Hard-working professional with 23 years of experience and a proven knowledge of customer communications, contract compliance, and conflict resolution. Aiming to leverage my skills to successfully fill the insurance producer role at your company.
Overview
24
24
years of professional experience
Work History
Intake/ Dispatch
Servpro
Naperville, IL
09.2022 - 08.2023
Monitored incoming calls and routed them to the appropriate personnel.
Maintained accurate records of customer interactions and transactions.
Resolved customer service issues promptly and professionally.
Provided customers with product information and pricing details.
Insurance Producer
BKR/AAJVD Allstate Insurance Agency
Chicago, IL
05.1999 - 09.2022
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
Customize insurance programs to suit individual customers, often covering a variety of risks
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
Calculate premiums and establish payment method
Perform administrative tasks, such as maintaining records and handling policy renewals
Contact underwriter and submit forms to obtain binder coverage
Confer with clients to obtain and provide information when claims are made on a policy
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
Conducted needs analyses for clients to determine appropriate insurance products.
Negotiated terms with providers to secure favorable rates for customers.
Education
High School Diploma -
ST. BENEDICT H.S
06.1991
Skills
Email marketing
Lead development
Customer follow up
Client relations
Insurance sales strategy
Word
Excel
Data Entry
Verifying coverage
Customer Relationship Management
Customer Service
Credentials And Licenses
Property and Casualty Licenses
References
References available upon request
Timeline
Intake/ Dispatch
Servpro
09.2022 - 08.2023
Insurance Producer
BKR/AAJVD Allstate Insurance Agency
05.1999 - 09.2022
High School Diploma -
ST. BENEDICT H.S
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