Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Rachel Ingram

Crewe,VIRGINIA

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. Focused and dedicated insurance professional with 6 years of experience providing superior customer service and rates for life policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Agent

Columbian Life Insurance
Richmond, VA
10.2023 - 06.2024
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.

Insurance Agent

Kemper life insurance
Richmond, VA
02.2018 - 10.2023
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.

Education

High School Diploma -

Nottoway High School
Crewe, VA
06-1994

Skills

  • Client Relations
  • Customer follow-up
  • Policy Renewals
  • Customer Service
  • Policy writing
  • Insurance sales strategy
  • Negotiation abilities
  • Policy Knowledge
  • Life Insurance
  • Business Planning
  • Upselling
  • Leads Prospecting

Certification

  • Health and Life

Accomplishments

  • Rookie of the year 2018
  • Olympic Club Silver 2019 (excellent performance)
  • Olympic Club Gold 2020 (outstanding performance)
  • Olymic Club Gold 2021 ( outstanding performance)

Timeline

Insurance Agent

Columbian Life Insurance
10.2023 - 06.2024

Insurance Agent

Kemper life insurance
02.2018 - 10.2023

High School Diploma -

Nottoway High School

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Rachel Ingram