Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacqlyn Nickisch

Lusby,MD

Summary

Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Licensed Insurance Producer

Allstate Corp
Woodbridge, VA
10.2022 - 08.2023
  • Developed and implemented marketing campaigns to increase insurance sales.
  • Analyzed customer needs and recommended suitable insurance policies for them.
  • Maintained regular contact with clients to review their existing policies and suggest new coverage options.
  • Provided guidance on the selection of appropriate coverages, policy limits, deductibles, and other policy features.
  • Prepared quotes for clients based on their individual requirements.
  • Assisted in resolving client claims issues related to insurance products.
  • Conducted periodic reviews of existing policies to ensure compliance with state regulations.
  • Researched underwriting guidelines to determine eligibility for specific products or services.
  • Ensured accuracy of all paperwork related to the sale of insurance policies.
  • Processed applications received from customers for various types of insurance plans.
  • Educated customers about different types of available insurance policies and their benefits.
  • Answered customer inquiries regarding insurance coverage, terms, conditions, and eligibility criteria.
  • Provided advice on risk management strategies to reduce potential losses from insured events.
  • Participated in industry conferences and seminars to stay updated with latest trends in the market.
  • Collaborated with adjusters, claimants, and attorneys as needed during resolution of claims disputes.
  • Performed detailed analysis of customer data such as age, occupation, lifestyle, to assess risk factors involved in issuing a policy.

Licensed Insurance Producer

State Farm
Prince Frederick, MD
03.2022 - 09.2022
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Achieved repeat business and referrals through personalized services.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Strengthened traceability by developing organization systems for keeping records, reports and agendas.

Department Manager

Walmart
Ithaca, NY
04.2020 - 04.2021
  • Lead and manage a team of 15 employees in the Department, ensuring that all tasks are completed efficiently and on time.
  • Coached and trained new staff members, providing guidance on department policies and procedures.
  • Ensured compliance with all safety regulations in the workplace.
  • Analyzed weekly reports to identify areas for improvement in operations, budgeting, and staffing levels.
  • Resolved customer complaints promptly and professionally in order to maintain good relationships with clients.
  • Maintained up-to-date records of inventory levels for efficient ordering and stocking purposes.
  • Collaborated with other departments to ensure smooth flow of operations across multiple teams.
  • Reviewed existing processes regularly for potential opportunities for automation or efficiency gains.
  • Negotiated contracts with suppliers for materials used by the Department at competitive rates.
  • Identified training needs among staff members and organized relevant workshops accordingly.
  • Handled shift overstock, restocking and inventory control.
  • Worked closely with sales associates to complete tasks.
  • Executed targeted merchandising and promotional plans to meet department sales goals.
  • Supported shrinkage and safety awareness, reviewed sales and inventory data, identified trends and prepared reports for management.
  • Modeled supportive leadership qualities, motivating staff to achieve department goals and promote staff participation and team building.

Education

High School Diploma -

SPENCER VAN ETTEN CENTRAL HIGH
Spencer, NY
06.2017

Some College (No Degree) -

Tompkins-Cortland Community College
Dryden, NY

Skills

  • Customer Service
  • Logistics Planning
  • Staff Management
  • QC
  • Performance Management
  • Policy Management
  • Marketing Initiatives
  • Client Retention
  • Asset Protection Expertise
  • Client Account Management
  • Policy Adjustment Knowledge
  • Client Relationship Management
  • Customer Retention
  • Account Retention
  • Customer Needs Assessment
  • Appointment Management
  • Proposal Preparation
  • Account Management
  • CRM Tracking
  • Product Knowledge
  • Carrier Relations
  • Lead Prospecting
  • Risk Management
  • Filing
  • Calendar Management
  • Spreadsheet Management
  • Clerical Support
  • Check Processing
  • Digital Archiving
  • Document Control
  • Research
  • Invoice Processing
  • Proposal Writing
  • Data Entry
  • Mail Handling
  • Presentation Design
  • Appointment Scheduling
  • Scheduling
  • Meeting Planning
  • Information Security
  • Administrative Operations
  • Scheduling and Calendar Management
  • Inventory Systems
  • Multi-Line Telephone Systems
  • Insurance Eligibility Verifications
  • Microsoft
  • Social Media Management
  • Meticulous Attention to Detail
  • Multitasking and Prioritization
  • Strong Interpersonal Skills
  • Medical Terminology
  • Timeline Planning and Management
  • Data Collection
  • Invoicing and Billing
  • Strong Problem Solver
  • Event Coordination
  • Proofreading
  • Spreadsheets
  • Project Planning
  • Compensation and Benefits
  • Business Writing
  • Microsoft Excel
  • Workers' Compensation
  • Risk Mitigation
  • Mortgage Underwriting
  • Upselling and Cross-Selling
  • Health Insurance Sales
  • Regulatory Requirements
  • Property and Casualty Insurance
  • Records Maintenance
  • Life Insurance Sales
  • Critical Thinking
  • Financial Needs Assessment
  • Credit History Analysis

Certification

  • PROPERTY & CASUALTY PRODUCER LICENSE MD, VA [2022-2024]
  • LIFE & HEALTH PRODUCER LICENSE MD, VA [2022-2024]

Timeline

Licensed Insurance Producer

Allstate Corp
10.2022 - 08.2023

Licensed Insurance Producer

State Farm
03.2022 - 09.2022

Department Manager

Walmart
04.2020 - 04.2021

High School Diploma -

SPENCER VAN ETTEN CENTRAL HIGH

Some College (No Degree) -

Tompkins-Cortland Community College

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Jacqlyn Nickisch