Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
4
4
years of professional experience
Work History
Property & Casualty Insurance Agent
Carey Stephan Massi Insurance Agency
Maple Shade, NJ
09.2019 - Current
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Interviewed prospective clients to obtain data about financial resources and needs.
Advised customers on the best ways to minimize risks associated with their assets.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Maintained accurate records of all insurance transactions using computer software systems.
Responded to customer inquiries and problems to promote great service.
Processed payments received from clients promptly according to established procedures.
Responded quickly and accurately to inquiries from clients regarding their coverage plans.
Achieved repeat business and referrals through personalized services.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Contacted underwriters and submitted forms to obtain binder coverage.
Developed appropriate quotes based on risk information.
Engaged customers and provided high level of service by carefully explaining details about documents.
Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
Education
Associate of Applied Science - Business Administration And Management
University of Phoenix
Tempe, AZ
04-2012
Associate of Applied Science - Business Administration And Management
South University
Savannah, GA
04-2012
Skills
Customer Retention
Account Management
Insurance Sales Strategy
Asset Protection Expertise
Policy Adjustment Knowledge
Client Retention
Team Training and Development
CRM Tracking
Proposal Preparation
Client Account Management
Consultative Sales Techniques
Appointment Management
Customer Service
Product Knowledge
Policy Management Expertise
Risk Management
Carrier Relations
Deductible Expense Identification
Account Retention
New Business Development
Customer Needs Assessment
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett
Timeline
Property & Casualty Insurance Agent
Carey Stephan Massi Insurance Agency
09.2019 - Current
Associate of Applied Science - Business Administration And Management
University of Phoenix
Associate of Applied Science - Business Administration And Management