Rella Carper

Maintained up to date knowledge of industry trends and regulatory changes.

Assessed customer risk levels and recommended appropriate coverage options.

Educated customers on the importance of maintaining adequate insurance coverage.

Conducted telephone appointments with prospective clients to build rapport and sell insurance services.

Responded to customer inquiries and problems to promote great service.

Maintained accurate records of all insurance transactions using computer software systems.

Developed relationships with new clients through cold calling and referrals from existing customers.

Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.

Processed payments received from clients promptly according to established procedures.

Participated in continuing education courses to stay current on insurance trends and changes in regulations.