Julie Meng
San Diego,CA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agent
GEICO, Government Employees Insurance
09.2007 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Imaging Technician
GEICO, Government Employees Insurance
09.2006 - 09.2007
- Enhanced document retrieval efficiency by accurately scanning and indexing various types of documents.
- Ensured data security by adhering to strict company guidelines and protocols when handling sensitive information.
- Contributed to the successful migration of physical records to digital formats, carefully digitizing documents without loss of information.
Imaging Specialist
Anchor General Insurance
10.2005 - 09.2006
- Ensured compliance with company policies and procedures related to document handling and data security.
- Performed quality control assessments on processed images, identifying areas for improvement or correction as needed.
- Prioritized workload effectively in order to meet deadlines while maintaining attention to detail.
Education
High School Diploma -
MORSE HIGH SCHOOL
SAN DIEGO06.2004
Skills
- Client Retention
- Account Management
- CRM Software
- Licensed Insurance Agent
- Call Center Customer Service
- Teamwork and Collaboration
- Analytical Skills
- Problem-Solving
Certification
- Licensed Personal Lines Agent in over 45 States - (2007 - Current )
Timeline
Insurance Agent
GEICO, Government Employees Insurance
09.2007 - Current
Imaging Technician
GEICO, Government Employees Insurance
09.2006 - 09.2007
Imaging Specialist
Anchor General Insurance
10.2005 - 09.2006
High School Diploma -
MORSE HIGH SCHOOL
- Licensed Personal Lines Agent in over 45 States - (2007 - Current )
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