Lindsey Lin
Peoria,AZ
Summary
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Insurance Agent
Comparion Insurance Agency
14050 N 83rd Ave Peoria AZ 85381
06.2024 - Current
- Developed customized insurance solutions based on client needs and risk assessments.
- Analyzed market trends to identify competitive pricing strategies and enhance service offerings.
- Educated clients on policy options, coverage details, and claims processes to improve understanding.
- Built and maintained strong client relationships through effective communication and follow-up strategies.
Marketing Representative
State Farm
Tempe, AZ
05.2023 - 08.2023
- Sold auto, home, life, and other various insurance products to individuals within assigned territory using consultative selling techniques.
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
Member Experience Advisor
NationsBenefits
Covina, CA
06.2022 - 10.2022
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction 98%.
- Answered constant flow of customer calls with minimal wait times.
- Educated customers about billing, payment processing and support policies and procedures.
Education
Bachelor of Science - Business Marketing
Arizona State University
Tempe, AZ05-2021
Skills
- Bilingual （English,Mandarin）
- CRM software proficiency
- Problem-solving
- Customer Complaint Resolution
- Data analyze
- Statistical analysis
- Skilled Microsoft Office use（Excel, Word, PPT,etc）
- Skilled Google Analytics use (Including Data Studio, Sheet, Slides, etc)
Certification
- Advanced Google Analytics Certification
- Growth-Driven Design Certification
- Arizona State Property & Casualty License
- Arizona State Life & Health License
Timeline
Insurance Agent
Comparion Insurance Agency
06.2024 - Current
Marketing Representative
State Farm
05.2023 - 08.2023
Member Experience Advisor
NationsBenefits
06.2022 - 10.2022
Bachelor of Science - Business Marketing
Arizona State University