Overview
Work History
Education
Skills
Timeline
Generic

Lisa Sears

Jamestown,TN

Overview

30
30
years of professional experience

Work History

Insurance Agent

SBK Insurance
Jamestown, TN
04.1994 - Current

Cross sell products. Prepare Personal Lines Quotes and Issue policies. Process and issue endorsements. Follow up on cancellations. Work/review monthly expiration list. Meet with new clients. Service all existing customers. Work account receivable. Take calls for exiting and new clients, talk with company underwriters.Scan and process data. Process daily mail. Cross-sell products.

Education

License Insurance Agents P&C And Life And Health - Insurance

Insurance License
Nashville, TN
01-1995

High School Diploma -

YAI High School
Jamestown, TN
05-1984

Skills

  • Lead Development
  • Customer follow-up
  • Account Management
  • Client Relations
  • Customer Service
  • Policy Knowledge
  • Upselling
  • Client Account Management
  • Policy writing
  • Client Retention
  • Policy Renewals

Timeline

Insurance Agent

SBK Insurance
04.1994 - Current

License Insurance Agents P&C And Life And Health - Insurance

Insurance License

High School Diploma -

YAI High School
Lisa Sears