Julian Cooney
Trinity
Summary
Dynamic insurance professional with a proven track record at State Farm, adept at crafting tailored insurance solutions and enhancing client satisfaction. Skilled in policy writing and client relations, I excel in delivering comprehensive coverage recommendations while maintaining professionalism and ethics. Committed to driving results and fostering strong client connections.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent
State Farm
01.2023 - Current
- Developed personalized insurance solutions to meet client needs and enhance satisfaction.
- Analyzed policy options to provide clients with comprehensive coverage recommendations.
- Educated clients on policy features, benefits, and claim processes to ensure understanding.
- Collaborated with underwriters to assess risk factors and determine appropriate premiums.
Real Estate Agent
Dalton Wade
01.2020 - Current
- Facilitated client property showings, showcasing features and addressing inquiries.
- Conducted market research, providing clients with updated property trends and pricing strategies.
- Negotiated contracts between buyers and sellers, ensuring favorable terms for all parties involved.
- Developed marketing materials, utilizing digital platforms to enhance property visibility and attract potential buyers.
Direct Care Worker
Trowbridge
03.2021 - 06.2025
- Provided compassionate support to individuals with disabilities, enhancing daily living skills and independence.
- Assisted clients in personal hygiene routines, ensuring dignity and comfort during care processes.
- Collaborated with multidisciplinary teams to develop personalized care plans tailored to client needs.
- Monitored client health and wellbeing, documenting changes and reporting concerns to healthcare professionals.
Medicare Customer Service Representative
TranzAct
04.2023 - 12.2024
- Assisted customers with Medicare inquiries, providing accurate information and resolving issues efficiently.
- Processed enrollment applications and verified eligibility to ensure compliance with Medicare policies.
- Utilized CRM software to track customer interactions and maintain detailed records of service requests.
- Collaborated with cross-functional teams to enhance customer experience and streamline service operations.
Education
High School Diploma - Computer Science
Adrian College
Adrian, MISkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Account management
- Life insurance
- Policy writing
- Health insurance
Certification
Real estate license
Health & Life License
Google cybersecurity
Timeline
Medicare Customer Service Representative
TranzAct
04.2023 - 12.2024
Insurance Agent
State Farm
01.2023 - Current
Direct Care Worker
Trowbridge
03.2021 - 06.2025
Real Estate Agent
Dalton Wade
01.2020 - Current
High School Diploma - Computer Science
Adrian College