Esmeralda Locke
Kansas,KS
Summary
Focused and dedicated insurance professional with 20 plus years of experience providing superior customer service. Hardworking and reliable insurance agent/office manager with strong ability in engaging customers and providing high level of service. Highly organized, proactive and punctual with team-oriented mentality. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Insurance Agent
Tom Rich Insurance
Kansas City, KS
06.1998 - Current
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Achieved repeat business and referrals through personalized services.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Identified needs of customers promptly and efficiently.
- Maintained daily accurate records of all insurance transactions using computer software systems and manual filing system.
Education
GED -
JC Harmon High School
2400 Steele Rd Kansas City, Ks 6610605-2000
Skills
- CRM Software
- Client Retention
- Customer Service
- Client Relations
- Policy Renewals
- Customer Follow-Up
- Account Management
- Marketing Strategies
- Marketing Management
- Policy Adjustment Knowledge
- Upselling
- Client Account Management
- Insurance Sales Strategy
Certification
- Kansas Insurance Agent License since 2002.
Languages
English
Full Professional
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Insurance Agent
Tom Rich Insurance
06.1998 - Current
GED -
JC Harmon High School
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