STACEY NELSON
Savannah,GA
Summary
Licensed Life Insurance and Property and Casualty Insurance Agent seeking position as a Team Member.
Overview
9
9
years of professional experience
Work History
Agent Team Member
State Farm- Mike Holland, Erica Timmons
Savannah, GA
10.2023 - Current
- Responded to customer inquiries and problems to promote great service.
- Provided quotes and completed the application process from start to finish.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Processed payments received from clients promptly according to established procedures.
Life Insurance Agent
New York Life Insurance Company
08.2022 - 01.2023
- Identified and devised targeted solutions for diverse clients relevant to life insurance, long-term care insurance, disability insurance and fixed annuities.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Orchestrated a rigorous field underwriting process for client eligibility, marketing campaigns via social media, and managed the upkeep of policy holder's account.
Customer Service Assistant
United Way
03.2020 - 10.2021
- Compiled copious data entry, identified and prioritized the needs of each caller.
- De-escalated stressful situations by being an emotional outlet to callers impacted by the pandemic.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Managing Director
Sunny Bugs Daycare Inc
11.2015 - 10.2019
- Monitored business workflow and administrative processes to keep operations running smoothly.
- Interacted well with customers to build connections and nurture relationships.
- Recruited, hired, and trained employees on proper protocols and licensing standards.
- Prepared annual budgets and kept bookkeeping up to date.
Education
Associate - Business Administration/ Management
The College of Westchester
White Plains, NYSkills
- Verbal and Written Communicatiom
- Interpersonal Skills
- People Management
- New Business Development
- Prospecting clients
- Policy customization
- Building Relationships
Timeline
Agent Team Member
State Farm- Mike Holland, Erica Timmons
10.2023 - Current
Life Insurance Agent
New York Life Insurance Company
08.2022 - 01.2023
Customer Service Assistant
United Way
03.2020 - 10.2021
Managing Director
Sunny Bugs Daycare Inc
11.2015 - 10.2019
Associate - Business Administration/ Management
The College of Westchester
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