Jennifer Shively
Dickson,TN
Summary
Results-driven insurance agent with strong customer service skills and attention to detail. Skilled in assessing client needs and processing applications efficiently to enhance satisfaction and retention.
Overview
7
7
years of professional experience
Work History
Insurance Agent
SouthPoint Risk
Dickson, Tennessee
08.2024 - Current
- Evaluated client data to recommend tailored coverage solutions.
- Informed clients about insurance products and risk management strategies to empower informed decisions.
- Assessed individual needs to assist clients with selecting suitable insurance policies.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Clarified coverage options for potential policyholders, addressing questions and concerns to facilitate understanding.
- Provided customers with information regarding plan features, pricing, and availability.
- Responded to client inquiries regarding claims and policy details promptly.
- Cultivated client relationships to increase satisfaction and retention rates.
- Efficiently processed applications and renewals with high accuracy.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Maintained accurate records of client interactions and transactions systematically.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Administrative Assistant
SouthPoint Risk
Dickson, Tennessee
08.2019 - Current
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Composed letters, memos, reports, emails, and presentations for management staff.
- Scheduled appointments between clients and customers and internal staff members.
- Processed invoices for payment using accounting software applications.
- Created travel arrangements and distributed travel details to appropriate personnel.
Education
High School Diploma -
Dickson County High School
Dickson, TN05-1993
Skills
- Licensed insurance agent
- Auto insurance
- Property insurance
- Policy writing
- Policy evaluation
- Claims support
- Policy renewals
- Program management
- Effective communication
- Customer service
- Client relations
- Relationship management
- Attention to detail
- Time management
- Problem solving
- Team collaboration
Timeline
Insurance Agent
SouthPoint Risk
08.2024 - Current
Administrative Assistant
SouthPoint Risk
08.2019 - Current
High School Diploma -
Dickson County High School