Karen Gorman

• Effective communication is vital in supporting Sales Representatives, Brokers, Underwriters, and all levels of management, as well as co-workers and customers.
• Provided quotes for group insurance policies, including Life, Voluntary Life, Dental, Vision, Accident, Short-Term, and Long-Term Disability, ensuring high accuracy and quality in a fast-paced setting.
• Worked effectively both as an individual and as a team member to complete tasks in a timely manner.
  Conducted training for co-workers on the quoting program.
• Received cross-training across various departments.
  Appointed as the Acting Liaison among departments, I spearheaded the development of Standard Operating Procedures (SOPs) to streamline interdepartmental processes.

• Utilized customer service skills and a friendly demeanor to successfully sell more than 20 new auto and homeowner insurance policies to prospective clients each month.
• Serviced existing automobile and homeowner policies while evaluating client needs for cross-selling opportunities to augment their coverage.
• Conducted research on unusual or challenging business opportunities to secure necessary insurance coverage.
• Demonstrated exceptional professionalism and managerial skills to independently manage all office duties and operations.

• Offer new automobile and homeowner insurance policies.
• Service existing auto and homeowner insurance policies.
• Cross-sell to current policyholders.
• Communicate effectively with all levels of management, co-workers, and customers.
• Prospect for new customers.
• Manage all office duties independently.

• Answer incoming calls, take payments, service and explain policies, exceed business performance goals, and troubleshoot policies.

• Answer inbound phone calls to initiate connection or disconnection of gas and electrical services
• Collection of past-due accounts
• Routing calls to various departments
• General customer service when needed
• Maintain a neat, pleasant and confidential working environment for customers and co-workers
• Assist co-workers with account questions

• Provide outstanding customer service, take customer orders, cash handling, keep work areas neat and clean.

• Liaison between customer and printer through all stages of product.

• Supervise, monitor and motivate telephone reps, make calls to potential clients, train and teach reps.

• Provide marketing sales and support, write Standard Operating Procedures, outgoing cold calls, database management.

• Sell new accident and health accounts, renew, service and upgrade existing accounts.

• Run in-home tests, recommend and sell water treatment equipment, train new employees.

• Perform office duties, maintain confidentiality.

• Perform various testing procedures, keep records on inventory, order materials.