Making updates to policies and sending out updated policy information.
Managed electronic and paper records and ensure all client paperwork is kept current.
Provided warm and professional customer service for new clients and maintained existing clients, including answering insurance related questions, taking payments, helping customers file claims and more.
Responded to walk-ins, calls, referrals, and leads promptly—often within one business day.
Interviewing potential clients who have expressed interest in buying insurance.
Managed daily office opening procedures such as ensuring a secure, clean, and fully operational environment for clients. Also performed closing task including arming security system and locking the office.
Analyzing the policies held by current clients and determining suggested additions or changes to their coverage.
Reclamations clerk
2 Years 3 Months
L&R Distributors | 01.2014 - 04.2016
Processing return claims and data entry.
Completed safety seminar and was part of the factory wide safety committee.
Education
High School Diploma
Pine Bluff High | Pine Bluff | 01-1996
Skills
Insurance sales expertise
Client relationship management
Client service
Insurance product expertise
Certification
State of Arkansas Insurance License - [2016-August 2028]