Erich Wagner
Cleona,PA
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. 20+ years of customer service. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities. Consistently meets or exceeds sales and service goals in current position. Microsoft Office, Excel, computer proficient on both PC and Mac.
Overview
15
15
years of professional experience
Work History
Licensed Insurance Agent
Progressive
Cleona, PA
03.2022 - Current
- Developing comprehensive insurance solutions tailored to client needs.
- Providing expert guidance on policy options and coverage details.
- Collaborating with underwriting teams to ensure accurate risk assessment procedures.
- Calculating quotes and educating potential clients on insurance options.
- Recommending type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Delivering outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Mobile Services Customer Service Rep.
Grudi Associates
Annville, PA
01.2020 - 05.2021
- Assists clients with account changes and provides superior technical support
- Maintains up-to-date knowledge of customer accounts, products, and benefits
- Confirms and resolves customer payments, order disputes, refunds, and billing
- Creates customer appointments, writes call scripts, and inventories stock
Customer Account Executive
Comcast
Lebanon, PA
02.2014 - 08.2019
- Retained customers through special offers/incentives and consistently met sales goals
- Promoted in December 2014 to floor support/temporary supervisor
- Assisted colleagues with Comcast's intricate billing system
- Earned multiple sales and customer service awards
Associate
J.R. Ramos Dental Lab
Lebanon, PA
01.2013 - 02.2014
- Responsible for exceptional customer service as the only client-facing employee
- Received multiple positive reviews for outstanding customer resolution skills
- Effectively communicated with vendors regarding back order availability, future inventory and special orders
- Delivered/received dental work from ~25 local dental offices
- Created custom trays and molds for dentures
Assistant Manager
Fishbone Apparel
Lebanon, PA
07.2011 - 08.2013
- Administered all point of sale opening and closing procedures
- Facilitated monthly and quarterly physical inventory counts
- Replenished floor stock and processed shipments to ensure product availability
- Explained information about the quality, value and style of products to influence customer buying decisions
- Maintained knowledge of current promotions, policies regarding payment and exchanges, and security practices
Education
Lebanon County Career and Technology Center
Lebanon, PAHigh School Diploma - General
Cedar Crest High School
Lebanon, PA01.2005
Skills
- Account Management
- Insurance agent licensed in all 50 states
- Client retention
- Assistant Manager Experience
- Sales
- Customer Service
- Microsoft Office
- Microsoft Excel
- Management
- Client relationship management
- POS
- Technical Support
- Purchasing
- Logistics
- Pricing
- Data Usage Forecasting
Timeline
Licensed Insurance Agent
Progressive
03.2022 - Current
Mobile Services Customer Service Rep.
Grudi Associates
01.2020 - 05.2021
Customer Account Executive
Comcast
02.2014 - 08.2019
Associate
J.R. Ramos Dental Lab
01.2013 - 02.2014
Assistant Manager
Fishbone Apparel
07.2011 - 08.2013
High School Diploma - General
Cedar Crest High School
Lebanon County Career and Technology Center