Professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, effective communication, risk assessment and customer service.
Overview
16
16
years of professional experience
Work History
Insurance Agent
Maple Mountain Insurance Services
03.2014 - Current
Quote commercial and personal insurance policies through various carriers in order to find the client the best rate.
Managed client accounts, ensuring accurate policy coverage and compliance with industry regulations.
Developed tailored insurance solutions to meet diverse client needs across various commercial sectors.
Analyzed risk assessments to recommend optimal coverage options for clients, enhancing overall satisfaction.
Communicate directly with clients, banks, law enforcement, underwriters, company representatives, and various public officials through emails and phone.
Collaborated with underwriters to streamline policy issuance processes, improving turnaround time and efficiency.
Loaded new member or group data into enrollment database and updated database with changes.
Analyzed risk exposure for clients by conducting thorough reviews of their insurance coverage needs.
Coordinated with claims department to assist clients during the claims process, ensuring a smooth experience.
Maintained up-to-date knowledge on industry trends through continuous professional development courses and seminars.
Educated clients on insurance policies and procedures.
Process client’s policy payments through various insurance carriers.
Run detailed client audits with information provided by various state and city resources.
Keep various licenses, and policies active.
Attend various webinars and meetings to stay up to date with the ever changing insurance world.
Researched and identified potential new markets.
Customer Service Associate
Circle K
06.2009 - 03.2013
Processed customers various payments.
Made hourly money drops and if needed would exchange larger bills for smaller change during shift.
Kept the beer and drink coolers stocked.
Unlocked the beer cooler at the state appointed sales time and locked the cooler at the end of that time.
Processed gas prices and made changes when necessary.
Train new employees and mentor current employees.
Keep the store and the outside property neat and inviting.
Medical and Life Insurance Producer/Proprietor at Quartz Mountain Insurance ServicesMedical and Life Insurance Producer/Proprietor at Quartz Mountain Insurance Services