Lisa L. Ackerman
Carmi,IL
Summary
Dynamic insurance professional with a proven track record at Dave Matheny Insurance Agency, Inc. Skilled in effective communication and customer relations, I excel in assessing client needs and recommending tailored coverage options. My resourcefulness and initiative ensure clients receive exceptional support, fostering long-term relationships and confidence in their insurance choices.
Overview
26
26
years of professional experience
Work History
Licensed Staff
Dave Matheny Insurance Agency, Inc.
01.1999 - Current
Insurance agent licensed in property, casualty, life, and health. As a licensed insurance sales associate, the primary focus is on assisting clients with their insurance needs. This includes assessing individual situations to recommend suitable coverage options. Furthermore, it involves presenting policy details clearly and accurately. Additionally, maintaining client relationships and providing ongoing support is an integral part of the role. Ultimately, the goal is to ensure clients feel confident and protected by their insurance policies.
Education
High School Diploma - Accounting & Social Services
Harrisburg High School
Harrisburg, IL06.1979
Skills
- Effective time management
- Exceptional communication
- Goal setting and achievement
- Professionalism and poise
- Resourcefulness and initiative
- Customer service
- Cleaning and organization
- Customer relations skills
- Cash handling
- Customer service expertise
- Documentation
- File management
- Administrative support
- Schedule coordination
- Recordkeeping expertise
Timeline
Licensed Staff
Dave Matheny Insurance Agency, Inc.
01.1999 - Current
High School Diploma - Accounting & Social Services
Harrisburg High School
Similar Profiles
Bradley R. HotzBradley R. Hotz
Sales Associate at Dave Slater State Farm AgencySales Associate at Dave Slater State Farm Agency
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Michelle SouderMichelle Souder
Insurance Sales Agent at Dave Wickline State Farm Insurance AgncyInsurance Sales Agent at Dave Wickline State Farm Insurance Agncy
Josiah CarterJosiah Carter
Mechanic at Carter TruckingMechanic at Carter Trucking
Kimberly LittonKimberly Litton
Lead at People ReadyLead at People Ready