Dedicated Licensed Insurance Agent with expertise in client relationship management, claims handling, and policy renewals. Proven track record in developing tailored insurance solutions that enhance client satisfaction and drive retention.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Licensed Insurance Agent
Assurance Brokers LTD
11.2023 - Current
Developed tailored insurance solutions, aligning client needs with appropriate policies.
Educated clients on insurance products, ensuring comprehensive understanding of coverage options.
Managed policy renewals and updates, while maintaining accurate records and ensuring compliance.
Assisted clients with claim processing, facilitating timely resolution of issues and concerns.
Collaborated with underwriters to assess risk factors, optimizing policy placement for clients' benefit.
Calculated quotes and educated potential clients on insurance options.
Licensed Insurance Agent
Equity Insurance Group
11.2019 - 11.2023
Developed tailored insurance solutions, aligning client needs with appropriate policies.
Conducted market research to identify trends, enhancing product offerings and client engagement strategies.
Trained new agents on industry regulations and best practices to promote team knowledge-sharing.
Implemented workflow improvements, increasing operational efficiency in client service delivery processes.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Education
High School Diploma -
Roxana Senior High School
Roxana, IL
Skills
Client account management using Applied Epic & AMS360