Shelli Goodloe
Beaumont,CA
Summary
Seasoned Commercial and Personal Insurance producer with excellent planning and problem solving abilities. Offering 35 years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments. 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. History of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Producer/Customer Service Specialist
Morning Star Agency Insurance Services
Irvine, CA
01.2007 - Current
- Operated in fast-paced and driven sales environment.
- Consulted with commercial and personal customers to assess needs and match products.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Researched insurance plans to find good options for clients' needs.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Offered information about policy and coverage details.
- Wrote policies, finalized documents and filed paperwork.
- Responded to customer inquiries and problems to promote great service.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Analyzed customer needs and provided best options, upselling products and services.
- Navigated computer system to look up customer information and update policies.
- Asked probing questions and offered solutions to resolve customer issues.
- Entered leads and new applications, pulled data reports and submitted changes to attract and retain customers and increase business.
- Applied basic insurance underwriting knowledge to evaluate and analyze information.
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Conducted direct mail campaigns, personal insurance reviews and outbound calling blitzes to coordinate prospecting.
- Handled modification and updating of policies.
- Collected payments, processed receipts and informed policyholders of outstanding balances.
- Attended training and educational seminars to enhance knowledge and credentials.
- Entered leads and new applications, pulled data reports and submitted changes to attract and retain customers and increase business.
Skills
- Customer Service
- Outstanding Clerical Abilities
- Insurance Terminology
- Insurance Sales Strategy
- Team Training and Development
- Email Marketing
- Policy Management
- Client Relationship Management
- Policy Adjustment Knowledge
- Client Retention
- Marketing Initiatives
- Client Service
- Product Knowledge
- Lead Prospecting
- Proposal Preparation
- Carrier Relations
- Appointment Management
- Account Management
- Customer Needs Assessment
Certification
- Licensed Property and Casualty Producer
Timeline
Insurance Producer/Customer Service Specialist
Morning Star Agency Insurance Services
01.2007 - Current
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