Jaclyn Templin
Chapin,SC
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
Colonial Life & Accidental Insurance
03.2015 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Insurance Agent
Sentry Insurance
06.2008 - 02.2013
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Education
No Degree - Business
Greenville Technical College
Greenville, SCHigh School Diploma -
Polk County High School
Columbus, NC06.1997
Skills
- Account Management
- Policy Renewals
- CRM Software
- Client Retention
Certification
Licensed in Life & Health & Property & Casualty in S.C & N.C.
Timeline
Insurance Agent
Colonial Life & Accidental Insurance
03.2015 - Current
Insurance Agent
Sentry Insurance
06.2008 - 02.2013
No Degree - Business
Greenville Technical College
High School Diploma -
Polk County High School
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