Hi, I’m
Elizabeth Richesson
Simi Valley,CA
Every problem is a gift—without problems we would not grow.
Tony Robbins
Summary
Accountable Insurance Representative with excellent client management and 95% retention rate. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Dedicated customer service professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Excellent reputation for resolving problems and improving customer satisfaction. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
20
years of professional experience
Work History
Elizabeth Richesson Farmers Insurance Agency
Farmers Insurance Agent
12.2017 - 12.2022
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Citibank, NA
Personal Banker and Relationship Manger
04.2006 - 01.2017
Job overview
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Educated customers about mortgages, home equity lines of credit and business loan options and processed purchases.
- Managed portfolio of high net worth (HNW) clients with $250,000 and more in total assets.
- Networked with business leaders and executives to identify clientele within local community.
Countrywide Home Loans
Team Leader
09.2001 - 04.2006
Job overview
- Mentored and guided employees to foster proper completion of assigned duties.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Built strong relationships with customers through positive attitude and attentive response.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.
- Initiated timely response to emails, voicemails and written correspondence.
Education
Property & Casualty
Life & Health
Series 6 & 63
Notary Public
Skills
- Insurance Coverage Review
- Partnership Cultivation
- Operational Efficiency
- Customer Follow-Up
- Licensing Requirements
- Financial Needs Assessment
- Policy Writing
- Client Account Management
- Property and Casualty Insurance Sales
- Oral and Writing Communication
- Customer Service and Assistance
- Credit and Debt Card Processing
- Sell Policies
- Premium Collection
- Premium Calculations
- Cross-Promote Products
- Billing Procedures
- Upselling
- Manage Renewals
- Travel Agent CMS
- Customer Relationship Management
Accomplishments
Memberships:
- 2023 Wins President (Womens Information Network of Simi Valley).
- 2022 Simi Valley Chamber of Commerce Ambassador of the Year.
- Soroptomist of Simi Valley.
- Rotary Club of Simi Valley
- Boys & Girls Club Fundraising Volunteer.
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Farmers Insurance Agent
Elizabeth Richesson Farmers Insurance Agency
12.2017 - 12.2022
Personal Banker and Relationship Manger
Citibank, NA
04.2006 - 01.2017
Team Leader
Countrywide Home Loans
09.2001 - 04.2006
Property & Casualty
Life & Health
Series 6 & 63
Notary Public
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