Jean Shepherd
Valdese,NC
Summary
Accomplished Insurance Agent with a proven track record at Farris Insurance Agency, excelling in client consultations and risk assessment. Leveraged underwriting knowledge and customer relationship skills to enhance client portfolios and exceed sales targets. Achieved significant policy renewals and client satisfaction through personalized insurance solutions and diligent service.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Insurance Agent /CSR, Sales
Farris Insurance Agency
Valdese NC
11.2001 - Current
- Enhanced client portfolio by advising on suitable insurance products.
- Developed relationships with clients for effective policy management.
- Assisted clients to identify insurance needs and tailor solutions.
- Increased policy renewals with consistent follow-ups and client engagement.
- Improved customer satisfaction, resolving issues promptly.
- Customized insurance plans for diverse client requirements.
- Strengthened client trust by maintaining transparency and clear communication.
- Enhanced client retention by addressing concerns and offering solutions.
- Delivered presentations to educate clients on insurance options.
- Managed client accounts with a focus on long-term satisfaction.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
- 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.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Insurance Agent /CSR, Sales
Iris Fox Insurance
Morganton, NC
05.2001 - 11.2019
- Increased policy renewals with consistent follow-ups and client engagement.
- Assisted clients to identify insurance needs and tailor solutions.
- Improved customer satisfaction, resolving issues promptly.
- Customized insurance plans for diverse client requirements.
- Strengthened client trust by maintaining transparency and clear communication.
- Managed client accounts with a focus on long-term satisfaction.
- Delivered presentations to educate clients on insurance options.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- 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.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
- Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Monitored customer feedback and identified areas of improvement.
- Identified and solicited sales prospects in agency databases.
Education
Bachelor of Arts - Business
Isothermal Community College
Spindale, NC05-1986
Skills
- Insurance policies
- Client consultations
- Risk assessment
- Claims processing
- Policy renewal
- Customer relationship
- Underwriting knowledge
- Insurance products
- Policy management
- Customer service
- Cross-selling techniques
- Problem-solving
Certification
Property & Casualty License
Timeline
Insurance Agent /CSR, Sales
Farris Insurance Agency
11.2001 - Current
Insurance Agent /CSR, Sales
Iris Fox Insurance
05.2001 - 11.2019
Bachelor of Arts - Business
Isothermal Community College
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