Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Cross-sold insurance products to existing clients to reach sales targets.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Utilized CRM software to manage client relationships.
Prepared and reviewed insurance applications to verify compliance with regulations.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Education
Bachelor Of Business Administration -
Texas A&M University
Texarkana, TX
12.2008
Skills
Experienced insurance agent with over 16 years of expertise in sales, customer relations, and achieving top-tier performance awards Proven ability to build lasting client relationships, drive revenue growth, and consistently exceed sales targets
Insurance Service Representative at Lola Padgett Texas Farm Bureau InsuranceInsurance Service Representative at Lola Padgett Texas Farm Bureau Insurance