Summary
Overview
Work History
Education
Skills
Timeline
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Stephen Myers

Rio Rancho,NM

Summary

Detail-oriented Insurance Sales Agent aiming to leverag 3 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.

Overview

18
18
years of professional experience

Work History

Independent Insurance Adjuster

ROM Valley Consulting Group
06.2023 - Current
  • Improved claim processing efficiency by conducting thorough investigations and timely documentation of property damage.
  • Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information on claim status.
  • Managed a large caseload, prioritizing tasks to ensure timely completion and accurate settlement of claims.
  • Collaborated with insurance carriers, agents, and policyholders to gather necessary information for accurate claim assessments.
  • Reduced fraud instances by conducting meticulous investigations and identifying suspicious claims patterns.
  • Maintained updated knowledge of insurance policies, regulations, and industry trends for effective claim handling.
  • Provided comprehensive reports to management detailing claim findings, recommendations, and overall performance metrics.

Licensed Sales Producer

AllState
01.2021 - Current
  • Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
  • Developed new business opportunities through networking events, community involvement, and referrals.
  • Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
  • Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
  • Collaborated with team members to develop innovative sales strategies for maximizing profitability.
  • Streamlined the sales process by utilizing technology tools for efficient data management and communication.
  • Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
  • Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.

Firefighter

Department Of Defense
05.2006 - 01.2024
  • Enhanced community safety by conducting thorough building inspections and identifying potential fire hazards.
  • Reduced response times to emergencies by effectively coordinating with dispatch and other first responders.
  • Performed life-saving procedures during medical emergencies, administering CPR and first aid as needed.
  • Collaborated with fellow firefighters to execute efficient firefighting strategies, mitigating property damage and loss of life.

Education

Bachelor of Arts - Finance

Capella University
Minneapolis, MN
12.2019

Skills

  • Client Account Management
  • Insurance Product Expertise
  • Client Relationship Management
  • New Agent Training
  • Asset Protection
  • Customer Retention
  • Problem Solving
  • Knowledge and experience researching, gathering, analyzing data, summarizing results, resolving problems and issues both independently and as a team member
  • Customer Service, Organization, Teamwork and Dependability
  • Excellent communication skills, both written and verbal
  • Proficient use of computer software applications (Word, Excel, Outlook, PowerPoint

Timeline

Independent Insurance Adjuster

ROM Valley Consulting Group
06.2023 - Current

Licensed Sales Producer

AllState
01.2021 - Current

Firefighter

Department Of Defense
05.2006 - 01.2024

Bachelor of Arts - Finance

Capella University

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Stephen Myers