Results-driven insurance agent with a strong track record in client retention, compliance, and personalized solutions. Committed to enhancing client understanding and satisfaction through tailored policy analysis and risk management.
Overview
36
36
years of professional experience
Work History
Insurance Agent
Crowley Insurance Agency DBA Wilson Insurance Agency
Chittenango, NY
03.2010 - Current
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Prepared and reviewed insurance applications to verify compliance with regulations.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Analyzed policy options to ensure comprehensive coverage and risk management.
Educated clients on insurance products, enhancing understanding and informed decision-making.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Maintained high standards of customer service by building relationships with clients.
Data Entry Clerk
Optogenics
Syracuse, NY
02.2009 - 03.2010
Maintained organized records and files, facilitating efficient retrieval of data for team members.
Completed data entry tasks with accuracy and efficiency.
Verified entered data against source documents to maintain consistency across multiple platforms within the organization.
Shift Supervisor
Dollar General
Bridgeport, NY
02.2007 - 02.2009
Supervised daily operations, ensuring efficient workflow and adherence to company policies.
Trained and mentored new employees, fostering a collaborative work environment.
Completed store opening and closing procedures and balanced tills.
Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
Responded to and resolved customer questions and concerns.
Enforced company policies and regulations with employees.
Customer Service
LabCorp
Fayetteville, NY
07.1990 - 05.2005
Provided customer service by addressing inquiries promptly and knowledgeably.
Provided customer service by answering questions and resolving supply issues.
Resolved customers' and doctors' office complaints promptly, demonstrating commitment to excellent customer service.
Compared requisitions to data entered into the the system and made changes when necessary.
Provided customer service, resolving billing disputes quickly and professionally.
Education
GED -
East Aurora High School
East Aurora, NY
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Client relations
Customer follow-up
Auto insurance
Client retention
Policy writing
Timeline
Insurance Agent
Crowley Insurance Agency DBA Wilson Insurance Agency