Knowledgeable and dedicated customer service professional with several years experience in Property and Casualty Insurance industry and over thirty years in Customer Service. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Work History
Licensed Insurance Producer
Wright Insurance And Financial Services
03.2023 - Current
Provided coverage option information to assist clients in protecting assets.
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Followed up promptly with interested clients to close sales.
Promoted products and services using upselling and other sales strategies.
Exceeded corporate quotas for monthly policy sales.
Owner/Operator
J's Commercial And Residential Cleaning
09.2020 - 02.2023
Managed day-to-day business operations.
Consulted with customers to assess needs and propose optimal solutions.
Evaluated suppliers to maintain cost controls and improve operations.
Performed required cleaning duties requested by clients.
Built strong and trusting relationships with clients.
Starting in 2020 with 2 clients, ending this career with total of 11 clients
Financial Services Representative
World Finance
04.2016 - 09.2020
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Maintained updated records of all financial transactions to support traceability.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Processed loan applications, assisted in getting applications approved. Finalized loan procedures with clients.
Managing over 70 incoming calls day
Maintained client information in computer system.
Received and posted payments for clients.
Reconciled end of day payments and made bank deposits
Licensed Insurance Agent Office Manager
Goodlettsville Insurance Agency
04.1996 - 08.2016
Calculated quotes and educated potential clients on insurance options.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Promoted products and services using upselling and other sales strategies.
Management of daily running of office, answer phones, mail, process payments for clients. Reconciled end of day payments and deposits
Reconciled monthly commission statements regarding 12 different insurance companies represented.
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