Mindy Echols
Fort Worth
Summary
Dedicated Insurance 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
18
18
years of professional experience
Work History
Senior Customer Licensed Insurance Agent
Full Circle Insurance an Allstate Agency
03.2024 - Current
- Assisted clients with policy selection, ensuring personalized coverage options aligned with their needs.
- Developed and maintained strong client relationships, fostering trust and loyalty within the community.
- Educated clients on insurance products, enhancing understanding of coverage benefits and requirements.
- Conducted thorough policy reviews, identifying gaps in coverage and recommending appropriate adjustments.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Utilized CRM software to manage client relationships.
Licensed Customer Service Agent
Barouh Insurance Group
05.2022 - 03.2024
- Resolved customer inquiries through effective communication and problem-solving strategies.
- Managed policy renewals and claims processing, ensuring compliance with company protocols.
- Trained new staff on customer service best practices and operational procedures.
- Implemented process improvements that enhanced service delivery and customer satisfaction.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
- Maintained a high level of professionalism when interacting with customers, ensuring positive experiences.
- Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.
- Contributed to achieving company goals by consistently meeting or exceeding performance metrics.
- Responded to customer requests for products, services, and company information.
Insurance Servicing Agent
Moss Insurance Group
08.2019 - 05.2022
- Reviewed and validated details of policies
- Collected and compiled paperwork for Insured
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Inside Sales Representative/Customer Service/Data
Warehouse and Grandeur Hardware
11.2015 - 02.2017
- Handle sales from e-commerce and end users
Producer
Allstate
04.2013 - 04.2014
Licensed Insurance Agent
Safeco Insurance/Liberty Mutual Insurance, Golden, CO
10.2011 - 04.2013
Customer Service Representative
WELLPOINT, INC
07.2008 - 11.2009
Education
Bachelor of Arts - Business Management
Stevens-Henager College
Denver, COHigh School Diploma - Business Communications Course
HORIZON HIGH SCHOOL
Brighton, COSkills
Microsoft office products, company
Additional Information
- Authorized to work in the US for any employer
Timeline
Senior Customer Licensed Insurance Agent
Full Circle Insurance an Allstate Agency
03.2024 - Current
Licensed Customer Service Agent
Barouh Insurance Group
05.2022 - 03.2024
Insurance Servicing Agent
Moss Insurance Group
08.2019 - 05.2022
Inside Sales Representative/Customer Service/Data
Warehouse and Grandeur Hardware
11.2015 - 02.2017
Producer
Allstate
04.2013 - 04.2014
Licensed Insurance Agent
Safeco Insurance/Liberty Mutual Insurance, Golden, CO
10.2011 - 04.2013
Customer Service Representative
WELLPOINT, INC
07.2008 - 11.2009
Bachelor of Arts - Business Management
Stevens-Henager College
High School Diploma - Business Communications Course
HORIZON HIGH SCHOOL