Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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Haley Phillips

Haley Phillips

Licensed Insurance Representative
Chesapeake,VA

Summary

Dynamic insurance service representative with a diverse background, transitioning from a stay-at-home mother to retail and excelling in the insurance industry. Known for exceptional time management skills and a professional demeanor, consistently providing accurate information while ensuring customer satisfaction. Committed to finding solutions through collaboration with colleagues when answers are not readily available. Proven ability to multitask effectively while fostering engaging conversations, contributing to a positive client experience.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Licensed Insurance Representative

American Collectors
Mount Laurel, NJ
05.2024 - Current
  • Managed client accounts to ensure comprehensive coverage and compliance with insurance regulations.
  • Developed tailored insurance solutions by assessing customer needs and preferences effectively.
  • Delivered comprehensive education on policy options and benefits, fostering improved client un derstanding and satisfaction.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Calculated quotes and educated potential clients on insurance options.
  • Streamlined claims processing to ensure prompt resolution and uphold service excellence.

Licensed Insurance Agent

GEICO
Virginia Beach, VA
12.2020 - Current
  • Manage policies, educate about coverages and compliance with lien holders and state requirements.
  • Work directly with customers to provide assistance, resolve complaints, answer questions, and process orders
  • Insurance license in VA, MD, NC CA, FL and other states as well.
  • Moved numbers for value from 6% to 13%.
  • Surveys are a indicator of effectiveness, currently above 80%

Cordinator

HomeGoods
Virginia Beach, VA
03.2018 - 12.2020
  • Responsible for executing receiving and merchandising standards while ensuring Associates are processing efficiently and effectively, and working as a team.

Homemaker and Mother

Home
Fort Worth, TX
10.2014 - 03.2018
  • Highly organized and results-oriented homemaker with 9 years of experience managing household responsibilities, budgeting, and event planning.
  • Proficient in multitasking and problem-solving.
  • Successfully orchestrated family schedules to optimize efficiency

Education

Some college - Criminal justice

Tidewater Community College
Virginia Beach, VA
10.2014

High School Diploma -

Mount Markham Senior High School
West Winfield
06.2011

Skills

  • English
  • Customer service
  • Leadership
  • Microsoft Word
  • Organizational skills
  • Help desk
  • Property casualty insurance
  • Communication skills
  • Social listening
  • Customer support
  • Multi-line phone systems
  • Microsoft Office
  • Active listening
  • Decision-making
  • Data entry efficiency
  • Continuous learning attitude
  • Underwriting principles
  • Problem-solving capacity
  • Licensed insurance agent
  • Customer follow-up
  • Auto insurance
  • Sales
  • Writing skills
  • Microsoft Powerpoint
  • Software troubleshooting
  • Insurance sales
  • Computer skills
  • Underwriting
  • Case management
  • Workday
  • Typing
  • Time management
  • Merchandising
  • Decision making
  • Phone etiquette
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Multitasking Abilities
  • Reliability
  • Call center customer service
  • Excellent communication
  • Critical thinking
  • Relationship building
  • Customer engagement
  • Verbal and written communication
  • Data entry
  • Task prioritization
  • Self motivation
  • Professionalism
  • Policy changes
  • Goal setting

Certification

  • Personal Lines License
  • Property & Casualty License
  • Driver's License
  • Insurance Producer License

Interests

  • Experimenting with different creative mediums, like gauche paints, different types of fabrics while sewing, and different baking techniques, to expand skills and techniques
  • Crafting and DIY Projects
  • I like working with my hands and fixing things
  • Knitting and Crocheting
  • Avid Reader
  • DIY and Home Improvement
  • I enjoy helping others and giving back to the community
  • Reading
  • Astrology

Timeline

Licensed Insurance Representative

American Collectors
05.2024 - Current

Licensed Insurance Agent

GEICO
12.2020 - Current

Cordinator

HomeGoods
03.2018 - 12.2020

Homemaker and Mother

Home
10.2014 - 03.2018

Some college - Criminal justice

Tidewater Community College

High School Diploma -

Mount Markham Senior High School
Haley PhillipsLicensed Insurance Representative
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