Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Johanna Stumpf

Winsted

Summary

To find a challenging career in a respected organization so that I may grow professionally, while earing a good reputation amongst my peers. I am seeking a position that will utilize my skills and expertise while offering the chance for advancement

Overview

12
12
years of professional experience
1
1
Certification

Work History

Personal Lines Account Manager

Wentworth DeAngelis Inc.
01.2020 - Current
  • Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
  • Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
  • Facilitated smooth transitions during times of company growth or restructuring by adapting quickly to new systems and processes while maintaining high-quality service standards.
  • Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
  • Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
  • Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
  • Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.

Insurance Sales Representative

Curtis Insurance Agency, Inc
01.2018 - 01.2020
  • Delivered superior customer service by explaining insurance products, suggesting policy updates, and guiding sales process to address customer needs.
  • Helped customers to safeguard assets through catered insurance policies and strategic adjustments.
  • Developed new policy quotes and explained requirements and limits to potential policyholder's.
  • Communicated with customers to evaluate assets, lifestyle, and financial health, applying information to make catered insurance recommendations to meet individual needs.
  • Helped clients obtain funds by completing and filing policy claims.
  • Submit home, auto and umbrella applications through multiple carriers to obtain a quote following underwriting guidelines.
  • Process bill payments for policyholder's.

Insurance Sales Representative

Allstate
01.2014 - 01.2018
  • Delivered superior customer service by explaining insurance products, suggesting policy updates, and guiding sales process to address customer needs.
  • Helped customers to safeguard assets through catered insurance policies and strategic adjustments.
  • Met or exceeded sales goals by generating new business and cross-selling existing customers.
  • Developed new policy quotes and explained requirements and limits to potential policyholder's.
  • Helped clients obtain funds by completing and filing policy claims.
  • Customized insurance programs for individual customers to cover target risk types through underwriting guidelines.
  • Assists policyholder's with payments and billing questions.

Education

Northwestern Community Collage

High School Diploma - undefined

Northwestern Regional District # 7
01.1998

Skills

  • Organization
  • Decision-making
  • Time management
  • Attention to detail
  • Customer relations
  • Sales
  • Insurance products
  • Problem-solving
  • Customer service
  • Multitasking Abilities
  • Reliability
  • Verbal and written communication
  • Adaptability and flexibility

Certification

  • Property and Casualty Insurance License
  • Life and Health Insurance License

Timeline

Personal Lines Account Manager

Wentworth DeAngelis Inc.
01.2020 - Current

Insurance Sales Representative

Curtis Insurance Agency, Inc
01.2018 - 01.2020

Insurance Sales Representative

Allstate
01.2014 - 01.2018

High School Diploma - undefined

Northwestern Regional District # 7

Northwestern Community Collage

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