Eden Taylor
DeRidder,LA
Summary
Distinguished at Solinsky Group, I leveraged my expertise as a licensed insurance agent and exceptional customer service skills to enhance client satisfaction and loyalty. Through strategic relationship building and adept use of CRM software, I significantly reduced policy lapses and exceeded sales targets, demonstrating a profound commitment to professionalism and client success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Agent (Life, Health W/ Medicare Focus)
Solinsky Group
06.2017 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Utilized CRM software to manage client relationships.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Receptionist
Solinsky Group
05.2012 - 08.2012
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Corresponded with clients through email, telephone, or postal mail.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Maintained confidentiality of information regarding clients and company.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
Receptionist
Solinsky Group
05.2011 - 08.2011
- Facilitated positive customer experiences by resolving complaints and inquiries promptly and professionally.
- Answered phone promptly and directed incoming calls to correct offices.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Receptionist Intern
Solinsky Group
05.2010 - 08.2010
- Facilitated smooth communication between clients and staff through timely message delivery and accurate appointment scheduling.
Education
Bachelor of Science - Finance
McNeese State University
Lake Charles, LA05-2017
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Customer follow-up
- Life insurance
- Upselling
Certification
Louisiana Life & Health License
AHIP Certification
Series 65 Certification
Timeline
Insurance Agent (Life, Health W/ Medicare Focus)
Solinsky Group
06.2017 - Current
Receptionist
Solinsky Group
05.2012 - 08.2012
Receptionist
Solinsky Group
05.2011 - 08.2011
Receptionist Intern
Solinsky Group
05.2010 - 08.2010
Bachelor of Science - Finance
McNeese State University
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