Dynamic Personal Lines Insurance Agent with a proven track record at Creekside Insurance and Advisors, excelling in customer service and data analysis. Adept at building client relationships and recommending tailored insurance solutions, leveraging strong communication and attention to detail to enhance client satisfaction and retention.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Personal Lines Insurance Agent
Creekside Insurance and Advisors
Winchester, VA
08.2025 - Current
- Sourced and compared insurance quotes from multiple providers to ensure clients received optimal coverage options.
Analyzed client needs and recommended appropriate insurance products and services.
- Reviewed and processed policy cancellations and renewals diligently.
Processed policy applications and renewals efficiently and accurately.
Guided clients through claims submissions and offered continuous support to navigate the process effectively.
Cultivated relationships with existing clients and leveraged networking opportunities to identify and connect with potential new customers.
- Responded to client questions and concerns.
- Entered client data into database with high accuracy.
Processed customer payments for premiums, maintained records of transactions and updated accounts accordingly.
Maintained up-to-date knowledge of insurance regulations and industry trends.
Collaborated with underwriters to assess risk factors for policy issuance.
Educated clients on risk management strategies to minimize potential losses.
Server/Office Clerk
Roma
Stephens City, VA
06.2023 - 07.2025
Took orders and served customers.
Supported customer needs during service.
Assisted with preparing customer orders.
Maintained cleanliness of dining and kitchen areas to uphold hygiene standards.
Brought customers to the departure point.
Coordinated and reviewed employee work schedules to ensure adequate staffing.
Resolved scheduling conflicts with employee work hours.
Documented customer complaints and resolutions to improve service quality.
Sales Associate
Belk
Winchester, VA
03.2022 - 06.2023
- Assisted customers with the checkout process to expedite transactions.
- Assist customers in finding items throughout the store.
- Find customer orders quickly and accurately.
- Pack customer orders for pickup and delivery.
- Monitored inventory levels to ensure stock availability. and update inventory records.
- Ensured sales floor cleanliness to enhance the customer shopping experience.
Education
BBA - Business Analytics, Information Technology
Old Dominion University Global
Norfolk, VA
05-2027
General Studies -
Laurel Ridge Community College
Middletown, VA
05-2025
Advanced Studies Diploma -
James Wood High School
Winchester, VA
06-2023
Skills
Data analysis skills
Excel expertise
Microsoft Office proficiency
Client communication
Customer service
Attention to detail
Organizational skills
Time management
Time management strategies
Problem-solving skills
Client-focused approach
Team-oriented collaboration
Service excellence
Data analysis
Problem solving
Certification
-First Aid and CPR Certified
AWARDS
-Winchester Stars Athlete of the Week, -National Honors Society