Lacey Cardwell
Wentzville,MO
Summary
Licensed Insurance Agent and Office Manager with a proven track record at a local Insurance Agency for 24+ years, excelling in customer service and sales. Expert in developing tailored insurance solutions and enhancing client retention through exceptional relationship-building and proactive communication. Licensed professional committed to ethical practices and continuous improvement in a fast-paced environment.
Overview
24
24
years of professional experience
Work History
Insurance Agent/Office Manager
Confidential
Wentzville, MO
11.2001 - Current
- Support daily office operations.
- Handle sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provide exceptional customer service when addressing client inquiries or concerns via phone calls, texts or email correspondence.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Facilitated claims processing, ensuring timely and accurate resolutions.
- Maintained accurate records of all transactions, ensuring compliance with company policies.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepare and reviewed insurance applications.
- Provide prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Reduced policy lapses by establishing proactive communication.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Identified and solicited sales prospects in agency databases.
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Timeline
Insurance Agent/Office Manager
Confidential
11.2001 - Current