Summary
Overview
Work History
Education
Skills
Timeline
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Michelle Roberts

Michelle Roberts

West Chester,OH

Summary

Talented Insurance Manager adept at directing and motivating teams to exceed targets and boost revenue. Skilled in budget management, financial tasks, and distributor coordination. Strong organizer with expertise in Sales, Claims, and Customer Service.

Overview

21
21
years of professional experience

Work History

Insurance Agent

Sibcy Cline Real estate
Cincinnati, OH
01.2024 - Current
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.

Sales Manager

McCluskey Insurance Services
01.2023 - 01.2024
  • Established strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate
  • Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge
  • Explained different options to prospective clients and recommended suitable insurance policies
  • Scheduled on-site visits and presentations to connect with new, established and potential clients
  • Determined client needs before selecting insurers to underwrite policies.

Sales Manager

InsurUs, LLC. / GEICO Insurance
01.2007 - 01.2023
  • Reviewed operational records and reports to project sales and determine profitability
  • Worked closely with all sales personnel to assist with routine sales and handle advanced issues
  • Resolved customer complaints regarding sales and service
  • Worked with department managers to meet staffing and resource levels for expected demands
  • Supervised and guided employees to reach company objectives.

Insurance Claims Representative

GEICO
01.2004 - 01.2007
  • Documented claims information into the GEICO system to initiate the processing procedure
  • Managed Auto Insurance claims files, including locating information, reconstructing files and transmitting documents between offices to facilitate the process
  • Investigated the history of each claimant to identify prior losses, insurance coverage and other relevant information on file, ordering reports to further evaluate histories.
  • Interpreted policy language to determine coverage for insureds under various lines of business.
  • Reviewed medical records, police reports and other documents related to claim investigations.

Education

Certification - Insurance

Hondros College
Mason, OH
06.2007

Vocational/ Technical Certificate - Medical Assistant

Ashland University
Columbus, OH
05.2002

High School Diploma -

Westland High School
Galloway, OH
05.2000

Skills

  • Customer Service
  • Policy investigations
  • Rules of evidence
  • Motivation
  • Multitasking
  • Problem-solving
  • Interpersonal Communication
  • Product Knowledge
  • Time Management
  • Regulatory Compliance
  • Risk Assessment
  • Customer follow-up
  • Claims investigations

Timeline

Insurance Agent

Sibcy Cline Real estate
01.2024 - Current

Sales Manager

McCluskey Insurance Services
01.2023 - 01.2024

Sales Manager

InsurUs, LLC. / GEICO Insurance
01.2007 - 01.2023

Insurance Claims Representative

GEICO
01.2004 - 01.2007

Certification - Insurance

Hondros College

Vocational/ Technical Certificate - Medical Assistant

Ashland University

High School Diploma -

Westland High School

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Michelle Roberts