Rachel Sherr
Lancaster
Summary
Dynamic Property & Casualty Insurance Agent with a proven track record at Farmers Insurance Agency, excelling in policy analysis and client retention. Known for integrity and ethics, I developed customized insurance plans that enhanced client satisfaction and fostered long-term relationships, while mentoring junior agents to achieve team success.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
15
15
years of professional experience
Work History
Property & Casualty Insurance Agent
Farmers Insurance Agency
07.2021 - 10.2023
- Developed customized insurance plans for clients that balanced coverage requirements with budgetary constraints, ensuring long-term satisfaction with policy choices.
- Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns along the way.
- Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
- Mentored junior agents by providing guidance on industry best practices, fostering professional growth within the team.
- Contributed to team success by sharing best practices and collaborating on strategies to achieve shared goals.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Developed sales strategies to increase sales of insurance policies.
- Educated clients on insurance policies and procedures.
- Established strong rapport with clients through consistent communication, building trust as their trusted advisor on insurance matters.
- Assisted in the development of marketing materials that highlighted agency services and capabilities, attracting new customers and increasing brand awareness.
Forklift Operator
RR Donnelley & Sons Co
06.2011 - 06.2013
- Safely loaded and unloaded trucks using appropriate forklift attachments, reducing the risk of accidents or injuries.
- Kept warehouse clean and organized by removing debris and returning unused pallets to designated areas.
- Improved warehouse efficiency by skillfully operating forklifts to move, locate, and stack materials.
- Wrapped pallets in plastic wrap and attached merchandise tags to prepare for shipping.
- Unloaded and stacked materials by raising and lowering lifting devices.
- Maneuvered forklift safely using appropriate load rates and maintaining clear visibility of work areas.
- Coordinated with supervisors to prioritize tasks, ensuring the most urgent shipments were processed first.
- Coordinated with other lift truck drivers and production personnel to process orders efficiently.
- Maneuvered forklift safely in congested and confined areas using [Skill] and [Technique].
- Kept accurate records of materials moved within warehouse to quickly locate inventory and keep facility operating smoothly.
- Inspected equipment for defects and performed repairs or maintenance tasks.
- Maintained clean and safe work environment, contributing to reduction in workplace accidents.
- Assessed equipment for damage, wear, battery life, and fluid levels.
Health & Life Insurance Agent
Aflac
04.2010 - 08.2010
- Developed targeted marketing strategies that effectively reached potential clients within specific demographics or industries.
- Developed a robust referral network by forging partnerships with local businesses and professionals within complementary industries such as financial planning or real estate.
- Exceeded sales targets through effective prospecting, lead generation, and policy presentations to potential clients.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Designed presentations and marketing materials to promote insurance products.
Medical Assistant
Millersville Manor
05.2008 - 06.2010
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Administered medications and injections as prescribed, adhering strictly to protocols for patient safety.
- Enhanced patient care by meticulously recording vital signs and updating patient records.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Maintained inventory of medical supplies, ensuring availability for all procedures and treatments.
- Collected and documented patient medical information such as blood pressure and weight.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
Education
Pa State License - Property &Casuality
Exam Fx
02-2021
Associate of Science - Medical Assistant
York Technical Institue's
Lancaster, PA05-2008
General Studies
Penn Manor High School
Millersville05-2005
Skills
- Integrity and ethics
- Goal-oriented mindset
- Policy analysis
- Continuing education
- Licensed insurance agent
- Commercial lines
Timeline
Property & Casualty Insurance Agent
Farmers Insurance Agency
07.2021 - 10.2023
Forklift Operator
RR Donnelley & Sons Co
06.2011 - 06.2013
Health & Life Insurance Agent
Aflac
04.2010 - 08.2010
Medical Assistant
Millersville Manor
05.2008 - 06.2010
Pa State License - Property &Casuality
Exam Fx
Associate of Science - Medical Assistant
York Technical Institue's
General Studies
Penn Manor High School
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