Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Julie Siano

Vero Beach

Summary

At Compass Pointe Insurance, I excelled as an Insurance Agent, leveraging my expertise in policy renewals and property insurance to expand our client base significantly. Renowned for exceptional customer service and professionalism, I adeptly increased sales through strategic cross-selling, all while maintaining rigorous compliance with industry standards.

Overview

4
4
years of professional experience

Work History

Insurance Agent

Compass Pointe Insurance
02.2021 - Current
  • 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.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.

Education

Bachelor - Business

Santa Fe College
Gainesville, FL

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Policy writing
  • Policy renewals
  • Property insurance

Accomplishments

I implemented a OCIP program for the Fort. Lauderdale/Hollywood airport and was very successful with my endeavors. I was the first OCIP admin for Broward County Expansion. 30+ years as a licensed experience agent.

Timeline

Insurance Agent

Compass Pointe Insurance
02.2021 - Current

Bachelor - Business

Santa Fe College

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Julie Siano