Tena Alton
Lynden,WA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking, with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
10
10
years of professional experience
Work History
Life and Health Producer
Guide Insurance Services
Lynden, WA
10.2018 - 12.2022
- Performed administrative tasks such as maintaining records, filing paperwork.
- Updated customer profiles with current information regarding contact details or policy changes.
- Utilized various software programs to manage accounts efficiently.
- Prepared accurate quotes for prospective clients based on their individual needs.
- Negotiated terms with providers to secure favorable rates for customers.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Advised clients on industry standards, legal requirements, and best practices in the field of insurance.
- Assisted with the underwriting process by gathering necessary documents from applicants.
- Participated in team meetings to discuss strategies for meeting goals.
- Identified potential new customers through cold-calling and networking activities.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes
Owner
Alton Insurance Services
Lynden , WA
10.2012 - 10.2018
- Successfully oversaw the day-to-day functioning of the agency
- Participated in various continuing education and training programs to enhance professional growth.
- Worked closely with clients to provide personalized insurance solutions and ensuring excellent customer service.
- Presented and explained product options based on clients' needs and goals
- Cultivated strong customer relationships by actively engaging with clients and educating them on product features.
Education
Life And Health Agent - Insurance
Walt Slater School of Insurance
Everett, WA01-2003
Skills
- Timeline Management
- Teamwork and Collaboration
- Strong interpersonal skills
- Presentation Skills
- Client Account and Policy Management
- Insurance Policy Sales
- Streamlining processes
- Building Relationships
- Needs Assessment
- Client Education
Timeline
Life and Health Producer
Guide Insurance Services
10.2018 - 12.2022
Owner
Alton Insurance Services
10.2012 - 10.2018
Life And Health Agent - Insurance
Walt Slater School of Insurance
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