Accountable Insurance Agent at GEICO, adept in customer service and policy knowledge, enhanced client relations through effective communication and problem-solving. Excelled in mentoring and upselling, leveraging CRM software for client management. Achieved significant improvements in customer satisfaction and retention, showcasing professionalism and critical thinking.
Overview
10
10
years of professional experience
Work History
Insurance Agent
GEICO
3535 W Pipkin Rd Lakeland FL 33811
09.2014 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Worked closely with other team members to optimize service excellence strategies and achieve regional goals.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Utilized CRM software to manage client relationships.
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.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
High School Diploma -
Southeast High School
Bradenton, FL
09.2003
Skills
Customer Service
Licensed Insurance Agent
Professionalism and Ethics
Quotes and sales, Upselling
Customer follow-up
Client Relations
Auto insurance
Policy Knowledge
Customer Billing
CRM Software
Relationship Building
Critical Thinking
Accomplishments
Monitored team of 3 staff members.
Achieved Gold Tier Chairmans Club with GEICO through effectively helping with attaining high standards in the service department.
Used Microsoft Excel to develop timesheet tracking, goal tracking, coaching logs.
Used Microsoft OneNote to develop coaching logs and action plans for team members.
Additional Information
I am a committed, goal driven employee, looking forward to moving up and enhancing your team. I have strengths in customer relations and team building.