Jacqueline Olson
Successful insurance producer with twelve years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, including prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. In addition, Customer Service Representative with many years of experience working with financial and insurance concerns. Trained in project and time management and proven multitasking abilities. Committed to maintaining professional relationships with clients to increase retention and profitability.
Work History
Customer Service Representative/LSP
4 Years- Enhanced customer satisfaction through proactive strategies to address needs and resolve concerns.
- Answered constant flow of customer calls. Managed incoming claims calls by gathering necessary information from customers. and followed through the claim.
- Leveraged sales expertise to promote auto,, homeowners and personal umbrella and capitalized on upsell opportunities. Referrals for financial services
- Resolved customer inquiries efficiently, enhancing satisfaction and loyalty.
- Assisted in processing policy changes, ensuring accuracy and compliance with regulations.
- Provided training to new staff on customer service protocols and systems.
Licensed Insurance Agent Office Manager
3 Years 5 Months- Educated clients on coverage options to enhance asset protection.
- Executed targeted marketing strategies, including email campaigns and cold calling, to drive revenue growth.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
- Oversaw daily office operations to ensure efficiency and organization., agents and customer service representative. Provided training and helped with complicated service concerns.
- Implemented strategies to enhance operational processes and increase efficiency. which resulted in policy retention and improved profit margins.
Licensed Sales Agent
1 Year 4 Months- Completed benefit enrollments for commercial clients up to 50 employees
- Dedicated time to each customer, reviewing and explaining documents to enhance client understanding.
- Processed benefit enrollment forms for clients for commercial clients up to 50 employees
Licensed Financial Specialist
1 Year 7 Months- Exceeded corporate quotas for monthly policy sales, contributing to overall revenue targets.
- Products were property, casualty, business, farm and life and financial products
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances and their financial goals.
- Built and deepened productive relationships with prospective and competitive customers, enhancing client retention and referral opportunities.
Education
- Business Administration
Numerous sales and customer service seminars. Recently, attended an ASA conference, Craig Wiggins videos, and currently Jeremy Olson's Role Play.
Had my Series 6 and 63 license.