Jacob Mathenia

-Client Communication: Acted as the main liaison for policyholders, addressing inquiries, explaining coverage options, and resolving issues.

-Sales and Cross Selling: Identified opportunities to offer additional insurance products or changes to existing policies in order to meet customer needs.

-Risk Assessment: Gathered information from clients to asses their insurance needs and recommend appropriate coverage plans.

-Customer Retention: Built and maintained strong relationships with customers to foster loyalty and encourage policy renewals.

-Policy Management: Assisted customers in selecting, renewing, or modifying insurance policies based on their needs.

-Claims Support: Guided customers through the claims process, coordinating with claims adjusters and ensuring timely resolution.

-Customer Retention: Built and maintained strong relationships with customers to foster loyalty and encourage policy renewals.