Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Sutherland

Centennial,CO

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Focused and dedicated insurance professional with 10 years of experience providing superior customer service and rates for life and helath policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Insurance Agent

Independant
Centennial, CO
01.2011 - Current
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.

Education

Life And Health License - Insurance

Bankers Life And Casualty
Greenwood Village, CO
01.2011

Associates Degree General Studies -

Community College of Aurora
Aurora, CO
05.1992

Skills

  • CRM Software
  • Policy Renewals
  • Leads Prospecting
  • Client Relations
  • Customer Service
  • Client Retention
  • Account Management
  • Life Insurance
  • Policy Writing

Certification

  • Life and Health License 2011
  • CNA License 2019

Timeline

Insurance Agent

Independant
01.2011 - Current

Life And Health License - Insurance

Bankers Life And Casualty

Associates Degree General Studies -

Community College of Aurora

Similar Profiles

CREATE PROFILE
Lisa Sutherland