Philip Hodges
Owensboro,KY
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
American Senior Benefits
Evansville , IN
09.2022 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Advised customers on the best ways to minimize risks associated with their assets.
Insurance Agent
Transamerica Life Insurance Company
Evansville, IN
04.2016 - 09.2022
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Education
Associate - Fire Science
OCTC
Owensboro, KY05-2013
Skills
- Client Relations
- Client Retention
- Customer Follow-Up
- Policy Writing
- Insurance Sales Strategy
Certification
- Licensed in Life Insurance
References
References available upon request.
Timeline
Insurance Agent
American Senior Benefits
09.2022 - Current
Insurance Agent
Transamerica Life Insurance Company
04.2016 - 09.2022
Associate - Fire Science
OCTC
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