Personal Lines Insurance Agent with 10 years of experience in customer service and support. Focused professional dedicated to winning new clients by building excellent customer relationships and advising and educating prospects.
Overview
7
7
years of professional experience
Work History
Personal Lines Insurance Agent
GEICO, Government Employees Insurance
02.2023 - Current
Phone-based agent in Centralized Agency Office.
Developed a comprehensive understanding of personal lines insurance products, enabling accurate policy recommendations for a diverse clientele.
Reduced processing errors by implementing strict quality control measures while handling sensitive client information.
Conducted thorough reviews of client policies, identifying gaps in coverage and recommending appropriate adjustments.
Maintained detailed records of all client interactions, ensuring timely follow-ups and proper documentation for future reference.
Built strong relationships with clients through attentive service and prompt responses to inquiries.
Discover insurance needs, determine general underwriting, and build rapport in a short, initial interaction.
Experience selling solutions based on non-price motivators - value, benefits, and service.
Operations Coordinator
Faithful Transportation Group Inc
04.2019 - 01.2023
Coordinated logistics activities including transportation arrangements, level of service requirements, insurance eligibility, and review of safety operations
Developed strong relationships with clients, maintaining open lines of communication to promote loyalty and retention.
Led successful projects from conception to completion, achieving objectives on time and within budget constraints.
Enhanced customer satisfaction by resolving issues in a timely manner and providing exceptional support.
Improved employee performance, implementing training programs and conducting regular performance reviews.
Increased revenue through strategic planning and market analysis.
Maximized resource utilization by monitoring staff schedules and allocating tasks effectively.
Customer Support Specialist
Hoshizaki
09.2017 - 07.2019
Collaborated with team members to ensure consistent quality in customer interactions.
Reduced call wait times by implementing effective time management strategies during high-volume periods.
Supported cross-functional collaboration efforts between departments for seamless problem-solving involving multiple areas of expertise.
Adapted quickly to changes in technology or procedural updates, ensuring a smooth transition and uninterrupted support for customers.
Increased accuracy in payment processing through meticulous attention to detail and thorough data entry.
Compiled comprehensive orders for commercial accounts, ensuring accuracy while maximizing revenue potential for business.
Communicated effectively with suppliers to ensure timely delivery of requested parts for customers'' needs.
Processed customer orders accurately and efficiently, contributing to repeat business.
Education
Bachelor of Science - Management Information Systems
Seminole State College of Florida, Sanford, FL
12.2023
Associate of Arts - Business Administration And Management
Tallahassee Community College, Tallahassee, FL
07.2013
Skills
Active Property and Casualty Insurance License with Florida Department of Insurance
Offer insurance solutions based on non-price motivators
Organized and self-motivated
Detail-oriented and fast learner
Comfortable with out-bound and cold calls
Excellent Customer Service
Confident using Microsoft Word, Excel, and Adobe, and some experience with DocuSign
Commitment to excellence and succeeding as a team
Non-emergency and Medical background
Insurance regulations knowledge
Certification
Licensed Property and Casualty Lines - 2023
CNP - Certified Notary Public
Timeline
Personal Lines Insurance Agent - GEICO, Government Employees Insurance
02.2023 - Current
Operations Coordinator - Faithful Transportation Group Inc
04.2019 - 01.2023
Customer Support Specialist - Hoshizaki
09.2017 - 07.2019
Seminole State College of Florida - Bachelor of Science, Management Information Systems
Tallahassee Community College - Associate of Arts, Business Administration And Management