Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Agent
AnderGray Insurance Services
Camarillo, CA
07.2011 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Insurance Agent
GSCO Insurance Services
Thousand Oaks, CA
01.2003 - 07.2011
Prepared and reviewed insurance applications to verify compliance with regulations.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Education
GED -
Buena High School
Ventura, CA
06.1980
Skills
Licensed Insurance Agent
Professionalism and Ethics
Quotes and sales
Client Retention
Account Management
Negotiation
Marketing Management
Affiliations
Chamber of Commerce
Certification
Licensed - California Property & Casualty Insurance Producer 1989-2024