Rhonda Knight
Plant City,FL
Summary
Insurance professional with extensive experience in Sales and Policy Services. Seeking a position offering new challenges and opportunities for career growth and advancement.
Overview
24
24
years of professional experience
Work History
Insurance Sales Advisor
Liberty Mutual
7900 Windrose Ave Plano, Texas 75024
08.2021 - Current
- Utilized CRM software effectively to manage client information, track leads, and monitor sales progress.
- Increased client satisfaction by providing personalized insurance recommendations based on their unique needs and financial goals.
- Sold auto, home, pet, and recreational insurance to individuals and affinity groups using consultative selling techniques.
- Followed up promptly with interested clients to close sales.
Licensed Property & Casualty Agent
Fisher Financial Services/Allstate Insurance
Wesley Chapel, FL
08.2019 - 08.2021
- Helped develop the business at a start up agency by networking and prospecting new clientele, as well as receiving new business referrals from existing clients and selling multiple lines of insurance to individual households.
- Consistently met sales goals, selling over $35,000 a month in insurance premiums.
- Processed quotes for personal and commercial auto policies, as well as homeowners, umbrella, and recreational policies.
- Educated clients on their policy coverages, and offered coverage solutions.
- Ensured strong relationships with customers, and the retention of their business by proactively advising them of any payment increases, and offered applicable discounts and multiple lines of business.
Medical Records Field Technician
CIOX Healthcare, Inc.
Phoenix, AZ
04.2018 - 10.2018
- Traveled to doctors' offices within a 100 mile radius.
- Scanned medical charts via USB retrieval.
- Verified data integrity and accuracy.
- Uploaded charts via corporate database.
- Ensured thorough compliance with HIPAA standards.
20-44 Licensed Personal Lines Agent/Client Service Representative
Fearnow Insurance, Inc.
Seffner, FL
11.2017 - 01.2018
- Collected premiums on or before effective dates of coverage.
- Calculated quotes and educated potential and existing clients on auto and homeowners insurance.
- Reported policy changes and company conditions affecting customer satisfaction.
- Educated clients on available coverage options, empowering them to make informed decisions about their insurance needs.
- Entered pertinent data for auto and homeowners claims.
Commercial Lines Customer Service Assistant
Fearnow Insurance
Seffner, FL
06.2017 - 11.2017
- Assisted customers in person and via phone with payment processing.
- Distributed calls to appropriate individuals and departments, and provided administrative support to the front desk receptionist.
- Issued certificates of insurance at renewal and as needed in an efficient manner.
- Maintained a policy diary and followed up with customers on a timely basis.
- Handled priority requests with processing endorsements and issuing proof of insurance.
- Maintained renewals for customers by tracking payments via Excel to ensure customer retention.
Senior Sales & Policy Services Representative
Progressive Insurance
Riverview, FL
09.2009 - 03.2017
- Conversed with existing and prospective clients each day to select appropriate insurance policies, and educated them on available insurance options.
- Modeled exceptional customer service skills and maintained high sales conversion numbers.
- Finalized sales and calculated necessary deposits.
- Converted insurance policies to meet other states' mandated coverages when customers moved from state to state.
- Processed endorsements to existing policies, assisted clients with billing inquiries and processed payments via phone.
Customer Retention Specialist
Progressive Insurance
Riverview, FL
09.2007 - 09.2009
- Retained clients' business by processing endorsements to lower premiums and advise of applicable discounts.
- Rewrote policies to offer clients lower premiums.
- Educated customers on long term and short benefits offered by the company.
Customer Service Representatve
Progressive Insurance
Riverview, FL
11.2003 - 09.2007
- Accurately documented, researched and resolved customer service issues.
- Reported system and policy guideline discrepancies.
- Referred unresolved customer grievances to designated departments for further investigation.
- Effectively managed a high volume of inbound and outbound customer calls.
- Resolved service, pricing and technical problems for customers by asking concise and specific questions.
Policy Services Representative
Oxford Health Plans
Tampa, FL
08.2000 - 11.2003
- Resolved clients' questions and issues concerning their designated healthcare plans.
- Addressed customers complaints and concerns with healthcare providers.
- Verified claims payout and correct CPT and ICD-9 coding with provider billing specialists.
- Assisted clients with medical procedure authorization disputes.
- Helped clients with online healthcare services.
Education
Bachelor of Science - Business Administration
Saint Leo University
Saint Leo, FL2028
Skills
- Results oriented
- Typing: 50 WPM
- Relationship building
- Product knowledge
- Customer Retention
- MS Windows and Excel proficient
- Creative problem solver
- Self-motivated
Accomplishments
- Won corporate "Top Performer", "Elite Performer" and "Pinnacle Sales Club" awards for contributing in driving record-high sales at Progressive Insurance.
- Was recognized in July 2020 as one of the top 10 best insurance sales professionals in the Southeast Region of Florida, as well as outpacing the market with multiple policy sales for the entire Florida West Coast region by Allstate for all of 2020. In May of 2021, Allstate recognized me as one of the top 5 homeowners insurance sales professionals in the Southeast Region of Florida.
Licenses
220 Property & Casualty Agent, licensed in 45 states.
Timeline
Insurance Sales Advisor
Liberty Mutual
08.2021 - Current
Licensed Property & Casualty Agent
Fisher Financial Services/Allstate Insurance
08.2019 - 08.2021
Medical Records Field Technician
CIOX Healthcare, Inc.
04.2018 - 10.2018
20-44 Licensed Personal Lines Agent/Client Service Representative
Fearnow Insurance, Inc.
11.2017 - 01.2018
Commercial Lines Customer Service Assistant
Fearnow Insurance
06.2017 - 11.2017
Senior Sales & Policy Services Representative
Progressive Insurance
09.2009 - 03.2017
Customer Retention Specialist
Progressive Insurance
09.2007 - 09.2009
Customer Service Representatve
Progressive Insurance
11.2003 - 09.2007
Policy Services Representative
Oxford Health Plans
08.2000 - 11.2003
Bachelor of Science - Business Administration
Saint Leo University