Jodi Balch
Rockport,TX
Summary
Dynamic insurance professional with a proven track record at State Farm, excelling in customer service and relationship building. Adept at customizing coverage solutions and upselling products, leveraging strong communication and problem-solving skills to enhance client satisfaction. Recognized for maintaining high standards and fostering teamwork in fast-paced environments.
Overview
17
17
years of professional experience
Work History
Service and Retention
Matt Schomburg, State Farm
03.2023 - 08.2024
- Answered telephones, direct calls, and took messages
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients
Insurance Sales Agent
Matt Sablatura, State Farm
02.2019 - 02.2023
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of the customer's circumstances, using persuasive sales techniques.
- Customize insurance programs to suit individual customer's, often carry a variety of risks.
- Upsold additional products and services after identifying customer needs and requirements.
- Finalized sales and collected necessary deposits
Insurance Sales Agent
Arthur Cantu
02.2013 - 06.2017
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
- Recommended type and the amount of coverage based on analysis of customers circumstances, using persuasive sales techniques
- Upsold additional products and services after identifying customer needs and requirements
- up sold additional products and services after identifying customer needs and requirements
- Finalized sales and collected necessary deposits
Insurance Sales Agent
Rivers Schara, State Farm
08.2007 - 12.2012
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
- Recommended type and amount of coverage based on analysis of customer's circumstances, using persuasive sales techniques
- Customized insurance programs to suit individual customers often carry a variety of risks
- Upsold additional products and services after identifying customer needs and requirements
- Finalized sales and collected necessary deposits
Education
GED -
Butler County Community College
El Dorado, KS01-1970
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Organization and time management
- Multitasking Abilities
- Flexible and adaptable
- Attention to detail
- Dependable and responsible
- Excellent communication
Insurance Certifications
Insurance Certifications are up to date.
Timeline
Service and Retention
Matt Schomburg, State Farm
03.2023 - 08.2024
Insurance Sales Agent
Matt Sablatura, State Farm
02.2019 - 02.2023
Insurance Sales Agent
Arthur Cantu
02.2013 - 06.2017
Insurance Sales Agent
Rivers Schara, State Farm
08.2007 - 12.2012
GED -
Butler County Community College
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