Insurance Agency Owner
I launched my insurance agency from scratch in 2014. I now have 6 employees and we have grown tremendously each and every year. Our office is top performing in our region, and is ranked nationally as well. My duties as owner include:
- Providing customers with information regarding plan features, pricing, and availability.
- Participating in continuing education courses to stay current on industry trends and changes in regulations.
- Developing and implementing comprehensive insurance plans for clients according to their individual needs.
- Monitoring market conditions to ensure that existing policies remain competitively priced.
- Scheduling meetings with prospective clients to discuss available products and services.
- Responding to customer inquiries and problems to promote great service.
- Resolving customer complaints in a timely manner to maintain high satisfaction levels.
- Educating customers on the importance of maintaining adequate insurance coverage.
- Developing relationships with new clients through cold calling and referrals from existing customers.
- Responding quickly and accurately to inquiries from clients regarding their coverage plans.
- Generating reports detailing sales activities, client interactions, and progress towards goals.
- Preparing documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.