Dedicated insurance agent with proven skills in client relations, premium calculation, and effective communication. Experienced in policy writing and risk assessment, committed to assisting clients in selecting optimal coverage.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Insurance Agent
AIS
Saint Joseph, Missouri
04.2023 - Current
Guided clients in selecting tailored insurance coverage options to meet their specific needs.
Collaborated with underwriters to assess policy eligibility and pricing.
Calculated premiums and established payment methods, processing customer payments and issuing receipts.
Prepared necessary documents such as applications, endorsements, renewals, and cancellations according to regulations.
Addressed customer inquiries and resolved issues to enhance service satisfaction.
Debt Collector/Title Clerk
Complete Auto
St Joseph , Mo
05.2017 - 04.2023
Developed and executed collection strategies that improved recovery rates for overdue accounts.
Maintained comprehensive documentation of interactions and payment agreements in database to ensure easy retrieval.
Verified accuracy of title documents for completeness and correctness.
Input lien details into database to maintain accurate records.
Coordinated and streamlined paperwork process for transferring vehicle ownership title from dealer to purchaser.
Facilitated understanding of title transfer process for new vehicle owners.
Oversaw management and filing of paperwork for new, used, and wholesale sales.
Education
GED -
Beatty High School
Beatty, NV
11-1992
Skills
Licensed insurance agent
Insurance sales
Premium analysis
Risk assessment
Policy changes
Customer needs assessment
Customer relationship management
Client management
Risk management
Effective communication
Certification
Insurance producer. casualty, property, personal line. in MO KS