Insurance Agent
Progressive
05.2025 - Current
- Assessed client needs and financial situations through attentive listening and scheduling of fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Enhanced customer service by resolving issues and actively engaging with clients.
- Enhanced customer service excellence through effective client relationship management.
- 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.
- Utilized CRM software to manage client relationships.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
- Monitored customer feedback and identified areas of improvement.
- Calculated premiums and established payment methods for sales.

