Teresa Holder
Tulsa,OK
Summary
Proven Insurance Producer with a track record of fostering client relationships and enhancing satisfaction through personalized insurance solutions. At Farmers Insurance Agency, excelled in policy knowledge and customer engagement, significantly improving client loyalty. Skilled in insurance product knowledge and relationship building, adept at identifying coverage gaps and tailoring policies to meet individual needs.
Overview
13
13
years of professional experience
Work History
Insurance Producer
Farmers Insurance Agency
08.2011 - Current
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
Customer Service Representative
State Farm Insurance Inc
07.2011 - 08.2011
- Handled customer inquiries and suggestions courteously and professionally.
- Answered constant flow of customer calls with minimal wait times.
- Processed customer service orders promptly to increase customer satisfaction.
Education
Private Investigation -
Penn Foster College
Scottsdale, AZBookkeeping - Accounting Technology And Bookkeeping
Tulsa Technology Center - Lemley
Tulsa, OK03.1996
High School Diploma -
Kelly Walsh High
Casper, WY05.1986
Skills
- Insurance product knowledge
- Relationship Building
- Policy Knowledge
- Policy writing
- Customer Service
- Client Relations
- Customer Engagement
- Property and Casualty Insurance
- Data Entry
- Policy Changes
Timeline
Insurance Producer
Farmers Insurance Agency
08.2011 - Current
Customer Service Representative
State Farm Insurance Inc
07.2011 - 08.2011
Private Investigation -
Penn Foster College
Bookkeeping - Accounting Technology And Bookkeeping
Tulsa Technology Center - Lemley
High School Diploma -
Kelly Walsh High
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