Julia Brown
Dawsonville,GA
Summary
Dynamic insurance professional with a proven track record at Markey Insurance Group, excelling in client relations and policy sales. Expert in assessing client needs and delivering tailored insurance solutions, enhancing client satisfaction by 30%. Skilled in account management and relationship building, fostering trust through transparent communication and exceptional service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agent
Markey Insurance Group
Alpharetta
06.2007 - Current
- Cultivated strong client relationships through effective communication and personalized service.
- Assessed client needs to recommend tailored insurance products and coverage options.
- Streamlined policy processing workflows, enhancing efficiency in client onboarding procedures.
- Mentored junior agents, providing training on best practices and regulatory compliance.
- Conducted regular reviews of client accounts to ensure optimal coverage and satisfaction levels.
- Collaborated with underwriters to facilitate accurate risk assessments for insurance applications.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Maintained high standards of customer service by building relationships with clients.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Education
No Degree - Business Administration And Management
DeKalb College
Clarkston, GA06-1969
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client retention
- Account management
- New client acquisition
- Policy writing
- Upselling
- Policy renewals
- Health insurance
- Property insurance
- Private insurance
- Property examination
- Policy adjustment
- Client assessment
- Insurance product promotion
- Relationship building
- Property and casualty insurance
- Client prospecting
- Insurance policy sales
- Insurance eligibility
- Policy changes
- Customer account review
- Life insurance sales
- Billing inquiries
- Policyholder communication
- Insurance coverage verification
- Health insurance sales
- Underwriter collaboration
- Client interviews
Accomplishments
- Supervised team of 3 staff members.
- Resolved product issue through consumer testing.
Certification
- Licensed Sales and Service - 18 years
Timeline
Insurance Agent
Markey Insurance Group
06.2007 - Current
No Degree - Business Administration And Management
DeKalb College
Kiwanis Distinguished President
I lead my club to being distinguished by meeting all the requirements required for 3 years