Mary Beth Reschke
Casselberry,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
25
25
years of professional experience
Work History
Licensed Sales Producer
AllState - Bones and Associates
Viera, FL
06.2020 - Current
- Assessed customer needs and recommended appropriate coverage options.
- Offered policy guidance and management to promote asset protection.
- Resolved any customer complaints in an efficient manner.
- Leveraged industry trends to shape solutions and approaches.
- Participated in educational events such as seminars and webinars to stay abreast of industry developments.
- Identified opportunities for cross-selling additional products or services.
- Pursued continued professional development through insurance workshops, course and webinars.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Attended meetings with carriers' representatives to discuss product offerings and pricing structure.
- Conducted periodic reviews of existing accounts to ensure appropriate coverage levels are maintained.
- Processed applications for new policies, endorsements, changes and cancellations.
- Advised clients on available discounts or additional coverage options that could benefit them.
- Achieved repeat business and referrals through personalized services.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Maintained knowledge of current insurance regulations and compliance standards.
- Exceeded company sales goals for new policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Upsold products to policyholders and potential new clients.
- Ensured all paperwork is properly completed before submitting it to the relevant authorities.
- Generated quotes for various types of insurance policies based on customer requirements.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Established relationships with clients by providing prompt service, accurate information and follow-up support.
- Identified needs of customers promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
- Collaborated with others to discuss new opportunities.
Owner/President
Space Coast Protection
West Melbourne, FL
09.1999 - 09.2023
- Educated customers on special pricing opportunities and company offerings.
- Collected deposits or payments and arranged for billing.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Updated databases with new and modified customer data.
- Used proven techniques to de-escalate angry customers during telephone interactions.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Oversaw warranty counseling process to manage expense controls.
- Prepared and sold broad range of customized merchandise to individuals and commercial accounts.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Mentored junior team members and managed employee relationships.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Interviewed, trained and supervised employees.
Education
Bachelor of Arts - Major in Political Science And Minor in Paralegal
University of Central Florida
Orlando, FL05-2014
Associate of Arts -
Eastern Florida State College
Cocoa, FL05-2012
High School Diploma -
Governor Thomas Johnson High School
Frederick, MD06-1986
Skills
- Client Relationship Management
- New Agent Training
- Client Service
- Policy Adjustment Knowledge
- Client Account Management
- Customer Retention
- Insurance Sales Strategy
- Policy Management Expertise
- Customer Billing
- Policy Sales
- Client Prospecting
- Policyholder Communication
- Customer Referrals
- Insurance Policy Sales
Accomplishments
- Volunteered with Meals on Wheels from January 2012 through May of 2018. I delivered meals to the elderly through the government assisted program, Aging Matters, in a professional and timely manner.
Timeline
Licensed Sales Producer
AllState - Bones and Associates
06.2020 - Current
Owner/President
Space Coast Protection
09.1999 - 09.2023
Bachelor of Arts - Major in Political Science And Minor in Paralegal
University of Central Florida
Associate of Arts -
Eastern Florida State College
High School Diploma -
Governor Thomas Johnson High School
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