Sandra Bodnar
East Palestine,OH
Summary
Results-oriented Insurance Agent with over four years of experience in providing exceptional customer service and assessing client needs. Skilled in risk evaluation and policy underwriting, leveraging adaptability and attention to detail to deliver effective insurance solutions.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Donald M Weibling Insurance
Youngstown, Ohio
10.2019 - Current
- Responded to customer inquiries and problems to promote great service.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Engaged clients by providing tailored insurance solutions that meet individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Developed appropriate quotes based on risk information.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Advised clients on suitable insurance coverage options.
- Processed new policy applications and renewals efficiently.
- Delivered exceptional customer service to ensure client satisfaction.
- Collaborated with underwriters to assess and approve applications.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Conducted research to identify competitive rates and benefits offered by other providers.
Education
High School Diploma -
East Palestine High School
East Palestine, OH06-1979
Skills
- Customer relationship management
- Policy underwriting
- Risk assessment
- Quote preparation
- Policy processing
- Client engagement
Timeline
Insurance Agent
Donald M Weibling Insurance
10.2019 - Current
High School Diploma -
East Palestine High School