Jeannie Flores
1st Patriot Risk Management, LLC
San Antonio,TX
1
Language
15
years of professional experience
Dedicated Insurance Agency Manager with expertise in client support and relationship building. Demonstrated ability to streamline operations and enhance client satisfaction through effective problem-solving and active listening.
Work History
Insurance Agency Manager
14 Years 7 Months- Managed client relationships, ensuring high satisfaction through tailored service solutions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Developed strong relationships with underwriters and carriers to negotiate better coverage options for clients.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Optimized policy renewal processes to ensure timely updates of coverage terms and maintain high retention rates among existing clients.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Completed customer applications and updated records to reflect current information.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Negotiated solutions between policyholders and company, finding common ground for disputes.
Education
High School Diploma
Skills
Client service
Account management
Problem-solving abilities
Time management
Professional demeanor
Active listening
Problem-solving
Positive attitude
Languages
English
Native or Bilingual
Timeline
Insurance Agency Manager
1st Patriot Risk Management, LLC
2012.02 - CurrentRead More
Brackenridge High School
High School Diploma
Read More