FRANCES REDPATH
Palm Harbor,FL
Summary
With a proven track record within a Florida insurance agency, I excel in client needs assessment and risk analysis, enhancing customer satisfaction and policy precision. My customer-centric mind set and active listening skills have significantly contributed to developing and maintaining robust client relationships, achieving a high success rate in sales and customer service.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Account Manager
State Farm Agency
03.2022 - 12.2024
- Listened to client needs, then recommended type and amount of coverage based on analysis of clients' circumstances using persuasive sales techniques.
- Upsold additional products and services after identifying client needs and requirements.
- Used a client-focused, needs-based review process to educate clients about insurance options.
- Provided prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Answered 30-40 incoming client calls on a daily basis with enthusiasm and care.
- Prepared and presented quotes on a daily basis, including homeowners, flood, life, renters, auto, personal articles, boat owners, RV, and health.
- Wrote and bound policies daily, including homeowners, flood, life, renters, auto, personal articles, boat owners, RV, and health.
- Displayed empathetic nature while assisting clients in filing claims after upsetting life moments such as hurricanes and auto accidents.
School Photographer (Seasonal)
Shutterfly
07.2021 - 12.2021
- Scheduled and booked locations for photo shoots, working collaboratively with clients and contacts.
- Assisted clients in selecting poses, wardrobe and backgrounds to photograph different looks, concepts and locations.
- Utilized various types of camera equipment to capture best possible shots.
- Displayed outstanding time management and patience while working in high-pressure locations with teachers and school age children.
Head of Operations and Marketing
Rope Soap Co.
01.2010 - 07.2021
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Acquired wholesale accounts and maintained B2B relationships.
- Set up and maintained social media ads across Facebook, Etsy, Amazon, and Pinterest.
- Built out and maintained social media pages including company Facebook and Instagram sites.
- Participated with soap product in hundreds of farmers markets and festivals across the country, setting up booth display and selling to customers.
Education
High School Diploma -
Shades Valley High School
Birmingham, AL05.2000
Skills
- Strong typing capabilities and PC proficiency
- Client needs assessment
- Excellent communication
- Active listening
- Customer relationship development
- Time-management and organization
- Quote development
- Policy administration
- Risk analysis
Certification
- Active Florida 2-15 Health, Life, and Variable Annuity insurance license
- Active Florida 2-20 General Lines Property & Casualty insurance license
Timeline
Insurance Account Manager
State Farm Agency
03.2022 - 12.2024
School Photographer (Seasonal)
Shutterfly
07.2021 - 12.2021
Head of Operations and Marketing
Rope Soap Co.
01.2010 - 07.2021
- Active Florida 2-15 Health, Life, and Variable Annuity insurance license
- Active Florida 2-20 General Lines Property & Casualty insurance license
High School Diploma -
Shades Valley High School
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