Resourceful Insurance Specialist known for high productivity and efficient task completion. Specialized skills include risk assessment, policy analysis, and claim processing, ensuring comprehensive coverage tailored to client needs. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to navigate complex insurance landscapes and deliver optimal solutions for both clients and employers.
Hi, I’m
Margina Otter
Nevada,MO
Summary
Overview
5
years of professional experience
1
Certification
Work History
Gross Insurance AgencyFort Scott, Kansas
Insurance Specialist
04.2024 - Current
Job overview
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Leveraged industry trends to shape solutions and approaches.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Participated in training programs designed to enhance knowledge base in areas such as underwriting, sales, product development.
MFA West Central Agri ServicesAdrian, USA
Bookkeeper
10.2023 - 04.2024
Job overview
- Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
- Reconciled vendor statements to assist in monthly closings.
- Performed financial calculations for amounts due, interest charges and balances.
- Handled sensitive financial information with confidentiality and integrity.
- Checked postings and documents for correctness, accuracy and proper coding.
Peerless Products IncNevada, USA
Architectural Business Development Owner
01.2020 - 02.2024
Job overview
- Created marketing campaigns to attract new customers.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Ensured compliance with applicable laws and regulations related to business operations.
- Used excellent verbal skills to engage customers in conversation and effectively determine their goals for their business objectives.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Managed sales presentations to promote product and brand benefits.
Education
Crowder CollegeNevada, MO
Associate in Business from Business Administration And Management
05.2014
University Overview
Skills
- Account management expertise
- Negotiation
- Reporting
- Documentation skills
- Documentation
- Financial planning
- Claims management
- Insurance law
- Regulatory compliance
- Policy analysis
- Client assessment
- Customer follow-up
- Risk mitigation
- Customer service
- Marketing strategies
- Deductible expense identification
- Negotiation abilities
- Property examination
- Operations management
- Leads prospecting
- Auto insurance
- Policy renewals
- Upselling
- CRM software
- Professionalism and ethics
- Property insurance
- Client needs analysis
- Claims reporting systems
- Email marketing
- Quotes and sales
Certification
- Certified Management Accountant (CMA), 08/01/00, 05/01/01
- Driver's License
- Missouri Property & Casualty License, 06/01/23, 06/01/25, Renewal of Property and Casualty license
Timeline
Insurance Specialist
Gross Insurance Agency
04.2024 - Current
Bookkeeper
MFA West Central Agri Services
10.2023 - 04.2024
Architectural Business Development Owner
Peerless Products Inc
01.2020 - 02.2024
Crowder College
Associate in Business from Business Administration And Management
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