Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
USAA Insurance
04.2020 - Current
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Approached potential clients by using direct marketing mailings and phone contacts.
Cross-sold insurance products to existing clients to reach sales targets.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Claims Adjuster
Progressive Auto Insurance
05.2018 - 04.2020
Evaluated all evidence with goal of creating positive outcomes for client's claims
Followed up with insured individuals regarding premium and deductibles payments
Maintained contact with claimants and attorneys to determine treatment status
Reconciled data in direct collection system with accounting system to address discrepancies
Reviewed and analyzed suspicious and potentially fraudulent insurance claims
Evaluate extent of damage and comparable compensation requirements
Document all findings in concise claims report
Verified insurance claims and determined fair amount for settlement
Reviewed police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.
Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
Examined claims forms and other records to determine insurance coverage.
Verified insurance claims and determined fair amount for settlement.