Rachel Gilbert
Scottsboro,AL
Summary
Dynamic insurance professional with a proven track record at Alfa Insurance, excelling in client relations and needs analysis. Skilled in insurance sales strategy and policy writing, I effectively cross-sold products, enhancing client satisfaction and retention. Committed to delivering exceptional service while identifying optimal coverage solutions for diverse client needs.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Alfa Insurance The Jeremy Al Goble Agency, LLC
06.2024 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Collected premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
Customer Service Representative
Alfa Insurance
10.2023 - 06.2024
- Responded to customer requests for products, services, and company information.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Trained new personnel regarding company operations, policies and services.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
- Promptly responded to inquiries and requests from prospective customers.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Environmental Auditor
Trenton Pressing
03.2023 - 10.2023
- Performed regular and random field inspections to comply with municipal codes and ordinances.
- Assisted with implementing short- and long-term municipal code and ordinance-related projects.
- Notified property owners of violations and zoning standards and prepared written reports.
- Investigated complaints and concerns regarding possible code and ordinance violations.
- Recorded citations and performed ongoing follow-up to comply with regulations.
- Worked collaboratively with control executive team on application of laws, regulations and corporate policies and controls to mitigate risk.
- Investigated and reported on violations of environmental regulations.
- Conducted environmental audits to verify compliance with federal, state and local regulations.
- Verified information on permits and contracts for projects to assess compliance with legal requirements.
Insurance Agent
Allstate The Cory Hixon Agency
10.2021 - 02.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
Customer Service Representative
Alfa Insurance
07.2017 - 10.2021
- Met customer call guidelines for service levels, handle time and productivity.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Delivered prompt service to prioritize customer needs.
- Educated customers about billing, payment processing and support policies and procedures.
Education
No Degree - Business Management
Northeast Community College
Rainsville, AlHigh School Diploma -
Section High School
Section, Al06-1996
Skills
- Client assessment
- Customer follow-up
- Account management
- Insurance sales strategy
- Deductible expense identification
- Client relations
- Policy writing
- Client needs analysis
- Auto insurance
- Policy renewals
- New client acquisition
- Vision and dental insurance
- Private insurance
- Quotes and sales
- Client account management
- Property insurance
- Health insurance
- Life insurance
Timeline
Insurance Agent
Alfa Insurance The Jeremy Al Goble Agency, LLC
06.2024 - Current
Customer Service Representative
Alfa Insurance
10.2023 - 06.2024
Environmental Auditor
Trenton Pressing
03.2023 - 10.2023
Insurance Agent
Allstate The Cory Hixon Agency
10.2021 - 02.2023
Customer Service Representative
Alfa Insurance
07.2017 - 10.2021
No Degree - Business Management
Northeast Community College
High School Diploma -
Section High School