Ronald Whisler
THOMASVILLE
Summary
Dynamic insurance agent with a proven track record at USAble Insurance, excelling in client relations and needs analysis. Adept at cross-selling and providing tailored solutions, I consistently exceeded sales targets while maintaining high standards of customer service. Licensed and committed to professionalism, I foster trust and loyalty among clients.
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
9
9
years of professional experience
Work History
Insurance Agent and Enroller
Ben Select
04.2024 - 01.2025
- 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.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Insurance Agent/enroller
Taylor and Sons Shawn Palmer
03.2024 - 04.2024
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Insurance Agent/enroller
USAble Insurance Doug Davis
04.2022 - 01.2024
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Insurance Agent/enroller
CBA Insurance Gina Gillian
04.2019 - 01.2022
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Insurance Agent/enroller
Willis Towers Watson
09.2015 - 11.2018
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Education
No Degree - Worked 42 And 1/2 Years Management of Locomotives
CSX Railroad
Jacksonville, FL01-2015
NCO Academy Graduate - NCO Academy Knoxville, TN
Air National Guard
Harrisburg, PA02-1977
Business Administration
Hanover High School
Hanover, PA06-1971
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Client needs analysis
- Life insurance
- New client acquisition
Timeline
Insurance Agent and Enroller
Ben Select
04.2024 - 01.2025
Insurance Agent/enroller
Taylor and Sons Shawn Palmer
03.2024 - 04.2024
Insurance Agent/enroller
USAble Insurance Doug Davis
04.2022 - 01.2024
Insurance Agent/enroller
CBA Insurance Gina Gillian
04.2019 - 01.2022
Insurance Agent/enroller
Willis Towers Watson
09.2015 - 11.2018
No Degree - Worked 42 And 1/2 Years Management of Locomotives
CSX Railroad
NCO Academy Graduate - NCO Academy Knoxville, TN
Air National Guard
Business Administration
Hanover High School
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