EPSIE ROBERTS
Stone Mountain,GA
Summary
Experienced and driven professional with a successful track record of over 10+ years in the insurance industry. Proven expertise in building strong client relationships and delivering exceptional customer care. Adept at identifying and addressing client needs, while consistently surpassing expectations. Committed to providing comprehensive insurance solutions tailored to individual requirements, resulting in long-term customer satisfaction and loyalty.
Overview
17
17
years of professional experience
Work History
Customer Service
Omni Interactions
07.2024 - Current
- Managed high call volume while maintaining exemplary customer service standards
- Clearly explained the details of the United Healthcare benefits program
- Helped customers place orders over the phone for eligible items covered items
- Investigated and resolve issues related to missing or lost orders, ensuring customer satisfaction
- Assisted customers with canceling lost or stolen cards and re-activation of replacement cards
Retention Consultant/Virtual Inbound Sales Agents
Farmers Insurance Group
02.2019 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Offered payment options, and reviewed policies for additional savings.
- Generated new business by taking inbound sales calls for Auto and Home products.
- Interviewed clients, collected data, and customized insurance policies.
- Explained coverages, and rates.
- Consistently met monthly sales goals and metrics
Insurance Sales Agent
BoatUS/GEICO Marine Insurance Company
01.2015 - 01.2019
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Evaluated loan applications and confirm creditworthiness
- Rejected loans by explaining deficiencies to applicants
- Completed closings by obtaining signatures and notarizations
- Contacted underwriters for pre-bind requirements
- Consistently met sales goals and core metrics
Assistant Underwriter
Carolina Casualty Insurance Company
02.2014 - 07.2015
- Reviewed and analyzed new business applications
- Issued policies based on terms and conditions outlined by Underwriters
- Processed certificates of insurance, evidence of property, and auto identification cards
- Prepared claim loss notice, update database with policy loss details
- Supported the development of new business by conducting thorough research on prospective clients.
Assistant Account Manager
Insurance Office of America
12.2007 - 02.2014
- Established strong rapport with new clients by conducting thorough needs assessments and offering tailored account solutions.
- Issued certificates of insurance, evidence of property, and auto identification cards.
- Prepared claim loss notices to transmit to insurance companies.
- Processed policy change requests and cancellations.
Education
Bachelor of Science - Business Management
University of Phoenix
Jacksonville, FL02.2018
Licensed General Lines Agent (2-20) -
Skills
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Customer service
- Account management
- Upselling
- Property and casualty insurance
Timeline
Customer Service
Omni Interactions
07.2024 - Current
Retention Consultant/Virtual Inbound Sales Agents
Farmers Insurance Group
02.2019 - Current
Insurance Sales Agent
BoatUS/GEICO Marine Insurance Company
01.2015 - 01.2019
Assistant Underwriter
Carolina Casualty Insurance Company
02.2014 - 07.2015
Assistant Account Manager
Insurance Office of America
12.2007 - 02.2014
Bachelor of Science - Business Management
University of Phoenix
Licensed General Lines Agent (2-20) -
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