Insurance professional with proven history of fostering client trust and achieving high sales targets in insurance industry. Recognized for collaborative team efforts and consistently meeting client needs in dynamic environment. Skilled in policy development, client consultation, and strategic planning.
Overview
10
10
years of professional experience
Work History
Insurance Sales Agent
The Medcalf Monroe Allstate Agency
04.2019 - Current
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Dental Assistant
Blue Heron Dentistry Dr. Heather Maze
10.2014 - 10.2018
Created dental impressions used for diagnostics, opposing models and study casts to make crowns, bridges, and other dental prosthetics.
Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
Performed general chair-side duties for general dentistry, and oral surgery.
Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.