Stacie Rogers
Keota
Summary
Life and Health Insurance Agent with 3 years of experience in guiding clients through insurance policy selection and enhancing customer satisfaction. Demonstrates strong skills in client education, policy analysis, and strategic planning, leading to increased policy sales and client retention. Committed to process improvement and conflict resolution, contributing to a streamlined service delivery and a growing client portfolio.
Overview
16
16
years of professional experience
Work History
Life and Health Insurance Agent
Serve Insurance
10.2024 - Current
- Guide clients in selecting life and health policies, boosting satisfaction and retention.
- Analyze client needs, achieving notable policy sales growth and customer loyalty.
- Collaborate with teams to streamline processes, enhancing service delivery.
- Resolve client issues efficiently, improving overall customer experience.
- Implement strategic plans, resulting in increased client portfolio and revenue.
Bookkeeper
C and S Contractors
03.2010 - Current
- Processed invoices and managed accounts payable to ensure timely payments.
- Reconciled bank statements with internal records to maintain accuracy.
- Monitored cash flow and prepared forecasts to support financial planning initiatives.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Life Insurance Agent
Select Quote
09.2021 - 09.2024
- Guided clients through insurance options, resulting in higher policy adoption rates and improved client retention.
- Evaluated client needs and tailored insurance solutions, leading to substantial improvements in coverage satisfaction.
- Provided ongoing education to clients about policy benefits, fostering trust and long-term relationships.
- Top overall producing agent, with a new record high sales in first month. Top overall producing agent
Education
Medical Coding -
ICTC
Sallisaw, Ok11.2019
High school diploma - undefined
Sallisaw High School
Sallisaw, Ok08.2002
Skills
- Client Education
- Policy Analysis
- Strategic Planning
- Process Improvement
- Conflict Resolution
- Client relationship management
- Needs analysis
- Financial forecasting
- Accounts payable management
- Cash flow monitoring
- Strategic planning implementation
- Risk assessment skills
Accomplishments
While at Select Quote I was highest earning agent there. I also broke the record sales when I came in over entire company.
Timeline
Life and Health Insurance Agent
Serve Insurance
10.2024 - Current
Life Insurance Agent
Select Quote
09.2021 - 09.2024
Bookkeeper
C and S Contractors
03.2010 - Current
High school diploma - undefined
Sallisaw High School
Medical Coding -
ICTC
Agent of the month
I was the top agent of the month for the time I was with Select Quote