ROSEMARY KENNEDY
Lake Jackson,TX
Summary
Results-driven insurance agent with a proven record in client relations, sales acumen, and tailored insurance solutions. Expertise in educating clients and maintaining strong relationships to enhance satisfaction and retention.
Dedicated insurance professional with over 10 years of experience in client relations and policy development. Skilled in analyzing market trends, educating clients on coverage options, and resolving complex claims, contributing to increased client satisfaction and retention rates.
Dynamic insurance agent recognized for exceptional customer service and sales capabilities. Committed to developing customized insurance solutions and fostering long-term client relationships, driving consistent sales growth and client satisfaction.
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.
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
17
17
years of professional experience
Work History
INSURANCE AGENT
WAYNE REITMEYER STATE FARM
107 PLANTAION DRIVE LAKE JACKSON TEXAS 77566
08.2020 - Current
- Developed personalized insurance solutions to meet client needs and enhance satisfaction.
- Educated clients on policy options, ensuring understanding of coverage and benefits.
- Analyzed market trends to identify opportunities for new product offerings.
- Coordinated with underwriters to facilitate effective risk assessment and policy issuance.
- Conducted regular follow-ups with clients to maintain relationships and ensure ongoing policy compliance.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Monitored customer feedback and identified areas of improvement.
INSURANCE AGENT
JAMES THOMPSON STATE FARM INSURANCE
MAIN STREET LEAGUE CITY TEXAS 77573
10.2017 - 07.2020
- Mentored junior agents, enhancing team performance through knowledge sharing and best practices.
- Implemented process improvements that streamlined client onboarding and policy management workflows.
- Led community outreach initiatives to promote awareness of insurance products and services offered.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Educated clients on policy options, ensuring understanding of coverage and benefits.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Monitored customer feedback and identified areas of improvement.
Insurance Agent
ROSE CASKEY STATE FARM
GORDON STREET ALVIN TEXAS 77511
09.2009 - 09.2017
- Developed tailored insurance solutions to meet client needs and maximize coverage options.
- Educated clients on policy details, ensuring thorough understanding and compliance with regulations.
- Analyzed risk assessments to determine appropriate policy pricing and underwriting guidelines.
- Provided exceptional customer service, resolving inquiries and claims efficiently to enhance client satisfaction.
- Collaborated with team members to streamline processes, improving operational efficiency within the agency.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Monitored customer feedback and identified areas of improvement.
Education
AGENT LICENSE - LICENSE FOR AUTO, HOME, LIFE , AND HEALTH
ON LINE AGENT COURSES
ONLINE10-2009
High School Diploma -
BRAZOSWOOD
Clute, TX05-1982
Associate of Arts - GENERAL
Brazosport College
Lake Jackson, TX05-1993
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client needs analysis
- Client retention
- Account management
- Life insurance
- Policy writing
- Upselling
- Policy renewals
- Property insurance
- Leads prospecting
- Cold calling
- Policy Knowledge
- Property and casualty insurance
- Customer billing
- Customer complaint resolution
- Policy changes
- Insurance practices
- Billing inquiries
- Life insurance sales
- Policyholder communication
- Insurance coverage verification
- Insurance claim regulations
- Licensing requirements
Timeline
INSURANCE AGENT
WAYNE REITMEYER STATE FARM
08.2020 - Current
INSURANCE AGENT
JAMES THOMPSON STATE FARM INSURANCE
10.2017 - 07.2020
Insurance Agent
ROSE CASKEY STATE FARM
09.2009 - 09.2017
AGENT LICENSE - LICENSE FOR AUTO, HOME, LIFE , AND HEALTH
ON LINE AGENT COURSES
High School Diploma -
BRAZOSWOOD
Associate of Arts - GENERAL
Brazosport College