Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
1
1
year of professional experience
Work History
Insurance Broker
Claudia's Insurance
08.2023 - 11.2024
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Reported policy changes and company conditions affecting customer satisfaction.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Met with prospective customers and business owners in homes, businesses, and other settings.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Utilized CRM software to manage client relationships.
Personal and Commercial Lines Insurance Broker at Claudia's Insurance And Income Tax ServicesPersonal and Commercial Lines Insurance Broker at Claudia's Insurance And Income Tax Services