Marvin Owensby
Anderson,CA
Summary
Dynamic insurance professional with a proven track record at WFG, World Financial Group, excelling in client relations and policy management. Adept at upselling and delivering tailored insurance solutions, resulting in increased client satisfaction and loyalty. Strong communicator with expertise in financial analysis software and a commitment to exceptional customer service.
Overview
10
10
years of professional experience
Work History
Insurance Agent
WFG, World Financial Group
San Jose, CA
03.2010 - 03.2012
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Service Consultant
Lexus Of Concord
Concord, CA
01.2002 - 03.2010
- Provided information about service procedures and expected timelines.
- Documented payment details and personal information on customer accounts.
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
- Developed strong relationships with clients, leading to increased loyalty and repeat business.
- Discussed options with clients and determined appropriate plans.
- Efficiently managed multiple projects simultaneously while maintaining strict deadlines and quality standards.
- Consistently met or exceeded monthly sales goals by identifying upselling opportunities during client interactions.
- Successfully collaborated with cross-functional teams in order to develop innovative service offerings tailored to the unique needs of each client.
- Conducted comprehensive needs assessments to identify areas for service improvement and tailored solutions accordingly.
- Wrote service orders and updated schedules.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Maintained up-to-date knowledge of product and service changes.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Delivered prompt service to prioritize customer needs.
- Educated customers about billing, payment processing and support policies and procedures.
Education
Accounting
Heald Business College
Concord, CA02.1996
Skills
- Customer service
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Account management
- Life insurance
- Policy writing
- Upselling
- Financial analysis software
- Private insurance
- Relationship building
- Data entry
- Client prospecting
- Insurance policy sales
- Insurance eligibility
- Customer billing
- Customer engagement
- New agent training
- Customer referrals
- Customer account review
- Premium calculations
- Policy feature explanations
- Life insurance sales
- Policyholder communication
- Billing procedures
- Call center customer service
- Insurance coverage verification
- Client consultations
- Insurance claim regulations
- Clientele development
- Claims information gathering
- Client interviews
- Financial needs assessment
Timeline
Insurance Agent
WFG, World Financial Group
03.2010 - 03.2012
Service Consultant
Lexus Of Concord
01.2002 - 03.2010
Accounting
Heald Business College