Results-driven insurance professional with expertise in insurance regulations and compliance. Demonstrated ability to assess member needs, identify coverage gaps, and provide accurate solutions to drive customer satisfaction and retention.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Professional - Sales and Service
USAA
01.2026 - Current
Applied developing knowledge of Personal Lines Insurance to assist members with foundational to moderately complex quotes, underwriting, binding new business, billing, contract and coverage provisions, and premium changes for insurance products and services.
Identify, asses and understand member needs and coverage gaps, and consistently provide complete and accurate advice and solutions.
Utilized CRM software to track customer interactions and streamline follow-up processes for improved efficiency.
Auto Bundle Sales Representative
GEICO
09.2024 - 01.2026
Built rapport with customers by excellent verbal skills.
Used persuasion skills to prepare insurance quotes, advise customers on coverage, handled objections, and converted quotes into new policies.