Julian Cooney
Trinity,FL
Summary
Dynamic insurance agent with a proven track record at State Farm, excelling in client relations and tailored policy solutions. Skilled in negotiation and CRM software, I enhance customer satisfaction and retention through personalized service. Committed to professionalism and ethics, I consistently exceed sales targets while fostering trust and loyalty among clients.
Overview
6
6
years of professional experience
Work History
Insurance Agent
State Farm
01.2023 - Current
- Assisted clients in selecting appropriate insurance policies based on individual needs and circumstances.
- Analyzed client information to provide tailored coverage options and enhance customer satisfaction.
- Educated clients on policy features, benefits, and claims processes to ensure informed decision-making.
- Processed applications, renewals, and changes to policies efficiently while maintaining accuracy.
- Collaborated with underwriters to assess risk and determine policy terms for potential clients.
- Managed customer inquiries and resolved issues promptly to uphold service excellence standards.
- Conducted follow-ups with clients to ensure ongoing satisfaction and retention of services provided.
- Utilized CRM software to track interactions and maintain comprehensive client records effectively.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Real Estate Agent
Dalton Wade
01.2020 - Current
- Assisted clients in identifying suitable properties based on needs and preferences.
- Conducted market research to stay informed about local real estate trends and pricing.
- Supported the preparation of property listings to enhance visibility and attract potential buyers.
- Engaged with prospective buyers through open houses, showcasing property features and benefits.
- Collaborated with team members to streamline communication and improve client service experience.
- Learned to utilize real estate software for managing listings and tracking client interactions.
- Attended training sessions to enhance knowledge of real estate regulations and best practices.
- Developed strong relationships with clients through attentive listening and personalized service approach.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through websites, social media, and real estate guides.
Direct Care Staff Member
Trowbridge
03.2021 - 06.2025
- Assisted individuals with daily living activities, fostering independence and enhancing quality of life.
- Implemented personalized care plans, ensuring alignment with individual needs and preferences.
- Monitored clients' physical and emotional well-being, reporting any changes to healthcare professionals promptly.
- Maintained accurate documentation of client progress and care routines for effective communication among team members.
- Engaged clients in recreational activities, encouraging social interaction and skill development.
- Ensured compliance with safety protocols and regulations, maintaining a secure environment for both clients and staff.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Enhanced patient well-being by providing compassionate and attentive care in daily routines.
- Documented patient progress through detailed record-keeping, contributing to ongoing evaluation of care plans effectiveness.
- Assisted with personal hygiene tasks for improved health and dignity of patients.
Education
Countryside High School
Clearwater, FL06.2019
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Customer follow-up
- Negotiation
- CRM software
- Client account management
- Marketing management
Timeline
Insurance Agent
State Farm
01.2023 - Current
Direct Care Staff Member
Trowbridge
03.2021 - 06.2025
Real Estate Agent
Dalton Wade
01.2020 - Current
Countryside High School
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