Experienced with client account management and policy servicing. Utilizes strong communication and interpersonal skills to foster client relationships and resolve issues effectively. Track record of working collaboratively within teams to achieve business objectives.
Work History
Insurance Account Representative
5 Years 2 Months
State Farm | 06.2021 - Current
Developed long-term relationships with new and existing clients to foster loyalty and retention
Contacted prospective clients to assess and address their insurance needs
Managed client accounts by updating information and processing requests, making changes, taking payments
Insurance Account Representative
10 Months
State Farm | 07.2020 - 05.2021
Quoting and selling: Provide premium quotes and help clients enroll or purchase coverage.
Policy service after sale: Handle changes like address updates, adding/removing drivers, beneficiaries, or policy upgrades.
Building client relationships: Maintain records, answer questions, and provide ongoing support.
Ambassador
5 Years 7 Months
Capital One | 11.2014 - 06.2020
Engaged customers to address financial needs and provide tailored solutions
Supported customers with cash handling and service needs across the branch
Ensured compliance with audits and security policies in alignment with banking regulations