Scott Salvagni
Latham
Summary
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.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Insurance Customer Service Representative
Brendan Ketcham State Farm
05.2023 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Utilized CRM software to manage client relationships.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Construction
Self Employed
04.2018 - 05.2023
- Bought, renovated and flipped houses using real estate and construction knowledge.
- Assisted in the development of comprehensive construction documents, streamlining project workflows.
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
Work Station Operator (WSO)
SUNY Polytechnic Institute
05.2014 - 03.2018
- Maintained clean, neat and organized work area to prevent safety hazards, reducing workplace incidents [Number]%.
- Completed required documentation accurately and efficiently, ensuring full compliance with company policies and regulations.
- Ensured optimal product quality through constant monitoring of manufacturing processes and equipment.
- Enhanced team collaboration through effective communication with fellow operators and supervisors.
- Aligned daily activities with production schedules while adjusting priorities as needed based on changing demands or requirements from management teams.
Retail Banker
Trustco Bank
02.2000 - 01.2014
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Approved or denied loans based on established criteria and underwriting guidelines.
- Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.
- Demonstrated expertise in various types of commercial loans including SBA, construction, term, lines of credit, and equipment financing options available to businesses.
- Executed [Number] cold calls each week to develop new loan prospects.
- Managed a high volume of loans simultaneously, prioritizing tasks efficiently to meet deadlines consistently.
- Coordinated post-closing activities such as disbursement of funds, recording deeds, and delivering final documentation to borrowers.
Education
High School Diploma -
Guilerland High School
Guilderland Center, NY06-1997
Skills
- Customer service
- Client relationship management
- Policy administration
- Sales techniques
- CRM software
- Auto insurance
- Property insurance
Certification
NYS Property and Casualty License
Timeline
Insurance Customer Service Representative
Brendan Ketcham State Farm
05.2023 - Current
Construction
Self Employed
04.2018 - 05.2023
Work Station Operator (WSO)
SUNY Polytechnic Institute
05.2014 - 03.2018
Retail Banker
Trustco Bank
02.2000 - 01.2014
High School Diploma -
Guilerland High School
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