Jessie Cuthrell
Dobson,NC
Summary
Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Pruitt Insurance Agency
Mount Airy
07.2022 - Current
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
- Educated clients on insurance policies and procedures.
Customer Service Representative
NC Farm Bureau
Pilot Mountain
06.2014 - 07.2022
- Responded to customer requests for products, services, and company information.
- Processed customer service orders promptly to increase customer satisfaction.
- Trained staff on operating procedures and company services.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained up-to-date knowledge of product and service changes.
- Trained new personnel regarding company operations, policies and services.
- Educated customers about billing, payment processing and support policies and procedures.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Education
Associate Degree - Accounting
Surry Community College
Dobson, NC06.2014
High School Diploma -
Pamlico County High School
Bayboro, NC06.2009
Skills
- Client Relations
- Client Retention
- CRM Software
- Account Management
- Customer Service
- Customer follow-up
- Leads Prospecting
- Upselling
- Quotes and sales
- Claims reporting systems
- Policy Knowledge
Certification
- Licensed in NC Property & Casualty Insurance since 2019
Timeline
Insurance Agent
Pruitt Insurance Agency
07.2022 - Current
Customer Service Representative
NC Farm Bureau
06.2014 - 07.2022
Associate Degree - Accounting
Surry Community College
High School Diploma -
Pamlico County High School