Karen Manley
New Boston,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
A A Independent Insurance Agency
02.2015 - 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.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Insurance Agent
Texas Farm Bureau Insurance
02.2011 - 02.2015
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- 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.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Education
High School Diploma -
Hooks High School
Hooks, TX05.1992
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
- Policy Knowledge
- Client needs analysis
Certification
- Licensed General Lines Insurance Agent (TX/AR) - 2002-2024
- Licensed Life and Health Insurance Agent (TX/AR) 2007-2024
Timeline
Insurance Agent
A A Independent Insurance Agency
02.2015 - Current
Insurance Agent
Texas Farm Bureau Insurance
02.2011 - 02.2015
High School Diploma -
Hooks High School
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