RACHEL WATSON
Canterbury,CT
Summary
Achieved high customer satisfaction by implementing effective conflict resolution techniques. Cultivated strong client relationships that resulted in increased sales. Drove team performance to exceed sales goals through innovative insurance solutions.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Patient Care Assistant
Allied Community Resources/Clients
East Windsor, CT, USA
10.2025 - Current
- Provided compassionate and patient-focused care to cultivate well-being
- Assisted clients with daily living needs, including bathing and personal grooming, to maintain self-esteem and general wellness
- Used Sandata to maintain records of services performed and hours worked
- Submitted employees payroll
- Bookkeeping
- Scheduling appointments
- Recorded status and duties completed in logbooks for management
- Consulted with case managers and or healthcare professionals to assess cases and enhance care
Insurance Broker
Equity Insurance Partners
Miami, FL
04.2025 - Current
- Developed customized insurance packages to meet client needs and industry standards.
- Conducted thorough risk assessments to identify coverage gaps and recommend solutions.
- Managed relationships with clients to ensure satisfaction and retention through ongoing support.
- Collaborated with underwriters to secure competitive quotes and optimal policy terms for clients.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained high standards of customer service by building relationships with clients.
- 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.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Master General Agent
Globe Life American Income Life Division
Middletown
10.2021 - 04.2025
- Oversaw financial management of the agency by monitoring budgets, controlling expenses, and conducting regular audits to ensure fiscal responsibility.
- Expanded agent network by recruiting top talent, offering competitive compensation packages, and fostering a supportive work environment.
- Streamlined operations by automating manual processes, reducing administrative workload and response time.
- Managed risk effectively by adhering to stringent underwriting guidelines set forth by regulatory bodies throughout all transactions conducted within the agency''s purview.
- Optimized team performance by setting clear expectations, providing constructive feedback, and recognizing outstanding contributions to agency success.
- Achieved consistent customer satisfaction by providing excellent service, addressing concerns promptly, and resolving issues efficiently.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
Professional Cleaner
Dotties Cleaning LLC
Uncasville, CT, USA
06.2012 - 05.2017
- Managed team of 3 personnel focused on providing expert detailing services to our customers
- Provided outstanding customer service
- Wiped walls, decoration and appliances
- Communicated operational issues and changes to supervisor on regular basis
- Providing solutions and recommendations for the problems experienced by customers
- Politely assisting customers in person or via telephone
- Handling money and process credit cards
- Providing the training for new employees
- Attracting potential customers by answering questions about product and service
- Listening to customers' questions and concerns and provide answers and solutions
- Manage and pass on customer feedback
Education
Associate of Science - Healthcare and Medical Records Administration
University of Phoenix
Jersey City, NJ05.2012
Skills
- Meticulous
- Driven
- Hardworking
- Customer-service focused
- HIPPA knowledge
- Medical terminology
- Organizational skills
- Verbal and written communication
- Office equipment proficiency
- Effective team player
- Computer proficiency
- Microsoft Word
- Customer service
- MS Office proficient
- Dependable and reliable
- Courteous demeanor
- Excellent multi-tasker
- Detail-oriented
- Licensed insurance agent
- Professionalism and ethics
- Client needs analysis
- Client retention
- CRM software
- Operations management
Accomplishments
- Supervised team of agents
- Top Rookie ALP
- Mutiple production awards
- Promoted to senior manager
- Held training calls for agency teams
Additional Information
GPA: 3.67
Certification
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Licensed Insurance Agent/Broker - State Department of Insurance.
Timeline
Patient Care Assistant
Allied Community Resources/Clients
10.2025 - Current
Insurance Broker
Equity Insurance Partners
04.2025 - Current
Master General Agent
Globe Life American Income Life Division
10.2021 - 04.2025
Professional Cleaner
Dotties Cleaning LLC
06.2012 - 05.2017
Associate of Science - Healthcare and Medical Records Administration
University of Phoenix