Over ten years of industry experience
Patricia Mitchell
Life and Health Insurance agent
Loganville,GA
Summary
Solid background in remote-office setting supporting team needs. Flexible and hardworking team player focused on boosting productivity and performance with conscientious and detail-oriented approaches.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level to mid-level position. Ready to help team achieve company goals.
Overview
10
10
2
2
LOMA Certifications
50
50
States currently licensed
Work History
Life New Business Case Manager-Contractor
Jacobson Group
03.2023 - 05.2023
- Cleared back log by moving cases from applications to policy issue
- Reviewed for "in good order" of applications
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Provided timely, thorough follow-ups to inquiries
- Maintained up-to-date knowledge of product and service changes.
- Collaborated with various processing areas.
- Took ownership of outstanding requirement ordering
Licensed Customer Service Representative
TTEC
01.2023 - 04.2023
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Life Licensed Insurance Representative
Renaissance Life And Health Insurance
03.2022 - 12.2022
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances..
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Life Insurance Sales Representative
Sutherland Global Services
01.2020 - 01.2022
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Drove team revenue totals by bringing in top sales numbers.
- Sold 51K net asset premium per month
Remote Inbound Customer Service - United Kingdom
Amazon
10.2018 - 01.2019
- Answered phone with friendly greeting to create positive inbound calling experience for customers.
- Resolved complaints to satisfy customers and encourage future transactions.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
- Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions.
Field Support Analyst
Primerica
01.2013 - 04.2018
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
- Managed service follow-up communications, confirming satisfactory resolution of customers' service requests via email and phone.
- Met performance metrics for factors such as call volume thresholds and call time guidelines, producing exceptional customer feedback.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines.
- Assessed 200 email accounts per day Personally Identifiable Information according to FINRA guidelines
Education
Certificate - Legal Investigation
University of Georgia
Athens, GA12.2018
Bachelor of Science - Industrial Technology
North Carolina A & T State University
Greensboro, NC06.1982
Skills
- Policy Renewals
- Insurance Coverage Verification
- Feature Explanations
- Binder Coverage
- Financial Needs Assessment
- Licensed Insurance Agent
- Flexible and Adaptable
- Customer Relations
- Teamwork and Collaboration
Certification
LOMA - Underwriting and Insurance Regulation Certificate
Timeline
Life New Business Case Manager-Contractor
Jacobson Group
03.2023 - 05.2023
Licensed Customer Service Representative
TTEC
01.2023 - 04.2023
Life Licensed Insurance Representative
Renaissance Life And Health Insurance
03.2022 - 12.2022
Life Insurance Sales Representative
Sutherland Global Services
01.2020 - 01.2022
Remote Inbound Customer Service - United Kingdom
Amazon
10.2018 - 01.2019
Field Support Analyst
Primerica
01.2013 - 04.2018
Certificate - Legal Investigation
University of Georgia
Bachelor of Science - Industrial Technology
North Carolina A & T State University
LOMA - Underwriting and Insurance Regulation Certificate
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