Melissa Jacobson-Gorman
West Monroe,LA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Go Auto Insurance
Monroe, LA
05.2020 - 06.2022
- Tracked progress of all outstanding insurance claims.
- Responded to client inquiries regarding insurance products.
- Developed profitable relationships with new and existing clients.
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Utilized targeted email campaigns and cold calling to increase revenue
Personal Lines Manager
Atlas Insurance group
Monroe, LA
01.2018 - 05.2019
- Collected and analyzed insurance quotes, comparing them with multiple carriers and finding the policy that fit the needs of each client
- Identified and solicited sales prospects in agency databases.
- Presented exceptional customer service skills and proper diagnostic sales techniques.
- Coordinated social media marketing campaigns and established a successful referral network.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Evaluated prospect's current insurance policies and offered alternatives.
Licensed Sales Agent
US agencies Auto Insurance
West Monroe, LA
09.2016 - 01.2018
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Developed profitable relationships with new and existing customers.
- Collected and analyzed insurance quotes, comparing them with multiple carriers and finding the policy that fit the needs of each client.
- Finalized sales and collected necessary deposits.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Completed call reports, paperwork and on-going personal training by required deadlines.
Office Manager
The Turner Agency
West Monroe, LA
08.2015 - 08.2016
- Answered high-volume, multi-line telephone, directing callers to appropriate company personnel.
- Maintained computer and physical filing systems.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed office operations while scheduling appointments for department managers.
Administrative Support Specialist
Ouachita Parish School Board
Monroe, LA
06.2008 - 07.2015
- Enforced paperwork requirements for school board employees certified to drive Parish vehicles. This included monthly monitoring of driving records and coordinating DOT physicals.
- Mediated between parents and bus drivers. Assisted them with complaints, concerns and special arrangements.
- Coordinated all field and athletic trips including processing payroll and calculating fuel costs. This was across 36 schools and over 75 specifically funded accounts.
- Facilitated LA Driver's Education program. Scheduled classes, provided required materials to instructors, and assisted with management of this program
- Notably, in October of 2014, the program was audited. My diligent record keeping made way for a smooth audit with an exemplary score.
- Trained new staff on job duties, company policies and safety procedures for rapid onboarding.
- Developed and implemented training materials and course updates.
- Collaborated with supervisor of transportation to discuss department needs and goals.
Education
History
University of Louisiana At Monroe
Monroe, LAJournalism
Baylor University
Waco, TXSkills
- Microsoft Office
- Data Entry
- Bookkeeping
- Public Speaking
- Editing and proofreading skills
- Customer Service
- Google Suite
- Time Management
- Mac and PC proficient
- Billing and Invoicing
- Payroll Preparation
- Database management
- Phone etiquette
- Professional Correspondence
- Spreadsheet Development
- Ease with Computers and Technology
Certification
LA Property & Casualty Insurance license
Timeline
Licensed Insurance Agent
Go Auto Insurance
05.2020 - 06.2022
Personal Lines Manager
Atlas Insurance group
01.2018 - 05.2019
Licensed Sales Agent
US agencies Auto Insurance
09.2016 - 01.2018
Office Manager
The Turner Agency
08.2015 - 08.2016
Administrative Support Specialist
Ouachita Parish School Board
06.2008 - 07.2015
History
University of Louisiana At Monroe
Journalism
Baylor University
Similar Profiles
Kamilah BennettKamilah Bennett
Insurance Agent at Go Auto InsuranceInsurance Agent at Go Auto Insurance
Chad HartChad Hart
Claims Adjuster at Go Auto InsuranceClaims Adjuster at Go Auto Insurance
Danielle BilliotDanielle Billiot
Insurance Agent at Go Auto InsuranceInsurance Agent at Go Auto Insurance
Zach AndersonZach Anderson
Pastor at Cheniere Baptist ChurchPastor at Cheniere Baptist Church
Caitlin HumbleCaitlin Humble
Therapy Technician at The Pediatric and Autism CenterTherapy Technician at The Pediatric and Autism Center