Enthusiastic professional eager to bring strong organizational and communication skills to a growing company. I am diligent and tidy with a commitment to providing exceptional customer service.
Overview
2
2
years of professional experience
Work History
Insurance Broker
Hammer Insurance
Pooler, GA
04.2024 - Current
Developed insurance policies and programs to meet customer needs.
Assessed client risk profiles and recommended appropriate coverage plans.
Provided advice to customers on insurance-related matters.
Resolved customer inquiries regarding policy changes or coverage issues.
Utilized industry software tools such as rating engines and quoting systems.
Insurance Agent / Broker
JL Small Consulting, LLC
Richmond Hill, GA
10.2023 - Current
Developed insurance policies and programs to meet customer needs.
Provided advice to customers on insurance-related matters.
Resolved customer inquiries regarding policy changes or coverage issues.
Utilized industry software tools such as rating engines and quoting systems.
Ensured compliance with all applicable laws and regulations.
Provided Medicare customers with guidance and assistance in selecting the most appropriate insurance plans.
Account Manager
Matt Hodges State Farm
Richmond Hill, GA
09.2022 - 09.2023
Responded to customer inquiries and problems to promote great service.
Analyzed customer needs and provided best options, upselling products and services.
Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
Developed fact-finding interviews to determine need for coverage.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Education
Life & Health License - Insurance
Kaplan
10-2023
Property & Casualty License - Insurance
Kaplan
09-2023
Licensed Practical Nurse -
Savannah Technical College
2012
Skills
Efficient and accurate
50 WPM typing speed
Data entry
Service-oriented mindset
PC proficient
Open and clear communicator
Timeline
Insurance Broker
Hammer Insurance
04.2024 - Current
Insurance Agent / Broker
JL Small Consulting, LLC
10.2023 - Current
Account Manager
Matt Hodges State Farm
09.2022 - 09.2023
Life & Health License - Insurance
Kaplan
Property & Casualty License - Insurance
Kaplan
Licensed Practical Nurse -
Savannah Technical College
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