Julie Frank
Cushing,OK
Summary
Dynamic Insurance Producer with a proven track record at OShell Agency, excelling in relationship building and policy analysis. Expertly identified coverage gaps, enhancing client satisfaction through tailored solutions. Committed to compliance and industry knowledge, driving sales success while fostering strong client relationships.
Overview
20
20
years of professional experience
Work History
Insurance Producer
OShell Agency
07.2024 - 02.2025
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Insurance Producer
Caudle Agency
10.2004 - 07.2024
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Education
Cushing Public Schools
Cushing OkSkills
- Relationship building
- Policy analysis
- Sales expertise
- Sales proficiency
Timeline
Insurance Producer
OShell Agency
07.2024 - 02.2025
Insurance Producer
Caudle Agency
10.2004 - 07.2024
Cushing Public Schools
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