Maria Caldwell
Northport
Summary
Goal-oriented Insurance Agent 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 years of background generating new business by selling various insurance plans.
Overview
19
19
years of professional experience
Work History
Account Manager
RPR Insurance
06.2024 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Responsibilities included managing client communications, nurturing key relationships, keeping track of all necessary documentation, and paying close attention to any policy changes and important deadlines
- Helped customers understand their coverage, assist with claims, conduct annual account reviews, and ensure all relevant data is properly tracked in our secured systems.
- Writing new property and casualty business for current book of business.
- Being proactive in looking for coss sell opportunities and account rounding.
Licensed Insurance Agent
Zyyah Covered Insurance
03.2022 - 06.2024
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
Agent
Zealco Insurance
10.2019 - 03.2022
- Writing Insurance policies and extensive customer service
- Responsible for commercial and personal lines renewals and all service- related tasks
- Shopping rates for current and prospective clients ro provide most comprehensive coverage based on value versus price alone
Fiancial Sales Consultant
Regions Bank
01.2017 - 10.2019
- Providing exceptional customer service and sales experience to our clients and making sure they know how important they are to me.
- Uncovering needs and advising on how financial goals can be reached
- Needs based conversation were a key component
- Making outbound calls and soliciting our customer base daily
- All personal loans and accounts, business loans and HELOCS for this branch were my responsibility.
Sales Agent/CSR
Affirmative Insurance
07.2005 - 01.2017
- Conducted market research to identify potential customers and target markets.
- Assisted clients in selecting appropriate coverage options for their needs.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Processed applications and paperwork related to policy issuance or renewal.
- Resolved customer inquiries and complaints in a timely manner.
- Built relationships with existing clients by providing exceptional service.
Education
High School Diploma -
Central High School East
05.1998
Skills
- Insurance Sales Strategy
- Team Training and Development
- Email Marketing
- New Agent Training
- Policy analysis
- Lead prospecting
- Client Retention
Timeline
Account Manager
RPR Insurance
06.2024 - Current
Licensed Insurance Agent
Zyyah Covered Insurance
03.2022 - 06.2024
Agent
Zealco Insurance
10.2019 - 03.2022
Fiancial Sales Consultant
Regions Bank
01.2017 - 10.2019
Sales Agent/CSR
Affirmative Insurance
07.2005 - 01.2017
High School Diploma -
Central High School East
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