Jaclyn Cafarelli
Mount Sinai
Summary
Dynamic Personal Lines Insurance Sales Agent with proven success at Cafarelli Agency, excelling in client retention through exceptional customer service and proactive account management. Skilled in insurance sales and building rapport, I effectively analyze market trends to drive business growth while delivering tailored solutions that meet diverse client needs.
Overview
18
18
years of professional experience
Work History
Personal Lines Insurance Sales Agent
Cafarelli Agency
07.2002 - 03.2020
- Developed tailored insurance solutions to meet client needs and enhance customer satisfaction.
- Cultivated relationships with clients, ensuring clear communication and understanding of coverage options.
- Executed policy renewals and modifications, maintaining accuracy and compliance with regulations.
- Analyzed market trends to identify opportunities for new business growth within personal lines insurance.
- Managed a book of business with excellent client retention rates due to proactive policy reviews and outstanding customer service.
- Provided exceptional customer service by resolving billing issues promptly, addressing concerns professionally, and maintaining open lines of communication with policyholders throughout the lifecycle of policies.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sold auto, home, and other various insurance products to individuals.
Education
Bachelor of Arts - Mass Communications
Quinnipiac University
Hamden, CT06-2002
High School Diploma -
The Stony Brook School
Stony Brook, NY06-1998
Skills
- Goal oriented
- Building rapport
- Customer service
- Licensed insurance agent (Personal Lines Broker License)
- Insurance sales
- Product knowledge
- Customer needs assessment
- Account management
- Account retention
- Quotes and sales
- Customer engagement
- Relationship building
Timeline
Personal Lines Insurance Sales Agent
Cafarelli Agency
07.2002 - 03.2020
Bachelor of Arts - Mass Communications
Quinnipiac University
High School Diploma -
The Stony Brook School