Julia Peterman
Mesick
Summary
Licensed Insurance Agent with 20 years of experience in client service, policy management, and new business development. Detail-oriented professional with a strong accounting background and advanced skills in Microsoft Excel and QuickBooks. Proven ability to build client relationships, manage regulatory requirements, and drive revenue growth through consultative sales and service excellence. Utilizes in-depth industry knowledge to provide tailored insurance solutions. Track record of building strong client relationships and ensuring client satisfaction.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Agent
Bay View Insurance Agency
06.2006 - Current
- Assisted clients in understanding insurance policy options and coverage details.
- Supported the processing of new applications and renewals for various insurance products.
- Maintained accurate records of client interactions and policy information in systems.
- Conducted research on insurance regulations to ensure compliance with industry standards.
- Maintain accurate financial and client records in compliance with regulatory standards.
- Process policy transactions and documentation with strong attention to detail and accuracy.
- Manage high-volume data entry and documentation workflows.
- Communicate financial and policy information clearly to clients.
- Train and mentor new staff on documentation standards and compliance procedures.
- Consistently meet deadlines while managing multiple accounts and responsibilities.
Education
Associate of Science -
Northwestern Michigan College
Traverse City, MI12-2022
Accounting Certificate II -
Northwestern Michigan College
Traverse City, MI12-2022
Skills
- Insurance Policy Management
- New Business Development
- Client Relationship Management
- Regulatory Compliance
- Microsoft Excel, Word, Outlook
- QuickBooks Desktop and Online
- Financial Reporting
- Data Entry & Documentation
- Problem Resolution
- Team Collaboration
Timeline
Licensed Insurance Agent
Bay View Insurance Agency
06.2006 - Current
Associate of Science -
Northwestern Michigan College
Accounting Certificate II -
Northwestern Michigan College