Proven Insurance Agent and Loan Officer with a track record of enhancing client retention and account management through exceptional customer service and policy renewals. At The General Insurance and USA Mortgage, I excelled in utilizing CRM software and negotiating loan terms, demonstrating both hard and soft skills. Achieved significant sales targets by cross-selling and advising on loan options. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Hi, I’m
Stephen Hutchins
Taylorville,IL
Summary
Overview
22
years of professional experience
Work History
The General Insurance
Insurance Agent
10.2019 - Current
Job overview
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Created detailed reports for management to track performance and sales.
- Utilized CRM software to manage client relationships.
- Cross-sold insurance products to existing clients to reach sales targets.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
USA Mortgage
Loan Officer
09.2002 - 11.2015
Job overview
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Advised clients on mortgage, education and personal loans.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Collaborated with other departments to promptly process loan applications.
Education
University Missouri Columbia, MO
Bachelor of Arts from Psychology
05.2005
University Overview
Skills
- Account Management
- Client Retention
- Policy Renewals
- Customer Service
Timeline
Insurance Agent
The General Insurance
10.2019 - Current
Loan Officer
USA Mortgage
09.2002 - 11.2015
University Missouri
Bachelor of Arts from Psychology
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