Dynamic insurance agent with a proven track record at Bankers Life and Casualty, excelling in client relations and customized policy development. Skilled in customer service and needs analysis, I enhanced client satisfaction and increased policy uptake through effective communication and tailored solutions. Committed to professionalism and ethical practices in all interactions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Bankers Life and Casualty
10.2023 - Current
Educated clients on insurance products and services, enhancing client understanding and satisfaction.
Developed customized insurance plans tailored to individual client needs, increasing policy uptake.
Managed client inquiries and resolved issues efficiently, ensuring high levels of customer service.
Conducted market research to identify potential clients, expanding customer base through targeted outreach.
Provided ongoing support to clients during claims process, facilitating timely resolutions and fostering trust.
Built strong relationships with clients through consistent communication and excellent customer service.
Maintained high standards of customer service by building relationships with clients.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Collaborated with underwriters to assess risk factors for policy approvals, streamlining application processes.
Responded to customer calls swiftly to resolve issues and answer questions.
Truck Loader
UPS
08.2023 - 10.2023
Loaded and unloaded packages efficiently, ensuring timely delivery to designated areas.
Operated forklifts and pallet jacks to move heavy items safely within warehouse.
Inspected outgoing shipments for accuracy and completeness prior to dispatch.
Collaborated with team members to optimize loading processes and reduce wait times.
Maintained cleanliness and organization of loading dock area to uphold safety standards.
Assisted in training new employees on proper loading techniques and safety protocols.
Monitored inventory levels during loading operations, reporting discrepancies to supervisors.
Maintenance Technician
Student Lodging
05.2021 - 07.2023
Conducted routine maintenance checks on HVAC systems to ensure optimal functionality.
Diagnosed and repaired plumbing issues, enhancing water efficiency throughout the facility.
Collaborated with management to develop preventative maintenance schedules for equipment longevity.
Trained new technicians on safety protocols and maintenance procedures, fostering a culture of safety.
Oversaw workflow for repair tasks, ensuring timely completion and adherence to standards.
Implemented process improvements that reduced downtime during maintenance operations.