Nicole Coleman
Helena,MT
Summary
Dynamic and results-driven Insurance Sales Representative with a proven track record at Mike Miller State Farm Insurance Inc. Excelled in relationship management and policy expertise, boosting client retention and sales growth. Demonstrated exceptional customer service and licensed insurance agent skills, ensuring client satisfaction and loyalty. Achieved significant improvements in policy sales through strategic business growth initiatives and effective communication.
Overview
12
12
years of professional experience
Work History
Insurance Sales Representative
Mike Miller State Farm Insurance Inc
Helena
07.2017 - Current
- Sold Business, auto, home, life, and other various insurance products to individuals and businesses within the State of Montana.
- Assisted clients in navigating the claims process, ensuring timely resolution of issues and promoting overall satisfaction.
- Conducted thorough risk assessments, identifying potential gaps in coverage and recommending appropriate solutions.
- Utilized technology platforms effectively to manage client information, track sales activities, and optimize lead generation efforts.
- Increased policy sales by developing and maintaining strong relationships with clients.
- Boosted client retention rates by providing exceptional customer service and addressing concerns promptly.
- Connected with prospective clients to set appointments.
- Collaborated with underwriters to customize policies and ensure accurate risk assessment.
- Educated clients on various insurance products, empowering them to make informed decisions that suit their needs.
- Handled escalated customer concerns regarding claim denials or delays with empathy and professionalism.
- Maintained strict confidentiality when dealing with sensitive information about patients'' medical histories or personal details.
- Reduced claim processing time for faster customer service and improved satisfaction rates.
- Responded to customer inquiries, providing detailed explanations of insurance policies and claims processes.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Detail-oriented with a strong work ethic.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Provided excellent customer service by addressing inquiries related to payments processing; resolved issues promptly to ensure client satisfaction.
- Managed high-volume transaction processing, ensuring accurate and timely completion of daily tasks.
Server/waitress
Luccas Italian Restaurant
Helena, MT
10.2012 - 07.2017
- Manage closing duties, restocking items and reconciliation of the cash drawer.
- Politely answered phones.
- Appropriately suggest additional items to customers to increase restaurant sales.
- Answered questions about menu selections and made recommendations when requested
- Communicate with kitchen staff regarding customer allergies, dietary needs and other special requests.
- Learned and give a strong and knowledgeable presentation of the items served in the restaurant
Education
NPTI -diploma - Personal Trainer & Nutrition Consultant
NPTI-Diploma Nation Personal Training Institute
Chandler, AZHigh School Diploma -
Capital High School
Helena, MT07.2009
Skills
- Goal-Oriented
- Policy understanding
- Relationship Management
- Schedule Coordination
- Business Growth
- Policy expertise
- Customer Service
- Licensed Insurance Agent
- Insurance sales
Timeline
Insurance Sales Representative
Mike Miller State Farm Insurance Inc
07.2017 - Current
Server/waitress
Luccas Italian Restaurant
10.2012 - 07.2017
NPTI -diploma - Personal Trainer & Nutrition Consultant
NPTI-Diploma Nation Personal Training Institute
High School Diploma -
Capital High School