Susan Likavec
Lachine
Summary
Experienced life insurance agent with a strong foundation in customer service and policy advisement. Successfully developed comprehensive quotes based on in-depth risk assessments. Excellent problem solver, skilled at navigating complex client needs while ensuring compliance with industry regulations. Dedicated to empowering clients with knowledge and support to make confident insurance choices.
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Life Insurance Agent
AAA Life Insurance DSU
Omaha
11.2022 - 11.2024
- Communicate with clients to understand needs and identify best policies for each case.
- Develop appropriate quotes based on risk information.
- Manage customer database.
- Call center: received inbound calls, placed outbound calls and follow up calls and emails.
- Developed comprehensive understanding of life insurance products, policies and regulations to effectively advise customers.
- Built strong relationships with customers by providing exceptional customer service at all times.
Life Insurance Agent
AAA Ace
Pittsburgh
08.2019 - 07.2022
- Assisted clients in selecting appropriate life insurance policies.
- Processed insurance applications and maintained client records.
- Conducted follow-up calls to ensure client satisfaction and understanding.
Travel Agent
AAA East Central
Solon
11.2017 - 08.2019
- Demonstrated expertise in booking flights, hotels, rental cars, cruises, tours, and other travel services.
- Utilized knowledge of domestic and international destinations to advise customers on the best possible options for their trips.
- Used various computer software and online databases to book travel services.
- Worked closely with tour operators to develop packages that meet the needs of travelers.
- Created and managed a database of customer profiles, preferences, and past travel records.
- Monitored industry trends and developments to ensure that customers were provided with the latest travel options.
- Advised customers on insurance policies that best suited their travel plans.
Education
Life Insurance - Insurance
Kaplan Career Institute
08.2019 - 01.2026
Travel Industry -
Travel Institute
Travel Industry -
Traveline School of Travel
Mentor, USSkills
- Attention to Detail
- Problem Solving
- Inbound and Outbound Calls
- Life Insurance Knowledge
- Conceptual and Visionary Thinking
- Client relationship building
- Innovative
- Embrace new experiences with enthusiasm
- Self motivation
- Project driven
- Excellent organization and time management
- Critical thinking
- Problem-solving aptitude
- Effective communication
- Client education
- Integrity
- Data entry
- Collaboration through Teams
Certification
Life Insurance Producer
Timeline
Life Insurance Agent
AAA Life Insurance DSU
11.2022 - 11.2024
Life Insurance Agent
AAA Ace
08.2019 - 07.2022
Life Insurance - Insurance
Kaplan Career Institute
08.2019 - 01.2026
Travel Agent
AAA East Central
11.2017 - 08.2019
Travel Industry -
Travel Institute
Travel Industry -
Traveline School of Travel