Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
24
24
years of professional experience
Work History
Licensed Insurance Agent
C & K Insurance Group LLC
01.2023 - 01.2024
Promoted products and services using upselling and other sales strategies.
Provided coverage option information to assist clients in protecting assets..
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Licensed Insurance Agent
Hosfeld Insurance Agency
01.2022 - 12.2022
Built relationships with clients using active listening and issue resolution to provide excellent service.
Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
Met with customers to provide information about available products and policies.
Cross-sold insurance products to existing clients to reach sales targets.
Licensed Insurance Agent
Virginia Reiss Insurance Agency
02.2020 - 12.2021
Educated clients on insurance policies and procedures.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Licensed Insurance Agent
DE Cressman Insurance Agency Inc.
06.2000 - 11.2019
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
Education
Associate of Arts - Liberal Arts And General Studies
Lehigh Carbon Community College
Schnecksville, PA
Skills
Customer Service
Quotes and sales
Risk Assessment Knowledge
Client Relations
Persuasive Negotiation
Customer follow-up
Timeline
Licensed Insurance Agent
C & K Insurance Group LLC
01.2023 - 01.2024
Licensed Insurance Agent
Hosfeld Insurance Agency
01.2022 - 12.2022
Licensed Insurance Agent
Virginia Reiss Insurance Agency
02.2020 - 12.2021
Licensed Insurance Agent
DE Cressman Insurance Agency Inc.
06.2000 - 11.2019
Associate of Arts - Liberal Arts And General Studies