Accomplished Insurance Agent with a proven track record at Euler Hermes Credit Insurance, demonstrating exceptional customer service expertise and sales experience. Achieved high client satisfaction by delivering personalized insurance solutions and fostering trust. Known for outstanding communication skills and attention to detail, significantly enhancing client retention and office efficiency.
Versatile team member offering over 25 years of experience handling tasks smoothly and efficiently. Adapts well to changing processes, programs and team requirements. Eager to contribute to growing company.
Reviews orders prior to pick up for accuracy and purchase-by dates.
Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
Worked productively with customers to meet order requirements and service expectations.
Helped customers locate products and checked store system for merchandise at other sites.
Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Insurance Agent
WGV Insurance
10.2014 - 12.2019
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Agent
Euler Hermes Credit Insurance
12.1997 - 06.2012
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Prepared and reviewed insurance applications to verify compliance with regulations.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Streamlined administrative tasks, improving overall office efficiency and productivity.
Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Streamlined renewal process, making it easier for clients to update and maintain their policies.
Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
Met with customers to provide information about available products and policies.
Educated clients on insurance policies and procedures.
Analyzed risk factors to recommend appropriate coverage levels.
Calculated premiums and established payment methods for sales.
Evaluated competitors' products and services to gain competitive advantage.