Dynamic insurance professional with a proven track record at Michael Friel Insurance and Financial Services Inc. Skilled in customer service and cross-selling, I excel at building client relationships and ensuring compliance. Adept at utilizing CRM software, I consistently enhance client satisfaction through tailored insurance solutions and prompt issue resolution.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Michael Friel Insurnace and Financial Services Inc
01.2021 - 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.
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.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Insurance Agent
Total Insurance Center
08.2019 - 11.2020
Maintained high standards of customer service by building relationships with clients.
Prepared and reviewed insurance applications to verify compliance with regulations.
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.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Insurance Agent
Michael Friel Insurnace and Financial Services Inc
07.2017 - 07.2019
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Cross-sold insurance products to existing clients to reach sales targets.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Prepared and reviewed insurance applications to verify compliance with regulations.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Responded to customer calls swiftly to resolve issues and answer questions.
Insurance Customer Service Representative
Southeastern Alliance Underwriters, LLC.
08.2013 - 07.2017
Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Responded to customer requests for products, services, and company information.
Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
Completed customer applications and updated records to reflect current information.
Processed insurance policy cancellations and renewals quickly to meet call time targets.
Education
Insurance License - Insurance
School of Business of NJ
Mount Laurel, NJ
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
CRM software
Call center customer service
Policy feature explanations
Timeline
Insurance Agent
Michael Friel Insurnace and Financial Services Inc
01.2021 - Current
Insurance Agent
Total Insurance Center
08.2019 - 11.2020
Insurance Agent
Michael Friel Insurnace and Financial Services Inc