JOANNE TURNER
KEYSTONE HEIGHTS,USA
Summary
Seasoned Insurance Specialist with a proven track record , adept in policy writing and delivering exceptional customer service. Excelled in developing strategies to maximize profitability and compliance, while effectively identifying prospective clients and cross-promoting insurance products. Demonstrates a unique blend of technical proficiency and interpersonal skills, ensuring tailored insurance solutions for diverse needs.
Overview
22
22
years of professional experience
Work History
Insurance Specialist
Edith Aldrich
Palatka, FL
12.2021 - 10.2024
- Reviewed insurance policies to ensure compliance with existing regulations.
- Developed and implemented strategies for reducing risk exposures and maximizing profitability.
- Assisted in the development of new products, services, and procedures to meet customer needs.
Insurance Specialist
Katherine Baustert-State Farm Agency
Middleburg, USA
05.2020 - 10.2021
- Sold various types of insurance policies to individuals, including life, fire, automobile, property, health and disability insurance
- Built customized insurance programs to suit individual customers
- Serviced current clients ever changing needs
- Applied payments to their accounts
Insurance Sales Agent
Lyndel Hale Farmers Insurance Agency
Middleburg, USA
12.2019 - 04.2020
- Presented and sold insurance products and services to new customers
- Prospected leads and reached out to potential customers to build connections and set up appointments
- Cross-sold different types of policies such as home, automotive, and life insurance to existing policyholders
Insurance Specialist
W.D.Beck State Farm Agency
Keystone Heights, USA
04.2003 - 11.2019
- Sold various types of insurance policies to individuals and businesses, including life, fire, automobile, property, health and disability insurance
- Built customized insurance programs to suit individual customers
- Gained an exceptional knowledge of all insurance products offered to customize plans and meet needs of different customers
- Serviced current clients needs
- Provided auto loans and some bank products such as CD's, Money markets and various bank accounts
Education
Life and Health Insurance License - Insurance
FCCJ
Jacksonville, FL01.1990
Property and Casualty Insurance 220 License - Insurance
ZOE COLLEGE
Jacksonville, FL01.1988
Bachelor of Arts - Accounting
CAMBRIAN COLLEGE OF APPLIED ARTS & TECHNOLOGY
Sudbury, ON, CANADA01.1980
Skills
- Policy writing
- Prospective client identification
- Customer service
- Sell policies
- Cross-promote products
- Computer skills
Affiliations
I enjoy reading, bicycle riding, kayaking, camping and spending time with my children
References
References available upon request.
Timeline
Insurance Specialist
Edith Aldrich
12.2021 - 10.2024
Insurance Specialist
Katherine Baustert-State Farm Agency
05.2020 - 10.2021
Insurance Sales Agent
Lyndel Hale Farmers Insurance Agency
12.2019 - 04.2020
Insurance Specialist
W.D.Beck State Farm Agency
04.2003 - 11.2019
Life and Health Insurance License - Insurance
FCCJ
Property and Casualty Insurance 220 License - Insurance
ZOE COLLEGE
Bachelor of Arts - Accounting
CAMBRIAN COLLEGE OF APPLIED ARTS & TECHNOLOGY