Detail-oriented insurance agent skilled in problem-solving and cross-selling. Proven ability to guide clients in selecting personalized insurance plans while maintaining high ethical standards and professionalism in all interactions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Insur Group DBA Royer Camp & Associated
Newport
07.2025 - Current
Guided clients in selecting insurance plans tailored to specific needs.
Educated clients on coverage options and benefits of various insurance products.
Identified cross-selling opportunities for additional policies or services.
Handled customer inquiries with clear, concise explanations.
Responded promptly to customer questions via phone and email professionally.
Assisted with billing inquiries, payment processing, and service-related issues.
Reviewed existing policies at renewal and upon request for updates.
Processed applications, policy changes, renewals, and cancellations accurately.
Insurance agent
Rock Insurance agency
Barton
05.2021 - 07.2025
Collaborated with underwriters to assess risks and develop tailored insurance options for clients.
Delivered customer service through effective communication and problem-solving, enhancing client satisfaction.
Analyzed client information to recommend appropriate coverage options.
Customer Service Representative
Rock Insurance Agency
Barton
01.2021 - 05.2021
Maintained professionalism in stressful situations, effectively resolving customer issues to ensure a positive experience.
Developed strong relationships with customers by providing personalized assistance and support.
Resolved customer complaints promptly and efficiently.
Collected deposits or payments and arranged for billing.
Answered customer questions, providing accurate information to enhance product understanding and service satisfaction.
Volunteer driver
Rural Community Transport
Newport
07.2019 - 01.2021
Maintained accurate records of trips and client interactionstionstionstionstionstionstionstions
Ensured customer satisfaction through attentive service and support, fostering positive relationships.
Maintained accurate records of trips and client interactionstionstionstionstionstionstions
Education
Some College (No Degree) - Computer And Information Sciences
Vermont Technical College
Randolph, VT
Some College (No Degree) - General Studies
CCV
Newport, VT
Skills
Auto insurance
Property insurance
Claim management
Relationship building
Client support
Cross-selling
Problem solving
Professionalism and ethics
Effective communication
Certification
Property and Casualty License NPN: 19955535 eff. 4/1/2025-3/31/2027
Timeline
Licensed Insurance Agent
Insur Group DBA Royer Camp & Associated
07.2025 - Current
Insurance agent
Rock Insurance agency
05.2021 - 07.2025
Customer Service Representative
Rock Insurance Agency
01.2021 - 05.2021
Volunteer driver
Rural Community Transport
07.2019 - 01.2021
Some College (No Degree) - Computer And Information Sciences