Accomplished Licensed Sales Professional with a proven track record at Allstate Insurance Company - Matt Barczyk Agency, excelling in client acquisition through effective communication and exceptional customer service. Holds a Property and Casualty License for the State of PA since 2002, demonstrating proficiency in both administrative compliance and interpersonal relations.
Identifies prospective clients through leads and referrals
Prepares insurance proposals
Conducts periodic policy reviews
Maintains accurate records of client information
Performs follow-up calls as needed
Schedules client meetings
Completes requirements and submits to underwriters
Establishes productive relationships with clients and participates in educational opportunities