Summary
Overview
Work History
Education
Skills
Licenses
Timeline
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Savannah Hartman

Advance,North Carolina

Summary

Dynamic insurance professional with a proven track record at National General Insurance Company, excelling in customer relationship management and complaints resolution. Skilled in policy coverage analysis, I enhanced client satisfaction through tailored solutions, achieving significant retention rates. Committed to continuous improvement and operational efficiency, I thrive in fast-paced environments.

Overview

16
16
years of professional experience

Work History

Customer Service Representative

National General Insurance Company
Winston-Salem, NC
11.2018 - Current
  • Assisted customers with inquiries regarding policy coverage and claims processing
  • Resolved customer complaints efficiently, ensuring satisfaction and retention
  • Processed policy renewals and updates accurately within established timelines
  • Collaborated with team members to improve customer service workflows
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Service multiple types of policies with Progressive, National General, Heritage, Arrowhead.
  • Used Client Connect for account management.

Licensed Insurance Agent

J Roberts Nationwide Insurance
Gastonia, NC
10.2014 - 11.2018
  • Developed customized insurance solutions to meet diverse client needs.
  • Educated clients on policy options, coverage limits, and claims processes.
  • Managed client relationships, ensuring high levels of satisfaction and retention.
  • Conducted thorough market research to identify emerging trends and opportunities.
  • Streamlined administrative processes for improved operational efficiency and accuracy.
  • Collaborated with underwriters to assess risk factors and determine policy terms.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.

Licensed Insurance Agent

Jay Carpenter Nationwide Insurance
Gastonia, NC
03.2010 - 10.2014
  • Analyzed client feedback to enhance service offerings and improve customer experience.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.

Education

High School Diploma -

Hickory Grove Baptist Christian School
Charlotte, NC

Skills

  • Customer relations
  • Complaint resolution
  • Team collaboration
  • Escalated call handling
  • Relationship building
  • Call center experience

Policy coverage analysis

Complaints resolution

Needs assessment

Policy renewal processing

Escalated call handling

Customer relations

Licenses

Property & Casualty License in North Carolina and West Virginia. 

Timeline

Customer Service Representative

National General Insurance Company
11.2018 - Current

Licensed Insurance Agent

J Roberts Nationwide Insurance
10.2014 - 11.2018

Licensed Insurance Agent

Jay Carpenter Nationwide Insurance
03.2010 - 10.2014

High School Diploma -

Hickory Grove Baptist Christian School
Savannah Hartman