Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, NY

Skills

  • 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

Similar Profiles

CREATE PROFILE
STACEY NELSON