Elizabeth Clouatre
Miramar Beach,FL
Summary
Licensed Insurance Specialist with excellent planning and problem solving abilities looking for remote insurance opportunity, full or part time. Offering over 20 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Specialist
Manny Morin State Farm
Miami, FL
05.2024 - Current
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
Insurance Specialist
Jim Liufau State Farm
Destin, FL
08.2019 - 05.2024
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Reviewed insurance policies to ensure compliance with existing regulations.
- Evaluated customer applications and determined eligibility for coverage based on established criteria.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
Insurance Specialist
Horace Wilkinson State Farm
Denham Springs, LA
09.2017 - 08.2019
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
- Fostered relationships with customers to expand customer base and retain business.
- Responded to customer inquiries and problems to promote great service.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Insurance Underwriter
Go Auto Insurance
Baton Rouge, LA
10.2016 - 10.2017
- Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
- Negotiated with customers regarding policy terms and conditions as needed.
- Maintained detailed records of underwriting decisions and processes.
- Evaluated claims data from previous policies to identify trends or patterns that may indicate a higher level of risk associated with certain types of policies.
Mary Kay Sales Director
Self-employeed
Denham Springs, LA
11.2012 - 10.2016
- Established and maintained relationships with key customers to identify new business opportunities.
- Advised customers on the best makeup techniques for their skin type.
- Provided customer service support via phone and email inquiries.
- Suggested additional items that would complement customer purchases.
Insurance Underwriter
US Agencies
Baton Rouge, LA
11.2003 - 11.2012
- Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
- Developed recommendations for policy terms and conditions based on evaluation results.
- Maintained detailed records of underwriting decisions and processes.
- Ensured compliance with all applicable laws, regulations, and guidelines related to insurance underwriting activities.
Education
High School Diploma -
Baker High School
Baton Rouge, LA05-1999
Biological Science
Louisiana State University
Baton Rouge, LASkills
- Insurance Policy Sales
- Customer Needs Assessment
- Insurance Terminology
- Insurance Confirmation
- Insurance Product Expertise
- Coverage Recommendations
- Written And Oral Communication
- Policy Management Expertise
- Commission-Based Sales
- Underwriting Knowledge
Certification
- Florida 220 Property & Casualty License
- Florida 215 Life and Health License
Timeline
Insurance Specialist
Manny Morin State Farm
05.2024 - Current
Insurance Specialist
Jim Liufau State Farm
08.2019 - 05.2024
Insurance Specialist
Horace Wilkinson State Farm
09.2017 - 08.2019
Insurance Underwriter
Go Auto Insurance
10.2016 - 10.2017
Mary Kay Sales Director
Self-employeed
11.2012 - 10.2016
Insurance Underwriter
US Agencies
11.2003 - 11.2012
High School Diploma -
Baker High School
Biological Science
Louisiana State University
Similar Profiles
LACIE LEE JONESLACIE LEE JONES
Assistant Office Manager at Manny Morin Insurance AgencyAssistant Office Manager at Manny Morin Insurance Agency
ALBERTO ESCOBAR RUIZALBERTO ESCOBAR RUIZ
Claim Specialist; and Producer at State Farm Corporate & State Farm AgencyClaim Specialist; and Producer at State Farm Corporate & State Farm Agency
Bethany GandyBethany Gandy
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm
Jonathan CreininJonathan Creinin
Event Manager at Hilton Sandestin Beach, Golf Resort and SpaEvent Manager at Hilton Sandestin Beach, Golf Resort and Spa
ERIKA ROSASERIKA ROSAS
Office Assistant at HRVantage consulting, PhoenixOffice Assistant at HRVantage consulting, Phoenix