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
CA
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