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
Account management
Account retention
EPIC
Product knowledge
Policy renewals
Auto insurance
Property insurance
Quote information
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 -