Melissa Schwerdt
Brandon,FL
Summary
Results-driven Insurance Agent with a strong focus on client account management, policy development, and enhancing customer satisfaction through effective problem-solving and risk evaluation. Dynamic insurance agent specializing in customer relationship management and policy customization. Proven ability to assess client needs and implement strategies that enhance satisfaction and retention.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
Morrow Insurance
Lutz, Florida
05.2025 - Current
- Managed client accounts and maintained strong relationships.
- Assisted in developing account strategies to meet client needs effectively.
- Supported sales efforts by preparing proposals and presentations for clients.
- Gathered client feedback to improve services and enhance customer satisfaction.
- Collaborated with internal teams to resolve client issues promptly.
- Resolved customer complaints in a timely manner.
- Addressed customer questions and concerns regarding products and services.
Insurance Agent
Odiorne Insurance
Brandon, Florida
01.2022 - 11.2024
- Developed tailored insurance plans enhancing client satisfaction and retention.
- Assisted clients in selecting appropriate insurance policies to meet their needs.
- Coordinated policy renewals and provided timely reminders to clients.
- Evaluated client information to determine coverage options and risks.
- Explained policy details, terms, and conditions to clients clearly.
- Maintained accurate client records in the agency's management system.
- Maintained accurate records of all insurance transactions using computer software systems.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Insurance Agent
Elementary Agency
Tampa, Fl
01.2017 - 12.2021
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
Education
Diploma - HS Diploma
Wayne Hills Highschool
Wayne, NJ06-2000
Skills
- Client account management
- Policy development
- Client needs assessment
- Insurance sales support
- Record maintenance
- Customer relationship management
- Policy customization
- Risk evaluation
- Problem solving
- Sales Strategy
- Team Collaboration
- AMS
- QQ Catalyst
- PL Rater
- TAM
Certification
440
Timeline
Insurance Agent
Morrow Insurance
05.2025 - Current
Insurance Agent
Odiorne Insurance
01.2022 - 11.2024
Insurance Agent
Elementary Agency
01.2017 - 12.2021
Diploma - HS Diploma
Wayne Hills Highschool