Lisa Martin
Insurance Agent
Celebration,FL
Summary
Driven Multi-Line Insurance Agent with a proven track record at Celebration Pointe Insurance Agency, Inc., adept in insurance sales expertise and relationship building. Excelled in expanding client base through effective communication and negotiation, achieving high customer satisfaction and retention rates. Demonstrated problem-solving abilities and policy analysis skills, enhancing client service and portfolio management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Multi-Line Insurance Agent
Celebration Pointe Insurance Agency, Inc.
08.2022 - Current
- Assessed client needs comprehensively using fact-finding techniques during consultations for accurate policy recommendations.
- Expanded client base by actively prospecting and networking to generate leads.
- Managed a diverse portfolio of personal lines, and commercial lines insurance.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
High School Social Studies Teacher
School District Of Osceola County
08.2013 - 05.2022
- Researched latest teaching techniques and incorporated into lesson delivery to improve concept acquisition.
- Created lesson plans and made adjustments based on overall class performance throughout year.
- Established and supported positive educational environment for student learning.
Education
J.D. - Law
Florida A & M College of Law
Orlando, FL12.2012
Bachelor of Arts - History
University of South Florida
Tampa, FL05.2009
Skills
- Goal-Oriented
- Creative and Critical Thinking
- Negotiation and Persuasion
- Problem-solving abilities
- Multitasking
- Relationship Building
- Research and analysis
- Analytical Reasoning
Hard Skills
- Insurance sales expertise
- New Client Acquisition
- Policy Analysis and Interpretation
- Customer Service
- Client needs analysis
- Effective Communication
- Tax law knowledge
- Legal Compliance
- Contract Development
- Legal Research
- Legal Analysis
- Case interpretation
- Contract Review and Negotiation
- Legal writing
Certification
- Licensed Insurance Agent/Broker - Florida Department of Financial Services - General Lines
- Licensed Insurance Agent/Broker - Florida Department of Financial Services - Life, Health, and Variable Annuities
- State Teaching Certification or License - Florida Department of Education.
Timeline
Multi-Line Insurance Agent
Celebration Pointe Insurance Agency, Inc.
08.2022 - Current
High School Social Studies Teacher
School District Of Osceola County
08.2013 - 05.2022
J.D. - Law
Florida A & M College of Law
Bachelor of Arts - History
University of South Florida
- Licensed Insurance Agent/Broker - Florida Department of Financial Services - General Lines
- Licensed Insurance Agent/Broker - Florida Department of Financial Services - Life, Health, and Variable Annuities
- State Teaching Certification or License - Florida Department of Education.
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