Lisa Hennessy
Alberta,MN
Summary
Influential Insurance Sales Agent with 7 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales.
Overview
21
21
years of professional experience
Work History
Insurance Sales Representative
COUNTRY Financial
Morris, MN
12.2019 - Current
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- Connected with prospective clients to set appointments.
- Maintained detailed records of customer information and policy sales.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Customer Service Representative
Bremer Insurance
Morris, MN
09.2013 - 12.2019
- Provided primary customer support to internal and external customers in fast-paced environment.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
- Consulted with outside parties to resolve discrepancies and create effective solutions.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Responded to customer requests for products, services and company information.
Nursing Assistant
Saint Francis Healthcare
Morris, MN
06.2005 - 09.2013
- Helped patients effectively manage routine bathing, grooming and other hygiene needs.
- Engaged in housekeeping tasks by replacing linens and cleaning and sanitizing patient rooms.
- Monitored, tracked and conveyed important patient information to healthcare staff to help optimize treatment planning and care delivery.
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
- Kept detailed records of nursing assessments, administered treatments and medication, discharge procedures and follow-up care needs.
- Agreed to take on additional shifts and extra hours during busy periods and holidays to maintain proper staffing and floor coverage.
- Transported patients to treatment units and operating rooms by using wheelchairs, stretchers or moveable beds.
Education
High School Diploma -
Morris Area Secondary
Morris, MNCertificate - Registered Nursing Assistant
Alexandria Technical College
Alexandria, MNDiploma - Insurance
Ridgewater College
Willmar, MN05.2013
Skills
Contract review and analysis
Account retention
Account management
Business growth
Policy understanding
Product knowledge
EPIC
Auto insurance
Life insurance
Property insurance
Policy renewals
Timeline
Insurance Sales Representative
COUNTRY Financial
12.2019 - Current
Customer Service Representative
Bremer Insurance
09.2013 - 12.2019
Nursing Assistant
Saint Francis Healthcare
06.2005 - 09.2013
Diploma - Insurance
Ridgewater College
Certificate - Registered Nursing Assistant
Alexandria Technical College
High School Diploma -
Morris Area Secondary