Rebecca Brown - PL Account Manager
Beaverdam ,Virginia
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
1
1
Certification
Work History
Insurance Agent
Brown's Insurance Agency, Inc.
Manassas
06 2015 - 05 2025
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Utilized CRM software to manage client relationships.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Analyzed customer needs to provide customized insurance solutions.
Education
High School Diploma - General Studies
Brentsville District High School
06.2007
Skills
- Policy renewals
- Quote information
- Claims reporting systems
- Property insurance
- Account management
- Client needs analysis
- Life insurance
- Auto insurance
- Quotes and sales
- Attention to Detail
- Written Communication
- Organization and Time Management
- Multitasking Abilities
- Critical Thinking
- Active Listening
- Interpersonal Communication
- Data Entry
- Analytical and Critical Thinking
- MS Office
- Dependable and Responsible
Additional Information
- Served as a Missionary for the LDS Church in The Philippines from April 2010 to September 2011.
Accomplishments
- Served a mission for The LDS Church in the Ilocos area of The Philippines. Learned Tagalog while serving there.
Certification
- Licensed P&C and Life and Health Insurance - 8 years
Timeline
Insurance Agent
Brown's Insurance Agency, Inc.
06 2015 - 05 2025
High School Diploma - General Studies
Brentsville District High School