Sheenita Douglas
Chicago,Illinois
Summary
Focused and dedicated insurance professional with eighteen years of experience providing superior customer service and rates for insurance policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with their insurance needs.
Overview
16
16
years of professional experience
Work History
Insurance Broker
Insurance Brokers Inc.
Chicago, Illinois
08.2005 - 01.2022
- Developed, implemented and monitored new underwriting guidelines for agency.
- Provided information and answered questions via personal meetings, telephone calls and email.
- Maintained detailed records of all claim activities including correspondence, decisions, payments.
- Coded claims forms and mediated disputes between carriers and clients.
- Maintained accurate documentation of all claim activity within designated system.
- Submitted up-to-date activity and production logs to agency management for review.
- Performed comprehensive risk assessments to devise cross-functional solutions for life insurance, annuities, health insurance, disability insurance and long-term care policies.
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
- Promoted client retention through high-quality service and follow through.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
Insurance Sales Agent
Primerica
Chicago, IL
01.2010 - 01.2012
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Sought out new clients and developed clientele by networking to find new customers.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Upsold products to policyholders and potential new clients.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Explained coverage options to potential policyholders, answering questions or concerns.
Education
Associate of Science - Barbering
South Suburban College of Cook County
South Holland, IL05.2022
High School Diploma -
Best Practice High School
Chicago, IL06.2003
Skills
- Cross-Selling and Upselling
- Underwriter Selection
- Policy Adjustment Knowledge
- Financial Needs Assessment
- Time Management
- Insurance Policy Sales
- Underwriter Collaboration
- Binder Coverage
- Document Control
- Critical Thinking
- Policy Renewals
- Marketing Strategy Development
- Claims Information Gathering
- Claims Processing
- Damage Assessment
- Policy Interpretation
- Excellent Communication Skills
- Property and Casualty Products
- Commercial Insurance
- Health and Life Insurance Products
- Active Property and Casualty and Life and Health Insurance License With the Illinois Department of Insurance
Timeline
Insurance Sales Agent
Primerica
01.2010 - 01.2012
Insurance Broker
Insurance Brokers Inc.
08.2005 - 01.2022
Associate of Science - Barbering
South Suburban College of Cook County
High School Diploma -
Best Practice High School
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