Lisa Lathrop
Indianola,Ia
Summary
Accomplished Insurance Agent with a proven track record at AAA Insurance Company, adept in client retention and policy renewals. Leveraged customer service excellence and policy writing expertise to expand client base and exceed sales targets. Demonstrates professionalism and ethics, ensuring high standards of compliance and customer satisfaction.
Overview
30
30
years of professional experience
Work History
Insurance Agent
AAA Insurance Company
Clive, IA
04.2023 - Current
- 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.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Retirement Specialist
Principal Financial Services
Des Moines, IA
08.2020 - 04.2023
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Member Service Representative
Nationwide
Des Moines, IA
06.2016 - 05.2020
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Responded to customer calls and emails to answer questions about products and services.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
Manager on Duty
Superior Dry Cleaners
Indianola, IA
09.1994 - 06.2016
- Trained employees in essential job functions.
- Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
- Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
- Provided exceptional customer service, addressing concerns promptly and ensuring repeat business from satisfied clients.
Education
Bachelors Of Art - Criminal Justice
Simpson College
Indianola, IA05.2008
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Client Retention
- Account Management
- Policy writing
- Upselling
- Policy Renewals
- Client Account Management
Additional Information
Property and Casualty License
Life and Accident Insurance
Timeline
Insurance Agent
AAA Insurance Company
04.2023 - Current
Retirement Specialist
Principal Financial Services
08.2020 - 04.2023
Member Service Representative
Nationwide
06.2016 - 05.2020
Manager on Duty
Superior Dry Cleaners
09.1994 - 06.2016
Bachelors Of Art - Criminal Justice
Simpson College