Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Successful at meeting monthly required metrics.
Overview
22
22
years of professional experience
Work History
Licensed Insurance Agent
American Automobile Association, AAA
07.2022 - Current
Prepare and review insurance applications to verify compliance with regulations.
Upsell additional products and services after identifying customer needs and requirements.
Collaborate with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
Create detailed reports for management to track performance and sales.
Provide legendary customer service using active listening and issue resolution.
Work with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Educate clients on insurance policies and procedures.
WIC Clinic Coordinator
MetroHealth Medical Center
12.2015 - Current
Manage daily operations of 6 clinics by monitoring flow, staffing, accountability, assess and make decisions, address participant concerns to improve customer service, conduct team meetings, develop and support team, department and hospital values
Provide day-to-day supervision to multiple staff within different classifications, by coaching, supporting, disciplining, and responding to grievances