Talitha Perry
GROSSE POINTE FARMS,MI
Summary
Insurance professional with expertise in customer relationship management, policy analysis, and risk assessment. Proven track record in developing customized insurance solutions that improve client trust and satisfaction.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Insurance Agent
Farmers Insurance Agency
ST CLAIR SHORES, MI
11.2000 - Current
- Guided clients in tailored policy selection to enhance understanding of coverage options.
- Resolved client inquiries and disputes to foster trust and encourage referrals.
- Collaborated with underwriters to evaluate risk and accurately establish premium rates.
- Trained new agents on effective sales techniques and customer service practices.
- Maintained precise transaction records through insurance software systems.
- Facilitated completion of client applications, ensuring thorough documentation.
- Conducted meetings with potential clients to present policies and address questions clearly.
- Developed accurate quotes based on comprehensive risk information.
- Assisted clients in selecting appropriate insurance policies and coverage options.
- Conducted regular policy reviews to maintain compliance with industry standards.
- Educated clients about insurance products, enhancing their understanding of options available.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Assessed customer risk levels and recommended appropriate coverage options.
- Processed payments received from clients promptly according to established procedures.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Explained coverage options to potential policyholders, answering questions or concerns.
Insurance Agency Owner
Farmers
ST CLAIR SHORES , MI
11.2000 - Current
- Oversaw daily operations of a successful insurance agency, enhancing efficiency and service quality.
- Developed tailored insurance plans to address diverse client requirements.
- Implemented targeted marketing strategies, resulting in increased client acquisition.
- Conducted regular staff meetings to review progress towards established goals.
- Identified process improvement opportunities and created effective solutions.
- Delegated tasks to staff, establishing clear priorities and objectives.
- Provided expert recommendations on insurance policies to align with client needs.
- Maintained accurate records of all insurance transactions through computer software systems.
Skills
- Insurance underwriting
- Customer relationship management
- Policy analysis
- Risk assessment
- Client consultation
- Effective communication
- Relationship building
- Licensed insurance agent
- Communication skills
- Property insurance
- Professionalism and ethics
- Client account management
- Policy writing
- Problem solving
- Underwriting
- Customer relations
Certification
Property licensed, Casualty licensed, Accident and Health licensed, Life licensed, Variable Annuities licensed & 25years as an Agency Owner!
Accomplishments
- Farmers legend production awards winner
References
References available upon request.
Timeline
Insurance Agent
Farmers Insurance Agency
11.2000 - Current
Insurance Agency Owner
Farmers
11.2000 - Current
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