Laura Coldwell
Salt Lake City
Summary
Accomplished Licensed Insurance Sales Professional with background in developing and executing sales strategies to achieve targets. Possess strong knowledge of insurance products, underwriting procedures, and client service. Demonstrated ability to build lasting relationships, manage portfolios, and drive business growth. Notable for problem-solving talents and agility in a fast-paced environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Professional
Teleperformance USA
Salt Lake City
05.2023 - 12.2024
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Developed referral networks with other professionals, resulting in increased business opportunities.
- Assisted setting up payments, sent adequate documentation to members, etc
Customer Service Representative
Clearlink Insurance Agency
Salt Lake City
02.2018 - 03.2023
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Answered customer inquiries and provided accurate information regarding products and services.
- Added and removed vehicles and drivers to policies.
- Assisted customers set up their payments.
- Sent customers adequate documentation regarding their policies and other requests.
Education
Bachelor of Science - Criminal Justice
University of Phoenix
Salt Lake City, UT05-2005
Associate of Science - Office Administration
Western New Mexico University
Silver City, NM05-1985
Skills
- Insurance policy analysis
- Client relationship management
- Sales strategy development
- Payment processing
- Time management
- Attention to detail
- Communication skills
- Problem resolution
- Customer service
Certification
- Property and Casualty license May 2017 exp: Nov 2025
- Had Health and Life Insurance license from 2019 to 2023
Timeline
Licensed Insurance Sales Professional
Teleperformance USA
05.2023 - 12.2024
Customer Service Representative
Clearlink Insurance Agency
02.2018 - 03.2023
Bachelor of Science - Criminal Justice
University of Phoenix
Associate of Science - Office Administration
Western New Mexico University