HOLLY BOGGS
794 Montague Drive White Sulphur Springs,WV
Summary
Adaptable professional with 30 years of experience and a proven knowledge of customer communications, customer needs assessment, and customer retention. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Insurance Agent
Ed DeLong Insurance Marketplace Inc.
White Sulphur Springs, WV
11.2001 - Current
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, or specialized policies such as marine, and farm/crop.
- Answer customer questions regarding problems with their accounts
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers
- Receive payments and post amounts paid to customer accounts
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Contact underwriter and submit forms to obtain binder coverage
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Calculate premiums and establish payment method
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Select company that offers type of coverage requested by client to underwrite policy.
- Fostered strong relationships with carrier representatives to stay informed on new offerings and underwriting guidelines, improving the ability to match clients with appropriate coverage options.
- Developed and implemented promotional strategies to increase customer base.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Conducted annual reviews of existing policies to update information.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Researched and identified potential new markets.
- Worked flexible hours across night, weekend, and holiday shifts.
- Excellent communication skills, both verbal and written.
Insurance Agent
White Sulphur Springs Insurance Agency
03.1995 - 06.2001
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, or specialized policies such as marine, and farm/crop.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Calculate premiums and establish payment method
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Select company that offers type of coverage requested by client to underwrite policy
- Contact underwriter and submit forms to obtain binder coverage
- Confer with clients to obtain and provide information when claims are made on a policy
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Education
High School Diploma -
GREENBRIER EAST HIGH SCHOOL
Fairlea, WV06.1994
Skills
- Client Service
- Administrative Functions
- Insurance Coverage Verification
- Document Control
- Quotes and sales
- Policyholder Communication
- Negotiation Techniques
- Policy Changes
- Account Management
- Property and Casualty Insurance
- Claims Information Gathering
- Licensed Insurance Agent
Accomplishments
2016 State of West Virginia
Earl S. Dillard Agent of the Year
Served on the IIAWV Board as Young Agent Chair and Member at Large
Girl Scout Leader for 20 years receiving
Leader of the Year and Volunteer of the Year
Certification
Insurance Agent License, 387372
Volunteer Experience
- Board Member, Wish Center, White Sulphur Springs, WV, Help plan activities for multi-generation groups to get them out in the community., Teach craft classes to local citizens., Help organize and run the Farmers Market on Thursdays in town.
- Assistant Leader, 4H Group, White Sulphur Springs, WV,
- Leader, Girl Scouts, White Sulphur Springs, WV, Weekly meetings with children programming trips and activities to earn badges and awards and show children how to be active in the community.
Community Service
Board Member, White Sulphur Springs Dandelion Festival Committee, White Sulphur Springs, WV,
Previous Board Member of Main Street White Sulphur Springs, WV
References
References available upon request
Timeline
Insurance Agent
Ed DeLong Insurance Marketplace Inc.
11.2001 - Current
Insurance Agent
White Sulphur Springs Insurance Agency
03.1995 - 06.2001
High School Diploma -
GREENBRIER EAST HIGH SCHOOL