Melissa Concepcion
North Augusta,SC
Summary
Results-driven personal lines agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Agent
Affordable Insurance Agency
11.2010 - Current
- Applied knowledge of standard criteria to approve or reject applications.
- Developed and maintained strong relationships with customers, agents and other insurance companies.
- Supported agents with subject matter expertise in risk evaluations.
- Answered customer questions via telephone, email and web chats.
- Researched providers and compared coverage and premiums to deliver best possible packages to clients.
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
Education
High School Diploma -
Saluda High School
Saluda, SC05.2002
Skills
- Demographics Information
- Customer Interaction
- Contract Review and Analysis
- Product Knowledge
- Creative Solutions
- Process Knowledge
- Active Listening Skills
- Deposit Tracking
- Policy Renewals
- Commercial Lines
- Policy Adjustment Knowledge
- Insurance Eligibility
- Sell Policies
- Customer Experience
Certification
- Licensed Personal Lines- SC resident, GA non-resident
Languages
Spanish
Full Professional
Timeline
Personal Lines Insurance Agent
Affordable Insurance Agency
11.2010 - Current
High School Diploma -
Saluda High School
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