Dedicated insurance producer with expertise in client consultations, policy writing and selling, lead generation, and client relations. Adept at fostering strong customer relationships and preparing tailored quotes to meet clients' individual needs.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Producer
Farmers Insurance Agency
Greenwood Village, Colorado
09.2024 - Current
Managed administrative tasks, including filing documents and maintaining client records.
Consulted with clients to identify insurance needs and provide tailored solutions.
Developed and maintained client relationships through effective communication and follow-ups.
Prepared accurate quotes for prospective clients based on their individual needs.
Assisted with the underwriting process by gathering necessary documents from applicants.
Identified potential new customers through cold-calling and networking activities.
Operated in fast-paced and driven sales environment.
Generated leads through referrals, online campaigns, mailers.
Utilized various software programs to manage accounts efficiently.
Wrote policies, finalized documents, and filed paperwork.
Insurance producer
American Family
Monument, Colorado
12.2023 - 09.2024
Facilitated the claims process by coordinating with adjusters and clients.
Participated in local community events to promote agency services and offerings.
Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
Prepared accurate quotes for prospective clients based on their individual needs.
Managed multiple accounts simultaneously while meeting deadlines consistently.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Developed appropriate quotes based on risk information.
Locker room bar tender
Colorado Golf Club
Parker, Colorado
01.2023 - 12.2023
Provided excellent customer service and maintained a friendly atmosphere.
Managed bar inventory and restocked supplies as needed.
Handled cash transactions and processed payments efficiently.
Developed good working relationships with fellow employees through effective communication.
Resolved customer complaints in a professional manner.
Prepared assignments and schedules for field team, equipped team with materials and tools required and managed client relations by acting as liaison between client, team, and vendors.
Ran a small team when manager was absent
Server
West main tap & grill
Parker, Colorado
02.2022 - 12.2023
Provided exceptional customer service in a fast-paced dining environment.
Managed table assignments and reservations for efficient seating.
Handled cash and processed payments accurately during shifts.
Assisted in training new servers on menu items and service standards.
Resolved customer complaints professionally to ensure satisfaction.
Provided excellent customer service to ensure satisfaction.
Took orders from customers accurately and in a timely manner.
Displayed enthusiasm and knowledge about restaurant's menu and products.
Education
Some College (No Degree) - Business Administration
Colorado State University
Fort Collins, CO
Some College (No Degree) -
Maryville College
Maryville, TN
Skills
Client consultations
Policy writing
Lead generation
Underwriting assistance
Quote preparation
Customer relationship management
Claims coordination
Team collaboration
Sales proficiency
Time management
Licensed in Property & Casualty (CO)
Licensed in life & health (CO)
Certification
Licensed in Colorado for property, casualty, life, and health insurance
Affiliations
Dog lover
Sports enthusiast
Extrovert
outdoor enthusiast
Love to be active
Accomplishments
Scholarship to play college baseball
Timeline
Insurance Producer
Farmers Insurance Agency
09.2024 - Current
Insurance producer
American Family
12.2023 - 09.2024
Locker room bar tender
Colorado Golf Club
01.2023 - 12.2023
Server
West main tap & grill
02.2022 - 12.2023
Some College (No Degree) - Business Administration
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY