Ericka Greenlee
San Antonio,TX
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
All Web Leads
Austin , TX
06.2022 - Current
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Generated quotes and proposals for clients to match individual needs while using knowledge in EZ Lynx rating system and carrier sites such as Allstate, Liberty Mutual, Safeco, Progressive, Foremost, NatGen, TWIA, Travelers, and more auto and home.
Licensed Property and Casualty Insurance Agent
Everquote
Austin, TX
03.2021 - 06.2022
- Multi-tasking by servicing BOP and P&C policies while working in multiple windows for efficient service.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Negotiated favorable terms for clients with carriers while maintaining strict adherence to underwriting guidelines.
Waitress
First Watch Restaurants, Inc
San Antonio, TX
09.2017 - 03.2021
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Sustained calm and congenial manners during communications with angry guests, directing disgruntled clients to appropriate managers.
Skills
- Service Quality
- Insurance Policy Coverage Knowledge
- Account Management
- Strong negotiation
Certification
TX Property and Casualty License
Timeline
Insurance Sales Agent
All Web Leads
06.2022 - Current
Licensed Property and Casualty Insurance Agent
Everquote
03.2021 - 06.2022
Waitress
First Watch Restaurants, Inc
09.2017 - 03.2021
TX Property and Casualty License