Summary
Overview
Work History
Education
Skills
Timeline
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Eve Wake

Insurance Agent
West Barnstable,MA

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

9
9
years of professional experience

Work History

Personal Lines Insurance Agent

RogersGray Insurance Agency
Hyannis, MA
10.2018 - Current
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Generated quotes and proposals for clients to match individual needs.
  • Collected premiums on or before effective date of coverage.
  • Registered customer information on database to enable tracking history and maintain accurate records.

Personal Lines Insurance Agent

Richard Green Insurance Agency
Hampden, MA
07.2016 - 10.2018
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Sold auto, home and other various insurance products to individuals.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.

Personal Lines Insurance Agent

Dennis Mcurdy Insurance Agency
Sturbridge, MA
07.2014 - 07.2016
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.
  • Sold auto, home and other various insurance products to individuals
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Generated quotes and proposals for clients to match individual needs.

Education

High School Diploma -

Pathfinder Regional High School
Palmer, MA
05.2001 -

Skills

Mentorship

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Timeline

Personal Lines Insurance Agent

RogersGray Insurance Agency
10.2018 - Current

Personal Lines Insurance Agent

Richard Green Insurance Agency
07.2016 - 10.2018

Personal Lines Insurance Agent

Dennis Mcurdy Insurance Agency
07.2014 - 07.2016

High School Diploma -

Pathfinder Regional High School
05.2001 -
Eve WakeInsurance Agent