Lorna Holmes

Self Employed

Dixon, CA

01.2009 - Current

Advised clients on their insurance needs and coverage options based on individual requirements.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Researched complex underwriting issues and provided solutions for customers' satisfaction.
Identified opportunities for cross-selling additional policies or services to existing customers.
Assisted in the development of training materials for new agents entering the field.
Participated in industry events such as conventions, seminars, workshops,.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Established relationships with vendors that provide services related to insurance products.
Provided guidance and support to less experienced agents during onboarding process.
Initiated contact with potential clients through cold calling and networking activities.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Pursued continued professional development through insurance workshops, course and webinars.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Interviewed prospective clients to obtain data about financial resources and needs.
Met with division leaders and consultants to discuss strategies to increase sales.