Terri Gillespie
Surprise,Arizona
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
8
8
years of professional experience
Work History
MULTI-LINES INSURANCE PRODUCER
FARMERS INSURANCE CAREY LEEP AGENCY
08.2019 - Current
- Service existing customers, Write new Commercial and Personal Lines policies
- Educate and empower our insureds
- Collect premium and follow up with clients.
AGENCY OWNER
FARMERS INSURANCE TERRI GILLESPIE AGENCY
02.2017 - 08.2019
- Run day to day operations for my business
- Write new policies and service existing clients
- Manage and encourage staff to write new business and educate them on this ever-changing market.
Education
HIGH SCHOOL DIPLOMA -
CM RUSSEL HIGH SCHOOL
GREAT FALLS, MTSkills
- Understanding of Insurance Industry
- Excellent customer service
- Organization
- Fast learner
- Thorough
Insurance product knowledge
Relationship Building
Policy analysis
Customer follow-up
Policy Renewals
Client Account Management
Attention to Detail
Problem-solving abilities
Excellent Communication
Brokerages
- Big Sky Under Writers
- Concorde
- RPS
- Kraft Lake Compare
- CIG
- Burns and Wilcox
Licensing
- INSURANCE LICENSES: PROPERTY, CASUALTY, HEALTH, LIFE, SURETY IN MONTANA
- I HAVE A NON-RESIDENCE LICENSE FOR ARIZONA
Activities
Chamber of Commerce, Board member, Bozeman, MT, 2018, 2021
Timeline
MULTI-LINES INSURANCE PRODUCER
FARMERS INSURANCE CAREY LEEP AGENCY
08.2019 - Current
AGENCY OWNER
FARMERS INSURANCE TERRI GILLESPIE AGENCY
02.2017 - 08.2019
HIGH SCHOOL DIPLOMA -
CM RUSSEL HIGH SCHOOL
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