Sarah Lovely
Wildwood,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
5
5
years of professional experience
Work History
Insurance agent
05.2025 - Current
- Act as an intermediary between clients and the company to ensure effective communication and mutual satisfaction.
- Conduct interviews and gather information about potential clients to learn more about their unique situation.
- Provide consistent and reliable customer service to maintain and grow the client base.
Inside Sales
12.2020 - 03.2025
- Process sales orders to cut customer wait time by 10%, boosting efficiency.
- Support team with customer service and inventory tasks, enhancing collaboration.
- Coordinate communications to improve customer satisfaction and drive repeat business.
INDEPENDENT CONTRACTOR/DRIVER
06.2020 - 12.2020
- Maintained strong customer relationships, fostering repeat business and referrals.
- Coordinated daily with employers to ensure seamless project operations.
- Enhanced service quality, resulting in increased client satisfaction and loyalty.
Education
Licensed Agent - InsFL-LHA05 - FLA Health And Life And Annuity (in
Pearson/VUE
05.2025 - 05.2025
ASSOCIATE OF BUSINESS ADMINISTRATION (ABA) - HUMAN RESOURCES
Davenport University
Skills
- Leadership
- Organization
- Problem solving
- Teamwork
- Customer relationship management
- Needs assessment
- Policy writing
- CRM software
- Cold calling
- Client relations
- Quotes and sales
- Claims information gathering
- HIPAA compliance
- Critical thinking
Timeline
Licensed Agent - InsFL-LHA05 - FLA Health And Life And Annuity (in
Pearson/VUE
05.2025 - 05.2025
Insurance agent
05.2025 - Current
Inside Sales
12.2020 - 03.2025
INDEPENDENT CONTRACTOR/DRIVER
06.2020 - 12.2020
ASSOCIATE OF BUSINESS ADMINISTRATION (ABA) - HUMAN RESOURCES
Davenport University