Stephanie Blanchard
Littleton,CO
Summary
Dynamic Property and Casualty Agent at State Farm, adept at insurance sales and policy analysis. Cultivated strong client relationships, enhancing retention and generating referrals. Recognized for exceptional customer service and analytical skills, successfully streamlining processes and delivering tailored coverage solutions. Proven ability to exceed client expectations while managing complex portfolios.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Property and Casualty Agent
State Farm
06.2021 - 07.2023
- Developed strong relationships with clients, resulting in referrals and new business opportunities.
- Increased client retention by providing exceptional customer service and addressing policyholder concerns promptly.
- Streamlined policy renewal processes for increased efficiency and improved client satisfaction.
- Participated in ongoing professional development initiatives, including seminars, workshops, and certification programs related to property and casualty insurance.
- Colorado Notary Certificate
- Pet Insurance Certificate
- Flood Insurance Certificate
- Utilized strong analytical skills to evaluate client needs and recommend appropriate policy enhancements or modifications as necessary.
- Leveraged advanced technology tools to streamline administrative tasks such as data entry, document management, and appointment scheduling.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Followed up promptly with interested clients to close sales.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
Office Manager
The Kitchen Design Center
12.1994 - 06.2000
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Sold Custom Cabinetry, designed blueprints and corresponded with contractors.
- Interior Design and Blueprint Certificates
Oral Surgeon Assistant
The Oral Surgery Group
09.1989 - 01.1994
- Demonstrated adaptability in assisting various types of oral surgeries, ranging from wisdom teeth removals to corrective jaw procedures.
- Promoted a positive working atmosphere within the practice through open communication and teamwork with colleagues.
- Safeguarded patient confidentiality by adhering to HIPAA regulations when handling sensitive information.
- Supported the oral surgeon in emergency situations, demonstrating quick thinking and effective problem-solving skills under pressure.
- Collaborated with the oral surgery team to develop and implement post-operative care plans for patients.
- Aided in successful surgical outcomes by accurately preparing instruments and equipment before each procedure.
- Increased patient satisfaction by addressing concerns and answering questions regarding their treatment plans.
- Provided exceptional chairside assistance during extractions, implants, and other oral surgeries.
- Assisted oral surgeons during complex surgical procedures, ensuring optimal outcomes for patients.
- Maintained a sterile operating environment, adhering to strict health and safety protocols.
- Enhanced patient comfort by providing compassionate pre-operative care and preparation.
- Educated patients on proper oral hygiene practices following surgery to minimize complications.
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
- Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.
- Prepared and sterilized instruments and materials for use by dentists.
- Monitored patient comfort and safety during dental procedures.
- Prepared patient X-rays and images for review by dentist.
- X-Ray Certificate
Education
Associate of Science - Esthetician
Heritage College
Denver, COAssociate of Science - Science Education
Aims Community College
Greeley, COSkills
- Insurance sales
- Coverage evaluation
- Policy analysis
- Portfolio management
Affiliations
- Esthetic Association, Golden, CO
Certification
- Property and Casualty License - June 2021 - Current
- Colorado Notary Certificate May 2023 - Current
Timeline
Property and Casualty Agent
State Farm
06.2021 - 07.2023
Office Manager
The Kitchen Design Center
12.1994 - 06.2000
Oral Surgeon Assistant
The Oral Surgery Group
09.1989 - 01.1994
Associate of Science - Esthetician
Heritage College
Associate of Science - Science Education
Aims Community College
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