Knowledgeable Insurance Agent with solid background in Property and Casualty Insurance. Adept at managing client portfolios and providing tailored insurance solutions.
Overview
22
22
years of professional experience
Work History
Property and Casualty Insurance Agent
Great Florida Insurance
03.2002 - 05.2024
Mentored junior agents by providing guidance on industry best practices, fostering professional growth within the team.
Collaborated with agency partners to coordinate risk management strategies and provide comprehensive solutions for clients'' unique needs.
Efficiently managed a large book of business, prioritizing tasks and organizing workloads to maintain productivity levels.
Implemented effective cross-selling strategies to increase overall sales revenue by promoting additional insurance products to existing clients.
Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns along the way.
Developed customized insurance plans for clients that balanced coverage requirements with budgetary constraints, ensuring long-term satisfaction with policy choices.
Prepared detailed reports for management regarding sales performance, market trends, and competitor analysis to inform decision-making processes.
Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.