Frank Davis
Iowa City,IA
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
17
17
years of professional experience
Work History
Insurance Agent (Full Time 2nd Shift Hours )
GEICO, Government Employees Insurance
North Liberty, IA
03.2006 - 12.2022
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed appropriate quotes based on risk information.
- Advised customers on the best ways to minimize risks associated with their assets.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Achieved repeat business and referrals through personalized services.
- Assessed customer risk levels and recommended appropriate coverage options.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Provided customers with information regarding plan features, pricing, and availability.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Processed payments received from clients promptly according to established procedures.
- Maintained updated knowledge through continuing education and advanced training.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Identified needs of customers promptly and efficiently.
- Recognized by management for providing exceptional customer service.
Education
Bachelor of Arts - Economics
Grinnell College
Grinnell, IA05.1997
Skills
- Customer Service
- Customer Follow-Up
- Client Relations
- Leads Prospecting
- Policy Renewals
- Client Retention
- Insurance Sales Strategy
- Legal Codes
- Upselling
- Client Account Management
- Policy Writing
- Regulatory Compliance
Affiliations
- Chess, Billiards, Ping-Pong, Darts Enthusiast
Timeline
Insurance Agent (Full Time 2nd Shift Hours )
GEICO, Government Employees Insurance
03.2006 - 12.2022
Bachelor of Arts - Economics
Grinnell College
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