Summary
Work History
Education
Skills
Timeline
Generic

Jo-Anne Kozma

Fairfield ,CT

Summary

Dynamic insurance agent with proven expertise at Morrison Insurance Service, excelling in customer service and sales. Skilled in managing client relationships through effective communication and CRM software. Committed to professionalism and ethics, I successfully streamlined processes, enhancing client satisfaction and ensuring compliance with state regulations.

Work History

Insurance Agent

Morrison Insurance Service
  • Assisted clients in understanding insurance options and policy details.
  • Processed applications and maintained accurate client records.
  • Collaborated with team members to streamline customer service protocols.
  • Utilized CRM software to manage client interactions and follow-ups.
  • Learned state regulations and compliance requirements for insurance products.
  • Provided support in resolving client inquiries and claims assistance.
  • Participated in training sessions to enhance product knowledge and sales techniques.
  • Developed effective communication skills through client engagement and consultations.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Education

High School Diploma -

Fairfield High School
Fairfield Ct
06.1988

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales

Timeline

Insurance Agent

Morrison Insurance Service

High School Diploma -

Fairfield High School
Jo-Anne Kozma