Dynamic professional skilled in problem-solving and customer service. Proven ability to foster strong client relationships and drive team success through effective communication and collaboration.
Work History
Agency Team Member
1 Year 2 Months
State Farm | 06.2025 - Current
Assisted clients with policy inquiries, ensuring accurate information delivery.
Processed insurance claims efficiently, maintaining high levels of customer satisfaction.
Collaborated with team members to streamline workflow and enhance service delivery.
Conducted data entry tasks, ensuring accuracy in client records and documentation.
Trucking Producer
4 Years 4 Months
CUI Agency | 02.2021 - 06.2025
Developed tailored insurance solutions for commercial clients, addressing unique business needs.
Conducted thorough risk assessments to identify coverage gaps and recommend appropriate insurance policies.
Fostered strong relationships with clients through effective communication and ongoing support throughout policy lifecycle.
Mentored junior agents on best practices in policy sales and customer service strategies.
Trucking Producer
4 Years 4 Months
Intermountain Business Insurance | 10.2016 - 02.2021
Developed tailored insurance solutions to meet diverse client needs.
Collaborated with underwriters to assess risk and determine appropriate coverage levels.
Mentored junior agents on product knowledge and best sales practices.
Implemented efficient workflows resulting in streamlined operations within the team.
Built strong relationships with clients through consistent communication and excellent customer service.