Nicholas White
Kaukauna
Summary
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.
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
8
8
years of professional experience
2014
2014
years of post-secondary education
Work History
Insurance Agent
The Hartford
Hartford
11.2023 - Current
- Assisted clients in selecting appropriate insurance policies and coverage options.
- Explained policy details and terms to ensure client understanding and satisfaction.
- Processed new applications and renewals using company software systems.
- Conducted policy reviews to identify potential gaps in client coverage.
- Collaborated with underwriters to assess risk and determine policy pricing.
- Maintained accurate client records and documentation for compliance purposes.
- Resolved client inquiries and issues promptly via phone and email communication.
- Educated clients on claims processes and provided necessary support during claims submission.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Insurance Agent
GEICO
North Liberty
11.2018 - 11.2023
- Assisted clients in selecting appropriate insurance policies and coverage options.
- Explained policy details and terms to ensure client understanding and satisfaction.
- Processed new applications and renewals using company software systems.
- Conducted policy reviews to identify potential gaps in client coverage.
- Collaborated with underwriters to assess risk and determine policy pricing.
- Maintained accurate client records and documentation for compliance purposes.
- Resolved client inquiries and issues promptly via phone and email communication.
- Educated clients on claims processes and provided necessary support during claims submission.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Security Officer
ISS Facility Services
Hiawatha
01.2018 - 11.2018
- Monitored premises to ensure safety and security of all personnel.
- Conducted regular patrols to identify potential hazards or security breaches.
- Responded promptly to alarms and emergencies, ensuring swift resolutions.
- Assisted in enforcing company policies and procedures among staff and visitors.
- Maintained detailed logs of daily activities and incidents for record-keeping.
- Collaborated with local law enforcement to address security concerns effectively.
- Provided exceptional customer service, addressing inquiries and assisting guests.
- Trained new security staff on protocols and safety measures for compliance.
Education
Vinton-Shellsburg High School
Vinton, IASome College (No Degree) - Gender Studies
Kirkwood Community College
Cedar Rapids, IASkills
- Policy analysis
- Risk assessment
- Claims support
- Compliance management
- Application processing
- Customer relationship management
- Sales techniques
- Market research
- Client education
- Effective communication
- Problem solving
- Attention to detail
- Relationship building
- Negotiation skills
- Time management
Timeline
Insurance Agent
The Hartford
11.2023 - Current
Insurance Agent
GEICO
11.2018 - 11.2023
Security Officer
ISS Facility Services
01.2018 - 11.2018
Vinton-Shellsburg High School
Some College (No Degree) - Gender Studies
Kirkwood Community College
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