Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Long

Afton,OK

Summary

Successful and seasoned Insurance agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Agent

DeLozier Insurance, LLC
08.2021 - Current
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Golf Course Player Services

Shangri-La Golf Course
02.2017 - 07.2021
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Resolved guest complaints and discrepancies in prompt and courteous manner.
  • Welcomed guests on arrival, displaying professional and friendly approach.
  • Collaborated with team members to handle guest requirements from check-in through check-out.
  • Provided guests with information on local attractions, restaurant and transportation services to enhance stay.
  • Responded to guest inquiries, complaints and special requests to increase customer satisfaction.

Education

High School Diploma -

Adair High School
Adair, OK
05.2021

Skills

Customer Service, Computer Applications, Self-motivated, Willing to travel and get all other necessary licenses required

Certification

  • Xactimate X1 Certified
  • Jet Adjuster Certified
  • Resident License in Oklahoma
  • Non-resident License in; Minnesota, Indiana, Arkansas, Florida, Mississippi, Louisiana.

Timeline

Insurance Agent

DeLozier Insurance, LLC
08.2021 - Current

Golf Course Player Services

Shangri-La Golf Course
02.2017 - 07.2021

High School Diploma -

Adair High School
Jacob Long