Insurance agent with extensive experience in providing tailored solutions and enhancing customer satisfaction. Demonstrated expertise in active listening and client relations, resulting in high retention rates and service excellence.
Overview
1
1
Certification
32
32
years of professional experience
Work History
Insurance Agent
CARCICH & ASSOCIATES, INC
PARKLAND, FL
01.1998 - Current
Delivered personalized insurance solutions tailored to client needs.
Educated clients on policy options and coverage benefits for informed decisions.
Assisted clients with insurance applications and required documentation, facilitating smoother onboarding.
Conducted regular follow-ups to confirm client satisfaction and support retention efforts.
Resolved customer inquiries and issues, improving overall service quality.
INSURANCE AGENT
RELIABLE INSURANCE
West Palm Beach, FL
01.1995 - 09.1998
Developed relationships with new clients through cold calls and referrals, expanding client base.
Scheduled telephone appointments to establish rapport and sell insurance services.
Conducted meetings with potential clients to present policies and address questions.
Provided detailed information on plan features, pricing, and availability to customers.
Resolved customer inquiries, enhancing service quality and efficiently addressing issues.
Presented policies in home and group settings, clarifying guidelines and benefits for better understanding.
Maintained expertise in industry trends by mastering financial and insurance product knowledge.
Prepared legal and procedural documents, including applications, endorsements, renewals, and cancellations.