Jeannie Lastella
Highlands
Summary
Experienced property insurance professional with strong focus on risk assessment, policy management, and client relations. Demonstrates exceptional team collaboration and adaptability to support changing needs and achieve results. Skilled in underwriting, claims handling, and customer service.
Overview
18
18
years of professional experience
Work History
Insurance Agent
Bay Agency Insurance Group
10.2019 - 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.
- Maintained high standards of customer service by building relationships with clients.
- Writing personal and small business commercial accounts, and rounding accounts.
- Collect, review and analyze an applicant’s relevant history and records
- Obtain information about an applicant to determine coverage needs and insure proper coverage.
- Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company requirements.
Insurance Agent
Boynton & Boynton Insurance Agency
09.2007 - 10.2019
- 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.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- 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.
Education
High School Diploma -
Holmdel High School
Holmdel, NJ06-1983
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Account management
- Policy writing
- Upselling
- Evaluate risk pertaining to company guidelines
Timeline
Insurance Agent
Bay Agency Insurance Group
10.2019 - Current
Insurance Agent
Boynton & Boynton Insurance Agency
09.2007 - 10.2019
High School Diploma -
Holmdel High School
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