Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Connie Shealy State Farm
Gilbert, SC
07.2024 - Current
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Insurance Agent
Gary Patterson State Farm
Lugoff, SC
07.2018 - 04.2024
Gathered detailed information from customers prior to offering quotes or making recommendations.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Maintained accurate records of all insurance transactions using computer software systems.
Contacted underwriters and submitted forms to obtain binder coverage.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Insurance Agent
Marilyn Wilson State Farm
Columbia , SC
06.2016 - 07.2018
Educated customers on the importance of maintaining adequate insurance coverage.
Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Gathered detailed information from customers prior to offering quotes or making recommendations.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Advised customers on the best ways to minimize risks associated with their assets.
Education
High School Diploma -
Swansea High School
Swansea, SC
05-2000
Skills
Client Relations
Account Management
Customer Service
Regulatory Compliance
Client Account Management
Policy adjustment knowledge
Policy Knowledge
Certification
Resident license in Property & Casualty, Life, Accident & Health in South Carolina.
Non Resident License in Property & Casualty in Florida and Indiana.
Insurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State FarmInsurance Customer Service Specialist at Brian Moore State Farm & Brent Holman State Farm