Dedicated Insurance Manager professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
26
26
years of professional experience
Work History
Insurance Agent
LA Insurance
Birmingham, MI
08.2021 - Current
Maintained high standards of customer service by building relationships with agents and clients.
Zone Manager to 12 offices. Overseeing production, scheduling, deposits, and daily proceedures.
Responded to agent and customer calls swiftly to resolve issues and answer questions.
Determined client and agents needs by listening and scheduling fact-finding appointments.
Training Agents for both new and established agents.
Enforced changes, and procedures with Agents.
Documentation and reporting on both a Supervisor level and Agent level.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Sold auto, home and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Insurance Agent
All Risk Insurance Agency
Flint, MI
01.2020 - 08.2021
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Approached potential clients by using direct marketing mailings and phone contacts.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 75%.
Collected premiums on or before effective date of coverage.
Account Service Representative
Tri County Insurance Agency
Columbiaville, MI
09.2018 - 12.2019
Educated clients on relevant policies and options and answered questions to remedy issues.
Balanced up to 500 accounts simultaneously, maintaining regular contact and professional relationships with each.
Listened to clients and assisted with navigation of complex systems involved in multiple transactions.
Researched options and recommended services to address clients' needs.
Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
Exhibited high energy and professionalism when dealing with clients and staff.
Customer Service Representative
CIS Insurance Agency
Flushing, MI
11.2017 - 09.2018
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Answered customer telephone calls promptly to avoid on-hold wait times.
Answered constant flow of customer calls with minimal wait times.
Offered advice and assistance to customers, paying attention to special needs or wants.
Provided primary customer support to internal and external customers.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Insurance Agent
Shelby Insurance Agency
Flint, MI
12.1995 - 07.2017
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Conducted annual reviews of existing policies to update information.
Finalized sales and collected necessary deposits.
Calculated premiums and established payment methods for sales.
Collected, analyzed and validated agency commissions.
Approached potential clients by using direct marketing mailings and phone contacts.
Education
Licensed - Property And Casuality Insurance License
P&C License
Lansing, MI
High School Diploma -
Tabernacle Christian Academy
Flint, MI
No Degree - Business
Delta College
Bay City, MI
Skills
Premium Calculations
Quotes and Sales
Binder Coverage
Underwriter Collaboration
Policyholder Communication
Claims Reporting Systems
Email Marketing
Underwriter Selection
Insurance Customization
Policy Renewals
Insurance Coverage Verification
Administrative Support
Underwriting and Adjustments
Quote Information
Timeline
Insurance Agent
LA Insurance
08.2021 - Current
Insurance Agent
All Risk Insurance Agency
01.2020 - 08.2021
Account Service Representative
Tri County Insurance Agency
09.2018 - 12.2019
Customer Service Representative
CIS Insurance Agency
11.2017 - 09.2018
Insurance Agent
Shelby Insurance Agency
12.1995 - 07.2017
Licensed - Property And Casuality Insurance License