PATRICIA JARVIS
North Canton, OH,OH
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
EHealth Insurance
Remote, OH
08.2022 - 05.2023
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Exceeded company sales goals for new policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
Insurance Agent
Allstate Insurance Co
Remote, OH
03.2021 - 07.2022
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Upsold products to policyholders and potential new clients.
- Exceeded company sales goals for new policies.
Independent Insurance Agent
Owner-Operator
North Canton, OH
07.2016 - 08.2021
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
Claims Representative
Allstate Insurance Co
Hudson, OH
08.2019 - 03.2021
- Provided quality customer service to assigned, insured and claimants throughout claims process to deliver timely service to customers.
- Reviewed documentation and accounts to gain full picture.
- Trained new employees coming onto the claims floor.
Customer Care Representative
Lifeline Screening
Canton, OH
02.2017 - 07.2018
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- De-escalated customer issues with proven conflict mediation and problem-solving abilities.
Licensed Insurance Agent
Trubridge
North Canton, OH
09.2014 - 06.2016
- Offered policy guidance and management to promote asset protection.
- Exceeded company sales goals for new policies.
- Analyzed customer needs and provided best options, upselling products and services.
Business Owner
Storm Kings Inc
Akron, OH
06.2003 - 07.2014
- Kept records for production, inventory, income and expenses.
- Interviewed, trained and supervised employees.
- Resolved issues quickly through meticulous research and quick decision-making.
- Managed operations budgeting, accounts payable and accounts receivable and payroll.
- Reconciled daily sales, prepared bank deposits and assessed financial transaction reports.
- Analyzed financial statements and trends to manage cash flow and make business decisions.
- Kept up-to-date on regulatory changes affecting business operations.
- Developed business from ground up and prepared records and operations.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Implemented successful business strategies to increase revenue and target new markets.
- Managed 3 different locations at one time.
Education
High School Diploma -
Kenmore High School
Akron, OHSkills
- Insurance Sales Strategy
- Clientele Development
- Administrative Functions
- Client Prospecting
- Marketing Strategy Development
- Critical Thinking
- Policy Feature Explanations
- Insurance Customization
- Records Maintenance
- Persuasive Negotiation
- CRM Software
- Policyholder Communication
- Underwriter Selection
- Claims Information Gathering
- Time Management
- Verbal and Written Communication
- Service-Oriented
- Financial Needs Assessment
- Document Control
- Team Training and Development
- Customer Complaint Resolution
- Billing Procedures
- Data Entry
- Customer Billing
- Requirements Reviews
- HIPAA Compliance
- Customer Referrals
- Medicare Compliance
- Call Center Customer Service
- Final Expense Insurance
- Insurance Eligibility
- Upselling and Cross-Selling
- Consultative Sales Approach
- Life Insurance Sales
- Property and Casualty Insurance Sales
- Health Insurance Sales
- Quality Assurance Requirements
OBJECTIVE
To obtain an HR/Admin Coordinator position where I can fully utilize my experience, training, skills, and energy to contribute to profitability, teamwork, and company success. To continue to develop and apply knowledge in order to support Human Resource/Admin requirements and functionality.
Certification
- State of Ohio Licensed Life & Health Insurance Agent - 2012
- State of Ohio Licensed Property & Casualty Insurance Agent - 2021
- State of Texas Licensed Multi Line Insurance Adjuster - 2019
Timeline
Insurance Sales Agent
EHealth Insurance
08.2022 - 05.2023
Insurance Agent
Allstate Insurance Co
03.2021 - 07.2022
Claims Representative
Allstate Insurance Co
08.2019 - 03.2021
Customer Care Representative
Lifeline Screening
02.2017 - 07.2018
Independent Insurance Agent
Owner-Operator
07.2016 - 08.2021
Licensed Insurance Agent
Trubridge
09.2014 - 06.2016
Business Owner
Storm Kings Inc
06.2003 - 07.2014
High School Diploma -
Kenmore High School
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