Paul Fallace
Jacksonville,FL
Summary
Proven Insurance Agent with a track record of optimizing sales strategies and swiftly processing claims, enhancing customer satisfaction at Term Provider Insurance. Skilled in client relations and adept in quotes and sales, I excel in fostering trust through comprehensive product knowledge. Achieved rapid promotion at SelectQuote, demonstrating exceptional customer service and process improvement acumen. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Term Provider Insurance
Jacksonville, FL
05.2022 - 08.2024
- Prepared and reviewed insurance applications to verify compliance with regulations
- Investigated and processed claims swiftly to keep customers satisfied
- Maintained high standards of customer service by building relationships with clients
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Agent
Health IQ
Jacksonville, FL
11.2020 - 05.2022
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients' unique situations
- Prepared and reviewed insurance applications to verify compliance with regulations.
Insurance Agent
SelectQuote
Jacksonville, FL
06.2012 - 11.2020
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base
- Began in the Auto & Home department
- Quickly promoted to the life insurance division
- Assessed and implemented a novel CRM and suggested process improvements.
Education
Master of Science Accounting -
University of Missouri - Kansas City
Kansas City, MO06.2011
Bachelor of Arts Economics -
Tulane University
New Orleans, LA06.1989
Skills
- Quotes and sales
- Customer Service
- Client Relations
Timeline
Insurance Agent
Term Provider Insurance
05.2022 - 08.2024
Insurance Agent
Health IQ
11.2020 - 05.2022
Insurance Agent
SelectQuote
06.2012 - 11.2020
Master of Science Accounting -
University of Missouri - Kansas City
Bachelor of Arts Economics -
Tulane University
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