Insurance Agent
Self Employed
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Sherry-Pat Kaplan
West Warwick,RI
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Work History
Education
Certificate - Personal Insurance
Self
Paralegal Studies - Law Enforcement Administration
Community College of Rhode Island
Warwick, RI05.2007
Skills
- Personal assistant to High Networth family
- Assistant to Nanny
- Worked closely with nanny in regard to making appointments, household finances for family
- Troubleshooting
- Teamwork and Collaboration
- Good Telephone Etiquette
- Data Entry
- Attention to Detail
- Remote Office Availability
- Organization and Time Management
- Recordkeeping
- Problem-Solving
- Customer Relations
- Excellent Communication
- Time Management
- Active Listening
- Self-Directed
- Critical Thinking
- Team building
- Decision-Making
- Task Prioritization
Timeline
Insurance Agent
Self Employed
Certificate - Personal Insurance
Self
Paralegal Studies - Law Enforcement Administration
Community College of Rhode Island
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