Myrtle Robertson
Long Beach,CA
Summary
Accomplished Licensed Insurance Agent with a proven track record at RealPage, excelling in insurance product expertise and exceptional customer service. I am a dedicated and friendly individual who has the ambition to succeed in any given environment. I get along well with others and work efficiently on my own. Skilled in upselling and policy renewals, I've significantly enhanced client satisfaction and asset protection. Mastered call center operations with a focus on first-contact resolution, showcasing my ability to blend technical and interpersonal skills effectively.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
RealPage
07.2020 - Current
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Promoted products and services using upselling and other sales strategies.
- Provided coverage option information to assist clients in protecting assets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
Emergency Roadside Dispatcher
AAA Auto Club
02.2020 - 04.2021
- Managed high call volumes, ensuring timely support to distressed callers during peak hours and emergency situations.
- Maintained a thorough knowledge of local geography, road conditions, and traffic patterns to ensure accurate routing of assistance vehicles.
- Monitored vehicle locations to coordinate timely arrivals.
Licensed Insurance Agent
RealPage
06.2013 - 11.2019
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Upsold additional products and services after identifying customer needs and requirements.
Licensed Insurance Agent
Poliseek Insurance Solutions
04.2007 - 11.2012
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Licensed Insurance Agent
21st Century Insurance
07.2002 - 02.2007
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Education
High School Diploma -
Locke High School
Los Angeles, CASkills
- Insurance product expertise
- Quotes and sales
- Auto insurance
- Upselling
- Policy Renewals
- Typing 40 wpm
- Policy writing
- Data Entry
Certification
- Property and Casualty License
Timeline
Licensed Insurance Agent
RealPage
07.2020 - Current
Emergency Roadside Dispatcher
AAA Auto Club
02.2020 - 04.2021
Licensed Insurance Agent
RealPage
06.2013 - 11.2019
Licensed Insurance Agent
Poliseek Insurance Solutions
04.2007 - 11.2012
Licensed Insurance Agent
21st Century Insurance
07.2002 - 02.2007
High School Diploma -
Locke High School
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