Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Julie Groth

Erie,CO

Summary

Dynamic professional with extensive experience as an Insurance Agent at Farmers Insurance, excelling in client retention and relationship building. Proven ability to assess risk and prepare tailored quotes, ensuring compliance and high satisfaction. Adept at managing complex calendars and events, demonstrating exceptional communication and problem-solving skills.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Insurance Agent

Famers Insurance
Broomfield, CO
05.2021 - Current
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Processed payments received from clients promptly according to established procedures.
  • Developed appropriate quotes based on risk information.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Responded to customer inquiries and problems to promote great service.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Maintained accurate records of all insurance transactions using computer software systems.

Domestic Engineer

Groth Home
Erie, CO
11.2004 - 05.2021
  • Completed day-to-day duties accurately and efficiently.
  • Managed household errands and other essential duties.
  • Developed individual care plans for my children based on their needs and interests.
  • Provided a safe, nurturing, and stimulating environment for my children.
  • Assisted with online schooling during the COVID pandemic.

Executive Assistant

PEAK Automotive
Littleton, CO
09.2000 - 11.2004
  • Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
  • Collaborated with other administrative team members and human resources on special projects and events.
  • Prepared correspondence to automotive companies, including Nissan, Infiniti, and Kia.
  • Documented minutes for weekly, company-wide manager meetings.
  • Assisted in organizing conferences, seminars and other events as directed by the executives.
  • Facilitated communication between senior management and staff.
  • Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
  • Managed and tracked expenses to meet company budget requirements.
  • Set up meeting and event logistics for senior management and updated calendars.
  • Took detailed notes in meetings and disseminated information afterward.
  • Monitored inventory levels of office supplies and placed orders when necessary.

Education

Bachelor of Science - Business Administration

University of Southern Indiana
12-1992

Skills

  • Excellent communication skills
  • Time management skills
  • Relationship building
  • Event planning
  • Relationship management
  • Attention to detail
  • Service oriented
  • Calendar management
  • Meeting coordination
  • Office administration
  • Travel administration
  • Professional and mature
  • Team collaboration
  • Problem solving
  • Quote preparation
  • CRM software
  • Client retention

Affiliations

  • Lover of dogs, music, and travel.
  • Previous Intake Coordinator for Golden Retriever Freedom Rescue.
  • Enjoy serving in Kids Ministry.

Certification

  • Personal Lines Insurance license June 2022

Timeline

Insurance Agent

Famers Insurance
05.2021 - Current

Domestic Engineer

Groth Home
11.2004 - 05.2021

Executive Assistant

PEAK Automotive
09.2000 - 11.2004

Bachelor of Science - Business Administration

University of Southern Indiana

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