Dedicated, self-motivated insurance agent that prides myself on educating my clients on their insurance options. Communication and collaboration with my clients, coworkers, and carriers is paramount to me.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
King Agency
Olivet, MI
06.2023 - Current
Developed tailored insurance solutions to meet client needs and enhance satisfaction.
Conducted thorough policy reviews, ensuring compliance with industry regulations and accuracy in documentation.
Established and nurtured relationships with clients, contributing to long-term retention and loyalty.
Collaborated with underwriters to assess risk factors, improving proposal turnaround times.
Insurance Agent
Alliance Financial & Insurance
Lowell, MI
02.2020 - 06.2023
Provided training for new agents on effective sales techniques and customer service practices.
Analyzed market trends to identify opportunities for expanding product offerings and enhancing services.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Life Insurance Agent
McKay-Higbee Insurance Agency
Lowell, MI
03.2019 - 02.2020
Developed tailored life insurance plans based on client needs and financial goals.
Conducted comprehensive risk assessments to ensure appropriate coverage levels for clients.
Educated clients on policy features, benefits, and exclusions to facilitate informed decisions.
Life Insurance Agent
Christian Financial
Grand Rapids, MI
10.2018 - 03.2019
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
Education
High School Diploma -
Lowell Senior High School
Lowell, MI
No Degree -
Northwest Missouri State University
Maryville, MO
No Degree -
Lansing Community College
Lansing, MI
Skills
Customer service
Licensed Accident and Health, Casualty, Crop, Life, Property,Surety & Fidelity, and Travel insurance agent
Professionalism and ethics
Quotes and sales
Client relations
Certification
Licensed Life, Accident and Health Insurance Resident Producer - Michigan - 2018