Summary
Overview
Work History
Education
Skills
Additional Licensing
Timeline
Generic

Lura Lowe

Walton ,WV

Summary

Dynamic sales professional with a proven track record in insurance and banking, excelling in policy analysis and customer relationship building. At Ashley Insurance, significantly enhanced client satisfaction and retention through expert policy advice and effective claims resolution. Skilled in sales expertise and client assessment, consistently surpassing sales targets.

Overview

13
13
years of professional experience

Work History

Insurance Producer/ CSR

Ashley Insurance
12.2021 - Current
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Adhered to all regulations for insurance sales.
  • Met with auto,home, life and business clients to discuss needs.
  • Worked in high-volume, competitive sales environment.
  • Provided detailed information about company insurance products.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Set up policies and completed all documentation.
  • Maintained high standards of customer service by building relationships with clients.
  • Turning in claims and talking to adjustor if the policyholder has problems.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.


Administrative Assistant

Clayton Homes
06.2019 - 12.2022
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Schedule appointments for maintenance.

Insurance Producer/CSR

Ashley Insurance
06.2018 - 06.2019
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Adhered to all regulations for insurance sales.
  • Set up policies and completed all documentation.
  • Met with auto, home, life, and business clients to discuss needs.
  • Worked in high-volume, competitive sales environment.
  • Maintained high standards of customer service by building relationships with clients.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Calculated premiums and established payment methods for sales.

Insurance Producer/CSR

State Farm Norman Daniels
06.2017 - 05.2018
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Adhered to all regulations for insurance sales.
  • Set up policies and completed all documentation.
  • Met with auto,home,life, and business clients to discuss needs.
  • Worked in high-volume, competitive sales environment.
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Educated clients on insurance policies and procedures.

Bank Teller

First Neighborhood Bank
06.2014 - 06.2017
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Sold and cross-sold bank products to new and existing customers.
  • Provided customer records, account statements and copies of checks.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Teller

Poca Valley Bank
06.2011 - 07.2012
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Received loan and utility payments, sending funds to correct destinations.

Education

High School Diploma -

Roane County High School
Spencer, WV
05-2007

Skills

  • Sales expertise
  • Policy analysis
  • Sales proficiency
  • Customer follow-up
  • Policy writing
  • Client assessment
  • Claims reporting systems
  • Prospective client identification
  • Auto insurance
  • Referral pipeline maintenance

Additional Licensing

State of West Virginia agent license number is 18579314. This is for Life and Property and Casualty Insurance.

Timeline

Insurance Producer/ CSR

Ashley Insurance
12.2021 - Current

Administrative Assistant

Clayton Homes
06.2019 - 12.2022

Insurance Producer/CSR

Ashley Insurance
06.2018 - 06.2019

Insurance Producer/CSR

State Farm Norman Daniels
06.2017 - 05.2018

Bank Teller

First Neighborhood Bank
06.2014 - 06.2017

Teller

Poca Valley Bank
06.2011 - 07.2012

High School Diploma -

Roane County High School

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Lura Lowe