Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
13
13
years of professional experience
Work History
Insurance Agent
Prestige Insurance Services Inc
07.2021 - 12.2023
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Cross-sold insurance products to existing clients to reach sales targets.
Educated clients on insurance policies and procedures.
Met with customers to provide information about available products and policies.
Finalized sales and collected necessary deposits.
Analyzed risk factors to recommend appropriate coverage levels.
Researched and identified potential new markets.
Customer Service Lead
Parrish Services
05.2011 - 09.2020
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Delivered prompt service to prioritize customer needs.
Exhibited high energy and professionalism when dealing with clients and staff.