Philip Turner
Bethany,OK
Summary
Dynamic Licensed Insurance Agent with a proven track record at Rightway Insurance, showcasing expertise in insurance sales and risk assessment. Excelled in client relationship management, boosting policy sales through strategic needs assessments. Mentored junior staff, enhancing team performance. Known for exceptional claims handling and customer service skills.
Overview
3
3
years of professional experience
Work History
Licensed Insurance Agent
Rightway Insurance
07.2021 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
- Mentored junior staff members in sales techniques, product knowledge, and regulatory compliance to improve overall team performance.
Education
Associate of Science - Biology
Oklahoma City Community College
Oklahoma City, OK05.2014
Skills
- Insurance sales expertise
- Risk Assessment Knowledge
- Insurance product expertise
- Client Relationship Management
- New Agent Training
- Claims Handling Proficiency
- Team training and development
- Customer Service
- CRM Software
- Critical Thinking
- Data Entry
- Customer Engagement
- Client Interviews
Dog Trainer
I have rescued and trained dogs for myself and friends family for the better part of three decades. The most recent rescue was 60lbs as a full grown nursing mother when I found her March 28th 2022. She was underweight, injured, and frightened. Aside from me-she would only tolerate women-not men.
She now is the office mascot. All employees and clients say she is their favorite part of visiting our office. She has been trained as a protection and therapy dog. If someone is having a rough day, she is quick to remain their shadow until she deems her mission accomplished-brightens days-every day.
Her name is Omega.
Timeline
Licensed Insurance Agent
Rightway Insurance
07.2021 - Current
Associate of Science - Biology
Oklahoma City Community College
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