Penney Rakowski
Greeley,CO
Summary
Dynamic Independent Insurance Agent with a goal-oriented mindset and strong customer service skills. Successfully enhanced client satisfaction through personalized insurance solutions at Master's Financial Group. Proficient in policy analysis and industry regulations, ensuring compliance while providing exceptional support. Recognized for critical thinking and effective client relations, driving positive outcomes in insurance coverage.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Self-employed
05.2023 - Current
- Assisted clients in identifying insurance needs and coverage options.
- Gained knowledge of insurance products and industry regulations.
- Supported the application process by collecting necessary documentation from clients.
- Developed strong communication skills through client interactions and consultations.
- Researched competitive insurance offerings to provide informed recommendations to clients.
- Maintained organized records of client information and policy details for future reference.
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Conducted annual reviews of existing policies with clients, identifying opportunities for adjustments or additional coverage based on changing circumstances.
- Assisted clients in the claims process, ensuring smooth communication between them and the insurer for timely resolution of claims.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Administrative Manager
Master's Financial Group
06.2012 - 05.2023
- Coordinated scheduling and logistics for internal meetings and external events.
- Managed vendor relationships to ensure timely delivery of supplies and services.
- Developed training materials and conducted orientation sessions for new staff members.
- Oversaw daily administrative tasks, ensuring compliance with company policies and procedures.
- Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
- Provided exceptional administrative support for executive-level staff, ensuring that their needs were met promptly and accurately in order to facilitate smooth daily operations.
- Updated reports, managed accounts, and generated reports for company database.
- Managed sensitive information discreetly, ensuring proper storage and disposal practices were followed at all times to maintain confidentiality compliance standards.
- Greeted visitors, employees and clients politely and professionally for excellent reception service.
Education
No Degree - Health Insurance License
A.D. Banker And Company
Denver06-2016
Skills
- Goal-oriented mindset
- Policy analysis
- Industry regulations
- Insurance products
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Client relations
- Operations management
- Leads prospecting
- Vision and dental insurance
- Multitasking Abilities
- Reliability
- Critical thinking
- Organizational skills
- HIPAA compliance
Certification
- Health Insurance License - 2016 to Present
Timeline
Independent Insurance Agent
Self-employed
05.2023 - Current
Administrative Manager
Master's Financial Group
06.2012 - 05.2023
No Degree - Health Insurance License
A.D. Banker And Company
Similar Profiles
Claire OverfeltClaire Overfelt
Math Tutor at Self-EmployedMath Tutor at Self-Employed
Jaeson Auge CaldwellJaeson Auge Caldwell
Digital Media Sales/Production at Self-EmployedDigital Media Sales/Production at Self-Employed
Christopher FranzChristopher Franz
Optical Engineer at Self-EmployedOptical Engineer at Self-Employed
Jacqueline MillerJacqueline Miller
House Cleaner at Self-employedHouse Cleaner at Self-employed
Melody DariaMelody Daria
Courtesy Clerk at KrogerCourtesy Clerk at Kroger