Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Renida Lee

Renida Lee

Markham,TX

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

12
12
years of professional experience

Work History

Life Insurance Agent

Shelly Woods
, TX
02.2024 - 11.2024
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Achieved sales targets through effective client presentations and follow-up.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Attended educational seminars and conferences to stay up-to-date on industry trends.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Calculated premiums and established payment methods.
  • Obtained underwriting approval by completing application for coverage.
  • Completed detailed applications and ensured accuracy of client information.
  • Nurtured relationships with potential clients through regular communication and engagement.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Provided personalized service to clients by phone, email, or in-person meetings.

Customer Service Representative

Maria’s Sewing
Markham, TX
03.2013 - 09.2014
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Promoted available products and services to customers during service, account management and order calls.
  • Developed strong customer relationships to encourage repeat business.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Provided accurate information about products and services to customers.

Education

GED -

School of Masters, Bay City, TX
06-2009

Skills

  • Insurance sales strategy
  • Streamlining processes
  • Client education
  • Building relationships
  • Needs assessment
  • Appointment scheduling
  • Insurance policy sales
  • New agent training
  • Social media proficiency

Work Preference

Work Type

Part Time

Work Location

Remote

Important To Me

Flexible work hoursWork from home optionWork-life balance

Timeline

Life Insurance Agent - Shelly Woods
02.2024 - 11.2024
Customer Service Representative - Maria’s Sewing
03.2013 - 09.2014
School of Masters - GED,

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Renida Lee