Melissa Robbins

• Maintained high standards of customer service by building relationships with clients.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Provided coverage option information to assist clients in protecting assets.
• Upsold additional products and services after identifying customer needs and requirements.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
• Double checked accuracy of hard copy paperwork and rectified any issues.
• Scanned documents and saved in database to keep records of essential organizational information.
• Outlined appropriate processes and procedures to fulfill and complete inquiries.

Personal Lines Agent