I'Janay Strong-Hartfield
Lansing
Summary
Accomplished Insurance Agent and Data Entry Specialist with a proven track record at Primerica and Bay Logistics. Excelled in client service and account management, leveraging Microsoft Excel and relationship-building skills to exceed sales targets and enhance customer satisfaction. Demonstrated exceptional accuracy, efficiency, and a customer-oriented approach, achieving significant client retention and satisfaction rates.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
Primerica
03.2023 - Current
- Educated clients on insurance policies and procedures.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Finalized sales and collected necessary deposits.
Data Entry/CSR
Bay Logisitics
07.2024 - 11.2024
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Managed and organized documents for data entry tasks.
- Completed data entry tasks with accuracy and efficiency.
- Responded proactively and positively to rapid change.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues efficiently.
- Promptly responded to inquiries and requests from prospective customers.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Insurance Agent/Loan Processor
Gerber Life Insurance Company
01.2021 - 09.2022
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Managed high-volume payment processing tasks, consistently meeting deadlines without compromising accuracy or quality.
- Provided exceptional customer service by resolving inquiries related to payments, account balances, and transaction discrepancies.
- Monitored outstanding balances, following up on overdue payments to minimize loss or delay in revenue collection.
- Established rapport and trust with clients through consistent follow-ups, personalized communication, and genuine concern for their financial wellbeing.
- Implemented effective time management strategies to balance prospecting activities, client meetings, policy reviews, administrative tasks, and continuing education requirements to optimize productivity and achieve sales targets.
Education
High School Diploma -
Muskegon Covanent
Muskegon, MI07-2016
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Data entry
- Microsoft Word
- Microsoft Excel
- Time management
- Fast typing speed
- Customer Service-oriented
- Accuracy and attention to detail
- Word processing
- Document scanning
- Document processing
- Work prioritization
Timeline
Data Entry/CSR
Bay Logisitics
07.2024 - 11.2024
Life Insurance Agent
Primerica
03.2023 - Current
Insurance Agent/Loan Processor
Gerber Life Insurance Company
01.2021 - 09.2022
High School Diploma -
Muskegon Covanent
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