Shannon May
La Salle,IL
Summary
Proven Insurance Agent at Country Financial, adept in customer service and policy knowledge, excelled in expanding client base and enhancing client retention. Leveraged professionalism and ethics to negotiate improved rates, achieving significant client satisfaction. Skillfully cross-sold products, mastering client needs assessment and personalized solutions.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Insurance Agent
Country Financial
11.1999 - 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.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Approached potential clients by using direct marketing mailings and phone contacts.
Education
Triton College
River Forest, ILHigh School Diploma -
Marquette High School
Ottawa, IL05.1989
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Auto insurance
- Policy Knowledge
- Client Retention
- Policy writing
- New Client Acquisition
Certification
- Licensed Property & Casualty Insurance - [Timeframe]
Timeline
Insurance Agent
Country Financial
11.1999 - Current
Triton College
High School Diploma -
Marquette High School
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