Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Lisa Chambers

Napavine,WA

Summary

Licensed Insurance Agent with 12 years of experience in property, casualty, life, and health insurance for Washington and Oregon. Strong leadership skills developed in diverse, fast-paced environments, with a commitment to detail and a positive attitude. Energetic with excellent client and project management skills, consistently delivering services that exceed expectations. Highly motivated team player, adept at fostering a positive work environment and adapting to various working conditions.

Overview

29
29
years of professional experience

Work History

Insurance Agent

State Farm
03.2023 - Current
  • · Assessed and analyzed clients' insurance needs, providing customized solutions in property, casualty, life, and health insurance.
  • · Conducted outreach through networking, referrals, and community events to generate new business and expand client base.
  • · Managed client accounts, ensuring accuracy of personal and confidential information while maintaining compliance with industry regulations.
  • · Built and maintained strong client relationships, delivering exceptional customer service and support throughout policy lifecycle.
  • · Collaborated with team members to meet and exceed sales goals set by district office, fostering cohesive and motivated work environment.
  • · Stayed updated on industry trends and changes in regulations through continuous training and professional development.
  • · Educated clients on policy options, coverage details, and claims processes, ensuring they were well-informed and satisfied with their insurance choices.

Insurance Agent

Farmers Insurance
09.2012 - 09.2023
  • Engaged with potential new clients to review and discuss insurance coverage options through direct marketing, cold calling, and social media initiatives
  • Participated in continuous training to meet and exceed industry standards while maintaining all licensing requirements
  • Managed client accounts, ensuring confidential information was up to date and secure
  • Collaborated with agents and staff to surpass monthly goals set by the district office, while providing exceptional customer service
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Small Business Owner

The Coffee Cabin
12.2004 - 12.2012
  • Managed billing, invoicing, and account statements efficiently across multiple computer systems
  • Designed and executed strategies to enhance customer satisfaction and loyalty
  • Recruited, hired, and trained service representatives to ensure consistent standards of excellence
  • Ensured compliance with sanitation, health, and safety standards and maintained organized certification records
  • Fostered effective communication with customers and employees to provide information and resolve queries professionally

Adult WIA Trainer

Tacoma Goodwill
04.2010 - 07.2010
  • Developed and implemented a program to teach customer service skills to adults in the Workforce Investment Act program
  • Conducted orientations to foster positive attitudes towards organizational objectives
  • Trained participants on company customer service policies and beverage preparation skills in a retail setting

Customer Sales & Service Representative

AT&T Broadband
07.1995 - 02.2003
  • Managed an average of 50 customer service calls daily, recommending products that aligned with customer needs
  • Processed up to 50 new customer orders per day efficiently
  • Handled merchandise exchanges promptly while ensuring that customer issues were resolved satisfactorily

Education

Associate of Applied Science -

01.1992

Skills

  • Customer Service
  • Sales and Marketing
  • Computer Proficiency
  • Employee Training
  • Accounting Skills
  • Attention to Detail
  • Problem Solving
  • Self-Motivation
  • Effective Communication
  • Time Management
  • Critical Thinking
  • Account Management

Accomplishments

  • Insurance License, 12/01/2012
  • Business Owner, 01/01/2004
  • Associate of Applied Science, 01/01/1992

Timeline

Insurance Agent

State Farm
03.2023 - Current

Insurance Agent

Farmers Insurance
09.2012 - 09.2023

Adult WIA Trainer

Tacoma Goodwill
04.2010 - 07.2010

Small Business Owner

The Coffee Cabin
12.2004 - 12.2012

Customer Sales & Service Representative

AT&T Broadband
07.1995 - 02.2003

Associate of Applied Science -

Lisa Chambers