Lisa Knavel
Sanger
Summary
Dynamic insurance agent with a proven track record at State Farm, excelling in client relations and upselling strategies. Adept at tailoring coverage solutions, I consistently exceeded sales targets while fostering trust through exceptional customer service. Skilled in CRM software, I enhance operational efficiency and client satisfaction through effective communication and personalized support.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
Hermes Insurance
Sanger, TX
02.2024 - 04.2026
- Advised clients on insurance options, tailoring coverage to meet individual needs.
- Processed policy applications and renewals efficiently, ensuring compliance with regulations.
- Conducted risk assessments to identify coverage gaps and recommend solutions.
- Maintained accurate client records in CRM software to streamline operations.
Insurance Agent
State Farm
Denton, TX
10.2021 - 12.2024
- 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.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
Insurance Agent
Farmers
Denton, TX
06.2018 - 08.2021
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Utilized CRM software to manage client relationships.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
Front Office Manager
Walmart
Hickory Creek Texas
03.2015 - 05.2019
- Supervised front office staff, providing training and support to enhance customer service skills.
- Implemented scheduling systems to optimize staff coverage during peak hours.
- Created weekly schedules for front office staff members to ensure appropriate coverage during peak hours or high demand periods.
- Reconciled end-of-day reports to determine accurate billing and payment processing.
- Developed effective communication channels within the team to improve decision-making process and problem-solving abilities.
- Coached employees through day-to-day work and complex problems.
- Created, prepared, and delivered reports to various departments.
Education
High School Diploma - General Studies
Tourtellot Memorial High School
Thompson Ct06.1989
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client retention
- Upselling
- CRM software
- Policy renewals
- Property insurance
- Office management
- Organizational skills
- Office administration
- Data entry
- Customer relations
- Clear oral/written communication
- Billing
- Scheduling and calendar management
- Administrative support
- Payroll processing
- Document management
- Clerical support
- Credit and collections
- Account reconciliation
- Mail handling
- Scheduling
- Scheduling coordination
- Inventory control
- Staff management
- Operations management
- Human resources
- Staff hiring
- Supply management
- Team supervision
- Event coordination
- Business administration
Certification
Texas insurance agent certification
Timeline
Insurance Agent
Hermes Insurance
02.2024 - 04.2026
Insurance Agent
State Farm
10.2021 - 12.2024
Insurance Agent
Farmers
06.2018 - 08.2021
Front Office Manager
Walmart
03.2015 - 05.2019
High School Diploma - General Studies
Tourtellot Memorial High School