Joseph Dooley
Waltham,MA
Summary
Licensed insurance professional with over 10 years of commercial lines experience. Successfully built strong client relationships and enhanced policy retention through tailored insurance solutions and strong customer service skills. Aiming to contribute expertise in a lead role.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Service Agent
Simply Business
Boston, MA
2023.06 - Current
- Manage and service a large volume of commercial insurance policies, ensuring accuracy and compliance
- Advised clients on coverage options, enhancing policy retention and boosting customer satisfaction
- Resolved complex customer escalations efficiently via phone and email, ensuring timely solutions
- Work alongside carriers to facilitate underwriting validations and audits promptly with a strong attention to detail
- Improved and fine-tuned existing processes by providing actionable feedback and suggestions
- Provide coaching and feedback to newer agents
Account Executive
Rush-Kent Insurance Agency, Inc.
Arlington, MA
2022.04 - 2023.05
- Sold and serviced personal lines insurance policies, consistently achieving sales and service goals
- Developed and nurtured client relationships, enhancing customer retention and generating referrals
- Managed inbound and outbound client communication, delivering tailored insurance solutions
- Processed payments and policy updates while maintaining accurate records
Customer Service Representative
Insurancebee
Maynard, MA
2014.06 - 2021.06
- Delivered high-quality customer support, resolving issues and improving client satisfaction
- Assisted clients with policy changes, billing, and coverage questions
- Managed day-to-day servicing of insurance policies for a large client base
- Maintained detailed documentation and ensured compliance with company standards
Skills
- Policy management
- Client retention
- Cross-selling
- Complaint resolution
- Conflict resolution
- Process improvements
- Team collaboration
- Attention to detail
Certification
- Property & Casualty License
- Massachusetts Real Estate Salesperson License
Timeline
Licensed Service Agent
Simply Business
2023.06 - Current
Account Executive
Rush-Kent Insurance Agency, Inc.
2022.04 - 2023.05
Customer Service Representative
Insurancebee
2014.06 - 2021.06