Mary Byington

Work History

Multi-Line Insurance Agent

Capital Insurance Agency

Utilized CRM systems effectively to track interactions with clients, monitor policy renewals, and manage sales pipeline activities.
Conducted regular follow-up communication with clients to ensure their satisfaction while identifying additional sales opportunities.
Showcased strong organizational skills in managing multiple priorities, maintaining accurate records and adhering to industry regulations.
Maximized sales opportunities by cross-selling and upselling various insurance products and services.
Collaborated with underwriters to evaluate risk factors and accurately price policies for optimal coverage.
Assessed client needs comprehensively using fact-finding techniques during consultations for accurate policy recommendations.
Conducted comprehensive policy reviews to ensure clients were adequately protected against potential risks.
Resolved complex claims issues promptly, working closely with adjusters and claimants to achieve fair settlements.
Streamlined policy management processes for greater efficiency and improved retention rates.
Mentored new agents in sales techniques, product knowledge, and agency operations for successful career development.
Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
Expanded client base by actively prospecting and networking to generate leads.
Coordinated claims handling process between clients and insurance carriers, ensuring timely resolutions and minimized loss.
Enhanced client education by delivering informative presentations on insurance topics such as coverage options, risk management strategies, and claims processes.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Prepared and reviewed insurance applications to verify compliance with regulations.
Cross-sold insurance products to existing clients to reach sales targets.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Utilized CRM software to manage client relationships.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Met with customers to provide information about available products and policies.
Collected premiums on or before effective date of coverage.
Calculated premiums and established payment methods for sales.
Analyzed risk factors to recommend appropriate coverage levels.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Conducted annual reviews of existing policies to update information.
Monitored customer feedback and identified areas of improvement.
Identified and solicited sales prospects in agency databases.
Evaluated competitors' products and services to gain competitive advantage.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Manager of Operations

Capital Insurance Agency

03.1985 - 01.2025

Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Oversaw facility maintenance activities to ensure optimal performance of equipment and infrastructure elements.
Improved customer satisfaction ratings by ensuring prompt resolution of issues and concerns.
Implemented cost-saving initiatives, reducing overall operational expenses without compromising service quality.
Ensured compliance with industry regulations, maintaining a safe working environment for staff members.
Streamlined operational processes by implementing efficient workflow management strategies.
Managed daily operations, ensuring smooth workflow and timely completion of tasks.
Implemented customer feedback system to identify areas for service improvement, leading to increased customer satisfaction scores.
Coordinated with IT department to upgrade inventory management software, reducing errors and saving time.
Reduced downtime and improved productivity by maintaining equipment and scheduling regular maintenance checks.
Enhanced customer experience by refining service delivery processes, leading to repeat business and positive reviews.
Developed and maintained relationships with external vendors and suppliers.
Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
Increased profit by streamlining operations.
Assisted in recruiting, hiring and training of team members.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Interacted well with customers to build connections and nurture relationships.
Trained and guided team members to maintain high productivity and performance metrics.
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Reported issues to higher management with great detail.
Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Negotiated price and service with customers and vendors to decrease expenses and increase profit.

Summary

Overview

Work History

Multi-Line Insurance Agent

Manager of Operations

Education

Skills

Timeline

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