Pamela Plumb
Palmyra,VA
Summary
Dynamic insurance professional with extensive experience at Nationwide-Rudd Insurance Group, excelling in contract negotiation and client relationship management. Proven track record of enhancing operational efficiency and achieving high customer satisfaction through effective problem-solving and personalized service. Committed to continuous learning and adapting insurance solutions to meet evolving client needs.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Agent Services Representative
Nationwide-Rudd Insurance Group
Charlottesville, VA
02.2000 - 06.2021
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Maintained accurate records of all insurance transactions using computer software systems.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Sought out new clients and developed clientele by networking to find new customers.
- Responded to customer inquiries and problems to promote great service.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Developed appropriate quotes based on risk information.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Achieved repeat business and referrals through personalized services.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Scheduled meetings with prospective clients to discuss available products and services.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Assessed customer risk levels and recommended appropriate coverage options.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Managed inventory and supplies to ensure materials were available when needed.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Assisted with customer requests and answered questions to improve satisfaction.
- Recognized by management for providing exceptional customer service.
- Identified needs of customers promptly and efficiently.
Agent/Manager of Operations
HIS Insurance & Service
Harrisonburg, VIrginia
05.1989 - 02.1999
- Conducted training sessions for junior agents to elevate team performance.
- Ensured compliance with laws and regulations while selling insurance products.
- Processed client payments promptly, adhering to established procedures.
- Maintained accurate records of all insurance transactions using software systems.
- Monitored clients' insurance coverages to adapt to changing needs.
- Educated customers on importance of adequate insurance coverage.
- Developed personalized plans based on clients' specific needs and goals.
- Resolved customer complaints swiftly to uphold high satisfaction levels.
Education
GED -
Riverheads High
Staunton, VASkills
- Customer service
- Contract negotiation
- Insurance compliance
- Risk assessment
- Claims processing
- Sales strategy
- Client relationship management
- Data entry
- Problem solving
- Team collaboration
- Time management
- Continuous learning
- Problem-solving skills
- Multi-line telephone operations
- Call center operations
- Billing procedures
- Call documentation
- Information gathering
- Banking operations support
- Teamwork skills
- Product recommendations
- Staff training
Affiliations
- I enjoy doing outdoor functions. We did a great deal of outings for our clients.
Accomplishments
- I love to make sure that everything is done at work on time. So I have always been rewarded with always be at work on time. Staying late if need be. Very dependable.
Certification
- P&C Licences
Dependability
- I love to work and speak with the clients. I want them to know that the reason they chose our business over others is because we will always be there for what ever there needs are. I call clients back and help them with what ever there needs are.
References
References available upon request.
Timeline
Agent Services Representative
Nationwide-Rudd Insurance Group
02.2000 - 06.2021
Agent/Manager of Operations
HIS Insurance & Service
05.1989 - 02.1999
GED -
Riverheads High
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