance products to existing clients to reach sales targets.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Generated leads through cold-calling, networking and other outreach methods.
Analyzed risk factors to recommend appropriate coverage levels.
Educated clients on insurance policies and procedures.
Evaluated competitors' products and services to gain competitive advantage.
Calculated premiums and established payment methods for sales.
Assistant Store Director
Super 1 Foods
05.2008 - 10.2019
Supervised employees and different store departments.
Responded to customer complaints and comments.
Checked employee break times and schedule adherence.
Double-checked product pricing and displays.
Partnered with store director to interview, hire, train, and develop department managers and team members to build and sustain high in-store performance.
Supervised associates by providing direction and instruction for stocking shelves, rotating stock, and receiving deliveries.
Conducted inventory analysis to determine optimal stock levels.
Answered questions about store policies and addressed customer concerns.
Educated and trained staff to equip with knowledge about products, customer service and store policies.
Developed marketing strategies by creating and implementing plans to promote store, attract new customers and increase sales.
Education
High School Diploma -
Columbia Falls High Schooll
Columbia Falls, MT
07.2007
Skills
Policy Renewals
Lead Development
Client Retention
Customer follow-up
CRM Software
Customer Service
Client Relations
Leads Prospecting
Negotiation
Email Marketing
Client Account Management
Quotes and sales
Accomplishments
Top 5% selling agent with over $600,000 in premium sales
Supervised team of 150 staff members.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Insurance Agent
Globelife Family Heritage / Cigna
10.2019 - Current
Assistant Store Director
Super 1 Foods
05.2008 - 10.2019
High School Diploma -
Columbia Falls High Schooll
Similar Profiles
Denise VargasDenise Vargas
Life Insurance Agent at Globelife, American Income Division, Moore OrganizationsLife Insurance Agent at Globelife, American Income Division, Moore Organizations