Lonny Waltz
Ponce Inlet,FL
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for 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
Ben Franklin Insurance
Greenwood, IN
05.2021 - Current
- Advised customers on the best ways to minimize risks associated with their assets.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Insurance Agent
Farm Bureau Insurance
Shelbyville, IN
05.2011 - 05.2021
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Assessed customer risk levels and recommended appropriate coverage options.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Education
Associate of Applied Science - Mortuary Administration
Mid America College
Jeffersonville, IN05-1988
Affiliations
i Spend most of my time meeting new people
Accomplishments
Number one commercial agent for small commercial business at Farm Bureau Ins.
Certification
Licensed Life,Health Property and Casualty Agent
Timeline
Insurance Agent
Ben Franklin Insurance
05.2021 - Current
Insurance Agent
Farm Bureau Insurance
05.2011 - 05.2021
Licensed Life,Health Property and Casualty Agent
Associate of Applied Science - Mortuary Administration
Mid America College
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