E. Margareta Collin
St. Petersburg,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Insurance Agent
Colonial Life And Accident Insurance Company
01.1996 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Evaluated competitors' products and services to gain competitive advantage.
Education
Social Studies Education
Bessemer Gymnasiet
Sandviken, SwedenFood And Nutrition,
Hammar Gymnasiet
Sandviken, SwedenSkills
- Customer Service
- CRM Software
- Client Relations
- Policy Renewals
- Client Retention
- Customer Follow-Up
- Life Insurance
- Licensed Insurance Agent
- Active Listening
- Problem Solving
- Policy Knowledge
- Professionalism and Ethics
- HIPAA Compliance
- Policyholder Communication
- Sales Reporting
- Client Interviews
- Life Insurance Sales
- Registered Employee Benefits Consultant
Timeline
Insurance Agent
Colonial Life And Accident Insurance Company
01.1996 - Current
Social Studies Education
Bessemer Gymnasiet
Food And Nutrition,
Hammar Gymnasiet
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