Summary
Overview
Work History
Education
Job Skills
References
Skills
Timeline
Rebecca L Genovese

Rebecca L Genovese

Insurance Agent
Seymour

Summary

Proactive and customer-focused sales leader with over a decade of experience in insurance and service-based industries. Adept at optimizing sales performance, retaining clients, and streamlining processes for profitability. Demonstrates strong leadership, cross-functional collaboration, and consistent top-tier performance through data-driven strategies and relationship-building.

Overview

13
13
years of professional experience

Work History

Remote Sales Agent/CSR

Choice Insurance Group
05.2024 - Current

REMOTE SALES AGENT/CSR | 05/2024 - Current
Choice Insurance Group - St. Augustine, FL
• Maintains a $4M book of business while personally handling 95% of all inbound customer inquiries, demonstrating superior ownership of customer relationships.
• Delivers a 90–95% client retention rate by executing clear communication and timely policy management across multiple client segments.
• Navigates and documents client data accurately using QQ Catalyst CRM, ensuring regulatory compliance and data integrity.
• Collaborates cross-departmentally to support upselling and renewal initiatives that resulted in a 20% increase in repeat business.

Sales Agent/CSR

Acceptance Insurance
02.2022 - 06.2024
  • SALES AGENT/CSR | 02/2022 - 06/2024
    Acceptance Insurance - Columbus, IN
    • Managed a portfolio of over 700 active clients with 80% retention in a high-risk, non-standard insurance environment.
    • Executed customer engagement strategies that improved policy renewal conversion by 25% through focused consultative selling.
    • Used AMS 360 to document daily activity, audit policy data, and generate reports for underwriting decisions.
    • Led daily operations autonomously, increasing office productivity by 30% and minimizing escalated service issues.

Customer Service Representative

Dicksons Gifts
04.2021 - 02.2022
  • CUSTOMER SERVICE REPRESENTATIVE | 04/2021 - 02/2022
    Dicksons Gifts - Seymour, IN
    • Fielded up to 50 calls daily, resolving customer concerns while maintaining 98% customer satisfaction rating.
    • Managed inventory logs and order processing with high accuracy, reducing order discrepancies by 40%.
    • Promoted new sales opportunities by informing customers of current promotions and loyalty programs.
    • Collaborated with distributors to fulfill and track bulk orders, ensuring timely delivery and billing reconciliation.

Encapsulation Operator

Particle Dynamics
10.2019 - 05.2020
  • ENCAPSULATION OPERATOR | 10/2019 - 05/2020
    Particle Dynamics - Seymour, IN
    • Operated pharmaceutical manufacturing equipment following SOPs and GMP compliance, increasing production efficiency by 35%.
    • Prepared cleanroom materials and conducted batch prep for daily operations with zero safety violations reported.
    • Performed visual quality checks, ensuring 100% defect-free batches and accurate documentation in MBRs.
    • Supported inventory tracking of raw materials used for pharmaceutical compounding, reducing waste by 15%

Insurance Agent/CSR

Reedy Insurance
08.2017 - 09.2019
  • INSURANCE AGENT/CSR | 08/2017 - 09/2019
    Reedy Insurance - Seymour, IN
    • Handled 95% of client inquiries directly, reducing resolution time, and improving customer engagement metrics.
    • Used AMS and QQ systems to manage all client documentation, improving workflow accuracy by 20%.
    • Cross-trained across commercial and personal lines, boosting departmental flexibility and client coverage options.
    • Finalized policies and deposits efficiently, contributing to a 10% year-over-year policy sales increase.

Insurance Agent/CSR/Front Office Administrator

Green Owens Insurance
01.2012 - 07.2017
  • INSURANCE AGENT/CSR/FRONT OFFICE ADMINISTRATOR | 01/2012 - 07/2017
    Green Owens Insurance - Seymour, IN
    • Conducted annual client reviews, achieving a 30% increase in policy upgrades and service conversions.
    • Prospected leads via community outreach, boosting the client referral pipeline by 40%.
    • Maintained client records in the AMS system with 99% accuracy across six years of policy service.
    • Coordinated appointments, processed paperwork, and managed front office operations independently.

Education

Associate of Applied Science - Graphic Design, Business

Terra State Community College
01.1992

Job Skills

  • Extensive Customer Service / Sales / Retention
  • Windows Operating Systems
  • MS Outlook/Word/Excel
  • AMS Systems / QQ, AMS 360
  • Marketing Direct / Indirect
  • Excellent Written / Verbal Communication Skills
  • Great Organizational Skills
  • Quick Learner
  • Attention to Detail
  • Time Management
  • Ability to Work Under Pressure
  • Goal Oriented

References

  • Ryan Sullivan, 812-592-4708, Acceptance Insurance
  • Kristal Hubbard, 812-498-3613, Personal Friend over 20 Years
  • Bridget Smith, 812-216-3026, Reedy Insurance Company

Skills

Strong interpersonal collaboration

Ethical problem-solving under pressure

Clear professional communication

Proactive client relationship management

Result-focused decision making

CRM software proficiency (AMS 360, QQ Catalyst)

High-volume call handling and documentation

Policy quoting, binding, and renewals

Insurance compliance and regulatory knowledge

Order processing and data entry accuracy

Timeline

Remote Sales Agent/CSR - Choice Insurance Group
05.2024 - Current
Sales Agent/CSR - Acceptance Insurance
02.2022 - 06.2024
Customer Service Representative - Dicksons Gifts
04.2021 - 02.2022
Encapsulation Operator - Particle Dynamics
10.2019 - 05.2020
Insurance Agent/CSR - Reedy Insurance
08.2017 - 09.2019
Insurance Agent/CSR/Front Office Administrator - Green Owens Insurance
01.2012 - 07.2017
Terra State Community College - Associate of Applied Science, Graphic Design, Business
Rebecca L GenoveseInsurance Agent