Jessica DeBord
Mandeville,LA
Summary
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
12
12
years of professional experience
Work History
Insurance Agent
NavSav
05.2022 - Current
- 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.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- 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.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Created detailed reports for management to track performance and sales.
- Met with customers to provide information about available products and policies.
- Researched and identified potential new markets.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Managed payroll and benefits administration to ensure accuracy and compliance with company policies.
- Created a welcoming office environment by maintaining clean, organized spaces for staff use.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Maintained strict confidentiality of sensitive information, upholding the highest standards of professionalism at all times.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Insurance Agent
Lozes Insurance Agency
06.2012 - 05.2022
- 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.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
Education
High School Diploma -
Albert Gallatin Area Senior High School
Uniontown, PA06.1998
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Policy Knowledge
- Client Retention
- New Client Acquisition
Timeline
Insurance Agent
NavSav
05.2022 - Current
Insurance Agent
Lozes Insurance Agency
06.2012 - 05.2022
High School Diploma -
Albert Gallatin Area Senior High School
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