Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
8
8
years of professional experience
Work History
Commercial Insurance Agent
Insurance Source of Dallas
Richardson
01.2018 - Current
Assessed customer needs and provided tailored insurance solutions to meet their individual requirements.
Processed policy renewals, cancellations, and endorsements in a timely manner.
Reviewed customer requests and provided competitive quotes in a timely manner.
Conducted detailed research of the commercial insurance market to identify competitive policies and rates.
Personal Lines Insurance Agent
Mckinley Insurance Services
Irving, TX
02.2016 - 01.2018
Assessed customers' insurance needs, determined coverage levels and provided quotes.
Explained policy details to clients and answered questions related to coverage.
Processed customer payments for premiums, maintained records of transactions and updated accounts accordingly.
Filed claims with insurance companies on behalf of the customers.