Rachel Smith
Gulf breeze
Summary
Dynamic real estate professional with a proven track record at Emerald Coast Realty Pros, excelling in closing coordination and client relationship management. Adept at document preparation and transaction management, I foster strong client connections through exceptional customer service and attention to detail, ensuring seamless real estate transactions and satisfied clients.
Overview
21
21
years of professional experience
Work History
Licensed Real Estate Assistant
Emerald Coast Realty Pros
06.2019 - Current
- Cultivated and maintained professional relationships with clients, real estate agents, lenders, inspectors and title personnel.
- Performed market research and evaluated competitive property analysis to define competitive listing and sale prices.
- Prepared and maintained sales contracts and all necessary closing documents.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing email messages.
- Liaised between clients and vendors and maintained effective lines of communication.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Reviewed and executed confidential documents, contracts and disclosures
Insurance Agent
We Insure Gulf Coast
10.2022 - 12.2024
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cross-sold insurance products to existing clients to reach sales targets.
- Monitored changes in the insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
Insurance Producer
State Farm Insurance
07.2004 - 07.2019
- Provided information on features, policies and relative advantages to promote insurance packages.
- Adhered to all regulations for insurance sales.
- Set up policies and completed all documentation.
- Provided detailed information about company insurance products.
- Worked in high-volume, competitive sales environment.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
Education
Associate of Applied Science - General Studies
Realtor
Macomb, IL05-2003
Skills
- Closing coordination
- Open house coordination
- Document preparation
- Transaction management
- Closing deals
- CRM software
- Attention to detail
- Teamwork and collaboration
- Conflict management
- Real estate purchase contracts
- Phone and email etiquette
- Customer service
- Systems management
- Administrative support
- Property inspections
- Client correspondence
- MLS
- Appraisal review
- Verbal and written communication
- Residential real estate
- Multitasking and organization
- Permit processing
Timeline
Insurance Agent
We Insure Gulf Coast
10.2022 - 12.2024
Licensed Real Estate Assistant
Emerald Coast Realty Pros
06.2019 - Current
Insurance Producer
State Farm Insurance
07.2004 - 07.2019
Associate of Applied Science - General Studies
Realtor
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