Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Agency VA
Lehi, UT
02.2023 - Current
Educated customers on the importance of maintaining adequate insurance coverage.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Maintained accurate records of all insurance transactions using computer software systems.
Processed payments received from clients promptly according to established procedures.
Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
Insurance Agent
Nationwide Mutual Insurance Company
Buffalo Grove, IL
10.2021 - 01.2023
Servicing Personal & Commercial lines, Retention, Marketing, Inbound & outbound calls, Data filing, Accords
Provided customers with information regarding plan features, pricing, and availability.
Maintained accurate records of all insurance transactions using computer software systems.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Received underwriting approvals after accurately completing applications for insurance coverage.
Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Insurance Agent
Farmers Insurance Group
Chicago, IL
02.2021 - 10.2021
Educated clients on proper safety protocols for their business operations.
Participated in trade shows and conferences related to the commercial insurance industry.
Worked with insurance carriers to solve problems with coverage and payments.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Sought out new clients and developed clientele by networking to find new customers.
Contacted underwriters and submitted forms to obtain binder coverage.
Insurance Agent
Progressive
Midlothian, IL
01.2020 - 02.2021
Provided quotes on various types of insurance policies.
Greeted customers and provided prompt, courteous service.
Developed strong relationships with clients by providing exceptional customer service.
Processed new policy applications and updated existing policy documents.
Verified accuracy of customer data entered into the system.
Collections Agent
Biehl and Company
Carol Stream, IL
02.2019 - 01.2020
Negotiated payment plans with customers to ensure timely repayment of debt.
Adhered to company policies and applicable laws while collecting debts from customers.
Contacted customers and explained debt management to encourage timely debt payments.
Updated account status records and collection efforts.
Maintained accurate records of all customer contact attempts and account updates in the database system.
Attended weekly meetings with internal departments to discuss progress on collections efforts.
Education
Associate of Applied Science -
Olivet Nazarene University
Bourbonnais, IL
12-2019
High School Diploma -
Richards High School
05.2018
Skills
Policy Renewals
Account Management
Client Retention
CRM Software
Client Relations
Customer Service
Customer Billing
Licensing Requirements
Persuasive Negotiation
Fluent in English & Spanish
Personal Information
Relocation: Anywhere
Languages
English, Fluent
Spanish, Fluent
Certification
Property & Casualty Licensed
Timeline
Insurance Agent
Agency VA
02.2023 - Current
Insurance Agent
Nationwide Mutual Insurance Company
10.2021 - 01.2023
Insurance Agent
Farmers Insurance Group
02.2021 - 10.2021
Insurance Agent
Progressive
01.2020 - 02.2021
Collections Agent
Biehl and Company
02.2019 - 01.2020
Associate of Applied Science -
Olivet Nazarene University
High School Diploma -
Richards High School
Similar Profiles
Sherri WilliamsSherri Williams
Contract Account Manager at Agency VAContract Account Manager at Agency VA