Thomas Bourdon
Norton Shores
Summary
Dedicated insurance agent skilled in customer relationship management and claims processing. Proven ability to analyze insurance policies and provide tailored solutions, ensuring compliance and enhancing client satisfaction.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Anchor Insurance Group
Muskegon
11.2024 - Current
- Assisted clients in selecting appropriate insurance policies based on individual needs.
- Conducted thorough client interviews to gather necessary information for policy applications.
- Provided guidance on claims processes and explained coverage options to clients.
- Maintained accurate records of client interactions and policy details in management systems.
- Educated clients on policy renewals and updates, ensuring understanding of changes in coverage requirements.
- Responded promptly to client inquiries, facilitating effective communication and support.
- Responded to customer inquiries and problems to promote great service.
- Prepared documents including applications, endorsements, renewals, and cancellations.
- Conducted telephone appointments with prospective clients, building rapport to effectively present and sell insurance services.
Insurance Agent
Janis Shunta Insurance Agency
Muskegon
04.2024 - 11.2024
- Assisted clients in selecting appropriate insurance policies based on individual needs.
- Conducted thorough client interviews to gather necessary information for policy applications.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Clarified coverage options to potential policyholders, addressing questions and concerns.
Insurance Agent
Michigan Insurance Group
Muskegon
06.2022 - 04.2024
- Assisted clients in selecting appropriate insurance coverage options.
- Processed policy applications and renewals efficiently and accurately.
- Addressed client inquiries and concerns promptly to enhance customer satisfaction.
- Responded to customer inquiries and problems to promote great service.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Educated customers on plan features, pricing, and availability to facilitate informed decision-making.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- 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.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Sales Representative
Muskegon RV
Muskegon
04.2020 - 05.2022
- Cultivated customer relationships to improve service quality and satisfaction levels.
- Conducted product demonstrations to educate customers about features and benefits.
- Managed inventory levels to ensure availability of popular RV models and accessories.
- Assisted customers with financing options to facilitate RV purchases and leases.
- Trained new sales staff on best practices for customer engagement and product knowledge.
- Negotiated pricing contracts with customers to maximize profits.
- Provided technical support for customers using the company's products or services.
- Reviewed monthly performance against targets set by management team.
- Identified opportunities for cross-selling additional products and services.
- Negotiated deals and handled complaints or objections.
- Set up meetings with potential clients and listened to their wishes and concerns.
Education
Some College (No Degree) - Culinary Arts
Baker College
Muskegon, MISkills
- Insurance policy analysis
- Claims processing
- Risk assessment
- Regulatory compliance
- Policy documentation
- Leads prospecting
- Quotes and sales
- Cross-selling
- Marketing strategies
- Customer relationship management
- Negotiation
- Problem solving
- Team building
Timeline
Insurance Agent
Anchor Insurance Group
11.2024 - Current
Insurance Agent
Janis Shunta Insurance Agency
04.2024 - 11.2024
Insurance Agent
Michigan Insurance Group
06.2022 - 04.2024
Sales Representative
Muskegon RV
04.2020 - 05.2022
Some College (No Degree) - Culinary Arts
Baker College