Philip Palmer
Mt. Morris,MI
Summary
Dedicated Insurance Agent with expertise in client education and relationship management. Proven ability to simplify complex insurance concepts, ensuring clients make informed decisions. Committed to maintaining regulatory compliance and delivering exceptional service.
Overview
29
29
years of professional experience
Work History
Insurance Agent
Brown Pixley Insurance
East Lansing, Michigan
10.2012 - Current
- Advised clients on appropriate insurance coverage options and policy details.
- Educated clients on terms, conditions, and benefits of insurance products to facilitate informed decision-making.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Resolved client inquiries and issues promptly, enhancing customer satisfaction and loyalty.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Processed insurance applications and maintained accurate client records in the system.
- Prepared and organized documents for applications, endorsements, renewals, and cancellations to ensure accuracy and compliance.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Sales Associate
Flint Carpet company
Flint, Michigan
07.1997 - 10.2012
- Greeted customers and provided exceptional customer service.
- Assisted customers in selecting carpet styles and colors based on preferences.
- Helped customers find specific products, answered questions, and offered product advice.
- Assisted customers with product selection, sizing and styling.
- Handled customer inquiries and resolved issues promptly to maintain satisfaction.
- Handled customer complaints in a professional manner.
- Collaborated with team members to ensure smooth store operations and customer experience.
- Worked with fellow sales team members to achieve group targets.
- Maintained inventory levels and organized stock for easy access and visibility.
- Implemented visual merchandising strategies to enhance product displays in the showroom.
- Processed sales transactions accurately using point-of-sale systems.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Provided accurate information about products, prices and services.
Education
High School Diploma -
Clio High School
Clio, MI06-1993
Skills
- Licensed insurance agent
- Insurance policy analysis
- Industry regulations
- Regulatory compliance
- Property insurance
- Life insurance
- Health insurance
- Vision and dental insurance
- Client education
- Customer relationship management
- New client acquisition
- Lead generation
- Quotes and sales
- Customer follow-up
- Client account management
- Attention to detail
- Effective communication
- Negotiation skills
- Problem solving
- Time management
Timeline
Insurance Agent
Brown Pixley Insurance
10.2012 - Current
Sales Associate
Flint Carpet company
07.1997 - 10.2012
High School Diploma -
Clio High School