Jodi Lake
Winterset,Iowa
Summary
Accomplished Insurance Agent with a proven track record at Bridges Insurance Group, adept in client needs analysis and negotiation. Excelled in building lasting relationships and consistently exceeded sales targets through effective upselling and customer follow-up. Renowned for exceptional customer service, fostering trust, and loyalty among clients.
Overview
17
17
years of professional experience
Work History
Insurance Agent
Bridges Insurance Group
01.2018 - 11.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
Insurance Agent
Johnson Insurance
10.2010 - 01.2018
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained high standards of customer service by building relationships with clients.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Responded to customer calls swiftly to resolve issues and answer questions.
Senior Account Manager
LMC Insurance
12.2007 - 02.2010
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Provided extensive support in sales, technical and business areas to key accounts.
Education
Bachelor of Arts - Marketing
Clarke University
Dubuque, IA05-1997
Skills
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Upselling
- Property insurance
- Negotiation
Timeline
Insurance Agent
Bridges Insurance Group
01.2018 - 11.2024
Insurance Agent
Johnson Insurance
10.2010 - 01.2018
Senior Account Manager
LMC Insurance
12.2007 - 02.2010
Bachelor of Arts - Marketing
Clarke University
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