Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Bexley

Mobile,AL

Summary

Proven insurance professional with a track record of exceeding sales targets at Liberty Mutual by leveraging insurance sales expertise and teamwork orientation. Skilled in active listening, I've significantly improved client satisfaction and retention. Mastered decision-making to optimize coverage and service, achieving top performance metrics.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Licensed Insurance Representative

AllState
03.2024 - Current
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Calculated quotes and educated potential clients on insurance options.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Conducted thorough risk assessments to ensure clients received appropriate coverage levels at competitive rates.
  • Provided exceptional customer service during claim processing, guiding clients through each step with empathy and professionalism.
  • Resolved complex policy issues with clear communication, resulting in improved customer retention rates.

Licensed Insurance Agent/Team Mentor

Liberty Mutual
05.2021 - 03.2024
  • Assisted team lead with coaching's and mentored team mates on meeting goals, productivity and any areas of struggle.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
  • Provided coverage option information to assist clients in protecting assets.

Insurance Specialist

Farmers Insurance Agency
06.2018 - 05.2021
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Processed eligibility and benefits verification and authorization requests.
  • Followed up on denials, late payments, extensions and other special circumstances.
  • Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
  • Resolved discrepancies in insurance payments by collaborating with carriers.
  • Maintained high standards of customer service by building relationships with clients.
  • Reduced claims processing time by effectively collaborating with adjusters, claimants, and internal departments.
  • Strengthened client relationships through consistent follow-ups, ensuring timely renewals and retention.
  • Increased sales revenue with persuasive presentations of insurance products tailored to clients'' needs.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

INSURANCE SPEACIALIST/Front Office Manager

DIRECT AUTO
11.2013 - 07.2018
  • Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
  • Documented customer interactions and transactions for accurate, up-to-date records.
  • Assisted customers with completing insurance documents to avoid missed information.
  • Assessed customer needs and recommended suitable insurance policies.
  • Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.

Insurance Customer Service Representative

All Risk Insurance Agency
11.2006 - 11.2013
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Responded to customer requests for products, services, and company information.
  • Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
  • Documented customer interactions and transactions for accurate, up-to-date records.
  • Assisted customers with completing insurance documents to avoid missed information.
  • Fielded customer complaints, escalating complex issues to management for resolution.
  • Fostered strong relationships with clients, providing personalized service and assistance on various insurance products.
  • Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.

Manager

MASTER CLEANERS
01.2005 - 09.2012
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Improved safety procedures to create safe working conditions for workers.
  • Improved marketing to attract new customers and promote business.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.

Education

High School Diploma -

WP DAVIDSON HIGH SCHOOL
Mobile, AL
05-1997

Skills

  • Active listening
  • Decision-making
  • Teamwork orientation
  • Insurance sales expertise

Certification

  • Property and Casualty License - [State] Department of Insurance.
  • Life and Health Insurance License - [State] Department of Insurance.

Timeline

Licensed Insurance Representative

AllState
03.2024 - Current

Licensed Insurance Agent/Team Mentor

Liberty Mutual
05.2021 - 03.2024

Insurance Specialist

Farmers Insurance Agency
06.2018 - 05.2021

INSURANCE SPEACIALIST/Front Office Manager

DIRECT AUTO
11.2013 - 07.2018

Insurance Customer Service Representative

All Risk Insurance Agency
11.2006 - 11.2013

Manager

MASTER CLEANERS
01.2005 - 09.2012

High School Diploma -

WP DAVIDSON HIGH SCHOOL

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Lisa Bexley