Patricia Koles

Summary

Dynamic Licensed Insurance Agent and Office Manager at Wendy Sliger, Agent, with a proven track record in insurance sales and client relationship management. Expert in advising clients on tailored insurance solutions while maintaining confidentiality. Recognized for streamlining claims processes and fostering trust through exceptional service and active listening skills.

Overview

years of professional experience

Work History

Licensed Insurance Agent-Office Manager

Wendy Sliger, Agent

11.1991 - 05.2025

Calculated quotes and educated potential clients on insurance options.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
Maintained high standards of customer service by building relationships with clients.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Collected premiums on or before effective date of coverage.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.

Education

Lakeview High School

St Clair Shores MI

Word Processing Specialist

Sawyer Business School

Warren, MI

05-1990

Skills

Insurance sales expertise
Insurance product expertise

Client relationship management
Client account management

Timeline