Stephen Gallagher
Dawsonville,GA
Summary
Dynamic and results-driven Insurance Agent Assistant with experience in supporting insurance agents in managing client relationships, processing policy changes, and providing exceptional customer service. Skilled in handling administrative tasks, maintaining accurate records, and assisting with sales and renewals. Positive team player with experience in leadership.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent Assistant
American Family Insurance
12.2023 - Current
- Specialized in selling auto, home, and commercial insurance policies, consistently meeting sales targets through effective prospecting and client relationship management.
- Served as point-of-contact for potential and existing customers delivering exceptional customer satisfaction by addressing inquiries and resolving issues.
- Increased client retention by providing customized policy options meeting individual and business needs.
- Implemented strategic marketing initiatives by utilizing networking events, referrals, and social media platforms.
Office Manager
Northside Tree Professionals
04.2018 - 11.2023
- Managed daily operations including scheduling, client communications, and workflow coordination, ensuring efficient service delivery and high customer satisfaction.
- Oversaw administrative functions, invoicing, budget management, and supply disbursement, contributing to a 10% reduction in operation cost over 3 years.
- Led office staff, provided training and support to enhance performance and foster a collaborative work environment.
Deck Seaman
U.S. Coast Guard
10.2016 - 04.2018
- Operated and maintained small boats and navigational equipment, achieving proficiency in maritime operations and guaranteeing operational readiness.
- Assisted in maintaining and repairing aids to navigation, ensuring safe passage for commercial and recreational vessels.
Education
High School Diploma -
West Forsyth High School
Cumming, GA05.2013
Skills
Insurance Sales
Client Relations
Communication Skills
Marketing Strategies
Upselling
Certification
GA P&C License #3675258
Timeline
Insurance Agent Assistant
American Family Insurance
12.2023 - Current
Office Manager
Northside Tree Professionals
04.2018 - 11.2023
Deck Seaman
U.S. Coast Guard
10.2016 - 04.2018
High School Diploma -
West Forsyth High School