Noel Rose Dewveall
Admin/ Customer Service / Sales / Data Entry
Surprise,AZ
Summary
At Farmers Insurance Agency, I excelled as an Insurance Agent, leveraging my expertise in policy knowledge and client relations to expand our client base and enhance customer satisfaction. My proactive approach and ethical professionalism led to a significant increase in referrals, demonstrating my ability to meet and exceed employer expectations through strategic marketing and personalized insurance solutions.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Farmers Insurance Agency
10.2004 - 01.2011
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Developed referral program that increased client base through satisfied customer recommendations.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Spearheaded digital marketing campaign that increased online inquiries and sales conversions.
- Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Identified and solicited sales prospects in agency databases.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Education
N/A - Business Management
University of Phoenix
Phoenix, AZSkills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Client Relations
- Auto insurance
- Policy Knowledge
- Client needs analysis
- Client Retention
- Account Management
- New Client Acquisition
- Life Insurance
- Policy writing
- Upselling
- CRM Software
- Policy Renewals
- Client Account Management
- Property insurance
- Marketing Management
- Regulatory Compliance
- Risk Mitigation
- Email Marketing
- Industry Regulations
- Leads Prospecting
- Operations Management
- Business Planning
- Claims reporting systems
- Lead Development
- Marketing Strategies
- Asset protection expertise
- Revenue Generation
- Prospective client identification
- Referral pipeline maintenance
- Property examination
- Policy adjustment knowledge
- Insurance product promotion
- Insurance program management
- Client assessment
- Insurance sales strategy
- Relationship Building
- Data Entry
- Critical Thinking
- Property and Casualty Insurance
- Client Prospecting
- Insurance Policy Sales
- Insurance Eligibility
- Customer Billing
- Customer Complaint Resolution
- New Agent Training
- Customer Engagement
- Policy Changes
- Customer Referrals
- Insurance Practices
- Customer Account Review
- Premium Calculations
- Policy Feature Explanations
- Life Insurance Sales
Accomplishments
Board of Directors: South Mountain / Laveen
Chamber of Commerce. 2 years
Timeline
Insurance Agent
Farmers Insurance Agency
10.2004 - 01.2011
N/A - Business Management
University of Phoenix
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