Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Personal Lines 20-44 Insurance Agent
Not Employed
02.2025 - Current
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Life Insurance Agent
Equis Financial Group
02.2022 - Current
Maintained high standards of customer service by building relationships with clients.
Provided coverage option information to assist clients in protecting assets.
Explained advantages, features and disadvantages of various policies to promote sale of plans and boosting overall sales.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Realtor Sales Associate
The Keyes Company
01.2015 - Current
Advised and informed prospective clients on current market activities and conditions.
Compared recently sold area properties to determine competitive market prices.
Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
Negotiated, facilitated and managed real estate transactions.
Wrote listings detailing and professionally highlighting property features to increase sales chances.
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