Georgina "Gina" Frank
Farmington,NM
Summary
Seasoned insurance professional with 14 years of experience and licenses in P&C and Life Insurance. Fluent in Navajo, skilled in addressing diverse customer insurance needs. Possesses strong product knowledge and excels in fast-paced environments, ensuring accuracy and effective communication.
Overview
15
15
years of professional experience
Work History
Multiple Line Insurance Agent
State Farm
Farmington, New Mexico
04.2023 - Current
- Analyzed customers' needs for insurance products such as auto, home, life, health and commercial policies.
- Explained coverage options to potential policyholders, addressing questions and concerns to facilitate informed decision-making.
- Processed accurate policy quotes using State Farm systems and customer records to ensure precise coverage for clients.
- Reviewed policy details and updated coverage changes for current accounts.
- Calculated premiums and established payment methods, while receiving customer payments and issuing receipts.
- Processed billing payments to ensure timely account updates, and renewal notices were explained to policyholders.
- Addressed customer claims questions and service requests with prompt support, enhancing customer satisfaction.
- Followed up with customers after policy issuance to ensure satisfaction with the services provided.
- Proficient with the corresponding systems (State Farm: NECHO, ECRM, SFPP).
Account Representative
State Farm
Farmington, NM
03.2021 - 11.2022
- Supported State Farm policyholders by managing insurance accounts through phone and email.
- Explained auto, home, and life coverage options to prospective clients.
- Handled policy changes, renewals, and billing updates in agency systems.
- Worked with State Farm agents to organize quotes, endorsements, and follow-up tasks.
- Kept policy, payment, and customer correspondence records accurate.
- Generated new business through targeted cold-calling of prospective clients.
- Delivered responsive customer service to support client satisfaction and retention.
Account Executive
Mountain West Insurance
Farmington, New Mexico
04.2019 - 03.2021
- Developed policy quotes and proposals for new and renewal business, ensuring alignment with client needs.
- Collaborated with clients and carriers to clarify coverage details and address inquiries effectively.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Participated in networking events to establish connections with potential customers and enhance business opportunities.
Insurance Specialist
Freedom Insurance/Allstate Insurance
Farmington, NM
04.2012 - 04.2019
- Reviewed coverage details and explained policy options, enhancing customer understanding and satisfaction
- Processed policy applications and updates, ensuring compliance with Freedom Insurance standards
- Coordinated renewals, cancellations, and endorsement requests, streamlining client communications
- Resolved customer questions about billing and coverage terms
- Maintained accurate policy records in insurance systems
- Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
Education
Some College (No Degree) - Business Administration
San Juan College
Farmington, NMSkills
- Policy quoting
- Policy sales
- Property & Casualty
- Life Insurance
- Account management
- Customer retention
- Relationship building
- Notary Public Service
Timeline
Multiple Line Insurance Agent
State Farm
04.2023 - Current
Account Representative
State Farm
03.2021 - 11.2022
Account Executive
Mountain West Insurance
04.2019 - 03.2021
Insurance Specialist
Freedom Insurance/Allstate Insurance
04.2012 - 04.2019
Some College (No Degree) - Business Administration
San Juan College