Linda Adams
World Insurance
Raymond,NH
22
years of professional experience
Dynamic Insurance Agent Team Lead at World Insurance with a proven track record in client retention and policy sales. Expert in assessing client needs and delivering tailored insurance solutions, enhancing customer satisfaction through exceptional service and relationship building. Skilled in policy writing and claims reporting, driving results and fostering long-term client partnerships.
Work History
Insurance Agent Team Lead
22 Years 1 Month- Advised clients on auto, home, life, and commercial coverage options aligned with risk profiles.
- Evaluated insurance needs and recommended policy solutions using carrier guidelines and client disclosures.
- Processed applications, endorsements, and renewals with accurate documentation and timely follow-up.
- Coordinated with underwriters to resolve missing information and support policy approvals.
- Maintained client records in CRM systems, ensuring organized tracking of policies and communications.
- Explained coverage terms, exclusions, and premium changes to support informed client decisions.
- Identified cross-sell opportunities through policy reviews and account relationship management.
- Assisted with claims reporting and issue resolution to improve client satisfaction and retention.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Education
High School Diploma
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Customer follow-up
Client relations
Auto insurance
Client needs analysis
Client retention
Account management
New client acquisition
Policy writing
Upselling
Policy renewals
Client account management
Property insurance
Leads prospecting
Claims reporting systems
Policy adjustment
Client assessment
Relationship building
Data entry
Critical thinking
Policy Knowledge
Property and casualty insurance
Client prospecting
Insurance policy sales
Insurance eligibility
Customer complaint resolution
New agent training
Policy changes
Customer referrals
Insurance practices
Customer account review
Premium calculations
Policy feature explanations
Billing inquiries
Policyholder communication
Billing procedures
Call center customer service
Insurance coverage verification
Reference selling
Client consultations
Insurance claim regulations
Form completion and submission
Records maintenance
Licensing requirements
HIPAA compliance
Claims information gathering
Timeline
Insurance Agent Team Lead
World Insurance
09.2004 - CurrentRead More
Epping High School
High School Diploma
Read More