Lori Belinko
Associate Insurance Agent
Washington,NC
Summary
Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally.
Driven P&C Insurance agent with unwavering commitment to customer service to build productive relationships to win customer loyalty. Offering 33 years of experience in handling customer inquiries, complaints and billing questions.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Ready to help team achieve company goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Insurance Associate Agent
North Carolina Farm Bureau Insurance
Belhaven , NC
2006.03 - Current
- Met with customers to discuss options, provide information and answer concerns.
- Finalized and submitted paperwork to complete sales.
- Informed clients of policies and procedures.
- Resolved caller issues quickly and thoroughly.
- Obtained client information by answering telephone calls.
- Advised customers about new products and assisted customers in determining best home, auto or commercial products for their needs.
- Quoted prices and credit terms to prepare sales contracts.
- Assisted callers to achieve organizational goals.
- Organized and coordinated meetings and conference calls with various individuals.
- Compiled lists of potential clients to develop and expand book of business.
- Documented caller information in companies computer system.
Property & Casualty Sales
State Farm Insurance Inc
Baltimore , MD
1989.01 - 2004.08
- Maintained accurate and timely documentation of communication with clients.
- Educated clients, cross-sold and upsold coverages by recommending changes to insured for enhanced protection, ensuring profit standards are being met.
- Completed applications, negotiated with underwriters and prepared proposals for new and renewal business proposals and offerings.
- Contacted clients and underwriters to obtain additional information.
- Remained current on insurance products and offerings for quick reference when interfacing with clients.
Education
Property & Casualty License - Insurance Sales
Essex Community College
Essex MD01.1995
Patterson High School
Baltimore, MD06.1984
Skills
- Policy Adjustment Knowledge
- Claims Information Gathering
- Administrative Support
- Policy Feature Explanations
- Client Prospecting
- Policyholder Communication
- Binder Coverage
- Quotes and Sales
- Policy Renewals
- Underwriter Collaboration
- Claims Reporting Systems
- Premium Calculations
- Quote Information
- Underwriting and Adjustments
- Insurance Policy Sales
- Insurance Coverage Verification
- Customer Billing
- Agent Support
- Insurance Eligibility
- Customer Service and Assistance
- Insurance Practices
- Credit and Debt Card Processing
- Clerical Support
- Upselling
Certification
- Property & Casualty license
, State Farm - Property & Casualty License NC Farm Bureau
Timeline
Insurance Associate Agent
North Carolina Farm Bureau Insurance
2006.03 - Current
Property & Casualty Sales
State Farm Insurance Inc
1989.01 - 2004.08
Property & Casualty License - Insurance Sales
Essex Community College
Patterson High School
- Property & Casualty license
, State Farm - Property & Casualty License NC Farm Bureau
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