Summary
Overview
Work History
Education
Skills
Timeline
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Heather Short

San Diego,CA

Summary

Successful and seasoned with years of expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Overview

16
16
years of professional experience

Work History

Insurance Agent

Heather Short Agency
11.2015 - 11.2022
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Obtained underwriting approval by completing application for coverage.
  • Utilized CRM software to manage client relationships.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Created detailed reports for management to track performance and sales.
  • Monitored customer feedback and identified areas of improvement.

Licensed Sales Insurance Producer

Gary Short And Associates
05.2011 - 11.2015
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted products and services using upselling and other sales strategies.
  • Exceeded corporate quotas for monthly policy sales.
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Developed strong referral network in community to raise awareness and increase sales opportunities.

Police Officer

Redding Police Department
12.2006 - 03.2011
  • Secured crime scenes, gathered evidence, and questioned witnesses.
  • Investigated and reported crimes, accidents, offenses, and damage to property.
  • Conducted witness interviews and gathered details regarding incidents to determine best course of action.
  • Built excellent rapport and working relationship with community to build trust and improve upon communication.
  • Utilized clear communication and interpersonal skills to build relationships with citizens.

Education

Bachelor of Arts - Psychology

UC Davis
Davis, CA
05.2005

Skills

  • Fixed Asset Accounting
  • Providing Feedback
  • Consultative Sales Approach
  • Operations Management
  • Oral and Writing Communication
  • Client Needs Analysis
  • Policy Writing
  • Claims Reporting Systems
  • Insurance Program Management
  • Property and Casualty Insurance Sales
  • Licensing Requirements
  • Insurance Coverage Review
  • Corrective Actions
  • Life Insurance
  • Underwriter Collaboration
  • Quotes and Sales

Timeline

Insurance Agent

Heather Short Agency
11.2015 - 11.2022

Licensed Sales Insurance Producer

Gary Short And Associates
05.2011 - 11.2015

Police Officer

Redding Police Department
12.2006 - 03.2011

Bachelor of Arts - Psychology

UC Davis

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Heather Short