Evelyn Cook
Plant City
Summary
Knowledgeable and dedicated licensed insurance professional with over 12 years of extensive experience in the property and casualty insurance industry. Currently licensed with a 220 General Lines and 2044 Personal Lines Agent license. Fluent in speaking, reading, and writing Spanish. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
Work History
Personal Lines Account Manager
Waller Insurance
02.2021 - 02.2023
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
Auto Insurance Agent
Progressive
05.2019 - 08.2020
- Built relationships with clients through active listening and proficient talents to provide excellent service.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
Auto Insurance Agent
AllStar Insurance
12.2014 - 02.2019
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Regularly exceeded daily sales and product add-on quotas.
Auto Insurance Agent
GEICO
02.2011 - 05.2014
- Contributed to company achieving and holding industry-leading customer service ratings.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Resolved customer complaints and addressed emergency requests and needs.
- Educated customers on current promotions, upgrades or new offerings available under current plan.
- Documented and detailed calls and complaints using call center's CRM database.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Detailed payment options and transferred customers to billing department for payment or further questions regarding bill.
Education
220 General Lines License - General Lines Insurance
Central Insurance School
St Pete, FL03-2023
Associate of Arts - Psychology
Hillsborough Community College
Tampa, FL05.2022
GED -
Plant City High School
Plant City, FL05.1999
Skills
- Auto insurance
- Policy renewals
- Quote information
- Property insurance
- Quotes and sales
- Cash Handling
- Payment Processing
- Bilingual in Spanish
Timeline
Personal Lines Account Manager
Waller Insurance
02.2021 - 02.2023
Auto Insurance Agent
Progressive
05.2019 - 08.2020
Auto Insurance Agent
AllStar Insurance
12.2014 - 02.2019
Auto Insurance Agent
GEICO
02.2011 - 05.2014
220 General Lines License - General Lines Insurance
Central Insurance School
Associate of Arts - Psychology
Hillsborough Community College
GED -
Plant City High School
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