Successful and seasoned insurance professional 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
21
21
years of professional experience
2006
2006
years of post-secondary education
Work History
Insurance Agent
Farm Bureau Financial Services
12.2006 - Current
Responsible for sales and services of insurance products including personal home and auto policies, commercial policies, individual and group health policies and life and annuity products
Educated clients about health insurance coverage options, benefits and costs.
Grew from a scratch agency to a $1.25 million P/C book of business
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Maintained high standards of customer service by building relationships with clients.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Educated clients about health insurance coverage options, benefits and costs.
Social Worker
Four Oaks
01.2005 - 01.2006
Oversaw child/parent visits of families where children had been removed from the home
Worked as part of a team to develop short and long term plans for children and families to work towards reuniting
Supported clients and families with empathy and compassion during difficult times.
Maintained accurate case documentation, ensuring compliance with regulatory standards and facilitating informed decision-making by team members.
Education
Bachelor of Science - Psychology And Sociology
University of Iowa
Iowa City, IA
12-2005
Skills
Group health insurance
Insurance Sales
Account Management
Relationship Management
Strong people skills
Industry Knowledge
Renewal Retention
Time Management and Organization
Licensing And Certifications
State of Iowa Insurance Licensed – Accident & Health, Life, Property, Casualty, Crop, Series 6 and 63
AFIS Certification – Agribusiness and Farm Insurance Specialist