Renee Frederick
Brookfield
Overview
18
18
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Licensed Insurance Agent
Philleo Agency Insurance
10.2022 - 09.2024
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Assessed customer needs and recommended suitable insurance policies.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Promptly responded to inquiries and requests from prospective customers.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Set up customer payment plans to cover annual policies and renewals.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Assisted customers with completing insurance documents to avoid missed information.
- Responded proactively and positively to rapid change.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Obtained underwriting approval by completing application for coverage.
- Upsold additional products and services after identifying customer needs and requirements.
- Calculated quotes and educated potential clients on insurance options.
Produce Manager
Pick N Save
04.2006 - 10.2022
- Planned attractive produce displays, using color and texture to enhance.
- Strengthened profits by reducing waste, controlling shrinkage and increasing team efficiency with optimized workflows.
- Kept grocery team operations in strict compliance with workplace standards and food safety requirements to maintain optimal health protection.
- Enhanced communication between patrons and team members to cultivate upbeat, team-oriented culture.
- Coached and mentored new team members.
- Assisted customers with produce questions.
- Maintained produce display, and prep and storage areas in clean and orderly condition.
- Orchestrated performance-oriented environment by closely supporting team members.
- Maintained produce area and kept produce storage area clean and sanitary.
- Kept department equipment in working order and advised general manager of equipment repair or replacement needs.
Education
High School Diploma -
Central High School
Brookfield, WI 09.2002 - 06.2007
Skills
Effective leader
Employee scheduling
Staff training/development
Retail management experience
Great Customer Service Skills
Detail Oriented
Certification
Property and Casualty Licensed Agent
Timeline
Property and Casualty Licensed Agent
05-2023
Licensed Insurance Agent
Philleo Agency Insurance
10.2022 - 09.2024
Produce Manager
Pick N Save
04.2006 - 10.2022
High School Diploma -
Central High School
09.2002 - 06.2007
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