STEPHANIE ROSA
INSURANCE AGENT
1603 N 9th ST, MIDLOTHIAN,TX
Summary
Driven professional with a track record of enhancing customer relations and increasing productivity at American National Insurance Company. Excelled in client relations and account management, leveraging professional presentations and product knowledge to identify and fill coverage gaps. Demonstrated leadership at SAMS CLUB, improving team performance through effective feedback and project management. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
INSURANCE AGENT
American National Insurance Company
08.2018 - Current
- Maintained high standards of customer service by building relationships with 700+ clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Created detailed reports for management to track performance and sales.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Managed over 20 customer calls per day
- Increased sales by selling more than 3 policies a week
Team Leader
SAMS CLUB
06.2016 - 07.2018
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Set performance expectations for my team, monitoring progress towards goals and providing constructive feedback as needed.
- Achieved daily goals of upgrading 20+ memberships daily
Education
GED -
ODESSA COLLEGE
Odessa, TX 05.2001 -
Skills
Customer Service
Customer follow-up
Client Relations
Negotiates/Resolves Differences
Account management
Leads Prospecting
Professional presentations
Product knowledge
Manages projects effectively
Productivity/time management
Positive attitude
Certification
Texas Department of Insurance License: 2420831
Timeline
INSURANCE AGENT
American National Insurance Company
08.2018 - Current
Team Leader
SAMS CLUB
06.2016 - 07.2018
GED -
ODESSA COLLEGE
05.2001 -
Texas Department of Insurance License: 2420831
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