Marci Soreth
Feasterville,PA
Summary
Proven expertise in insurance products, service, and customer needs. Familiar with analyzing documentation, liaising between parties, and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.
Highly skilled Insurance Representative with broad experience in claims processing, policy changes, and customer service. Known for strong ability to communicate complex insurance concepts to clients in an understandable manner. Strengths include exceptional problem-solving skills and the ability to build trustful relationships with clients, which have contributed positively to past roles in enhancing customer satisfaction.
Overview
36
36
years of professional experience
Work History
Insurance Representative
Russell Penning Agency StateFarm Insurance
Warminster , Pennsylvania
1997.09 - Current
- Assisted customers in completing necessary forms and documents related to new or updated policies.
- Conducted regular follow-up calls with clients to ensure satisfaction with services provided.
- Reviewed policy applications for accuracy before submitting them to underwriters.
- Reviewed policy applications for accuracy before submitting them to underwriters for approval.
- Researched and responded to customer complaints about their insurance coverage.
- Ensured all paperwork is compliant with relevant laws and regulations governing the sale of insurance products.
- Identified, evaluated, and addressed customer inquiries regarding insurance coverage.
- Provided advice on the best types of insurance policies for customers based on their needs.
- Generated leads through cold calling prospective clients, or attending networking events.
- Advised clients on how to maximize their benefits by selecting suitable additional coverages.
- Conducted regular reviews of existing policies to ensure they remain up-to-date with current industry regulations.
- Maintained accurate records of customer interactions and policy information.
- Provided guidance and support when filing claims on behalf of clients.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Administrative Assistant to the Vice President
Delta Products
Trevose , PA
1989.02 - 1997.06
- Verified all of the salesman’s orders.
- Facilitated communication between different departments within an organization.
- Maintained filing system of all documents related to the Vice President's office operations.
- Assisted in preparing correspondence such as letters, memos, emails for the Vice President's signature or approval.
- Answered phone calls promptly while maintaining a professional demeanor at all times.
- Provided administrative support to other members of senior management when necessary.
- Entered customer information and updates in database system to track leads, interactions, relationships, as well as propel sales opportunities.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Drove customer feedback to deliver information to management for corrective action.
Education
Certificate of Completion - Business Administration
Orleans Technical Institute
Philadelphia, PA1984-04
High School Diploma -
George Washington HighSchool
Philadelphia, PA1983-06
Dental Assisting
Swenson Skill Center
Philadelphia, PA1983-06
Skills
- Notary
- Data Entry
- Policy Renewals
- Insurance terminology
- Life Insurance
- Customer follow-up
- Lead Generation
- Client Relations
- Customer Service
- Policy Knowledge
- Policy writing
- Regulatory Compliance
- Negotiation abilities
- Account Management
Timeline
Insurance Representative
Russell Penning Agency StateFarm Insurance
1997.09 - Current
Administrative Assistant to the Vice President
Delta Products
1989.02 - 1997.06
Certificate of Completion - Business Administration
Orleans Technical Institute
High School Diploma -
George Washington HighSchool
Dental Assisting
Swenson Skill Center
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