Theresa Russell
Insurance Agent
El Paso,United States
Every problem is a gift—without problems we would not grow.
Tony Robbins
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Agent
Commonwealth Casualty
Phoenix, AZ
05.2022 - Current
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Promoted client retention through high-quality service and follow through.
- Provided information and answered questions via personal meetings, telephone calls and email.
- Made appointments with potential clients to discuss products.
- Met with new and existing customers to sell Life, Health and Medicare products.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Managed high-volume of inbound and outbound customer calls.
- Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
- Reviewed files, records and other obtained documents to respond to customer requests.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
Insurance Agent
Teleperformance USA
El Paso, TX
10.2021 - 04.2022
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Researched insurance plans to find good options for clients' needs.
- Analyzed customer needs and provided best options, upselling products and services.
Insurance Agent
Connexion Point
El Paso, TX
08.2021 - 10.2021
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Customer Service Associate
Ranstad Staffing
Atlanta , GA
05.2021 - 07.2021
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Documented conversations with customers to track requests, problems and solutions.
Insurance Agent
State Farm Insurance
El Paso, TX
08.2018 - 04.2021
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
Life Insurance Agent
Transamerica
El Paso, TX
02.2017 - 07.2018
- Communicated with clients to understand needs and identify best policies for each case.
- Pursued continued professional development through insurance workshops, course and webinars.
- Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Insurance Sales Agent
State Farm Insurance
El Paso, TX
07.2013 - 01.2017
- Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
- Upsold products to policyholders and potential new clients.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Maintained pleasant and cordial attitude at all times, even when issues arose.
- Followed up with customers to check on changing needs and propose new offerings.
- Evaluated customer desires and budgetary constraints to pick best policies.
Education
High School Diploma -
06.1979
Some College (No Degree) - Business
Skills
- Customer advocate
- In-depth knowledge of markets and relationships
- Applied Systems (TAM) experience
- Underwriting expertise
- Resolving Customer Issues
Certification
- Licensed Property & Casualty License, Life & Health - 2013 to current
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Agent - Commonwealth Casualty
05.2022 - Current
Insurance Agent - Teleperformance USA
10.2021 - 04.2022
Insurance Agent - Connexion Point
08.2021 - 10.2021
Customer Service Associate - Ranstad Staffing
05.2021 - 07.2021
Insurance Agent - State Farm Insurance
08.2018 - 04.2021
Life Insurance Agent - Transamerica
02.2017 - 07.2018
Insurance Sales Agent - State Farm Insurance
07.2013 - 01.2017
Irvin High School - High School Diploma,
El Paso Community College - Some College (No Degree), Business
- Licensed Property & Casualty License, Life & Health - 2013 to current
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