Margarita Blekhman
Jacksonville,FL
Summary
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Knowledgeable with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
VyStar Credit Union
05.2022 - Current
- Explain Insurance Policies: Clearly explain the features, advantages, and disadvantages of various insurance policies to clients.
- Customize Insurance Plans: Tailor insurance programs to meet the specific needs of individual clients.
- Fulfill Policy Requirements: Ensure all necessary requirements are met, including medical examinations and completion of forms.
- Administrative Tasks: Maintain accurate records, handle policy renewals, and manage client information.
- Monitor Claims: Track insurance claims to ensure they are settled fairly for both the client and the insurer.
- Calculate Premiums: Determine premiums and establish payment methods for clients.
- Provide Risk Management Advice: Recommend strategies to clients to manage and mitigate risks.
- Build Strong Relationships: Develop and maintain strong relationships with clients to foster trust and loyalty.
- Stay Informed: Keep up-to-date with industry trends and changes in insurance regulations.
- Respond to customer calls swiftly to resolve issues and answer questions.
- Worked closely with other team members to optimize sales strategies and achieve goals.
Licensing and Agency service supervisor
We insure
05.2015 - 03.2022
- As the licensing and agency services supervisor I assist and oversee the on boarding process for our new agency owners, producers, and home office service staff
- This includes, but isn't limited to, obtaining appointments for our agents with our carriers, answering any questions regarding the on boarding process and assisting with setup
- Our agency services team also assists with pushing downloads from our carriers into our database, Applied EPIC, while maintaining passwords for our home office team, as well as our local agents
- Our team answers questions and requests from our home office team and our local agents via inbound calls, emails and assigned task in our database
- Prior to moving to the Agency Services department I worked as a Service Supervisor in our customer service department
- I overseen the Agent Hotline team, who took direct service requests from our local agents, and the Processing/Retention department
- I assisted in the build out for all three departments and assisted in implementing SOPs (standard operating procedures) in all departments for our service team
- I provided two side by sides to each team member on a weekly basis, provided coaching plans during month end number meetings, and issued PIPs (personal improvement plans) as needed
- I reviewed time cards, time off requests, and issued any warnings and / or write ups as a result of attendance or tardy
- Assisted with training and development of team members.
- Handled customer complaints and inquiries.
- Increased efficiency within the department through the implementation of innovative workflow processes tailored specifically towards agent success.
- Developed comprehensive performance reports, identifying areas for improvement and implementing appropriate corrective actions.
- Managed escalated customer issues, ensuring timely resolution and maintaining strong client relationships.
Education
General Studies
FSCJ
Jacksonville, FLHigh School Diploma -
Mandarin High School
Jacksonville, FL05-2004
Skills
- Negotiation
- Typing
- Quote Rush
- Salesforce
- Insurance sales
- Sales
- Microsoft Outlook
- AMS
- CRM software
- Policy Knowledge
- New agent training
- Employee Orientation
- Pricing
- Customer service
- Analysis skills
- Ezlynx
- Microsoft Office
- Epic
- Knowledge of 22 plus home and auto carrier, along with flood and Umbrella
- Policy changes
Certification
Property & Casualty License, Insurance Producer License 2-20.
Awards
We Elite - Presidential Choice Award, 02/20, Awarded with the We Elite award for outstanding performance and dedication to the company.
Additionalinformation - Nonresidence
Georgia
Languages
English
Native or Bilingual
Russian
Native or Bilingual
Timeline
Insurance Agent
VyStar Credit Union
05.2022 - Current
Licensing and Agency service supervisor
We insure
05.2015 - 03.2022
General Studies
FSCJ
High School Diploma -
Mandarin High School
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