ELIZABETH BOWMAN
Ocala,FL
Summary
Results-driven insurance agent with a proven track record of attracting new customers and maximizing revenue. Deeply knowledgeable in various insurance plans and competitor offerings, adept at persuasively communicating with clients in a personable manner. Strong analytical, communication, and teamwork skills enable quick adaptation to new environments. Eager to contribute to team success and further develop professional skills. Positive attitude and commitment to continuous learning and growth bring valuable assets to any organization.
Overview
20
20
years of professional experience
Work History
Personal Lines Account Manager
WAHVE
08.2024 - Current
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Substitute Teacher
Educational Support System
07.2024 - Current
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Enhanced classroom management by implementing positive reinforcement strategies and maintaining clear expectations for behavior.
Multi Product Agent
Progressive Corporation
01.2024 - 08.2024
- Responsible for selling home insurance through the multiple company’s Progressive partners with
- The main objective is to build customers with an auto and specialty lines product and home insurance into agency customers for decades by building relationships.
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
Personal Lines Sales Manager
The Villages Insurance
03.2023 - 01.2024
- Reporting directly to senior management to provide insights into sales performances and opportunity for improvement
- Ensuring the sales team operated in compliance with industry regulations, ethical standards and agency policies while driving the success and growth of the personal lines team
- Co-facilitated sales training sessions to enhance the skills and product knowledge of the sales team.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Personal Lines Insurance Agent
The Villages Insurance
07.2015 - 03.2023
- Client Consultation to assess insurance needs based on needs, budget and risk profile
- Policy sales by selling insurance policies to clients and explaining the coverage, terms and conditions
- Building and nurturing client relationships as well as internal relationships by providing excellent customer service.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- 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.
Insurance Agent- Selling Personal and Commercial Products
Soriano Insurance
07.2010 - 07.2015
- Maintained customer accounts, reconciled commission statements against new and renewal business, and participated in area chamber events for marketing efforts.
- Coached team members in techniques necessary to complete job tasks.
- Boosted company revenue by cross-selling additional insurance products and services to existing clients.
- Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for diverse clientele.
- Resolved client issues efficiently, maintaining a high level of professionalism and empathy throughout the process.
Education
FL General Lines License 220 -
Diana Fink's Central Insurance School
St. Petersburg, FL12.2017
FL Personal Lines License 20-44 -
Andy Beverly School of Insurance
Tampa, FL12.2007
FL Customer Service 440 -
Diana Fink's Central Insurance School
St. Petersburg, FL12.2004
Skills
- MS Office - 10 years
- Applied Rater - 5 years
- Epic - 3 years
- EZ Lynx - 5 years
- Image Right - 5 years
- Sagitta - 5 years
- PL Rater - 1 year
- Agency Zoom - 1 year
- Salesforce - 1 year
- AMS 360 - 10 years
- Paper Port - 3 years
- DocuSign - 9 years
- Adobe Sign - 1 year
- QQ Solutions - 5 years
Timeline
Personal Lines Account Manager
WAHVE
08.2024 - Current
Substitute Teacher
Educational Support System
07.2024 - Current
Multi Product Agent
Progressive Corporation
01.2024 - 08.2024
Personal Lines Sales Manager
The Villages Insurance
03.2023 - 01.2024
Personal Lines Insurance Agent
The Villages Insurance
07.2015 - 03.2023
Insurance Agent- Selling Personal and Commercial Products
Soriano Insurance
07.2010 - 07.2015
FL Personal Lines License 20-44 -
Andy Beverly School of Insurance
FL General Lines License 220 -
Diana Fink's Central Insurance School
FL Customer Service 440 -
Diana Fink's Central Insurance School
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